History – completed activities such as calls, appointments, actions, sales, etc.
Calendar – pending activities such as calls, appointments, actions, sales, etc.
Contact1 and Contact2 – fields on the Primary view and Fields tabs. This includes the stock fields such as Contact, Company, Phone1, Address, etc. as well custom fields. These fields are either a text, date or numeric value.
Details – a “one-to-many” set of fields that is applied in a multitude of ways.
Other Tables – Opportunities, Projects, Cases, Knowledgebase, etc.
MS SQL and GoldMine offers tools for “querying the database” – much like asking your GoldMine system a question. The question directs MS SQL to select certain data from specific tables and to display the results of your query in a view that looks like a spreadsheet with columns and rows.
This is all well and good. Where it get’s interesting, is with the questions you ask. The more clever you are at coming up with useful questions the more valuable SQL queries will be to you and your organization!
What Can Microsoft SQL do?
SQL can execute queries against a database
SQL can retrieve data from a database
SQL can insert records into a database
SQL can update records in a database
SQL can delete records from a database
SQL can create new databases
SQL can create new tables in a database
SQL can create stored procedures in a database
SQL can create views in a database
Query’s can combine data from different tables in order to produce a result with interesting insights and uses. Queries, like reports, can be used to help your business. The number of ways is only limited by your imagination but here are some examples:
Evaluating and managing business operations and people
Taking strategic actions
Revealing trends and insights
Analyzing the quality of your data (e.g. duplicates , invalid data, etc.)
Here are a few examples of what a query of your GoldMine database can be used for:
What would you like to know about your business’s customers and prospects? Your GoldMine CRM may be able to tell you more than your thought!
Of course the effectiveness of queries depends on the quality of your data. But that should not discourage you! Rather, think of the potential as encouragement for using your GoldMine database more effectively, and then success leads to success.
I would be happy to brainstorm with you to find ways your organization can use queries. My firm can also help you to write and use MS SQL queries. Want to know more? Reach out to me at 845-221-3800 x 101. Or contact me using this form.