Author: Bob Ritter

A Cloudy GoldMine Future

Bob Ritter | August 27, 2019

Is the Cloud in your future? The decision to purchase or upgrade GoldMine is a different decision than whether to move to the cloud. With the rest of

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Special GoldMine Power-user Training

Bob Ritter | August 23, 2019

CRM IS A COMPETITIVE ADVANTAGE – the better you can use your CRM software that greater your advantage. What could you learn about using GoldMine to market and

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New QuoteWerks Pricing/Licensing Model

Bob Ritter | August 19, 2019

Important News For All QuoteWerks Users and Prospective Users! The maker of QuoteWerks, the #1 Award-winning quote and proposal writing software, is making major changes to their pricing and licensing

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The GoldMine CRM Dilemma – Upgrade or Switch

Bob Ritter | August 12, 2019

I’ve been selling GoldMine for over 25 years. When I first started selling GoldMine the most difficult objection I had to overcome was whether to use CRM in

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Using the Summer Slowdown to Speed Up your GoldMine CRM

Bob Ritter | July 9, 2019

In December 2018 I wrote a blog post about setting goals for making better use of your CRM system in the coming year. Here is the link to that article in which

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GoldMine CRM Still Has It’s Fans

Bob Ritter | July 3, 2019

I’ve been a GoldMine CRM dealer and user for over 25 years. Back in the day, when CRM was called “Contact Management,” GoldMine had a tremendous following of

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riVa roCks!

Bob Ritter | June 28, 2019

RIVA IS SOC 2 CERTIFIED! WHY RIVA: GoldMine Customers looking for tight, reliable and secure integration between their GoldMine CRM and G-Suite, Gmail, or MS Exhange/Outlook Address Book,

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The Purpose of “Codes” in GoldMine CRM

Bob Ritter | June 17, 2019

Before I explain how to use “Codes” in GoldMine today, I want to provide a little history about them. GoldMine software is one of the originators of the

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GoldMine Database At A Glance

Bob Ritter | June 10, 2019

One of the most important screens in your GoldMine CRM system is the Primary View of a Contact Record. The Primary View is the top-half of the screen

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CRM versus Spreadsheets and Email

Bob Ritter | May 23, 2019

As popular as CRM software is there’s still a large portion of firms that rely on spreadsheets and email for the functions of a CRM application. After all,