Best Practices for GoldMine CRM User Adoption

by Paul Scondac on May 8, 2019

5 minute read

Are you getting enough data in GoldMine? Take a look at our webinar recap and find out how other business units including HR, Support, and Marketing can use GoldMine to increase overall company performance profitability.

Thank you to everyone who participated in this webinar! Below is the video recording of the meeting, general notes as well as the questions & answers.

Still have more questions about GoldMine? Feel free to reach out to our team here.

Agenda

  • Recap of Last User Group Webinar
  • GoldMine News Roundup
  • GoldMine Resources & Training
  • Feature Topic – Best Practices for GoldMine CRM User Adoption
  • GoldMine Q&A Session

Last User Group Meeting

September 2018: Sales Opportunity Management

News Roundup

GoldMine Premium Edition 2018.1.2 HF3

In addition to the new features that were added in GMPE 2018:

  • Security rewrite
  • GM Connect Home screen
  • Constant Contact group uploads from GM
  • New streamlined and simplified outlink link

The following elements were released with the 2018 HF3:

  • Constant Contact adjustments in History tab
  • Performance improvement in Outlook link
  • ‘My Activity’ calendar display was reconfigured to improve performance in GM Web
  • Release Notes

Expired Maintenance Options

  • Customers expired 1-36 months:
    • No changes to the existing maintenance policy (standard reinstatement rules apply)
  • New Upgrade Policy for Customers expired over 3 years:
    • Customer buys “Get Current” upgrade and gets most recent serial number
    • Pricing is: 
      • 35% discount for 3 years ($451.75)
      • 25% discount for 4 – 5 ($521.25)
      • List price for 6 or more

GoldMine Resources

GoldMine Resources by W-Systems

GoldMine Training Center

GoldMine’s Training Center is divided into four different sections:

  1. Basics
  2. Dashboards
  3. Advanced: System Admin
  4. Definitive Guide

Best Practices for GoldMine CRM User Adoption

GoldMine User Group Q&A

When you upgraded to the new release, did anyone have major issues with Stonefield Query?

We were not aware that there was an issue with the new GoldMine hotfix and Stonefield Query. Please reach out to us as soon as possible, and we will contact Stonefield to fix this problem.

Do you still offer single-user licenses with no maintenance, with hotfixes for a year? If so, what is the price?

We still offer single user licenses at $550. Please note that if you decide to add more GoldMine licenses (more than three), you are required to also purchase a minimum of one-year maintenance and support services. Contact us and we will provide you with the license.

Is there a way in GoldMine to mark a user as no longer employed, but keep the username and just not display it on the calendar?

There's a couple of ways you can do that in GoldMine. You can create a user and reassign all of the meetings belonging to the employee who is no longer with your company to it. That way, you would be able to reschedule and reassign the activities to whoever you want.

You could also update the employee’s description to state that he/she is no longer with the company, so they wouldn’t receive any new activities.

My company uses a highly customized homegrown ERP solution. Is it possible to integrate it with GoldMine?

As long as your ERP solution is on an SQL-based backend, our team will integrate it to and help you get your accounting software directly within GoldMine.

Can I add my Human Resources manual within GoldMine?

Absolutely. You can place your document in GoldMine’s Knowledge Base to make it available to your employees. And you can even go beyond HR—you could upload multiple file types, including videos, to your Knowledge Base, essentially making it a one-stop shop for your entire organization.

Are there any alternatives for email marketing within GoldMine?

GoldMine includes out-of-the-box integration with Constant Contact. If you are using a different email marketing platform, reach out to us and we will work with you to build a tight integration with GoldMine.

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