The GoldMine Blog - Tips, Tricks & More

Happy Holidays!

To close up 2008, a year that saw the two GoldMine Premium Edition releases, GoldMine Corporate Edition 7.5, GoldMine Mobile Edition 3.0 for the Blackberry, over 60 blog posts, and the small matter of the US electing its next President, I am going to repost my 10 favorite posts from 2008…  

I’ll be heading a couple of hours north on Christmas Eve, to Midland, Michigan, to spend with my family.  On the 26th I’ll be traveling to Boston to welcome the New Year in with a friend,  Yes, I will be working remotely the last week of they year.

My best wishes to you and your family during this holiday time.

See you in 2009,

Chad’s 10 Favorite Blog Posts of 2008:

Never Miss a Call Again - Alarms on by Default
http://www.thegmblog.com/2008/02/never_miss_a_call_again_alarms.php

4 Fantastic SQL Queries to Help You Manage Your Contacts' Email Addresses
http://www.thegmblog.com/2008/01/4_fantastic_sql_queries_to_hel_1.php

How To Make Completed Activities Show on the Calendar
http://www.thegmblog.com/2008/01/how_to_make_completed_activiti.php

Do You Know Where You're Going Next? Using the GM+View Tab to Display A Map
http://www.thegmblog.com/2008/03/do_you_know_where_youre_going_1.php

Quick and Dirty Activity Count by GoldMine User
http://www.thegmblog.com/2008/06/quick_dirty_activity_count_by.php

Got Notes? Create a Notes Indicator in GoldMine
http://www.thegmblog.com/2008/07/got_notes_great_a_notes_indica.php

Exporting GoldMine Contacts to Excel
http://www.thegmblog.com/2008/08/exporting_goldmine_contacts_to.php

Auto Follow-Ups When Completing Activities
http://www.thegmblog.com/2008/10/auto_followups_when_completing.php

What You Did and What You're Going To Do
http://www.thegmblog.com/2008/12/what_you_did_and_what_youre_do.php

How to Find your GoldMine contacts without an email address
http://www.thegmblog.com/2008/11/how_to_find_your_goldmine_cont.php

Read it here:

http://frsconnect.frontrange.com/blog_post_view.aspx?blogpostid=2618ecf7d3e54fe79471d0c46ccfaeb5

1) Law of 29: Most prospects require repeated touches before buying, normally between 3 and 30!

2) Automated: You can visit prospects and clients, work on proposals, quotes, etc. while GoldMine is doing your marketing for you.

3) Segmented: Different prospect and customer segments require different messages.  Have different drip marketing campaigns for customers, prospects, suspects, or based on industry, etc.

4) Top of Mind: Keep your company at the top of your customers’ minds prospects’ mind, crowding out your competitors.

5) Mix It Up: Online services offer drip e-mail marketing, AKA auto responders, however, with GoldMine you can intersperse your drip e-mails with calls, letters and other types of touches.

Now, included, with eMarketing with GoldMine is a 25 minute training video on setting up your own drip e-mail marketing campaigs in GoldMine.

If you're looking to purchase CompanionLink use discount code TB5222 for $5 off CompanionLink Express, CompanionLink Professional, DoubleLook or DoubleNotes...

Here’s a SQL Query request that I came upon recently…

"I need to see all contacts I had an appointment with, completed appointments, as well as all contacts I have a scheduled appointment with, pending, for a particular date range."

I could see this being useful for cleaning up activities scheduled, and done, but not completed, as well as for  contacts you may want to do some follow up with.  Managers wanting to monitor activity will also find this very useful!

So here’s the SQL Query:

select company, contact, phone1, address1, city, state, zip from contact1 where accountno in (select accountno from conthist where ondate >= '12/1/2008' and ondate <= '12/31/2008' and srectype = 'A') or accountno in (select accountno from cal where ondate >= '12/1/2008' and ondate <= '12/31/2008' and rectype = 'A') order by company

You can change the date range to whatever makes sense for you.  

Also, you may want to add in an option so it just shows your activities…  Change the portion in the two sections where it says "and userid = 'BILL'" to your userid.

select company, contact, phone1, address1, city, state, zip from contact1 where accountno in (select accountno from conthist where ondate >= '12/1/2008' and ondate <= '12/31/2008' and srectype = 'A' and userid = 'BILL') or accountno in (select accountno from cal where ondate >= '12/1/2008' and ondate <= '12/31/2008' and rectype = 'A' and userid = 'BILL') order by company

To use this, from GoldMine’s main menu choose Lookup | SQL Queries then Copy & Paste the above in the top section then click Query.  If you are using GoldMine Premium Edition then Tools | Filters & Groups and then the SQL Query tab.

 
You'll see your results.  If you find this useful use the 'Save' button to reuse this later on. Within the results, you can do a Right-Click | Output To | Excel to save the results, print them, and further analyze!

Pick Up Your Copy Of The GoldMine Guide to SQL Queries Today!

4.00.9922

5.00.909

5.50.10424

5.70.30503

6.00.40703

6.50.40704

6.60.50101 (Corporate Edition Only) 

6.70.70226 (Last Version of GoldMine Standard Edition)

7.00.70302 AKA 7.0.4 (GoldMine Corporate Edition Only)

7.51.80827 (GoldMine Corporate Edition Only)

Note: There is also a hot fix available for 7.5.1 available on a limited basis via FRS Support to address an issue with the display of HTML emails.

8.03.80716 AKA 8.0.3 (GoldMine Premium Edition Only)

 

CompanionLink now supports the BlackBerry Bold... and...

Fixes in companionlink.exe 11/13/08 version 3.0 build 3041

* Fixed a bug with Wise Agent where the sync would fail if the contact field lengths in Outlook were too long.

* (Pro only) Fixed a bug where deletions warning message was displaying when configured for auto-sync.

* Fix for contact note deletions in GM8.

* Fix for BB contact duplication issue in BB OS 4.5 and higher.

* Fixed occasional crash issue with OL.

* Fixed bug with Groupwise that sometimes prevented all contacts from transferring.

Use CompanionLink Discount Code TB5222 for $5.00 off your purchase.

Let's be honest, we can all use some help closing a sale. 

My friend, Michael Angelo Caruso, has just released a series of videos on just that, Closing The Sale.

Here's a sample of what you will receive:

(Click the Image to See)

These are absolutely fantastic! 

Last week I took a vacation to spend some time with a friend in Boston. 

I had about an hour there and back on the plane to watch these on my iPhone and it was the quickest and most productive plane ride I have ever had!

Michael, like you, is a fellow GoldMine user so I convinced him to provide up to 10 of you with a special 40% off discount.  Check out Role Model Selling at http://www.rolemodelselling.com and after you check ADD TO CART at the bottom then use use Coupon Code CHAD40.

You'll get 40% off the regular price!

I watched him create this coupon for 40% off and it is absolutely limited to the first 10 people to use it, so use it right now! 

Over 1100 people will have the opportunity to see this today so be sure you are in the 1%

If 10 people have already claimed the 40% off, all is not lost.  Use Coupon Code CHAD15 to still get 15% off your purchase.  This will be good until November 30th.

… In today’s economic environment having every bit of information you can have about a contact is incredibly important.

For quick, easy, and cheap communication perhaps none is as important as an email address.

So here’s a SQL query that will show you all your contacts without an email address!

select company, contact, city, state, zip, key1, key2, key3, key4, key5 from contact1 where accountno not in (select accountno from contsupp where contact = 'E-mail Address' and rectype = 'P') order by company, contact

To use this, from GoldMine’s main menu choose Lookup | SQL Queries then Copy & Paste the above in the top section then click Query.  If you are using GoldMine Premium Edition then Tools | Filters & Groups and then the SQL Query tab.

 

You’ll see your results.  If you find this useful use the 'Save' button to reuse this later on. Within the results, you can do a Right-Click | Output To | Excel to save the results, print them, and further analyze!

To learn more about how SQL Queries & eMarketing with GoldMine check out...

 

GoldMine & CompanionLink...  If you need your GoldMine Contacts, Calendar, and/or Tasks to export/sync with a BlackBerry, iPhone, Windows Mobile Device, or Palm Device, here's your tutorial.

I am a big fan of CompanionLink because it just works so darn well.  

Here's an introduction to CompanionLink & GoldMine.  If you're ready to purchase CompanionLink be sure to use CompanionLink Discount Code TB5222 for $5 off!

Be sure to use CompanionLink Discount Code TB5222 for a discount off of your purchase!

If you are, in any way, responsible for sales and closing business... You absolutely must get:

Role Model Selling: Closing Sales

Visit http://www.RoleModelSelling.com to start closing more sales, today!

FIELD CLEANUP: Do you need to see an instant listing of all unique values in a GoldMine field? Perhaps you are looking to expunge stray values from a critical field, for reporting, email blasts, exports, group building. Distinct field values can be listed with a SQL Query, such as:
Select Distinct KEY3 from CONTACT1 Order By KEY3

GoldBox has the Unique Field Listing to provide a bit more:

1. Case-sensitivity. CUSTOMER and Customer and CUSTomer would all be broken out separately as unique field entries. In the above SQL statement, they would all be seen as the same.

2. You get columns displaying the number of records filled by the value, the percentage of the table containing that value, plus entries showing the total number of records and the total number of unique values.

3. It's FAST. A before and after test on a 43,000 record table revealed:
GoldBox 2008-U: 18 minutes
GoldBox 2008-W: 5 seconds

4. Instant report generation. Your default TXT editor (such as Notepad) immediately pops open with the results. This can be used as a guide while you perform standardizations on the field, either through manual entry or Global Replace.

GOLDBOX BROWSER: Expect major speed improvements for Global Replace, Delete, UN-delete and the Filled Field Count report. At the Options dropdown, any table open in GXBrowser can now be closed and RE-opened in the BR7 Utility.

LOCATOR LOGIC: GoldBox has the best Import and Export technology available for your GoldMine data. At the Field Mapping Templates, accessing particular fields can prove challenging, especially if we're talking about a Main Contact File with 250+ user-defined fields. In 2008-W, you can quickly move around the template with partial searches on all of the major columns. You also get NEXT logic, whereby clicking a button takes you to the next occurrence, then the next and so forth. Look for the Locator at the bottom row of the Field Mapping screens for Import and Export.

CONTACT FILE VERIFIER: Introduced in version 2008-U. Enhanced to identify ACCOUNTNOs containing single-quotes, which, as we know, can cause some issues with SQL Queries. If desired, those records can be given a new Alpha-Numeric ONLY Accountno value with GoldBox's ACCOUNTNO Regenerator (at Global Replace).

The VERIFIER also points out discrepancies between original field values and their U_Field counterparts. The U_Fields are indexed, and this new capability lets you identify and optionally update the U_Fields directly.

QUERY BUILDER: The advanced SQL Query Builder now recognizes UPDATE and DELETE FROM statements and will operate directly upon your table should you decide to use them. Exercise CAUTION when doing so.

SEAT PURCHASE: This has been improved and simplified, when you wish to add Seat Licenses for GoldBox Views.

In a previous entry:

http://www.thegmblog.com/2007/01/increase_your_followup_increas.php

I discussed using the Schedule a Follow-Up when completing an activity.  You complete your appointment or call and start scheduling a follow-up activity immediately.

 

Here’s how we can have that check-box on by default.

First, open up your <<username>>.ini file, which will be located in the root of your GoldMine directory, e.g. chad.ini.

Find the [GoldMine] section, add FollowUp=1 underneath it, and then save the file. 

Upon entering GoldMine after adding this when you complete an activity you’ll find the Follow-up box automatically checked!