Wizard Systems

GoldMine just got smarter - AI search integration!

Unlock Instant Insights in GoldMine CRM: Join Our Exclusive Webinar!

Are you making the most of your GoldMine CRM? Imagine being able to instantly uncover rich background, financial, and news insights on any contact or company-right from within your GoldMine system. Now you can, thanks to a powerful new GM+View integration with Perplexity AI.

What’s Perplexity AI?
Perplexity AI is a cutting-edge, conversational search engine that gathers and synthesises information from across the web, delivering clear, accurate answers to your questions in seconds. With its natural language capabilities, it’s like having an expert researcher on your team-ready to provide company background, financials, news, blog posts, press releases, and more, all at the click of a button.

See It Live: Free Webinar for GoldMine Users
We’re excited to invite all GoldMine CRM users to a special live webinar on Monday 19th May at 4pm UK time. You’ll see a brand new GM+View in action-one that puts Perplexity’s AI-powered search right at your fingertips inside GoldMine.

What You’ll Experience:

• How to instantly research contacts and companies without leaving GoldMine

• One-click access to financial background, company size, latest news, blog posts, press releases, and signs of change or risk

• Real-world examples of how this boosts productivity and sales intelligence

• Step-by-step guidance on adding this feature to your own GoldMine system

Exclusive Offer:
Everyone who attends will receive the GM+View template free after the webinar-ready to use in your own GoldMine CRM.

Why Attend?

• Save time on research and due diligence

• Make smarter, faster decisions

• Spot risks and opportunities before your competitors

• Get more value from your GoldMine investment

How to Register:
Contact Wizard Systems or visit www.wizard-systems.co.uk to reserve your spot, or CLICK HERE

Wizard Systems has been supplying GoldMine CRM solutions for over 30 years. We provide the complete CRM service, including all training and support. Don’t miss this opportunity to see how easy it is to add powerful external insight to your GoldMine CRM-join us on Monday 19th May at 4pm!

 

Streamlining Quoting and Reporting for Manufacturer Representatives

Are you still relying on Word or Excel to create your sales quotes? If so, you’re likely spending far too much time formatting documents and hunting for the latest pricing, when you could be focusing on what matters most-selling. At Wizard Systems, we understand the unique challenges faced by manufacturer representatives, and that’s why we recommend QuoteWerks as the go-to solution for efficient quoting and reporting

Why Manufacturer Reps Need a Dedicated Quoting Solution

Manufacturer representatives, also known as independent sales reps or sales agents, act as the bridge between manufacturers and wholesale or retail customers. They often represent multiple manufacturers-typically with related or complementary products-and work within specific industries and territories. This means juggling various product catalogues, price lists, and manufacturer-specific requirements, which can quickly become overwhelming when managed manually1.

The Challenges of Manual Quoting

• Searching through spreadsheets and pricing documents is time-consuming and increases the risk of errors.

• Formatting quotes and proposals to meet each manufacturer’s branding and legal requirements can be tedious and inconsistent.

• Tracking communications and ensuring both customers and manufacturers receive the right information at the right time is difficult without automation.

• Generating pre-sales and post-sales reports often requires piecing together data from multiple sources, making it hard to provide timely insights to manufacturers or your own team

How QuoteWerks Transforms the Process

QuoteWerks is purpose-built to address these challenges, offering a range of features designed specifically for manufacturer reps:

• Centralised Product Tracking: Easily manage products from multiple manufacturer catalogues without the need to search through countless spreadsheets or documents.

• Professional, Branded Quotes: Automatically generate polished quotes and proposals that include manufacturer-specific language and logos, ensuring consistency and professionalism every time.

• Efficient Communication: Instantly email quotes to both your customer and the relevant manufacturer, streamlining the sales process and reducing delays.

• Comprehensive Reporting: Quickly create both pre-sales and post-sales reports, providing valuable insights for you and your manufacturers at every stage of the sales cycle

• Integration with CRM and Accounting: QuoteWerks integrates with popular CRM and accounting systems, eliminating duplicate data entry and ensuring all your sales data is up to date and accessible

The Benefits at a Glance

Challenge	Manual Process	With QuoteWerks
Product Management	Spreadsheets, manual lookups	Centralised, searchable catalogues
Quote Creation	Word/Excel, manual formatting	Automated, branded proposals
Communication	Separate emails, risk of omissions	Simultaneous customer & manufacturer emails
Reporting	Collating data from files	Instant pre- and post-sales reports
Error Reduction	High risk of mistakes	Automated workflows and approvals

 

 

Why Choose Wizard Systems for Your QuoteWerks Implementation?

At Wizard Systems, we don’t just supply QuoteWerks-we provide full implementation, training, and ongoing support to ensure you get the most from your investment. Our expertise means you can be confident in a smooth transition from manual quoting to an automated, professional system that saves you time and helps you win more business.

If you’re ready to leave behind the headaches of manual quoting and reporting, contact us today to learn how QuoteWerks can transform your sales process as a manufacturer representative.

For more information, visit our website at www.wizard-systems.co.uk or get in touch with our team. Let’s help you sell smarter, not harder.

 

Why Kanban views can be so helpful in a CRM system - Event 16-5

Kanban Views in Workbooks CRM: What Are They and Why Use Them?

If you’re considering Workbooks CRM for your business, understanding the power of Kanban views could be a game-changer. Kanban views are a visual way to manage your workflow, helping you and your team stay organised, focused, and efficient.

What Is a Kanban View?

A Kanban view in Workbooks CRM displays your records-such as activities, sales opportunities, or support cases-as cards on a board. These cards are arranged in columns, each representing a stage in your process. For example, a sales pipeline might have columns for "New Lead", "Qualified", "Proposal Sent", and "Closed". As work progresses, you simply drag and drop cards from one column to the next, making it easy to track status and update your team in real time.

The Benefits of Kanban Views

Kanban views offer several key advantages:

• They provide a clear, visual overview of your workflow, making it easy to spot bottlenecks and prioritise tasks.

• The drag-and-drop interface makes updating the status of any item quick and intuitive.

• Teams can collaborate more effectively, as everyone can see what’s in progress and what needs attention.

• Kanban boards are highly flexible, allowing you to tailor columns and processes to suit your business needs.

• For sales, Kanban views make pipeline management transparent, so you always know which deals need focus.

Join Our Live Webinar: Friday 16th May at 2pm (London time)

To see Kanban views in action and learn how they can help your business, join our free webinar on Friday 16th May at 2pm (London time). We’ll show you how to set up and customise Kanban boards in Workbooks CRM, demonstrate real-world use cases, and answer your questions live.

Register for the webinar here:
https://www.wizard-systems.co.uk/crm-webinars.html

Please register at least 30 minutes before the session starts to secure your place.

This solution is provided by Wizard Systems. Visit www.wizard-systems.com.uk for more information about our complete Workbooks CRM solution, including all training and support. We have been supplying CRM systems for over 30 years.

 

WESS vs Email Dropbox - What's the difference between these 2 email integration options for Workbooks CRM? Event 14-5

Choosing the right method to integrate your email communications with Workbooks CRM is important for maximising productivity and maintaining a complete record of customer interactions. Two popular options available in Workbooks are the 'Email Dropbox' feature and the Workbooks Exchange Synchronisation Server (WESS). Each offers distinct benefits and is suited to different business needs. Here’s a detailed comparison to help you decide which is best for your organisation and join us on our next event on 14th May at 2pm London time where we'll go through them in more detail!

REGISTER HERE FOR WEBINAR 14TH MAY 2PM

Email Dropbox: Simple and Flexible Email Capture

The Email Dropbox feature allows users to forward or BCC emails to a unique Dropbox email address, which automatically stores these messages within Workbooks CRM. This is particularly useful for capturing emails sent from any device or email client, ensuring that important correspondence is recorded against the relevant CRM records.

Key Features and Benefits:

• Easy to set up: Users generate a unique Dropbox email address and simply forward emails to it.

• Universal compatibility: Works with any email client or device, including mobile phones and webmail.

• Manual control: Users decide which emails to add to Workbooks, reducing clutter and ensuring only relevant communications are stored.

• No installation required: There’s no need for plugins or additional software, making it straightforward for users across different platforms.

• Centralised access: All emails added via Dropbox are visible in the user’s email list within Workbooks, providing a clear audit trail of correspondence.

This approach is ideal for organisations that want a lightweight, flexible solution for capturing key emails without needing deep synchronisation between systems.

WESS (Workbooks Exchange Synchronisation Server): Seamless, Automated Integration

WESS offers a more advanced, automated integration between Workbooks CRM and Microsoft Exchange Server. It enables the synchronisation of emails, calendar events, and contacts between Workbooks and any Exchange-connected client, including Outlook (on Windows and Mac), Outlook Web Access, and mobile devices.

Key Features and Benefits:

• Full synchronisation: WESS keeps emails, calendar entries, and contacts up to date across Workbooks and Exchange, reducing manual data entry and ensuring consistency.

• Works with all Exchange clients: Unlike older plugins that only worked with Outlook on Windows, WESS supports Outlook on Citrix, Mac, web, and mobile devices.

• No user-side plugins: Synchronisation occurs server-to-server, so users don’t need to install or manage additional software.

• Always up to date: Because synchronisation happens centrally, users see the same information regardless of which device or client they use.

• Enhanced productivity: Users can update Workbooks records directly from Outlook, cutting down on the need to switch between applications and streamlining workflow.

WESS is best suited to organisations that rely heavily on Microsoft Exchange and want a seamless, automated way to keep CRM and email data synchronised across all users and devices.

Comparison Table

Feature	Email Dropbox	WESS (Exchange Sync)
Setup Complexity	Very simple	Requires server configuration
Supported Clients	Any email client	All Exchange clients (Outlook, Mac, OWA, mobile)
Automation	Manual (user forwards emails)	Automatic (server-to-server sync)
Data Types Supported	Emails only	Emails, calendars, contacts
User Control	High (user selects emails to add)	System-wide (all relevant data syncs)
Plugin/Software Required	None	None on user devices
Ideal For	Flexible, lightweight email capture	Full integration, high automation

 

 

Which Should You Choose?

• Choose Email Dropbox if you need a quick, easy way to capture important emails from any device, and you want users to have full control over what gets added to CRM.

• Choose WESS if you want a robust, automated solution that keeps emails, calendars, and contacts synchronised across all Exchange-connected devices, minimising manual effort and ensuring a single source of truth.

Both features can be used together if required, giving you the flexibility to tailor your CRM integration to your business processes.

This solution is provided by Wizard Systems, who supply the complete Workbooks CRM solution including all training and support. Wizard Systems have been delivering CRM systems for over 30 years. For more information, visit www.wizard-systems.co.uk.

 

Attention to Detail - Our next GoldMine CRM event, 9/5

Are you making the most of GoldMine CRM’s powerful Detail Records feature? Join us on Friday 9th May at 2pm (UK time) for an exclusive, practical webinar designed for GoldMine users who want to unlock new ways to organise, track, and customise their CRM data.

What You’ll Learn

• What are Detail Records?
  Discover how Detail Records can store vital information such as contracts, equipment, or custom data without cluttering your main contact records.

• Real-World Uses
  See examples of how businesses use Detail Records to boost productivity, improve reporting, and enhance customer service.

• Step-by-Step Setup
  Watch a live demonstration on how to create your own custom Detail Records, add user-defined fields, and configure layouts to fit your business needs.

• Advanced Tips
  Learn about add-ons like Details Plus for even more flexibility, including numeric fields, calculated fields, and advanced search capabilities.

• Q&A with Experts
  Get your questions answered by our GoldMine specialists with over 30 years of CRM experience.

Who Should Attend?

• GoldMine CRM users looking to streamline their data management

• Administrators wanting to customise GoldMine for their business

• Anyone interested in maximising the value of their CRM investment

Why Attend?

Detail Records are a hidden gem in GoldMine CRM, enabling you to capture and report on the information that matters most to your business. This session will give you actionable tips to tailor your CRM and drive better results across sales, marketing, and customer service.

Reserve your spot today and take your GoldMine skills to the next level!

This event is brought to you by Wizard Systems, your trusted GoldMine CRM partner for over 30 years, offering complete CRM solutions, training, and support. Find out more at www.wizard-systems.com.uk.

Provide Flexible Payment Options Using QuoteValet

Stay ahead of the curve, elevate your QuoteWerks proficiency, and make the most of every QuoteWerks tool at your fingertips with our curated Tips & Tricks newsletter.

Payment Options in QuoteValet QuoteValet is QuoteWerks online quote delivery and acceptance vehicle. It enables users to send customers a web-based version of a quote that can be customized, allow for customer input, and even give customers the option to pay. Providing payment options to customers is a great way to demonstrate your flexibility and professionalism. Payment options in QuoteValet include the ability to pay by credit card, eCheckACH, PayPal, a leasing agreement and more. Each payment option is clearly listed including any terms, surcharges, and as options are selected or deselected the quote totals are adjusted as well.   Setting up Default Payment Options   Default payment options may be set so that each new quote includes those pre-defined payment methods. This is a great option if you have a standard set of payment options you provide to all of your customers. To set default payment options to be included on all new quotes navigate to Setup -> Options -> Payment. Here you can select Add to add a new payment option. You can also edit or remove existing options as needed.

Additionally, you are given the option to control how you display the purchase options on printed output. This is done using macros.

Setting Document Specific Payment Options Even with a default set, payment options can be adjusted on each quote meaning that you can add or remove options for a specific customer regardless of the default. This is done on the Sale Info tab. When you first navigate to this tab it will list the default payment options as set on the Payment page.   Here you can select Add to add a new payment option. You can also edit or remove existing options as needed. If you would like to include leasing options and have them defined on the Leasing page, simply click Add Lease Options. If a leasing option has already been applied this button will show as Change Leasing Options. Both will open a window where you can set or adjust the different leasing options you would like to provide to the customer.

Setting a Required Deposit   There is an option to require a deposit at the time of quote acceptance. This can be set as a default for all new quotes or set for a specific quote. To set the document default Deposit Amount navigate to Setup -> Options -> Documents -> General. Here, next to Deposit Amount, click on the ellipses button. This will open a window where you can set the default deposit amount which will be applied to all new quotes.   To set the Deposit Required amount for an individual quote simply click the ellipses button to the right of Deposit Required at the bottom of the Document Items tab. This will open the same window as if you were setting a quote default, but these settings will only be applied to the open quote. There are a number of ways you can configure the deposit amount. For more information on deposit calculation options see the QuoteWerks Web Document Items Help File.

Integrating a Payment Gateway   If you are or are going to be accepting payments using QuoteValet, you will want to setup your payment gateway. QuoteWerks integrates with over 80 different payment gateways giving you flexibility to use the provider you feel most comfortable with. To set up a payment gateway navigate to Options -> QuoteValet -> Payment Processing. Here you can select the orange ‘N’ button to create a new integration, or the ‘E’ or ‘X’ button to edit or remove existing gateways, respectively. The configured payment gateway will be used to process the selected payment type.

Fast track your exhibition leads with Workbooks CRM

Are you coming back from exhibitions with a spreadsheet full of new contacts, but unsure how to turn those leads into real business? Join us on Wednesday, 7th May at 2pm UK time for a practical, step-by-step webinar designed for sales professionals and marketers.

In just 30 minutes, you’ll learn how to:

• Quickly import your exhibition leads from Excel into Workbooks CRM

• Organise and assign those leads for rapid follow-up

• Set up and manage bulk phone call tasks for your sales team

• Track responses and measure your event ROI in Workbooks CRM

This session is perfect for anyone looking to maximise the value of event leads and streamline their follow-up process. You’ll see a live demonstration and get actionable tips you can use straight away.

Don’t miss out-reserve your spot now and discover how to turn event contacts into real opportunities with Workbooks CRM.

REGISTER HERE

This solution is provided by Wizard Systems, whose website is www.wizard-systems.com.uk. They provide the complete CRM solution including all training and support, and have been supplying CRM systems for over 30 years.

Why Track Products in Workbooks CRM? Our next event 30/4

Tracking products and prices in your CRM brings several benefits. It allows you to create professional-looking sales quotations, sales orders, and invoices directly from the system. By having centralised product data, you ensure accuracy and save time, as product details and pricing are auto-populated into your documents, eliminating manual entry and reducing errors. This also helps maintain consistency and ensures your sales team always uses up-to-date information.

Join us on our next event on 30th April at 2pm UK time and we'll show you how to setup and use products!

REGISTER HERE

 

Using Products in Sales Processes

Once your products are set up, you can quickly add them to quotations, sales orders, and invoices. Workbooks CRM will automatically pull in the product description, price, and any other relevant details, ensuring your documents are accurate and professional. This automation not only saves time but also enhances your customer’s experience with consistent and error-free documentation.

Customising and Reporting

Workbooks CRM is highly customisable, allowing you to tailor product fields, layouts, and workflows to your business requirements. You can also build dashboards and reports to analyse product sales performance, profitability, and trends, helping you make informed business decisions.

Summary

Setting up and using the 'Products' feature in Workbooks CRM is straightforward and brings significant efficiency to your sales and customer management processes. By centralising product information, automating document creation, and enabling advanced pricing and bundling, you empower your team to work smarter and deliver a better customer experience.

This solution is provided by Wizard Systems, who offer the complete Workbooks CRM solution, including all training and support. Wizard Systems have been supplying CRM systems for over 30 years. For more information, visit www.wizard-systems.co.uk.

Top 5 Best Practices for Sales People using Workbooks CRM (or any CRM for that matter!) - Event 16/4

To get the most out of a CRM system, sales users need to adopt specific habits and actions that align with best practices. These focus on personal responsibility, organisation, and strategic use of the CRM to achieve sales success. Here are five best practices tailored to what sales users should do:

1. Log Every Interaction Immediately

As a sales user, make it a habit to record every interaction with a prospect or customer in the CRM as soon as it happens. Whether it’s a phone call, email, meeting, or note about a conversation, logging this information ensures you have a complete history of your relationship with the customer. This not only helps you but also keeps your team informed and aligned.

2. Prioritise Your Day Using CRM Tools

Start your day by reviewing your CRM dashboard. Use it to identify high-priority tasks such as overdue follow-ups, upcoming meetings, or leads that need nurturing. Many CRMs offer task lists and reminders—use these features to structure your day effectively and ensure nothing slips through the cracks.

3. Personalise Your Approach

Take time to review customer data in the CRM before reaching out. Look at past interactions, preferences, and buying history to tailor your communication. Personalisation shows customers that you understand their needs, making your outreach more impactful and increasing the likelihood of closing deals.

4. Follow Up Consistently

One of the most critical actions for sales users is consistent follow-up. Use the CRM to set reminders for follow-ups after meetings or proposals. Don’t rely on memory—let the system prompt you when it’s time to reconnect with a prospect or client. Timely follow-ups demonstrate professionalism and keep you top-of-mind with potential buyers.

5. Regularly Review Your Pipeline

As a sales user, it’s essential to stay on top of your pipeline. Use the CRM to track where each deal is in the sales process and identify any bottlenecks or stalled opportunities. Regularly updating deal stages and expected close dates ensures your pipeline remains accurate and actionable, helping you focus on deals that are most likely to close.

Wizard Systems are running an online event on Wednesday 16th April at 2pm.  Aimed at existing Workbooks Users, this event will show examples of each of these 5 areas.

REGISTER HERE

By adopting these practices, sales users can take full control of their workflow and maximise the benefits of their CRM system. Wizard Systems provides comprehensive CRM solutions designed for sales teams, along with expert training and ongoing support to ensure success. Visit www.wizard-systems.com.uk for more details on how we can help streamline your sales process.

Maximising Telemarketing Scripts in GoldMine CRM: A Sales Team Essential

Telemarketing scripts in GoldMine CRM offer a structured and efficient way to enhance sales calls, making them an invaluable tool for sales teams and new users alike. By leveraging these scripts, businesses can ensure consistent messaging, improve lead qualification, and streamline workflows.

Why Use Telemarketing Scripts in GoldMine?

1. Consistency Across Teams: Pre-written scripts ensure all team members deliver a unified message, maintaining professionalism and accuracy during customer interactions1.

2. Improved Lead Qualification: Logical branching scripts guide telemarketers through conversations, automatically updating contact records based on responses. This ensures accurate data collection and better lead tracking

3. Increased Productivity: Automating routine tasks like scheduling follow-ups or logging call outcomes saves time and allows sales reps to focus on high-value activities2.

4. Faster Training for New Users: Scripts reduce onboarding time by providing clear guidance on customer interactions, helping new team members feel confident from day one1.

5. Enhanced Customer Engagement: By addressing objections and tailoring conversations to customer needs, telemarketing scripts can lead to more meaningful interactions and higher satisfaction rates1.

Practical Applications for Sales Teams

• Lead Nurturing: Use scripts to guide prospects through the sales funnel by addressing common objections and highlighting key benefits.

• Upselling Opportunities: Tailor scripts to introduce additional products or services based on customer profiles.

• Follow-Up Automation: GoldMine’s automation features can schedule follow-up calls or emails directly from the script workflow2.

Join Our Webinar on Telemarketing Scripts

To help you fully utilise this powerful feature, Wizard Systems is hosting a free webinar titled "Mastering Telemarketing Scripts in GoldMine CRM" on Friday, 11th April at 8 PM UK Time. This session will cover:

• How to create and customise telemarketing scripts in GoldMine.

• Best practices for using scripts to qualify leads and close sales.

• Tips for integrating scripts with automated workflows for maximum efficiency.

This webinar is ideal for both new users looking to get started with telemarketing scripts and experienced teams aiming to optimise their sales process.

REGISTER HERE

 

Why Choose Wizard Systems?

Wizard Systems has been supplying and supporting GoldMine CRM solutions for over 30 years. We provide comprehensive training, consultancy, and support to ensure your business gets the most out of its CRM system. Visit our website at www.wizard-systems.com.uk to learn more or register for the webinar today!