Articles for GoldMine CRM (56)

Migrating wMobile for GoldMine to a New Server

November 21, 2019   •   4 minute read

Learn best practices to replace older hardware and how to prepare for a successful wMobile for GoldMine migration to a new server.

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New in wMobile for GoldMine: Activity Metrics!

October 28, 2019   •   5 minute read

As of Fall '19, wMobile for GoldMine includes modern charts and graphs to display metrics for pending and past activities.

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GoldMine Project Manager: What You Need to Know

October 23, 2019   •   4 minute read

Learn the many reasons why you should be using the GoldMine Project Manager and how to easily manage all your project activities in one place.

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Reordering the Main Menu in wMobile Desktop for GoldMine

September 26, 2019   •   5 minute read

Read through this blog post to learn how to reorder the Main Menu in wMobile Desktop for GoldMine 5.0. It's never been easier!

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wMobile with GoldMine 2018.2 and Beyond

August 21, 2019   •   4 minute read

Learn how to plan for wMobile and GoldMine upgrades, and take a sneak peek at the new UI of wMobile for GoldMine.

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Intern Investigates: Are Stakeholders the Key to CRM User Adoption?

June 13, 2019   •   5 minute read

In this blog post, we will outline how identifying and engaging your stakeholders may be key to avoid striking out.

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Why Your CRM is Essential to Data Collection

May 28, 2019   •   3 minute read

Is your customer interaction data spread across multiple platforms? Read our 4 reasons why you should centralize data in your CRM!

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Best Practices for GoldMine CRM User Adoption

May 8, 2019   •   5 minute read

Are you getting enough data in GoldMine? Find out how other business units including HR, Support, and Marketing can use GoldMine to increase profitability.

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Building a Prospect List

April 9, 2019   •   6 minute read

Don't wait until the sales pipeline is dry, your company can be proactive in generating leads. Read this article to learn easy ways to get more leads.

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Managing SQL Read-Only Users in wMobile’s SQL Manager

March 29, 2019   •   2 minute read

To be consistent with GoldMine 2018.2, we updated wMobile's requirements of a read-only SQL user in the wMobile SQL Manager.

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Four Lessons CRM Can Learn from Mister Rogers

March 21, 2019   •   5 minute read

Mister Rogers not only had good lessons for children but also for organizations using CRM. Here are our four CRM lessons you can learn from Mister Rogers!

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What Is Your CRM’s IQ?

March 6, 2019   •   4 minute read

How "smart" is your CRM? Our team of experts has created a formula for calculating your CRM’s IQ.

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