Get More Beef from GoldMine 2012! See the Solutions Week of 12/26

GoldMine is a powerful CRM solution but it doesn't do everything. How do you get an obvious payback from your GoldMine investment? Tech.Sell is pleased to present a series of of webinars that will quickly spotlight four of our favorite and most effective GoldMine add on modules. Each webinar is only 30 minutes and will deliver live product demonstrations that illustrate why these are the best of the best! Sign up for any or all of these events - a great investment in enhanced productivity for the new year! If you would like your users to access your GoldMine system live from a web browser of any device, we are pleased to present the latest December 2011 release of wMobile for GoldMine. wMobile delivers a complete GoldMine experience in your favorite web browser for PC, Mac, iPad, iPhone, Blackberry, Android, Windows Mobile or Palm. New in this release, wMobile will also automatically archive all email sent or received from any device into GoldMine.   Wed, Dec 28,10 AM Central &  How long have you wished GoldMine could "talk" to QuickBooks?  Well then you have to attend our webinar for GoldBook - the most complete integration between GoldMine and Quickbooks on the market today. Easily convert GoldMine contacts into QuickBooks customers or vendors, synchronize QuickBooks transactions and summary data back into GoldMine. Imagine being able to filter GoldMine contacts based on QuickBooks revenue data... now you can... so come and see it.   Wed, Dec 28, 2PM Central The holy grail of sales management is to increase productivity from their sales force. We will show you how you can double telephone sales productivity while increasing both your ability to track calls and your sales staffs morale. DialPad will integrate into your telephone system if it is either supports TAPI or SIP computer telephony standards. DialPad also supports SKYPE for remote users. Call us if you have questions about telephone systems - but don’t miss this opportunity to easily boost your telephone sales productivity.  Thu, Dec 29, 10 AM Central This tool delivers all your CRM information on geographical maps. If you want to know where your customers are, where your sales people went on appointments, where your forecasted sales are coming from, where your closest customer or prospects are, how to route the quickest route for a day of cold calling, MapView delivers. Integrating the powerful mapping tools of Microsoft MapPoint to the CRM information in GoldMine, MapView bring your information to life and spurs your creativity to find new ways of making the most of your information.  Thu, Dec 29, 2 PM Central

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Get More From Your GoldMine CRM System

Companies keep buying or subscribing to on line CRM software and wonder why nothing happens to the bottom line. Kind of like the Wendy's commercial, "Where's the Beef"?

The CRM "Beef" is not found in the software, it's applying that software to the critical areas of your business. We, Tech.Sell, have been helping people get more from GoldMine and other CRM programs since 1995.

In the next few weeks we intend to provide some good ideas based upon what we've learned in the last 17 years.

We will look at using CRM to:

• Track every lead with a simple lead tracking system 
• Implement and follow a sales process
• Institute measurements of sales performance
• Segment and target customer and prospect groups
• Improve communication with customers
• Targeted email marketing campaigns
• Track customer service issues
• Increase customer contact through workflow and 'drip marketing" campaigns
• Increase management utilization of the CRM system as a management tool

We will look at some of our favorite add on products for GoldMine:

• Mobile access for phones and tablets with iGoldmine, Wmobile Phone and Desktop, Goldmine Mobile
• DialPad - Total outbound call integration with GoldMine
• GoldBook - New link between QuickBooks and GoldMine
• QuoteWerks - The ultimate quoting tool with GoldMine Opportunity integration
• MasterMine - Powerful reporting on anything in GoldMine using Excel

Oh and last but not least, we'll talk about training. Not Geeky "learn the menus" training, but profitable, "how to get the beef to sizzle" training. You know, using the program to build your business stuff.

In short we'll be delighted to show you the CRM "beef".

If you can smell it cooking and don't want to wait, visit our Get More From GoldMine test and we'll respond to your wish list.

Use Excel to create GoldMIne reports with MasterMine

The biggest bridge between a CRM investment and actual bottom line profit is connecting a piece of software to the daily activities of your staff, and plans of your business.  Sounds simple but...

No plan no cigar! We see many programs where there is no plan, no user adoption, no measurement, and of course no success. 

Do whatever you want! More typical is a system where some people use the CRM and the rest are allowed to skate by and use Outlook. Some users are in the CRM system and others just "do their own thing". There is no measurement, and no success. 

The real deal! Then there are those rare systems where they "get it". They buy a system to do something for the business; build sales, track leads to closure, connect the inside and outside teams, increase customer touches, etc. After they install the system, they customize it to fit their business. They train each department until everyone gets it. And then they do something very important. They measure! They measure usage, field activities, sales process, lead tracking, neglected customers, the sales funnel, activity by market type, you name it, they measure it. And those companies are successful.

It's that simple. You need to figure out what the CRM system is supposed to do for you and then measure your progress and it's success in achieving your plan. 

So I have now mentioned measurement 5 times and you might be saying so HOW do I measure all these critical success factors. 

Well if your CRM system is GoldMine, there is one answer; MasterMine! 

Of all the reporting tools available for GoldMine, MasterMine is tops!

It pulls data from any part of GoldMine and uses Microsoft Excel to create pivot tables. (I know that might sound scary) but even I figured out how to do amazing things with the data within a very short time. 

You start with over 100 prebuilt templates that will address every business issue I've mentioned so far. You can create charts and graphs, if you are a fan of that sort of thing.

But most importantly you have unlocked the power of CRM by putting the data to work for your company. 

Here's a great little video that's worth a watch. 

If you have more questions or want to see a demo with your actual GoldMine data call or write us.

Join us for a closer look at MasterMine with creator and Excel Guru Rob Machalek on September 13 at 11:00 CST. Click here to register.  You can also learn more at our website. 

GoldMine on the Road or on the couch with WMobile!

Need the power of GoldMine while you are mobile? 

Check out WMobile. Now in two views for one great price. 

No syncing with your smart phone, actual live connection to your server. 

Learn all about WMobile here. 

Have more questions? Give us a call at 847-382-4500 or sign in here. 

GoldMine announces 9.02 Release

The GoldMine product team is pleased to announce the release of GoldMine Premium Edition 9.0.2.  GMPE 9.0.2 will be generally available to GoldMine clients early next week.  An announcement will be sent to all GoldMine customers at this time.

As with all GMPE service packs, the biggest driver for GMPE 9.0.2 is product quality.  This release contains over 50 fixed issues for improved product stability, quality and additional Microsoft platform support, including Microsoft Windows 7 SP1and Windows Internet Explorer 9.  For a complete list of the added Microsoft technology supported platforms, fixes and improvements please refer to the GMPE 9.0.2 release notes.

If you have any questions regarding this release or anything GoldMine related please contact your channel account manager.

True Web Based GoldMine with WMobile

Sales reps often ask what's in this CRM system for me? How bout a system that let's you update your calendar, opportunities, activities, dial client phones, send and receive emails, even get maps to your next stop...all from your Smart Phone!!

If you are a GoldMine Corporate or Premium organization, you'll want to know about WMobile. It provides live access to all your GoldMine data on any browser equipped smart phone, IPad, Laptop or whatever. Following is the presentation made on May 18, 2011 by WMobile creator Chris Wettre and Rick Mignano.

If you've been thinking about switching to a web based CRM or Sales system, think about WMobile. You can be up and running within a day and you have no monthly subscription costs or data conversion costs. Those can be huge. Demos and trials are available. Call us for more info @ 847-382-4500 or visit our website.

GMPE Hotfix 9.0.1 Information

From the GoldMine Product team.

Since the 9.0.1 release, customers have reported a variety of data-related or environmental issues affecting the stability and performance of the GMPE Outlook add-in. We have tested a hotfix with several customers and have had enough positive response from this build to formalize it as GMPE 9.0.1 Hotfix 1. It is now available from Tech.Sell if you are current on Maintenance.

Our recommendation is to use this build in environments where Outlook integration is important or other specific fixes are needed. We do NOT recommend upgrading to this build if a customer is already using a GMPE 9 release without problems.

This is currently available only through the NFR site and tech support. The fixes will become generally available when we release GMPE 9.0.2.  Once GMPE 9.0.2 is released please upgrade clients who implemented the GMPE 9.0.1 hotfix to the GMPE 9.0.2 release. 

 WHAT'S FIXED IN GOLDMINE PREMIUM EDITION 9.0.1 HOTFIX 1

 142555 Error message appears when opening Outlook calendar if forecasted sales are displayed in Outlook, and there is a forecasted sale related to a contact with a null value in contact field

141004 GoldMine toolbar does not appear in Outlook when using Terminal Services

140515 Outlook sync profile does not retain contact group setting if the contact group has a RecID value ending in a space

140055 When synchronizing with Outlook using a contact group or filter, other users’ linked recurring activities are synchronized to Outlook

139816 Paging of contact records in the Contact Search Center can cause entire database to be selected for different workflow operations

139579 Memory leak in Outlook.exe process

139196 Performance issues in Outlook add-in

139171 AddinExpress error message appears in Outlook

139163 Object Reference error when reading GoldMine settings from Outlook

139041 Object reference error in Outlook when no record types are set up in GoldMine

138584 GoldMine creates Accountno values with less than 20 characters when the contact name is abbreviated as first initial with a dot

137333 When sorting opportunities by actual close date, the sort is not chronological

137160 Activities synchronized from Outlook produce one alarm per attendee in GoldMine

136244 When editing an activity, the Opportunity/Project selection is not available if the Accountno for the corresponding contact contains less than 20 characters

128699 E-mail filed on the remote is not filed on the server after sync

126594 When entering an address for additional contacts, the Zip field does not auto-complete as expected

Tech.Sell Offers a Selling System for GoldMine Users

Having a hard time keeping track of your opportunities? 

Finding quarterly forecasts hard to manage and always out of date? 

Tech.Sell has created the Selling Machine for GoldMine which combines a simple sales process, with automatic forecasting and the daily scheduling process of sellers to provide constantly current sales pipeline info to sellers and managers. 

Sellers simply update the current status of each opportunity by selecting the proper milestone from a pick list. Their selection updates the Stage, Probability and Forecast automatically. 

• A comprehensive group of reports provide info on:
• Accounts with no follow up call scheduled or a past due follow up date. 
• All opportunities closing in X days
• Opportunities by source
• Comparison of all sellers funnels 

and many more.

To learn more about the Tech.Sell's Selling Machine for GoldMine register here or call 847-382-4500. 

Leveraging the GoldMine Microsoft Outlook Integration for Productivity Gains

Please join us for this educational webinar. The GoldMine Microsoft Outlook Integration provides users a preview of GoldMine information directly from Outlook without having to switch back and forth between the two applications. GoldMine information is not only viewable, but users can drill into GoldMine records for edits or further business follow-up. 

This powerful integration helps improve user adoption and knowledge sharing across the company. See how you too can realize these productivity gains. 

Thursday, January 13, 2011
11:00AM - 12:00PM Pacific Time

GoldMine Premium Edition (PE) 9.0 Outlook integration topics to be covered include:

Product updates:

• Review of GoldMine Premium Edition 9.0.1 Service Patch which adds support for MS Office 2010 -- Now available this week!
• Discuss how to allow for a smooth and orderly transition off GoldMine Corporate Edition 6.6 & 6.7 releases to GoldMine PE 9.0 to take advantage of its Outlook Integration capabilities
• Find out how the 65% of GoldMine customers that have moved to PE are leveraging the Outlook integration

Calendar features:

• Benefits users who use Outlook as their day-to-day activity management application, and improves visibility so users can report on these activities for better CRM activity reporting
• Schedule appointments, meetings, and tasks in Outlook and link them to contacts, opportunities, projects, and cases so they are viewable in GoldMine
• Show GoldMine contact information and related records when viewing activities in Outlook
• Centralizing Customer Information

Email features:

• Benefits include ease of use when delivering and receiving email communications, and improves email / information visibility and knowledge sharing amongst team members
• Link messages from Outlook into the GoldMine database so they are a visible part of the contact history
• Use GoldMine email templates in Outlook to personalize messages and improve productivity
• Send messages between GoldMine users that can be read in Outlook or smartphones

Other features:

• Benefits users by allowing them access and views into both the Outlook and CRM paradigm without having to switch back & forth between applications, and allows clients to administer the process & data better between the two applications
• View / navigate to other GoldMine records from Outlook
• Synchronization between GoldMine and Outlook, including support for recurring activities, so your GoldMine calendar is accessible in Outlook and on your smartphone

Thursday, January 13, 2011
11:00AM - 12:00PM Pacific Time

Work with the new technology instead of around it. Over 65% our customer base has moved to Premium Edition, and users love it. If you have any questions, feel free to contact me directly.

To upgrade your GoldMine or for more info call Rick or Lois at Tech.Sell 847-382-4500

GoldMine update 9.01 announcement

The GoldMine product team is has announce the release of GoldMine Premium Edition 9.0.1.  GMPE 9.0.1 is available on the partner NFR site and will be generally available to GoldMine clients next week.  An announcement will be sent to all GoldMine customers at this time.

As with all GMPE service packs, the biggest driver for GMPE 9.0.1 is product quality.  This release contains over 50 fixed issues for improved product stability and quality.  For a complete list of fixes and improvements refer to the GMPE 9.0.1 release notes.  GMPE 9.0.1 also supports Microsoft Office 2010 (32 bit version). Shown below.

The new integration syncs contacts, calendars and emails automatically between GoldMine and Outlook 2003 or higher.  This is great for syncing to most smart phones as they typically sync with Outlook or Exchange. 

In the photo you see links to key parts of GoldMine directly from Outlook. Most recently viewed contacts. On the upper right you see links to the contact info from GoldMine. a single click takes the user to the contact record. 

Finally notice the check boxes and company names, indicating that the emails are stored in GoldMIne's history tab. There are several other new features in the integration. Call for details. 

For assistance with the update or questions, please call Tech.Sell at 847-382-4500.

GoldMine 9.01 update release announced

The GoldMine product team is pleased to announce the release of GoldMine Premium Edition 9.0.1.  GMPE 9.0.1 is available on the partner NFR site and will be generally available to GoldMine clients next week.  An announcement will be sent to all GoldMine customers at this time.

As with all GMPE service packs, the biggest driver for GMPE 9.0.1 is product quality.  This release contains over 50 fixed issues for improved product stability and quality.  For a complete list of fixes and improvements refer to the GMPE 9.0.1 release notes.  GMPE 9.0.1 also supports Microsoft Office 2010 (32 bit version). 

GoldMine 6.x New Years Surprise = Computer system date is erroneously set

If you have an old version of GoldMine, 6.7 or earlier you have been greeted with a pop up window that indicates your system date is erroneously set.  This began on 1/1/2011.
It's kind of a Y2K thing 11 years later.

There is a good thread on fixing the problem here...

Thread to FrontRange Connect click.

Scroll down to a suggesting from AHarry on using HxD seems to resolve the problem.

If you'd rather have us fix it shoot us an email or call....