Out of Sight IS Out of Mind!

When information in your CRM system (GoldMine Premium) is out of sight (not visible) it is, as the expression goes, also out of mind.  That can be a problem, especially when the information (data) is important to your sales, marketing, and customer service efforts.

It is up to the GoldMine Administrator and management see to it that what users need to see and work with is visible or at least conveniently available.  While there are real and practical limitations to what can be displayed on any CRM record, there’s a lot that can be done to optimize how data appears in GoldMine Premium. Here is a list of a few areas in particular where you can make changes to the way your GoldMine system displays information:

1. Primary View – Otherwise known as the “Main View” or the top half of a GoldMine record.  With the “tab viewing” format in GoldMine Premium you gain nearly 75% more space than older versions of GoldMine to present fields.  Using a feature known as “Record Typing” to create custom Primary Views for different types of Records (e.g. prospects versus vendors) you can have unique Primary Views for each.  Pulling custom fields and Summary Tab expressions into your Primary Views is a great first step.  Then when people are on the Record they will be much more likely to see and/or capture valuable information.

2. Calendar Views – The default calendar views can be customized.  You can edit calendar preferences and options to add or hide types of activities.  You can also display your activity codes or even customize the view to show fields from the related records.

3. Dashboards, SQL Reporting Services, and SQL Queries – Information that helps with decision making, workflow, etc., can be provided with these functions in GoldMine Premium powered by Microsoft SQL.  This way you can offer customized views of data that are not otherwise available with GoldMine’s native UI (User Interface).

4. GM+Views and GM+Browser – Here’s a pallet that’s as flexible as HTML.  What do you need to see?  Maybe here is the place to build it.

5. Details – If you need it, here it is — a table for certain types of particular details such as equipment, accounts, serial numbers, registrations, etc.   Each category of Detail comes with up to 12 custom fields, notes, and an automatic audit trail of creation and last update.

Like a lot of things in GoldMine, success with all these features is in the planning, execution, and training.   It’s clear though, you surely will only get the data you need if you have a place for the data that is easily accessible to users.  To put a spin on another old expression, “what you see is what you get!”