Recording Activity Success
This Tech Tip illustrates how two simple fields within GoldMine can help you stay organized when recording completed activities.
This Tech Tip describes a simple trick to make your GoldMine searches a little more useful.
Organizing your data in GoldMine often goes beyond the basic default contact information fields. Creating custom tabs which display organized & relevant data allows a very easy means to display key contact information. Furthermore, every field that you add becomes instantly searchable ie, adding a birthday month field will allow you to prepare birthday cards for all clients that month.
GoldMine has a powerful tool to take care of the often daunting task of reassigning activities and accounts when a companies internal structure changes. This tool is the ‘territory realignment wizard’. In this edition of TechTips we will teach you how to properly use the territory realignment field to reassign events, populate fields (like account manager), and reduce the headache of internal changes.
Scheduling from a Dashboard
Increasing the efficiency of every-day processes by using CRM is one of our clients’ top priorities. The use of dashboards for scheduling events (and many other things) is one of the most impressive ways that GoldMine can improve your efficiency. By booking calls, sending emails, etc. with dashboards, you can schedule calls for an entire group of contacts, with just a few clicks. In this edition of TechTips we will show you how to schedule calls based on dashboards. Keep in mind that SICON has the ability to customize and design these dashboards for your specific needs.
Field Dependent Drop Downs
We at SICON CRM highly recommend utilizing a helpful feature for saving time and increasing organization and data integrity in GoldMine called field dependant dropdowns. The ability to determine what options are displayed for each field based on the content of another field can streamline your appointment booking process. This will ensure that fields are populated with the proper and relevant data.
Required Fields 2
Your GoldMine is only as powerful as your database, which is why it is so crucial to maintain the integrity of your data. Identifying records which do not have the necessary information is a good way to help the integrity of your database. By searching on required fields which are empty you are able to ensure that all the crucial operational information for each contact is in your database.
GoldMine messaging is a very useful tool when sending internal emails regarding a particular contact. GoldMine messaging makes internal communications much more organized, and thus is one of our most used functions. Rather than linking the email to the co-worker to whom you are sending the email, it is linked to the contact you are discussing, and thus will be displayed in that contact’s history tab.
Using the Rollover Function
The rollover tool makes it easy to move your scheduled events en masse which makes for much better organization during these times off. The rollover function allows you to push scheduled events to another user, or simply move them to another date.
How to Create Relationship Tab
One of GoldMine’s most powerful tools is the Relationship Tree. The relationship tree allows you to visually display the structure of any organization. Organization trees also make it very easy to find communications with a group or a sub-group within an organization.
eMail Marketing Tips
eMarketing is the most cost effective form of advertising and If done right, offers the best ROI of any type of marketing. By employing these best-practices you can maximize your eMarketing investment, and ensure that your campaigns are being received by people where they are every day, their inbox.
Often important contact information goes unkept in GoldMine. There are a few ways (varying in obstructiveness) that you can encourage (or force) your team to fill in these fields. This edition of TechTips explores the least obtrusive method; changing the colour of an important empty field to red.
Speed Up Your GoldMine
GoldMine users often unknowingly enable features which slow their data retrieval. In a few simple steps these settings can be changed to significantly improve the speed of GoldMine. Some of the most effective are detailed in this edition of TechTips.