Here is useful information
regarding your GoldMine system.
What's
included in this message?
Hitting
the Road: Take your CRM system with you
GoldMine
Everywhere Web Module Special
Savings
on GoldMine Training: New Coupon Books offer Great Value
Companion Product Spotlight: Learn about GoldBox . . . a real powerhouse
If you have any questions or
want to schedule an appointment with a consultant, please feel free to call us
at
Sincerely,
The
GoldMine Team at Beachwood Systems Consulting
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Hitting the Road: Take your CRM system with you
If you’re like most companies
you’ve invested a great deal of time, effort and money into your CRM
system. Today, not only are your
outside sales people out of the office, many others are as well. You want to make it easy for all of these
people to update information on your customers, suppliers and partners.
There are three options to
keep your GoldMine system up to date remotely – each with their own unique
benefits and issues.
1.) Terminal Services / Citrix - Terminal
Services refers to a connection that acts as a remote monitor and keyboard into
your system. Citrix or Windows Terminal
Services run on their own server and require “client software” to be loaded on
the remote end. This allows users to
make a connection via the internet using Earthlink or a local ISP and then connect
to your server remotely allowing them real-time access into your CRM
system. The system works just as if
they were sitting at a desk in your office.
The biggest benefit is real time access to your CRM system as well as
other applications. The issues are
related to reliable internet connections and bandwidth.
2.) Web Based Applications – Many of the leading CRM systems offer their
products in a web based format. This
allows for installation on a server without having to install software on each
and every laptop or remote site accessing your information. This is also an easy way to share your data
with outside rep firms or other business partners that may benefit. GoldMine offers web based access in a module
called “GoldMine Everywhere”. With
GoldMine Everywhere your people can access their calendar and contact
information from a web browser allowing them to update their schedules and
other information from virtually anywhere (or “everywhere”) in the connected
world. The main drawback of a web based
system is limited functionality. Most
web based systems do not offer all of the functionality of a workstation
installation.
3.) Synchronization
– If your sales people and other remote users absolutely need access to your
CRM system when they can’t connect to the internet, you may want to consider
synchronizing your information. While
synchronization typically brings with it the most issues and administrative
headaches, it offers the most flexibility for remote users. Because it is a copy of the database, you
can do anything you would do from a workstation in your office, only on a
laptop or remote desktop computer.
Controlling what information is synchronized is one of the biggest
concerns in this type of system as well as the security of keeping your information
safe and private.
As you can see, there is no
reason for your outside sales people and remote offices not to have access to
your CRM system. Planning the right
means for bringing your users into your system with appropriate precautions for
security, allows all users to work together seamlessly. Seamless customer interaction means one
system, one vision and one goal – creating customers for life! ò
For
more information please call us at
GoldMine
Everywhere Web Module Special
GoldMine 4.0 and 5.x
customers will receive the web based GoldMine Everywhere module for half price
with any 10 user upgrade to GoldMine Sales and Marketing. The special also applies to new orders of 10
users and above.
With GoldMine Everywhere Web
and Microsoft Internet Explorer (5.0 or greater), you can access contact
information, calendars, sales information, and more from anywhere. You can also
leverage basic functionality and advanced tools like filters and queries.
GoldMine Everywhere Web lets you cost-effectively provide access to a shared
customer database – even to infrequent users, like administrators or managers,
who require additional flexibility in the way they access information.
GoldMine Everywhere Web works
great if you are a salesperson who spends 3 out of 4 weeks on the road. Rather than
waiting until the end of the day to synchronize data, you can log into the
GoldMine database from any Internet connection. This expedites the creation of
new contact records, completion of orders, scheduling of meetings and other
internal communications as all information is real time. As a sales manager in
this situation you are able to view analysis on-the-fly, regardless of your
location. Once back in the office, you will minimize the time spent playing
“catch-up,” and instead, focus on building new opportunities.
The special expires on
Savings on Goldmine training: New Coupon Books offer great Value.
Training coupons can be purchased
in books of 5, 10 or 20. These coupons
offer a savings of up to 28%. Training
coupons allow your company to save money while giving you the flexibility to
design your own training program and proceed at your own pace. The coupons can be used by any employee in
your organization for any training course as needed. As a result, they make it easy to afford to send one or more of
your employees through an entire training curriculum. You can learn more about these Coupon Books by clicking here.
Education of your employees
through Beachwood Systems’ various public training classes is one of the
smartest things you can do. You’ll see GoldMine
become a system that works for your company by helping to increase your sales
and manage your customer relationships. The Introduction class allows new users
to be brought up to speed so that they can begin to use GoldMine in the right
way. The Intermediate and Advanced
classes include topics such as filters and groups, mail merging and reporting;
these topics can help you accomplish such tasks as running a direct marketing
campaign or pulling needed information out of your database. Classes in more specialized topics such as
Automated Processing and Report Writing in GoldMine and in Crystal Reports will
enhance GoldMine's ability to work for your firm so that you can be sure you
are getting all you can from your investment.
The Administrative classes offered for both dBASE versions and SQL
versions are designed to enable technically knowledgeable individuals to
maintain and troubleshoot their firm's Goldmine system.
Please visit our website at www.beachsys.com to find information on coupon
books, group rates, as well as available GoldMine classes. ò
Companion
Product Spotlight: Learn about GoldBox
. . . a real powerhouse.
Are you trying to integrate
accounting information into GoldMine?
Have you been manually creating groups, referrals, and organization
charts? GoldBox is a powerful utility
allowing you to set up complex routines to manipulate, update, import and
delete your GoldMine data.
GoldBox is a must have for
most GoldMine installations. Besides the
incredibly useful utilities, options and automation, GoldBox offers 170+
selectable functions. This
functionality essentially qualifies it as a user-definable programming language
written specifically for GoldMine. More than an Add-on, GoldBox is a
direct companion to GoldMine itself. Here are just a few things you can
do with GoldBox:
Importing Records - While
GoldMine itself allows for import into the fields in the top half of the
Goldmine screen or the fields tab, GoldBox users can import data into all of
the tabs including History, Details, Referrals, etc.
Exporting Records - Records
can be exported from the
Referral Generation - HUB-N-SPOKE REFERRAL GENERATOR: auto-generate
referrals between a Hub Contact and any number of Spoke Contacts. You determine the number of requirements to
be applied from the Hub to the Spokes.
Global Delete - Ability to
run a global delete on all GoldMine files.
Global Undelete - Ability to
run an un-delete on all GoldMine files.
Notes Archival - Convert information in your
Notes Tab to History before you run out of space and data from your notes tab
begins to disappear!
Run multiple operations automatically - Run multiple GoldBox or non-GoldBox
operations in an easy-to-design process list. You can run any GoldBox
batch operation, outside Windows EXE or DOS batch program, or Copy, Rename,
Delete a disk file.
You can find out more about this excellent
software utility by visiting www.redstonesoftbase.com or
contacting a consultant at Beachwood Systems.
Already using GoldBox? Check out
our training courses at www.beachsys.com/services/Goldmine/
.ò
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