Happy New Year everyone! Time to put the scale in reverse – and shed the holiday pounds! It’s also time to ring in new business along with the new year. It's not just a new year its a new decade.
Holiday wishes have gone back & forth across networks and around the world. That’s all well and good … in fact, let’s keep the joy and positive thoughts and expressions going all year long! Heaven knows the “holiday spirit” shouldn’t be reserved for the holidays – can I get an amen?!
I decided to focus this issue on a message that I hope will have a lasting value – and will lead to a more prosperous New Year. It’s one thing to “wish you a prosperous new year” … I’m going to try to suggest a way you can achieve that! (As for healthy – get to the gym and put down your fork!)
The year 2009 revealed how vulnerable we are and how easily our economic world can be turned upside down. It was a year to hold on – to survive. Businesses sought effective ways to reduce expenses and operate more efficiently for example by switching over to an IP (Internet based) phone system. At the same time we sought to maintain or gain market share with better marketing strategies & tactics, while strengthening customer service for existing customers. Because difficult times lead to budget cuts and attrition by those we market & sell to, it’s equally important to be doing lead generation and converting prospects to new customers! In 2009 we did all we could to survive. Going forward into the New Year, with the worst of the recession behind us, hopefully, I propose that the focus for 2010 shift from survive to thrive!
That’s the theme of this newsletter issue – From Survive to Thrive! And, I’ve come up with a singular approach for how you can do that. This approach I’m going to call “Alignment”. That’s right. We’re going to go from surviving to thriving by asking ourselves (and every one of your staff at every level in the organization) how they can better align technology with business processes, strategies & tactics.
You would align your car’s tires once a year or so to get better wear and greater gas mileage. So, I ask you, when was the last time you truly aligned your CRM system to take you down the road to greater marketing, sales, and service success? To thrive in 2010 let’s take a look at what it means to do so!

Bob Ritter
President of
First Direct Corp.
Publisher of GoldMine Success

Skimping on hardware makes no sense today. The cost of virtually any piece of computer hardware from laptops to servers to switches & hubs has dropped so much over the last several years that you can make a case for replacing any piece of equipment that is slowing your users down and limiting their productivity. [...]
This issue’s Golden Nugget is not about any one customer, but a general need that people have for integrating their GoldMine CRM with their Accounting or ERP data. First Direct has been called upon by many customers to do this from ACCPAC to Macola to vertical applications such as eQuantum for the distribution industry. But [...]
Management that is engaged and involved wants to be connected to the activities of the individuals and processes they are managing. They want to be able to touch and see for themselves the details that form the big picture they operate in. CRM gives managers a means to do so. With GoldMine CRM, managers can [...]
If you’ve ever taken my basic end-user GoldMine training, you’ve heard me say “do your day.” One of the key points about a workgroup CRM system for the sales team (reps, support, management, etc.) is that everyone should just do their day, the same way, in GoldMine! The famous comedian Jack Benny once humored, “How do [...]
GoldMine has long allowed users to store multiple email addresses in a contact record. It’s not uncommon for someone to have multiple email addresses, let alone the email addresses associated with additional contacts within the same GoldMine record. By the same token only one address can be marked (identified) as the “primary email address” . When doing [...]
Posted on 08 February 2010
The GoldMine Premium Calendar has a shortcut button for performing various functions. While you can drop down and select any of the options on the “local menu,” the button is “sticky” meaning it will stay set to your last choice. The default setting/option is “Today” which when pressed will bring you to the current date range. [...] Continue Reading
Posted on 05 February 2010
With the release of GoldMine Premium 9.x there will be a signficant improvement in the integration between GoldMine and Outlook. And, FrontRange expects more users to use Outlook clients in conjunction with their GoldMine CRM. As part of this progression, FrontRange Solutions has new licensing requirements for users of this integration. In previous versions of [...] Continue Reading
Posted on 01 February 2010
There is a limit of 255 characters for a filter expression in GoldMine. When doing a large OR comparison the 255 character limit can be reached quite easily. For example, you may want to filter based on a group of contact records whos state is CA, MA, NY, KY, OH, and so on. A better way to do [...] Continue Reading
Posted on 29 January 2010
FRS released build 8.5.2.9 on 1/25/10. This fixes addresses a few important issues. WHAT’S FIXED IN GOLDMINE PREMIUM EDITION 8.5.2 HOTFIX 1 Note: GoldMine Premium Edition 8.5.2 Hotfix 1 also provides the fixes and enhancements included with GoldMine Premium Edition 8.5.0, 8.5.1, and 8.5.2, listed below. ID # Issue Description 112858 Link to opportunity or project is broken when sending an [...] Continue Reading
Posted on 19 January 2010
Because of some new security features in Windows, when you launch GoldMine you may receive this error message: Not a big deal you can just click “Run” and GoldMine will operate normally, however, if you want to eliminate this message, here’s how: 1) Choose Start | Run in Windows then type gpedit.msc and press OK. 2) Go [...] Continue Reading
Posted on 19 January 2010
Attention all GoldMine Master Rights users!!! GoldMine Premium has certain reserved “System Fields” that are hidden. Problem is that you can “blow-up your database” if you happen to use them in the creation of your custom fields. Therefore, an unsuspecting person, or even a knowledgeable GoldMine administrator can inadvertently create a field that causes huge problems [...] Continue Reading
Posted on 07 August 2009
If you’re new to GoldMine or an old-time user like me, there’s always something new to learn. This situation was brought to us by a customer recently and they needed a solution. It’s a common practice in many businesses to offer an incentive for referrals from customers. Have you come up with a good way [...] Continue Reading
Posted on 07 August 2009
It is seemingly inevitable with computers that when things can go wrong, they will go wrong. It is also seemingly inevitable that this will happen at the worst possible moment. You’ve been trying to get that important quote sent out to your customer or you’ve won an all-expenses paid trip to Mars and you haven’t [...] Continue Reading
Posted on 07 August 2009
“If you can’t measure it, you can’t manage it.” And there is probably nothing worth measuring and managing more than the quality of your GoldMine database. The trouble is figuring out where to start and how to get a worthwhile read on the quality of your GoldMine database. First Direct has done this work to [...] Continue Reading
Posted on 07 August 2009
Knowledge is power – the problem is who can remember it all? That’s why it’s more important today that you have an effective and efficient way of storing and accessing information. One the key roles of the marketing department is to supply the sales people with key product information such as sales sheets, product requirements, [...] Continue Reading
Posted on 07 August 2009
One of the many advantages of GoldMine® over other CRM applications is the GoldMine® Task Bar. The GoldMine Task Bar is a great way of having quick, one-click access to common things like: GoldMine Main Menu Items Launching external applications and web sites (web resources like Google Maps, Dun and Bradstreet, Spoke, etc.) Displaying documents and files in GoldMine Using [...] Continue Reading
Posted on 04 August 2009
Have you ever wondered “What is the GoldMine Softphone and does it work?” Firstly, let’s explain what a “softphone” is. A softphone is a software-based phone that sits on your computer’s desktop and acts very much like a typical phone handset except that it operates off your computer with or without a physical handset. A softphone is [...] Continue Reading
Posted on 04 August 2009
Many people are moving to Gmail for their email. Its solid Spam filter and low cost (free) make it very attractive. Goldmine made some enhancements to Goldmine Premium Edition 8.5 which now allows you to use Gmail and other providers SSL email in their robust email client. To add your Google email account to your Goldmine, [...] Continue Reading
Posted on 04 August 2009
The idea is simple. Something happens in your CRM database and you want to automatically notify someone of that something. And you want it to happen immediately. In the past, using older GoldMine systems accomplishing the above was quite difficult, if not impossible. But now that GoldMine Premium Edition is standardized on Microsoft SQL 2005/2008, [...] Continue Reading