Wizard Systems

QuoteWerk version 24 Build 2 now out!

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

The latest 24 Build 2 release brings several enhancements, including the QuoteWerks Web Configurator Setup, USA Sales Tax Rate Lookup Enhancements, Ingram Micro JSON API for Real-time P & A, ConnectWise PSA Required Opportunity Fields, new QuickBooks Online 'Ship To' Customer options, and much more.

Download the latest release or view all features in Version.....

http://www.quotewerks.com/updates/UpdateAgent.asp

Please ensure you have a current UMP (an annual contract from Wizard Systems to get QuoteWerks upgrades) to install this update.

Please note that this release is not yet compatible with GoldMine 2024.2 (the latest version of GoldMine).  This is due very shortly.

For more information on QuoteWerks Upgrades, Training and Support, contact Wizard Systems on 01454 316800.

Connecting the Dots: How Workbooks CRM's 'Related Items' Feature Links Your Customer Data - Event 1/5

If you're using a CRM system like Workbooks, you know how crucial it is to keep all your customer data organized and connected. That's where the 'Related Items' feature comes into play, allowing you to link associated records together seamlessly.

Workbooks User?  Please join us on our free online event where we explore this feature.  Please register for this event being run on Wednesday 1st May at 2pm UK time:

What are Related Items?
The 'Related Items' functionality lets you establish relationships between different types of records in your CRM. For example, you can link a Company record to its associated Contacts, Opportunities, Cases, and more. This way, all the relevant information is just a click away, giving you a comprehensive view of your customer interactions.

How does it work?
Setting up related items is straightforward. Within a record, you'll find a section labeled 'Related Items' where you can add links to other records. Simply search for the record you want to associate, and voila, it's connected! You can also create new related records on the fly from within an existing record.

Use Cases:
1. Opportunity Management: Link an Opportunity record to the associated Company, Contacts involved, potential Products/Services, and related Activities or Emails. This centralized view ensures you have all the context you need to successfully manage and close the deal.

2. Case Management: Associate a Case record with the Customer Company, Contact who reported the issue, any related Knowledge Base articles, and communications regarding the case. This streamlines your support process and provides a clear audit trail.

3. Project Management: For complex projects, you can link the Company record to related Opportunities, Orders, Invoices, Project Tasks, and more. This interconnected structure allows for seamless project tracking and billing.

The 'Related Items' feature in Workbooks CRM is a game-changer for anyone looking to boost productivity and gain a 360-degree view of their customer relationships. By connecting the dots between your records, you can work more efficiently, make informed decisions, and deliver exceptional customer experiences.

Visualise Your Customer Locations with Workbooks Mapping

Does your organisation have customers or contacts spread out across a city, region or even the globe? Workbooks CRM's mapping module allows you to plot the locations of your leads, contacts, and customer accounts on an interactive map for a powerful visual representation.

The mapping functionality integrates seamlessly with the core CRM data in Workbooks. With a few clicks, you can map all the contacts, leads or customer accounts within a particular geographic area, market segment, industry, or any other criteria. Quickly spot clusters and densities to identify opportunities for targeted campaigns or sales territory realignments.

The mapping module features:

Interactive maps with zoom, pan and search capabilities
- Choice of map views including road, satellite and terrain
- Customisable map markers/pins with tooltips displaying key CRM data
- Radius/circle overlays to illustrate geographic territories or drive-times
- Heat maps to visualise concentrations and densities
- Ability to map from any CRM list view, report or MS Excel export
- Tight integration with CRM records like contacts, leads and account

Mapping for Strategic Planning
As an example, a telecommunications company can use Workbooks mapping to analyse their customer base across a metro area or region. They can layer other spatial datasets like competitor locations, demographic data or network infrastructure to make informed decisions about new market opportunities, service areas and investment priorities.

The circle overlay feature allows them to map out potential coverage areas and service territories for strategic planning. Marketing can use the mapping data to guide campaigns, promotions and sales follow-up activities by geography.

Overall, the mapping module helps make data-driven decisions by visualising your CRM information on a map. It's a powerful tool for territory planning, prospecting, customer analysis and geographic marketing. Integrate your business coordinates into Workbooks today!

GoldMine CRM 2024.2 released!

GoldMine Premium 2024.2.0 / GoldMine Connect 2024.2.0

This release (GoldMine Premium Edition 2024.2.0.57106 and GoldMine Connect 2024.2.0.57106) is now available for download to customers with current software assurance (maintenance) agreements. This release may include application enhancements, upgrades to functional libraries, along with numerous product fixes.

69538	Scrolling through History skips entries when an activity was opened to verify e.g. Notes of the activity
88090	GoldMine Synchronization will not receive email attachments on the recipient's side although the attached file is in the transfer set.
94819	Grid filter/behaviour wrong in the Contact List View when Deactivating and Reactivating a Filter
100050	Regression - GoldMine Link for Microsoft Outlook - Emails do not link anymore to Additional contact records
100105	Meeting request response time listed as GMT Time when using POP3 email accounts

For more information about items in What's Fixed and to get the latest version, contact Wizard Systems 01454 316800.

If you use QuoteWerks, we advise not to upgrade until the next release of QuoteWerks expected in a week or so.

Customise Your Views in Workbooks CRM for Maximum Efficiency - Event 24/4

Whether you're working in sales, marketing, customer support, or another department, having the right information at your fingertips is essential for productivity. The 'Views' feature in Workbooks CRM allows you to create customised layouts and filter options tailored precisely to your role and needs.

If you're a Workbooks CRM user, join us on our next free event on Wednesday 24th April at 2pm UK time and we'll go through the ins and outs of this fantastic feature or Workbooks.

Register here!

Rather than a one-size-fits-all approach, Views let you define which fields and records are displayed on your screen. By reducing clutter and surfacing only the most relevant data points, you can work faster and smarter.

For example, a sales rep might want a view of leads and opportunities that highlights deal value, close dates, and next actions. Meanwhile, a support agent could create a view of open cases organised by priority, product, and date received. The flexibility is limitless when it comes to crafting an optimised experience.

Setting Up Custom Views in Workbooks

Creating custom views is fast and intuitive within the Workbooks CRM interface. Simply navigate to the module you wish to customise, such as Leads, Cases, or Products. Then click the "Views" dropdown to access view management options.

From there, you can choose to edit an existing view or start a new view from scratch. Define which columns you want displayed by searching from the complete field list. Likewise, you can set filters to only show records matching specific criteria like date ranges, assigned users, or deal stages.

Don't forget to save your new view once you've finished your customisations. You can even set permissions to share certain views across teams or keep them private to your needs.

Views for Different Workbooks Record Types

The Views functionality extends beyond the core CRM database to work with other record types in Workbooks such as:

- Marketing Campaigns and Activities
- Project Tasks and Timesheets
- Configuration Items for IT Service Management
- Custom Database Tables and Forms

No matter what area of the business you're operating in, you can supercharge productivity and focus by bringing the most mission-critical information front-and-centre.

Take Back Control of Your Workspace

With Views in Workbooks CRM, you have the power to design the ultimate workspace for your unique responsibilities. Reduce context-switching, increase collaboration through shared views, and accelerate your team's performance across sales, marketing, service, and beyond.

Login to Workbooks today and begin customising views to make the CRM work for you, instead of the other way around!

How to Back Up Your GoldMine SQL Database with SQLBackupAndFTP - And it's FREE! Event 11/4

Regularly backing up your GoldMine database is crucial to protect your valuable customer data and ensure business continuity. While you can back up the database using SQL Server Management Studio, an easier and more automated approach is to use the 'SQLBackupAndFTP' utility provided by GoldMine. This handy tool allows you to schedule backups and automatically transfer the backup files to a secure off-site location via FTP. Here's how to use SQLBackupAndFTP:

1. **Install SQLBackupAndFTP**
Download the latest version of SQLBackupAndFTP from the GoldMine support site or your GoldMine installation media. Follow the installation wizard to set it up on your GoldMine server or a dedicated backup machine.

2. **Configure Backup Settings**
Launch the SQLBackupAndFTP application. Go to the 'SQL Server' tab and enter the connection details for your GoldMine SQL Server instance, including the server name/IP address, authentication mode, and credentials.

3. **Select Backup Type**
On the 'Backup' tab, choose the type of backup you want to perform. The recommended option is 'Full Backup,' which creates a complete backup of your GoldMine database. You can also select 'Differential Backup' or 'Transaction Log Backup' based on your backup strategy.

4. **Specify Backup Location**
Under the 'Backup Folder' section, specify the local folder where you want to store the backup files temporarily before transferring them off-site.

5. **Configure FTP Settings**
Go to the 'FTP' tab and enter the details for your off-site FTP server, including the server address, port number, username, and password. This is where your backup files will be securely uploaded.

6. **Schedule Backups**
On the 'Schedule' tab, you can set up a schedule for automatic backups. Choose the frequency (e.g., daily, weekly, monthly) and the specific time when you want the backups to run.

7. **Save and Run**
After configuring all the settings, click 'Save' to save your backup profile. Then, click 'Run' to initiate the first backup manually or wait for the scheduled backup to run automatically.

8. **Monitor Backups**
The SQLBackupAndFTP utility will display the progress and status of the backup process, including the local backup creation and the subsequent FTP upload to the off-site server.

With SQLBackupAndFTP, you can ensure that your GoldMine database is regularly backed up, and the backup files are securely transferred to an off-site location for added protection against data loss. The scheduled backups run automatically, minimising manual effort and reducing the risk of forgetting to back up your critical data.

It's recommended to periodically review your backup settings, test restoring backups, and monitor the available disk space on both the local and off-site backup locations to ensure a smooth and reliable backup process for your GoldMine system.

Catch us on our next GoldMine event on 11th April at 2pm UK time and we'll show you how.

For a more in-depth understanding of how to use SQLBackupAndFTP, you can attend our webinar: [Register here for the Webinar]. Our experts will guide you through the process and answer any questions you may have.

Unlock the Power of Dashboards in Workbooks CRM - Event 10/4

If you're new to Workbooks CRM, one of the standout features you'll want to take advantage of is dashboards. Dashboards provide a powerful, at-a-glance view of your business performance by consolidating key metrics, activities, and data visualisations in one centralised location. With customisable dashboards, you can ensure you always have the most relevant insights at your fingertips to drive informed decisions.

The Beauty of Customisable Dashboards

A major advantage of dashboards in Workbooks CRM is their flexibility to be tailored precisely to your roles, goals, and business needs. A sales manager could build a dashboard highlighting lead conversion rates, pipeline values, and top performer achievements. Meanwhile, a customer support rep might prioritise displaying open tickets, response times, and satisfaction ratings.

By customising dashboards, you dictate exactly what data is surfaced based on your unique requirements and priorities. This focused visibility ensures you spend time analysing only the most pertinent key performance indicators.

Dashboards: Your Gateway to Actionable Insights

More than just pretty data visualisations, dashboards unlock a world of valuable, actionable insights about your business. With critical metrics from across areas like sales, marketing, service, and operations consolidated in one unified view, you can:

- Identify emerging trends and patterns
- Uncover new opportunities for growth
- Quickly pinpoint and resolve potential issues
- Monitor progress towards targets
- Showcase team achievements and successes

For example, a sales dashboard might reveal a drop in leads from a specific marketing channel, signalling a need to optimise campaigns. Or a support dashboard could highlight recurring product issues to prioritise resolving. With dashboards, you have intelligence at your fingertips to course-correct swiftly.

Dashboards empower you to maintain a constant pulse on performance, quickly interpret results, and make tactical decisions to accelerate growth and drive success.

Embrace the Power of Dashboards

As a new Workbooks CRM user, prioritising dashboard setup allows you to hit the ground running monitoring your business's health and acting swiftly on insights. By designing tailored dashboard views, you dictate how data takes shape into visualisations that resonate.

Dashboards consolidate your organisational information into one comprehensive, unified location - empowering you to maintain focus on priorities, identify opportunities, and make decisions with confidence. Unlock these powerful capabilities and accelerate your business's performance today.

Learn more by registering for our free webinar: