THE MOST IMPORTANT THING I DID ALL WEEK

With today being 9/11 I wanted to post something of a more inspiring nature.  Since there is so much already being said about this subject, I figured I would come at it from a different angle. It's Friday morning and I have 17 more tasks (calls, actions and appointments) plus...

Blogging versus Broadcasting

Thank you for subscribing to my blog!  If you haven't already subscribed, I hope you will choose to subscribe after you read this post. I also hope your company will consider being a more active blogger. In this article I will speak to the advantages of blogging over broadcast email. ...

A better way to write and deliver sales quotes

If your business writes quotes and proposals in a Word Processor or Spreadsheet and then delivers them via an email, please consider an alternative.  First Direct orders a tool for writing quotes that can be delivered via a web portal.  Consider the reasons and benefits of doing quotes the following...

THE BIG PICTURE – The Case for 3 Monitors

Here you have a look at my "desktop."  I recently went from two widescreen (landscape) monitors to three.  I am not "looking back." Monitors cost about $150.00 each.  I also purchased a monitor stand that allows me to mount all three together.  Here's a pictures of what they look like...

What You Can Do with Additional Contacts in GoldMine

GoldMine Premium CRM is one of the few CRM applications which allows users to store "additional contact" information within a GoldMine Contact Record.  So while there is a always a "Primary Contact" in the "Primary View" (top half) of a GoldMine Record, there is also a Tab for other Contacts...

MY HEART GOES OUT . . .

It's July and life is anything but back to normal.  Frankly, I can't see it getting back to normal for the balance of this year.  Even with some states and areas starting to "open up," the fact is that public gatherings are questionable at best until there is a proven...

Quick Way to View or Analyze Activities in GoldMine

Here's a tip for a quick way to view OR to get a count of GoldMine users' closed activities.  By activities I am specifically referring to: Calls (unscheduled incoming and outgoing, scheduled) Appointments Next Actions Sales (closed, lost) Forms Other Actions To-dos Literature Requests Email Messages FOR A VIEW: STEP...

Personalizing GoldMine Emails with Custom Fields

Personalizing emails is a great way to break through.  The more personalized and relevant your message the more likely you are to receive a response. The most obvious first step is the creation of a list that is suitable for your message.  GoldMine fields are the basis for creating targeted...

THIS MADE ME LAUGH … THEN IT MADE ME THINK

A business contacted my firm. Generally as I ordinarily do when I get a new inquiry, I visited their website to learn about them.  Turns out they make funeral caskets. Covid-19 is NOTHING to laugh about, but on their home page were a couple things that struck me as funny...

“JUST GIVE UP” . . . NO WAY!!

The "novel coronavirus" shutdown has brought with it nearly 15% unemployment, a projected 38% drop in GDP.  A massive wave of bankruptcies is anticipated in the second half of 2020 into 2021.  This is a time that is testing our mettle, or business acumen and even our faith.  Each business...

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