GoldMine Group feature - Join our Webinar on 1st July for a comprehensive guide!

Are you looking to streamline your contact management and boost your team's efficiency? Join us for an enlightening webinar on maximising the Groups feature in GoldMine CRM. Learn how to organise your contacts effectively and take your customer relationship management to the next level.

In this webinar, we'll cover:

1. The power of Groups in GoldMine
2. Creating and naming Groups strategically
3. Adding contacts manually - individual and bulk methods
4. Managing Group membership with ease
5. Practical applications for marketing, sales, and project management
6. Expert tips and tricks to enhance your workflow

Whether you're new to GoldMine or a seasoned user, this webinar will provide valuable insights to help you leverage the full potential of the Groups feature.

Don't miss this opportunity to refine your CRM skills and boost your productivity!

Date: 1st July 2024
Time: 14:00 BST
Duration: 20 minutes

Register now at: www.goldminecrm.co.uk/webinars/mastering-groups

Spaces are limited, so secure your spot today. We look forward to seeing you there!

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Seamlessly Adjust Sales Territory Alignments in GoldMine - Event 14/6

Is your sales force battling inefficient territory setups due to organisational changes or growth? With GoldMine's powerful Territory Realignment tool, you can rapidly re-map your sales territories with just a few clicks whenever regions need reshuffling or new sales hires come aboard.

Join us on 14th June at 2pm for a live online event, walking you through the feature.  Register here

The Pain of Static Territory Alignments
Traditionally, realigning sales territories has been an enormously tedious administrative burden when things change, such as:

• Expanding into new geographic markets
• Restructuring sales verticals or product lines
• Onboarding new sales representatives

Without an easy way to reassign accounts, leads, and opportunities, your customer relationships and revenue prospects can suffer. Reps get overloaded in some areas while others are underutilised. Idle reps miss opportunities while stretched teammates provide sub-par customer service.

The Territory Realignment Advantage
GoldMine's Territory Realignment tool eliminates this territory management headache. With flexible rules for setting the alignment criteria, you can instantly redraw territory boundaries and re-distribute data based on factors like:

• Geographic regions or travel radius
• Product line or service offerings
• Account type, size, or industry
• Sales revenue potential
• Existing customer relationships

With a few simple clicks, GoldMine automatically reassigns all relevant records to the properly aligned reps according to your specified rules. No more manual data entry drudgery!

Streamlined Territory Transitions
Whether you've hired several new sales team members, expanded into different regions, or restructured your sales organisation, GoldMine's Territory Realignment tool allows you to proactively re-balance workloads with ease. Simply set up your new territory definitions, run a what-if analysis to preview the changes, then commit the realignment.

All impacted accounts, leads, opportunities, and customer details instantly reassign to the correct reps based on your own alignment criteria and business rules. New sales hires automatically receive their pre-defined book of business while veteran reps get rebalanced for optimal coverage and efficiency.

Don't let operational changes and growth pains disrupt your sales productivity. Keep your teams selling with seamless territory realignments using GoldMine's must-have tool. Optimise your sales resources today!

GoldMine Users, do you know this simple metric for ROI?

Be patient on your GoldMine 2024.1 install

The latest release of GoldMine, version 2024.1.0.27703 includes the prerequisite for Microsoft Edge WebView2 runtime.
This is is incompatible with Windows 7, Windows 8/8.1, Windows 2011 Small Business Server, and Windows Server 2012/2012R2.

When running the installer, the WebView installation will not time out but may extend the install process for up to 60 minutes.
In this case, both installation processes - the Edge WebView installation (first) and the GoldMine Installation (second) - can be ended by using the Windows Task Manager.
Restart the GoldMine installer and the prerequisite will no longer be displayed, but a restart of the machine will required.
After restarting the machine, the installation went through without any further issues.

Streamline your inbox with GoldMine Email Rules

If your inbox is constantly flooded with emails, you know how time-consuming and overwhelming it can be to sort through them all. As a busy sales or marketing professional using GoldMine CRM, you need ways to organize your inbox so you can efficiently prioritize the most important emails.

Luckily, GoldMine offers a handy built-in feature called Email Rules that can help streamline your inbox in a few clicks.  Join us on our next GoldMine 101 event where we show you how Email Rules in GoldMine can streamline your email processing.  Event is on Tuesday 9th January at 2pm UK time.  Registration is required at:

https://attendee.gotowebinar.com/rt/5846898705498595670

 

Here are some of the major benefits of setting up Email Rules:

Automatically File Emails into Contacts
One of the biggest advantages of Email Rules is that you can automatically file emails from leads and contacts into their respective contact records in GoldMine. This saves you from having to manually drag-and-drop emails to contact profiles each time. With a simple rule, emails can be automatically linked to contacts as they arrive in your inbox.

Categorize Emails by Type or Topic
You can also set up rules to apply categories to incoming emails based on keywords, subject lines phrases, or sender email addresses. For example, rule could file all emails with the subject “Sales Inquiry” to a “Sales Leads” folder. This makes related emails easy to locate later.

Forward Emails to the Right Team Members
GoldMine Email Rules can automatically forward emails to others in your organization based on criteria you determine. You can send sales inquiries directly to sales reps or new product suggestions to your product team - without any manual work on your part.

Effortlessly Keep Email Records
Finally, Email Rules enables you to effortlessly comply with email recording regulations in regulated industries like finance and healthcare. Rules can automatically copy or move important emails into designated folders or cases for record storage and oversight.

With a vast range of customizable rule criteria and actions, GoldMine Email Rules can save you tons of time organizing your bulging inbox. Creating some rules tailored to your email and CRM workflow takes just minutes but provides long-term benefits. Give yourself a break and let automation do the filing for you!

Streamline your inbox with GoldMine Email Rules

If your inbox is constantly flooded with emails, you know how time-consuming and overwhelming it can be to sort through them all. As a busy sales or marketing professional using GoldMine CRM, you need ways to organize your inbox so you can efficiently prioritize the most important emails.

Luckily, GoldMine offers a handy built-in feature called Email Rules that can help streamline your inbox in a few clicks.  Join us on our next GoldMine 101 event where we show you how Email Rules in GoldMine can streamline your email processing.  Event is on Tuesday 9th January at 2pm UK time.  Registration is required at:

https://attendee.gotowebinar.com/rt/5846898705498595670

 

Here are some of the major benefits of setting up Email Rules:

Automatically File Emails into Contacts
One of the biggest advantages of Email Rules is that you can automatically file emails from leads and contacts into their respective contact records in GoldMine. This saves you from having to manually drag-and-drop emails to contact profiles each time. With a simple rule, emails can be automatically linked to contacts as they arrive in your inbox.

Categorize Emails by Type or Topic
You can also set up rules to apply categories to incoming emails based on keywords, subject lines phrases, or sender email addresses. For example, rule could file all emails with the subject “Sales Inquiry” to a “Sales Leads” folder. This makes related emails easy to locate later.

Forward Emails to the Right Team Members
GoldMine Email Rules can automatically forward emails to others in your organization based on criteria you determine. You can send sales inquiries directly to sales reps or new product suggestions to your product team - without any manual work on your part.

Effortlessly Keep Email Records
Finally, Email Rules enables you to effortlessly comply with email recording regulations in regulated industries like finance and healthcare. Rules can automatically copy or move important emails into designated folders or cases for record storage and oversight.

With a vast range of customizable rule criteria and actions, GoldMine Email Rules can save you tons of time organizing your bulging inbox. Creating some rules tailored to your email and CRM workflow takes just minutes but provides long-term benefits. Give yourself a break and let automation do the filing for you!

Stay organised - Best practices for file attachments in GoldMine CRM

Streamline your sales process and supercharge GoldMine by leveraging file attachments! Join our 30-minute webinar to learn best practices for attaching documents, managing files, and getting the most out of GoldMine's attachment features.

Webinar is on Thursday 23rd November at 2pm UK time.  This webinar is aimed at GoldMine CRM Users.  Register for free here.

Here are some key benefits of using attachments with GoldMine CRM:

• Store supporting documents and files within each contact, lead, or opportunity record - Having attachments directly linked to records makes it easy to find and access relevant documents when you need them. This could include things like sales proposals, contracts, correspondence history, etc.
• Attach emails to records - Email threads can be attached to GoldMine records to keep a history of communication all in one place. This provides context when viewing a contact or opportunity.
• Centralized document storage - Storing attachments in GoldMine eliminates the need for a separate shared folder or drive for documents. Everything is accessible right within each record.
• Share attachments with team members - Any attachments uploaded to GoldMine records can easily be viewed, downloaded, edited, etc. by other GoldMine users on your team with the appropriate access. This facilitates collaboration.
• Attach images and screenshots - Visually documenting interactions, issues, etc. by attaching images to GoldMine can help with recalling specifics and conveying information.
• Link research documents or background info - Attachments allow sales reps to link relevant articles, company information, or other research documents to leads and contacts for reference.
• Keep a record of correspondence - By attaching email threads, scanned documents sent/received, and other communication records, there is a documented history within GoldMine.
• Organized digital filing system - Well-utilized attachments in GoldMine create a structured digital file cabinet for key documents, files, and communication related to customers and deals.

 

 

 

GoldMine Plus vs GoldMine Link - What's the best Outlook integration for you?

Which is the best option as a GoldMine user for Outlook email integration? Join us on our next GoldMine 101 where we cover the pros and cons of each option to help you decide what's best for your organisation.

Please register in advance for this event which is going to be held on the Wednesday 16th of August at 2:00 PM UK time.

Register here for this event

How to Setup GoldMine on Remote Desktop

Using RDS is a very popular way of accessing GoldMine CRM from remote locations or your home office.

To access GoldMine CRM through Remote Desktop Services (RDS), you need to ensure that the following requirements are met:

Server with Remote Desktop Services: Set up a server with Remote Desktop Services configured and running. This server will host the GoldMine CRM application and allow remote users to access it.

GoldMine CRM installation: Install GoldMine CRM on the server. Ensure that the version of GoldMine CRM you install is compatible with the operating system running on the server.

User licenses: Acquire the necessary user licenses for GoldMine CRM to accommodate the number of concurrent users who will be accessing the system through RDS. Ensure that you comply with the licensing terms and conditions set by the GoldMine CRM provider.

Remote Desktop Licensing: Obtain Remote Desktop Services Client Access Licenses (RDS CALs) for each user who will be connecting to the server. These licenses are required to access the Remote Desktop Session Host server (where GoldMine CRM is installed) through RDS.

Secure Remote Access: Implement appropriate security measures for remote access. This may include setting up a Virtual Private Network (VPN) for encrypted communication, enabling firewall rules to allow RDS traffic, and configuring user access policies to ensure only authorized users can connect.

Server hardware and performance: Ensure that the server hosting GoldMine CRM meets the hardware requirements specified by the application. This includes factors such as processor speed, RAM, disk space, and network bandwidth to support the expected number of users and workload.

Client devices: Remote users will need client devices with Remote Desktop client software installed. These can be Windows-based computers, Macs, or mobile devices. Make sure the client devices meet the minimum requirements for running the Remote Desktop client software.

Network infrastructure: Ensure that the network infrastructure, including routers, switches, and firewalls, is properly configured to allow Remote Desktop connections and provide sufficient bandwidth for smooth access to GoldMine CRM.

Please Contact Wizard Systems for more information.

 

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