Wizard Systems

IntelliClick for GoldMine - New Update 2023.09.25

The latest version 2023.09.25 of IntelliClick is now available and it is fully compatible with the latest GoldMine 2023 release. If you have not yet applied this update, access our installation download page and follow the instructions. You may also be prompted for the update the next time you access IntelliClick.

 

NEW - COMPANY DOMAIN TRACKING URL

You can now use your own company domain within the campaign tracking hyperlinks to enhance the way your emails are perceived and accepted by email servers. All that is needed is a subdomain that uses a URL redirect to the IntelliClick tracking server to enable this functionality.

ENHANCED - OPEN TRACKING

Open tracking now overcomes any receiving server suppression settings that may cause an under reporting these results. If at least one click has been tracked and there is no corresponding open for that recipient and campaign, our system makes sure one is tracked.

 

ENHANCED - LITERATURE FULFILLMENT

For those who offer document downloads from your web site, the "one click" literature fulfillment link now supports this option. Tracking includes details of the document they view/download and the page they access. A landing page, branded to your company. This insures that recipient confirms to proceed with the download and eliminate false positives due to messages being screened by recipient email servers.

Transform your CRM with Maps - Workbooks Mapping Add On in Action!

Hope you can join us on our next short Workbooks training session on Wednesday 27th September at 2pm.  This FREE online event will cover the Mapping Extension for Workbooks.  This is a really great way to visualise where your customers are, help with Territories, Route Management and a whole lot more.  We'll give a short demo of what it looks like!

 

Session will last approx 15 minutes and there's plenty of time for you to ask us questions.

 

Save your spot now at:
https://attendee.gotowebinar.com/rt/6244329273476112991

 

Feel free to forward this link to other colleagues <<&dear>>.

Hopefully meet up with you online!

What problems can poor quality data give you in your CRM system?

Having poor-quality data in your Customer Relationship Management (CRM) system can lead to a range of negative repercussions that can affect your business operations and decision-making processes. Here are some of the key repercussions of having poor-quality data in your CRM system:

1. Inaccurate Customer Information:

   • Poor-quality data can result in inaccurate customer profiles, including incorrect contact details, job titles, and company information. This can lead to communication errors and missed opportunities.

2. Decreased Customer Satisfaction:

   • Inaccurate or outdated customer data can lead to mistakes in customer interactions, such as sending the wrong products or messages. This can result in decreased customer satisfaction and trust.

3. Inefficient Marketing and Sales Efforts:

   • Poor-quality data can lead to ineffective marketing campaigns and sales efforts. Sending marketing materials to incorrect addresses or targeting the wrong audience can waste resources and time.

4. Missed Sales Opportunities:

   • Incomplete or outdated data can lead to missed sales opportunities. For example, if your CRM doesn't contain the latest customer purchase history, your sales team may miss out on upselling or cross-selling opportunities.

5. Difficulty in Segmentation:

   • Effective customer segmentation relies on accurate data. Poor-quality data can hinder your ability to segment your customer base effectively, making it harder to tailor marketing messages and offers to specific groups.

6. Wasted Resources:

   • Cleaning and maintaining poor-quality data can be time-consuming and resource-intensive. Your team may need to spend significant time manually correcting data errors, which could be better spent on strategic tasks.

7. Decreased Forecasting Accuracy:

   • Reliable data is essential for making accurate sales forecasts and business projections. Poor-quality data can result in inaccurate forecasts, leading to inventory issues, overstaffing, or underestimating demand.

8. Compliance and Legal Risks:

   • Poor data quality can lead to compliance and legal risks, especially in industries with strict data protection regulations like GDPR or HIPAA. Mishandling customer data or using inaccurate information can result in fines and legal consequences.

9. Damage to Reputation:

   • Using incorrect customer information can damage your company's reputation. Customers may perceive your business as unprofessional or unreliable if they repeatedly encounter data errors in their interactions with you.

10. Lost Opportunities for Personalization:

    • Personalization is a key aspect of modern customer engagement. Poor-quality data limits your ability to personalize marketing messages, product recommendations, and customer service interactions.

11. Increased Churn Rate:

    • If your CRM system contains incorrect information about customer preferences or service history, it can lead to customer frustration and an increased churn rate as customers seek better experiences elsewhere.

12. Decision-Making Impairment:

    • Poor-quality data can mislead decision-makers, leading to suboptimal strategic choices. Relying on inaccurate data can result in misguided investments or misguided product development efforts.

Join us on our webinar where we explore this in GoldMine and tips for curing and preventing poor data.  The webinar is on Friday 22nd September at 2pm UK time.  Register at:

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

 

Improve Collaboration & Communications with the Workbooks Project Management feature

Hope you can join us on our next short Workbooks training session on Wednesday 20th September at 2pm.  This FREE online event will cover the NEW Project Management feature for Workbooks.  This is a really great way to improve collaboration and communications within your team, especially important if you have 'Projects' in your organisation.  We'll give a short demo of what it looks like!

 

Session will last approx 15 minutes and there's plenty of time for you to ask us questions.

 

Save your spot now at:
https://attendee.gotowebinar.com/rt/6244329273476112991

 

Feel free to forward this link to other colleagues

Unlocking Success on the Go: Mastering CRM on Your Mobile with Workbooks!

Workbooks CRM Users - Join us on our next online event where we take you through how to easily access Workbooks CRM on your mobile phone.

This is a free event for Workbooks CRM Users on Thursday 14th September at 2pm UK time.  Please register here

Workbooks 7.1 - NEW release this Saturday 9th September 2023!

This release is one of the biggest yet, and therefore our longest Release Notes, so this time you can find them on our Knowledge Base, or use the links below to jump to the areas of most interest to you.

This release includes some great enhancements to Activities, plus the introduction of some new features: 

• Drag-and-drop Calendar 
• Edit Grid on Activities
• Comments
• Project Records 
• Kanban View
• RingCentral Integration
• Search Improvements
• Changing the currency of transaction documents

Please also note there is a security change that will impact all users, see below.

---

 

Security change – Screen Lock

For added security, we have introduced a screen lock, which will lock Workbooks if left inactive for more than 30 minutes. You will be asked to enter your password to unlock the screen. This has been introduced to protect the data you store in Workbooks in case your computer is left unlocked and unattended.

This will only impact users that have Password Login enabled. The timeout duration can be changed by a System Admin in Configuration > Account Settings > Authentication. We highly recommend that this setting is left enabled if your company has not implemented automatic Lock Screen timeouts on your computers. In this area you can also now amend the Inactivity Timeout, which currently defaults to 8 hours

Is GoldMine CRM in the Cloud?

A question we are often asked at Wizard Systems!  Well here is the low-down:

GoldMine does NOT have a true cloud option – i.e. You subscribe to a CRM system and it’s a 100% cloud version and nothing to install.

 

GoldMine will ALWAYS need to be installed somewhere.  In the US there is confusingly being sold a ‘GoldMine Cloud’.  Again, this is not true cloud.  It is GoldMine installed on a server of a US hosting company.  This is not sold outside of the US and our UK and European GoldMine customers would be reluctant to put their data on a US server (re security, GDPR etc..).

 

So the options are:

1) Setup Remote Desktop access to your server or purchase 'GO-Global' from Wizard Systems.  GO-Global allows you to access your applications installed on the server from anywhere via your browser or tablet device.

2) If you want to get rid of your server entirely, there are many hosting companies in the UK (your IT people may know of some or provide the service themselves) who offer a rented server where you can have your office applications on their server and they will give you various access methods to get at them.  So GoldMine could be installed there and other apps like your accounting system, office etc.  Wizard Systems would assist in the move of GoldMine from your existing server to the new hosted server.  You still own GoldMine, but you pay the hosting company a setup fee and normally a monthly/annual payment to use their server and associated apps.  If your local IT Support organisation does not offer this, we can recommend our hosting partner to you.  Just let us know.

 

3) GoldMine has a component called ‘GoldMine Web’.  Wherever GoldMine is (your server or someone else’s server) you can access all the basic features via your browser, tablet or smartphone.  Wizard Systems will install GoldMine Web for you.

 

4) If you still want a true, 100% cloud CRM system, we can supply this to you.  Wizard Systems supply a couple of cloud CRM solutions.  These aren’t GoldMine and would mean a move away from GoldMine. We of course can fully set this up for you and transfer your GoldMine data!  Demonstrations can be provided.

 Considering the move to cloud from GoldMine?  CONTACT WIZARD SYSTEMS!

Improve Lead Capture with Workbooks CRM and 'Web2Lead'

Attention Workbook CRM Users!  Hope you can join us on our next short Workbooks training session on Thursday 7th September at 10am.  This FREE online event will cover the Web2Lead feature.  This is great solution for integrating your web site to Workbooks for Lead Capture!

 

Session will last approx 15 minutes and there's plenty of time for you to ask us questions.

 

Save your spot now at:
https://attendee.gotowebinar.com/rt/6244329273476112991

 

Here are some potential benefits that a "web 2 lead" feature in Workbooks might offer:

1. Automated Lead Capture: It can automatically capture lead information submitted through web forms on your website. This eliminates the need for manual data entry and ensures that leads are promptly added to your CRM.

2. Faster Response Times: With real-time lead capture, your sales team can respond to inquiries and leads more quickly, increasing the chances of converting them into customers.

3. Lead Segmentation: The feature might allow you to segment leads based on specific criteria, such as the source of the lead (e.g., website form, social media, email campaign). This can help you tailor your follow-up and marketing efforts.

4. Lead Nurturing: You can set up automated email sequences or workflows to nurture leads over time. This can help build relationships and guide leads through the sales funnel.

5. Lead Tracking and Analytics: A web 2 lead feature might provide insights and analytics on the performance of different lead sources and campaigns, helping you optimize your marketing efforts.

6. Integration: It may integrate seamlessly with your website and other marketing tools, allowing for a streamlined lead management process.

7. Lead Scoring: Some CRM systems offer lead scoring capabilities, where leads are assigned scores based on their behaviour and interactions. This helps prioritize leads for follow-up.

8. Data Quality: Automated lead capture can reduce the risk of data entry errors and ensure that lead information is accurate and up-to-date.

9. Customization: Depending on the CRM, you may be able to customize the web 2 lead feature to match your specific lead capture and data processing needs.

 

 

QuoteWerks Version 23 Build 5 out now!

QuoteWerks been hard at work delivering another update packed with new features and enhancements for QuoteWerks Users!

Did you see that we recently released QuoteWerks Version 23 Build 5 with over 30 new features?

This release brings multiple contacts for vendors, improved emailing options for Purchase Orders, and enhanced sync options for Literature and Cover Pages. It also includes CRM/PSA and Accounting improvements for platforms like QuickBooks, GoldMine, and SugarCRM.

Autotask users get enhanced support with opportunities, tax codes, and product data source options. Various CRM platforms have received updates for their Contact Lookup window's column widths customization. Experience improved stability and user experience with various other enhancements and fixes.

These are just a few of the many exciting new features and updates that come with Build 5!

 

Leveraging Email Marketing Campaigns with CRM Software for SMEs

In today's digital age, where businesses are constantly striving to create meaningful connections with their customers, email marketing campaigns have emerged as a potent tool. Coupled with the right Customer Relationship Management (CRM) software, SMEs can unlock the full potential of their email marketing efforts. In this article, we will delve into the importance of utilizing a CRM system to supercharge your email marketing campaigns, focusing on how CRM platforms like GoldMine, Sage CRM, and Workbooks can drive engagement, boost conversions, and nurture long-lasting customer relationships.

1. Centralized Customer Data Management: One of the most significant advantages of employing a CRM system for email marketing is the ability to consolidate and manage customer data efficiently. GoldMine, Sage CRM, and Workbooks offer SMEs a centralized hub where customer interactions, preferences, and behaviors are stored. This centralized repository not only simplifies data access but also allows businesses to segment their email lists effectively. By tailoring email content based on customer profiles, interests, and purchase history, SMEs can deliver highly personalized and relevant messages, significantly increasing engagement rates.

2. Enhanced Targeting and Segmentation: Effective email marketing hinges on delivering the right message to the right audience at the right time. With a robust CRM solution, SMEs can leverage advanced segmentation tools to create highly targeted email lists. Whether it's categorizing customers by industry, purchase history, or engagement level, GoldMine, Sage CRM, and Workbooks enable businesses to send tailored content that resonates with recipients. This not only boosts open rates but also minimizes the risk of unsubscribes and enhances overall campaign effectiveness.

3. Automated Workflows and Personalized Journeys: Email marketing automation has revolutionized how SMEs engage with their customers. CRM systems seamlessly integrate with email marketing platforms to facilitate automated workflows and personalized customer journeys. Businesses can set up triggered emails based on specific actions, such as abandoned carts or completed purchases. This level of automation, when combined with CRM insights, ensures that customers receive timely, relevant content, nurturing them through the sales funnel and fostering brand loyalty.

4. Tracking and Analytics: An often overlooked but critical aspect of email marketing is measuring campaign performance. GoldMine, Sage CRM, and Workbooks offer robust tracking and analytics capabilities that provide valuable insights into email open rates, click-through rates, conversion rates, and more. By analyzing this data, SMEs can fine-tune their email marketing strategies, optimizing content, timing, and calls to action for better results.

5. Streamlined Communication and Collaboration: For SMEs, effective internal communication is just as crucial as external engagement. CRM systems enhance collaboration among sales, marketing, and customer support teams by providing a unified platform to access customer information and interactions. This holistic view enables teams to coordinate efforts, align messaging, and ensure a seamless customer experience across all touchpoints.

6. Personal Touch at Scale: Personalization drives engagement, but manually personalizing emails for a large audience can be time-consuming. CRM systems offer dynamic content insertion, allowing SMEs to insert personalized data directly into emails, such as the recipient's name or recent purchase history. This personal touch enhances the customer's connection with the brand, making emails more impactful and relevant.