Featured
It’s Beginning to Look a Lot Like . . .
| December 1, 2022
December is a month for many important things – holidays, taxes, charity, family, travel, etc. It is also a time when many people do a review of their
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Category: Manage Smarter
Featured
This is Scary in Business!
| October 31, 2022
It’s 10/31 – Halloween. So I figured I’d add a brief post about some things that are “scary” in business. BOO . . . Overlooked prospects and neglected
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Featured
QuoteWerks Wins 3 Big Awards
| September 12, 2022
QuoteWerks has earned the Top Rated Award for CPQ Software, Proposal Software, and Quote To Cash Software from TrustRadius. TrustRadius Top Rated B2B Awards are based on entirely
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Did You Know?
GoldMine Email Attachments and Document Management Best Practices
| August 23, 2022
The following video will present to you some recommended best practices for handling and managing your GoldMine e-mail attachments and other important e-mail documents like quotes and proposals,
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Featured
How to merge GoldMine contact information into MS Word without using the GoldMine Link for Word.
| August 10, 2022
Some GoldMine customers who have choosen to install a 64bit version of MS Office have discovered that their GoldMine Link for Word has stopped working. This is because
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Did You Know?
Why you should be using webhooks with your GoldMine to automate workflow and data entry.
| July 6, 2022
What are webhooks? Webhooks are a way for you to tell a web app to send information automatically to another application when certain events occur in said web
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Did You Know?
Clever Ways to Query your GoldMine Database
| April 25, 2022
What can you ask your GoldMine CRM? At it’s core, GoldMine is a relational Microsoft SQL database. It contains many database tables with fields used for storing information
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Manage Smarter
Malformed E-mail Addresses Cleaner for GoldMine CRM
| February 28, 2022
A video presentation on a simple web application for removing/cleaning Malformed Email Addresses within your GoldMine CRM database. Avoid sending to bad email addresses when bulk sending! Malformed
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Manage Smarter
Custom CSV File Importer for GoldMine (Part 2)
| February 21, 2022
A short video presentation of a custom CSV file importer for GoldMine that allows you to import primary contacts with up to 2 associated emails, additional contacts with
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Featured
The Best of the Best for Success in 2022
| January 4, 2022
The beginning of a new year is a time when many of us start to do some thinking about how to make the coming year more successful. Now
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