Nimble announces Google Drive Integration

Great News from Nimble... 

Nimble now makes it easy to link documents, quotes and more to your contact records. 

They have now made it easy to link docs from both Google drive and Drop box. 

Check out the announcement below. To see Nimble in action call us at 847-382-4500 or click here 

Google Drive Integration

Hi,

I have great news to share today – we now support Google Drive file attachments in Nimble.

You may attach files to Deals or Contacts.

To attach to a Contact, select “Attach File” and “Attach from Google Drive” to authorize yourself to your Dive account, then select your files!

To attach to a specific Deal, select “Attach from” and choose “Google Drive”. Then authorize, and select your files.

If you have any questions, please email ideas@techsell.net

Best regards,

Joseph

Joseph Kelly Customer Advocate , Nimble

6 Must have apps to switch from iPhone and iPad to Android

When you think about it, the reason millions love iPads and iPhones and Apple Macs is that, they are simple. Everything works, everything syncs and you don't really have to think much about it. 

On the other hand, many of us are getting tired of the same old iDevices and we are tempted to stray the newest latest and greatest. 

So we look at Nexus, and Notes, and Kindle Fires, and Galaxy S3 and 4 and Note Tablets and yes even Windows tablets and phones. 

Well there is life after iDevices, but if you don't want bruises form kicking yourself, here are a few apps that can make life easier. 

For Android - Syncing contacts, calendars, reminders and notes...

First of all if you are syncing your Mac ical, and contacts with Google you are half the way there. All Android devices are pretty strongly tied into Google services. 

Get Smooth Sync for contacts and SmoothSync for calendar. They work through iCloud and sync calendar, contacts and now reminders with your Android device. They are around 6.99 for each through the Google play store. 

Inotes is the answer for syncing your notes from Mac and iDevice to your Android. Also at the Google Play store for less than $10 and it works. 

For photos, the best answer I've found is Drop Box. The Drop box app will connect with your camera and upload photos from your device to the cloud and vice versa. Bottom line is all photos from all devices sync just like your Photostream. You can also sync files back and forth while you are at it. 

For Syncing big files like movies, a great program is called AirDroid. This is a FREE program to sync and manage files on your Android device. You can actually remote control your droid thing and other things as well.  It is particularly handy if your device doesn't have a SD card like on the Google Nexus devices and Kindles. I have also found that Android file transfer program has stopped working on Macs. At least those with the new Mavericks operating system.  Here is a little video taste of Airdoid.

 
Finally for music, I recommend Google Play Music and Music Manager. You can upload 20,000 songs from your PC or Mac and access them from your other devices. Free again! Go Figure. 
If you have some apps or ideas to move between platforms let me know or comment here. 

Dell Venue Pro 8 Hands on Review

After reading a great review of the new Dell Venue 8 Pro Windows tablet,  i bought a 32 GB version from Amazon for $279.00. I later learned that I should have bought the 64 GB version for another $40 because the OS uses up about 60% of the "32 GB" which actually only shows up as being 23 GB in Windows explorer. But I was very excited about the possibilities of the best of Windows and a tablet all in one.
Service was great and I had it in less than 24 hours.
I've had 3 iPads, a Samsung note 10 and 2 Nexus 7 tablets.
I thought it was time to give Windows a try.
I've used Windows for years and am in the technology field so I wasn't new to windows, though I'm not a big fan of microsoft's complexities.
I got the unit. It was well packaged, nice quality. Good looking screen although I did have to take off the auto brightness setting and then I could actually see how bright the screen was.
As I began to use the Venue, I realized how great the interfaces for iPad and Android are. They are designed for tablets. Tap and touch. You just click the Apps.
But Windows just isn't ready for tablets yet.
The Metro START screen looks like it should be easy, but many of the APPS / tiles just take you into the windows desktop. There you have to try to use a large finger to select files with tiny print. Try double clicking or right clicking on the middle item in a list.
More times than not I clicked the wrong item.
I actually tried a stylus and did a bit better. That's great as long as you always remember to bring your stylus.
I connected a bluetooth keyboard and mouse. That made it easier, but in reality I don't always want to have to use a keyboard and mouse. I have laptops for that.

My primary computers are Macs and I have been pleased with the ability to seamlessly sync the core items of life (contacts, calendars, reminders/tasks, and photos between devices.
I learned that windows no longer syncs that stuff with Google anymore. So the most common link is gone. Android has some nice apps called Smooth Sync for Contacts and Smooth Sync for Calendars as well as an app called shote which handles the notes. Drop box will take care of syncing files and pictures from the camera.

I was excited to read that the iCloud Control Panel would sync contacts, calendar, photos, bookmarks and tasks. But in actual practice I found that the syncing only happens with Outlook. NOT the calendar and contacts that are part of the Windows Tablet Start screen. So you have to have Outlook running. And that is not reflected on the main screen. When the sync begins it asks if you want all the photos to sync (which in my case was 13000 and so the choice is no. So forget your photos syncing. Oh and one other caveat. DO NOT CLICK MERGE BOOKMARKS. I did thinking that I didn't have many bookmarks in Windows so no big loss if they were added to my Mac bookmarks. What it should have said was how would yo unlike to wipe all you Mac bookmarks and replace them with a hodge lodge of windows "Favorites"? Thank God for backups.

I tried to set up my favorite apps and found that many are not available in the Windows store. For example, Yelp is a very handy restaurant review app available on both the Apple platform and android. It's not available on Windows tablet. Instead there is an app called Zalp, which allegedly combines Yelp and Zagatt. I gave it a try and picked 4 different commonly known restaurants. It said nothing found in either Yelp or Zagatt.
I liked the look and the size of the Venue, but Windows on an 8" tablet is not easy to use.

I liked the idea of "Full" windows on a tablet, but "really" try doing anything work on an 8"tablet. Right clicking? dragging and dropping, alt tabbing between screens? How to make yourself crazy in one easy lesson.
It's not close to the Android or apple interface. So no matter how many techie features Windows boasts, this thing is a pain in the neck. I was very happy to go back to my Nexus and iPad.
Good luck but this is not the user friendly choice of a tablet.
I returned it in less than 24 hours.

Oh and one I forgot... within an hour I picked up some malware. A program that allegedly tested my performance on my hour old Venue and found I need to sign up for their performance boosting utility. Really.

No more Windows for me thank you!!

Check out our new website! Techsell.net on WordPress

We've been working on a new website and would love to get your feedback.

As part of our focus on helping small and mid-sized business put affordable technology to work, we built our website using Wordpress.  We wanted to build hands on experience with a very popular tool that we can offer our customers.

This was a fast low cost way of putting up a site with all the latest technologies.

Hosting for the WordPress site was under $100 per year. Using the Wordpress software is free. WordPress offers hundreds of free templates and thousands more for less than $100 each.

The benefit of a template is that half of the work is already done.  A consistent design including fonts' colors, etc. is already done for you. The template includes menus, blog postings, graphics, SEO Search engine optkmization,  and on and on. The design automatically adjusts for mobile devices.

If you get a chance to stop buy, let us know what you think.

If your website is a little tired let's talk about howTech.Sell and WordPress can make it easy to "put on a new face".

GoldMine Premium 2013.1 is Available - Office 2013 and Constant Contact Integration!

Subject: GoldMine Premium Edition 2013.1 Goes Gold

We are pleased to announce that the latest version of GoldMine is now available to customers and prospects!

Exciting new features and enhancements include:
 

• Updates from over 261 customer requests and includes all cumulative hotfix releases.
   
• Support for Office 2013 (32 bit) and for Office 365   
   
• Big News!! Constant Contact Integration
  In addition to improving product reliability and compatibility, the new integration allows users to 
  upload GoldMine exported lists to Constant Contact and then download both campaign and individual
  response information into GoldMine for reporting and follow-up. Customers can use the power of GoldMine 
  with the market leader for email marketing.
   
• As always Tech.Sell can help you with upgrading and taking advantage of the new features
  Call us at 847-382-4500 to set an upgrade appointment! 

5 Ways Small Businesses Can Stop Juggling and Make More Money

 

As a small business owner you are constantly juggling time and money. Usually there isn't enough of either to get everything done, in time and on budget.

While you’re trying to keep all the balls in the air, opportunities and profit can slip through your fingers. Leads get lost, quotes gather dust, marketing programs stay on the wish list and you just keep working harder!

Is there an answer? You bet! Simple, readily available technology programs can change all that. But maybe you don't have the time or background to review, select and apply these powerful tools.

Wouldn't it be great if you had a friend who could show you the way or do it all for you, without costing you an arm and a leg?

Good news! Tech.Sell helps small business use simple,  technology to bring more profit to the bottom line. We've been doing this since 1995.  We focus on 5 key areas that can make a difference for your company, and improve those juggling skills!

5 targets of a Tech.Sell small business program

Stop Lead Leak
Manage and follow up on every lead. Hot leads that inquired about your company are GOLD. 
An amazing number of interested prospects never get a follow-up.

Quote Management - Quote follow up system?
Do you know the status of every quote?  Small businesses typically fail to follow up on quotes after they are submitted. Why bother to create a quote and never follow up on it. Quotes are GOLD.

	Maximize your existing customers A CRM system can give you the tools to MINE your customer history. Sell add-on products, renew contracts, sell maintenance programs and more. How about referrals from happy customers?
Communication Targeted or to the masses – How often are you touching your customers and prospects? Your CRM system should make it easy to spread the word to build new opportunities. If you aren’t touching your customers on a regular basis, your competitors are. Use email and social networking to exponentially increase your sales team!

Measurement – What gets measured gets done
Do you have reports to quickly tell you where your sales force is spending their time? Who are they calling on, who are they missing? What is the status of opportunities and leads?
And the all-important question:
    Where is your new business coming from?

Tech.Sell can help you address these issues. Click here to schedule a complimentary personal call with a live, experienced, Tech.Sell small business coach.

Call 847-382-4500 or click here. 

How Technology Can Help Small Businesses Grow Their Bottom Line!

Tap in the profit "Gimmes"             and grow your business!  Success in small business comes down to the little things. We call them the "gimmes". Things like hot leads that aren't called back, quotes that aren't followed up on, missed chances to touch a customer, birthdays, renewal dates, and more. Tech.Sell implements affordable, effective systems to sink those "gimmes" to your bottom line. You won't have to work with a robot - a live, experienced, coach will listen and be your guide.
Tech     Sell Great News! Technology has gotten cheaper and easier. Are you taking advantage of new cloud-based or on-premise tools that help you get WAY more done in less time? Let Tech.Sell guide you to the right products and apply them to your business. We listen and recommend based upon experience, then implement. We can give you the fish or teach your team how to fish, or anything in between. Watch your bottom line grow!  Most sellers focus on what's happening right now. In the process, they may not do a great job of staying on top of the opportunity that came in last week or last month. No follow up means NO SALE!. Give them a system to remember follow ups, opportunities, deals, leads and schedules. Help them mine new business from their customers with regular email touches and social network news.  Watch your bottom line grow!

		Improve your score...and bottom line! Working closely with a pro makes all the difference in your golf score. Your company is no different. A Tech.Sell coach and system can make a big difference in little time. We can teach your team how to use the tools or handle your follow up and marketing programs for you. Call us to get started today! 847-382-4500.
Unsubscribe from our newsletterTech.Sell Corporation, 25671 Hillview Ct., Unit D, Mundelein, IL 60060 USA

How to tap in the profit "Gimmies" and grow your small business?

Don't miss the "Gimmies" in your business!.. 
Success in small business comes down to the little things. We call them the "gimmies".

Things like hot leads that aren't called back, quotes that aren't followed up on. Missed chances to touch a customer, birthdays, renewal dates, and more.



Great News! Technology has gotten cheaper and easier. Tech.Sell implements affordable, effective systems to sink those "gimmies" to your bottom line. By blending an array of on line and on premise programs Tech.Sell puts these key bits of information at hand on PC, Mac, tablets and phone. Follow up and critical info is not lost, but tracked measured by management and shared. 

Most sellers focus on what's happening right now. In the process they may not do a great job of staying on top of the opportunity that came in last week or last month. No follow up means NO SALE!. Give them a system to remember follow ups, opportunities, deals, leads and schedules. 
Help them mine their customers with regular email touches and social network news. 
Watch your bottom line grow!


Improve your score...and bottom line!
Working closely with a pro makes all the difference in your golf score. Your business is no different.  We've been in the Computer Aided Sales & Marketing business since 1995. A Tech.Sell coach and system can make a big difference in little time. We can teach your team how to use the tools or we can handle your follow up and marketing programs for you. 

Call us to get started today! 847-382-4500.  Read more

Compare Costs of Cloud vs Premise Based CRM-Pros and Cons

Is a cloud based CRM system right for your company?

It's hard to see a future of install disks and elaborate IT infrastructures in small to mid sized businesses. We want smaller, thinner, lighter and more mobile. Many laptops no longer have a removable disk drive. We download everything. Apple's last two operating systems were only available on line as downloads. The world is full of apps, instead of desktops and servers. We have SmartPhones and tablets that can do it all.

So with that info under our hats, what does the future of Customer Relationship Management software look like? Will you host your own data on your server, on your network? Or will you just log on to the internet and get your work done? There are pros and cons for each approach. I'll give you my view after nearly 20 years in the contact management and CRM business. Then we'd welcome your thoughts or input.

Pros and Cons - Premise Based
The selection of premise based CRM is getting smaller. Today there are only a handful of solid choices. ACT! is the granddaddy of them all, but over the years it has had issues and today is mostly suitable for small non-demanding installations. GoldMine has a 20 year history and has evolved into a very full featured product that provides a myriad of features for the small to midsized network. Maximizer continues to evolve and has become a hybrid solution, meaning it can be hosted or locally installed. SugarCRM, Sage and MS CRM also offer hybrid solutions.

Pros premise based:
Data - You know where your data is. If your internet connection goes down you are still in business. If the internet went down, you'd still have your valuable info.
Capabilities and features - In the case of GoldMine, there are many features that on line systems don't offer without significant extra fees; customization, duplicate checking/merge purge, complex imports, global replacement of data, advanced reporting options, etc. (see 80 reasons to love Goldmine)
Use of existing IT infrastructure - If you have a developed network, the premise based solution can make sense.
Cost - Premise based gives you a relatively fixed cost. You pay for the software and then typically pay a low annual update and maintenance fee.

Cons: 
Start up costs - Initial cost of software, installation and possible IT hardware investments can be high.
Software headaches - Windows updates, software compatibility issues, etc. can waste time and money and slow down the organization waiting for a fix.

Pros and Cons - Cloud Based
Pros:
Fast start up - Typically you can be up and running immediately following admin setup.
Mobility and flexibility - Cloud based systems are usually accessible from any mobile device or browser. Just log in.
No ongoing IT requirements
Lower startup cost

Cons:
Never ending cost - For as long as you use the cloud based service you will have a monthly charge per user, whether they log in to the system or not.
Service costs - Can be high to manipulate your data or customize beyond the built in admin functions. This varies by system but we have heard some amazing numbers for seemingly "simple" customizations or support requests.
Speed - Your response time is directly related to the speed of your internet connection.
Features - Most cloud based systems offer a package of features to start; reports, dashboards, modules and basic storage levels, but may add significant up charges to add features needed to complete your system. These per user fees can really add up over time.

Basic cost comparison for a 10 user system - GoldMine vs. $50 /user/ month system Excludes customizations, consulting and training. We will make the assumption that these costs would be required either way and would be similar.
1st year cost 
GoldMine Software (New seats) - $695 x 10=$6950    Annual Update and Maint - $1390
     Installation and setup - est. $1000    Total = $9340 or $934 per user
Cloud based - 10 users x $50 per month X 12 months = $6000 or $600 per user

2nd year cost
GoldMine Annual Update and Maint - $1390 or $139 per user
Cloud based - 10 users x $50 per month X 12 months = $6000 or $600 per user

2 Year Cost
GoldMine       $10,730 or $1,073 per user
Cloud based   $12,000 or $1,200 per user

Important keys to success or failure whichever way you go....We've learned over the years that more CRM programs fail than succeed. (Disappointing and expensive). Why?
Basically because it's not just about buying, or subscribing to CRM software. It's what you do with the software you buy.
You have to have a plan. Who MUST use it? How will they use it? What will they track and enter? How and what will you measure with reports? What are the short, medium and long term goals? Will management lead this program or will they feel that it's for everyone else? Will you invest in ongoing training and coaching for at least 6 months?

Hopefully this info will help you in your decision making. To talk about your situation and get a guided tour of a CRM system that fits your needs,  CLICK here or call us at 847-382-4500 or visit our website.

Helping Small Businesses Solve Revenue Robbing Problems

It's not just about software! We've been saying that for years. We believe the key to productivity improvement lies in applying available software to high payback opportunities that are often missed in small to mid-size businesses. 

Most of these problems, or opportunities center on lack of effective follow up systems. Specifically, managing leads and sales opportunities, email marketing programs, using social networks, tracking quotes.

Tech.Sell has spent nearly 20 years helping companies utilize CRM (Customer Relationship Management) systems to capture business opportunities.
We work with SMBs to build a simple system to track leads, outstanding quotes, existing customers, warranty expirations, birthdays, service or maintenance follow up dates and so much more. By letting the software track important activities and automatically remind you of a follow up date, sales increase significantly. 
We can set up your system and train you to use it, or do the work for you, while you run your business. That means building a tracking system, managing email marketing campaigns, tracking quotes, building a social marketing campaign.

We continue to offer and support GoldMine, but you'll be hearing more from us on new cloud based solutions to these key issues. 

Get started with a complimentary, 20 minute initial on-line meeting to see where we can apply simple tools to build business at your company. 

Call us at 847-382-4500

Changes at Tech.Sell

Changes at Tech.Sell - Passing the Baton

On June 1, 2013 Lois Hursey became President and owner of Tech.Sell. After 18 1/2 years at the helm, Rick Mignano has moved out of the captain's chair and turned the company over to Lois. She has provided support and ideas to Tech.Sell's customers for over 17 years. 

Rick will continue, on a part time basis, as a consultant, assisting with marketing, new products and sales coaching. 

New Location
On July 1, 2013 we moved to new offices at 

Tech.Sell Corporation
25671 Hillview Ct
Unit D
Mundelein, IL 60060

8 Ways To Get More From Your CRM System

Every company has a system to manage customer relations. (Or at least they should)

Beyond that he similarity of what they use and how they use it is all over the board. 

After 18 years in the CRM business, I can tell you that most programs are undirected and grossly under used. 

Here are a few ways to improve the health and payback of your CRM investment.

GET MOVING With 8 High Payback Ideas 

Turn leads into Dollars! with a Tech.Sell lead tracking system and reports - We can develop, implement and build measurements for you!

Track the important stuff automatically - Contract expirations, warranty renewal dates, key birth dates, whatever, then use automated actions (workflow) to create reminders and follow ups.

Target market - key customers and prospects with an email marketing campaign - We can help you build the campaign, the templates and the targets!

Clean up your database - Safely get rid of old clutter accounts, calendar mess, archive emails, long gone users and more. Clutter hurts the credibility of your system.

Check security and backups - Never have a drive crash and start looking for your backup!!! We've seen clients lose years of history by "assuming" their backups were running. 

Get Mobile - Put all your info on your Smartphone! or tablet, with Nimble, SugarCRM, GoldMine and WMobile, GoldMine Mobile and RIVA 

Get Smarter - Do some training of admins, new users and old users who need a nudge.

Plug into SOCIAL NETWORKING - Keep on top of all your LinkedIn connections, Tweets, and Twitters, Facebook, email and more. Implement Nimble, the awesome new Social CRM, for only $15.00 per month.

Use Your Imagination
If there's a part of your business that isn't being tracked or managed quite at your comfort level, let's talk about it. Tech.Sell has 18 years of turning what ifs into programs that work!
Here is an example of a client whose pipeline was leaking leads and dollars like crazy, BEFORE we created a simple lead tracking system.

"We use the program regularly. It serves as a great tool in our weekly sales meetings.  From everything that I can see, and experience, it is progressing quite well.

In terms of sales improvement, I can say, with certainty, that the program has held our sales team far more accountable for their follow-ups and this has greatly diminished the issue of any prospects "falling through the cracks".

If it's time to get a better return on your CRM investment, call us today at 847-382-4500. 

Nimble 3.0 is Here! New Features Add Insights to Your Relationships

Nimble 3.0 is Here! New Features Add Insights to Your Relationships Tech.Sell is very excited about the new features of Nimble 3.0. Intuitive is an overused word, but you have to try it to see how Nimble keeps your connections in front of you! What's Up, ! We have some exciting news for you! Today we launched Nimble 3.0! -- more insights, more engagement, more action.   Meet Nimble 3.0 - the Simply Insightful Relationship Manager Here are the most exciting additions to the latest version of Nimble: Start with Today. No more wasted time sorting through noisy networks --Nimble will surface important people and signals for you. The Today Screen is where you can immediately act on the intelligence Nimble surfaces to you each day. Here you see your Engagement Opportunities (birthdays and job changes), Upcoming Activities, and Deals in your pipeline.  Actionable Insights. Our new Signals Page presents notifications across social networks (invitations, likes, shares, connection requests, and mentions) to help you proactively take advantage of opportunities in real-time. Filter your streams by what is most important to you and take action. Stay in Touch. The new Last Contacted feature and Reminder tool make it effortless to stay informed and engaged with your contacts. You can easily see who you’re losing touch with or have not been in contact with in a given time period. Apps Galore! Nimble understands that your workflow doesn't start and end with our solution. So we're announcing over 100 new integrations with popular worktools through our Apps Marketplace. To learn more please visit our What's New page and read the Nimble 3.0 announcement blog post. Try Nimble 3.0 for Yourself What are you waiting for? Start a free trial right now!!  Experience how Nimble is making managing your contacts even easier. Learn more download literature!

GoldMine CRM Hidden Gems Make it a Must Consider

Why GoldMine still makes sense as a CRM 

Over the last few years the idea of an on premise, Windows based CRM program has been overshadowed by, on-line, web based, or hosted CRM programs, like SalesForce.com, SugarCRM, and hundreds, if not thousands more. Certainly there are benefits to hosted CRM solutions; ease of access, cross platform compatibility, initial out of pocket cost, and reduced maintenance from the IT department.

80 Reasons to Love GoldMine By Tech.Sell Corporation

1.   Concurrent licensing – based on number of users logged in at one time. A big savings over “named user” licensing models

2.   Microsoft SQL Server licenses included with purchase or upgrade

3.   Includes Office integration with Word, Excel and Outlook

4.   Includes GoldSync for remote off line users

User Interface

5.    Very flexible drag and drop screen arrangement provides more Real Estate on the Top Half of the Contact Record

6.    Search, sort, group and filter by double clicking on any field

7.    Excel-type “Auto Filters” in most list views to make searching through a contact’s info so much easier!

8.    Preview Windows in most list views – eliminates the need to open each history, pending, detail record, linked document, etc., because you can see the details, including Notes in the preview pane.

9.    The Contact Search Center – so much more than a search tool.  Has the auto filters, described above, in addition to a “Grouping” feature.  You can slice and dice to your heart’s content, creating on-the-fly filters.  Results of your search/filter can be output to Excel, tagged for an instant filter – the possibilities go on and on.

10.  The Activity List – open activities and closed/completed activities, drill down by user, date range, type of activity, export to Excel with a click for an instant activity report.

11.   Quick Action Buttons on the Contact Record, Search Center, and Activity list to Schedule, Complete, create email or mail merge

12.  Open windows create tabs for easy navigation between them

13.  Recently Viewed Lists for quick navigation back to recent screens

14.  The Relationship Tree – track related records in a single org tree

15.  Rollup of Info for Multiple Contacts in an Organization

16.  Secondary contacts reside on the same record as primary contact

17.  Referrals – connect related contacts with a quick listing and link

18.  Spell checker in Email editor and all notes areas.

19.  View delegated activities still open in the activity center

20. Ability to link files or folders to the contact record

21. Automatic linking of email attachments to a contact record

22. Universal Search searches all of database, even info in linked documents

23. Social Media Links for LinkedIn Connections, Facebook, Google

Scheduling

24. Drag and drop activities on the calendar to other days/times

25. Schedule for one or many people

26. Auto schedule for groups of users

27. View the calendar of multiple users at one time

28. Send meeting requests and notifications

29. Click RSVP to delegate activities and receive notifications when the activity is completed or deleted

30. Sync calendar with Outlook

31. Auto Rollover activities – move uncompleted activities to next day

32. Auto update activities – reassign to another user, delete displayed activities, reassign to another user

Sales Stuff

33. Forecasted sales – can be scheduled like appointments. Fast and easy way to track opportunities when all the deal details aren't needed.

34. Opportunity manager allows capture of all details relating to the opportunity including multiple sales, linked documents/quotes, influencers, team members, etc. All linked to the related contacts.

35. Project manager – can continue form a closed opportunity. Track all the details of a project as well as scheduled activities for each user.

36. Dashboards for quick look at forecasts, scheduled and completed activities, forecasted sales, customer service issues

Marketing Stuff

37. Email templates for easy “one-offs” or email blasts

38. Email marketing tools

39. Create Personalized HTML Email templates

40. Store in library of email templates

41.  Built in searchable Info Center Library to capture and share literature, web clippings, policies and more. Centrally updated.

42. Integration with Word for mail merges

43. Integration with Excel for importing lists into GoldMine.

44. Create groups from the search center and group schedule or send email blast with less than 5 clicks.

45. Document library for Word, Excel, and Email templates including literature attachments

46. Output lists to Excel, Word, Windows Clipboard

47. Lead Management allows easy update of fields

Data management - Hidden geeky stuff that makes life so much easier

48. Easily create filters, groups or SQL Queries with built in wizards

49. Over 75 built in reports for contacts, analysis, calendar, and labels and envelopes.

50. Automated Processes / Workflow Wizard driven trigger events, emails, updates automatically

51.  Global replace of fields, switch data in filtered fields, automatically set proper case in all records or a filtered group

52. Ability to have multiple databases

53. Ability to Archive records

54. Ability to move document attachments and links to an alternate server or dive location

55. Territory Realignment Wizard

56.  “Record typing” allow different record views for different user groups or contact types

57. Customizable Tab Names

58. Built in Merge/Purge system to easily manage duplicates

59. Auto Update Fields based on info in other Fields

60. Record Ownership by user or group provides security

61.  Record curtaining choices Full/invisible, basic info or read only

62. Easy to Customize screen layout with screen designer

63. Ability to create calculated Fields

64. Relational Lookup Windows

65. Details for “many to one” data items like passwords, card numbers birthdays, family names etc.

66. Many security control options from fields to contact records to databases

67. Import/Export tools

68. Integration with Outlook Auto file emails in History, sync contacts and calendar

Customer Service And Issue management

69. Included Customer Service module to track, escalate and capture issues. Creates issues and case numbers.

70. All issues automatically become part of history on customer record.

71.  Full reporting and dashboards with automated tracking.

Mobility and Mobile Access

72. GoldSync – for off line remote use. Can be filtered to limit records belonging to sales rep or manager. Remote licenses and synching included with system

73. iGoldMine for full remote access to GoldMine and other server based applications (Like Citrix) Optional

74.  GoldMine Mobile product created by GoldMine is app for iPhone and iPad. Optional

75. WMobile – Provides access to 2 distinct interfaces. W Mobile Phone (for all browser equipped SmartPhones) and WMobile Desktop for any desktop browser or tablets. Provides almost all the features of GoldMine to remote users with no installation required.  Optional

More recommended GoldMine add-ons. (Optional)

76.  QuoteWerks – Great quoting program that stores all quotes, links to GoldMine creates opportunity and forecasted sale, emails to client and creates follow up and linked quote in GoldMine.

77.  MasterMine – Amazing reporting and data management tool, creates reports and live data links in Excel. Must see!

78.  DialPad – By W-Systems, custom interface let’s telesales team handle calls and data, drawing data from GoldMine and linking to a variety of VOIP phone systems.

79. CompanionLink – The granddaddy of syncing software – Links contacts and calendar to and from most anything including Google, Outlook, IPhone, and more.

80.  Riva – Amazing behind the scenes program that works with Exchange server to sync contacts, email and calendar to any exchange-connected device. No hassles and central set up.

81.  GoldBook – Oft requested link between GoldMine and QuickBooks. Can move or link, contacts, invoices, sales, etc. back and forth.  

So there you have it. Take it from 18 years of using and implementing CRM systems, these things really make a big difference in usability and results for any business team. A little professional guidance also goes a long way. Tech.Sell has 18 years of CRM and GoldMIne experience to offer.  847-382-4500