How you capture information is crucial for later use. If we’re making the effort to ask intelligent qualifying questions, then we also can benefit by databasing the answers in predetermined GoldMine fields.
Unlike “Notes”, fields are superior for filtering, reporting, sorting and analyzing. Marketing campaigns can be targeted. Sales activities can be focused on more qualified leads, wasting less time. So much is made possible if responses go into fields rather than notes.
Evaluate your “Fields Tab” in GoldMine on a periodic basis, or as the situation calls for it. As our business processes change we need to update the fields and screens. The responsibility for reviewing and specifying the changes and additions falls on sales management. IT staff or your GoldMine administrator can do the work, but they follow sales management’s direction!