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Bits & Bytes -- CRM Newsletter

October, 2007
Volume 9, Issue 4
Links to this issue's topics:

Joel Scott

ICE Campaign:
"In Case of Emergency"


We all carry our mobile phones with names and numbers stored in its memory but nobody, other than ourselves, knows which of these numbers belong to our closest family or friends.

If we were to be involved in an accident or were taken ill, the people attending us would have our mobile phone but wouldn't know who to call. Yes, there are hundreds of numbers stored but which one is the contact person in case of an emergency?

Hence this "ICE" (In Case of Emergency) Campaign.

The concept of "ICE" is catching on quickly. It is a method of contact during emergency situations. As mobile phones are carried by the majority of the population, all you need to do is store the number of a contact person or persons who should be contacted during emergency under the name "ICE" (In Case Of Emergency).

The idea was thought up by a paramedic who found that when he went to the scenes of accidents, there were always mobile phones with patients, but they didn't know which number to call. He therefore thought that it would be a good idea if there was a nationally recognized name for this purpose. In an emergency situation, Emergency Service personnel and hospital staff would be able to quickly contact the right person by simply dialing the number you have stored as "ICE".

For more than one contact name simply enter ICE1, ICE2 and ICE3 etc.  You can put the person’s actual name, relationship to you, etc. as the second name, address, or a note.

A great idea that will make a difference!

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eMarketing with GoldMine
Now the Booklet Supporting this
Series is Available in PDF Format

The booklet is actually 5 booklets in one, covering each of the eMarketing with GoldMine Modules. Here's the Table of Contents:

Module1: Optimizing GoldMine for eMarketing
  • Optimizing Your GoldMine
  • Adding User Defined Fields Phase I: Editing The Key Fields
  • Editing the Lookup List
  • Adding User Defined Fields Phase II: The Fields Tab
  • Adding E-mail Merge Codes (It's E-Z)
  • Filters
  • Groups
  • The User Named MARKET
Module2: Designing HTML E-mail Templates
  This module requires HTML editing software,
eg. Dreamweaver or FrontPage
  • Creating HTML E-mail Templates
  • E-mail Considerations
  • Designing the Layout in HTML
  • Creating the Text File
  • Disclaimer Text and the Remove Me Option
  • Managing Graphics
  • “White On White”
  • Creating the GoldMine E-mail Template
Module3: Performing the E-Mail Merge
  • Performing the E-mail Merge
  • Selecting the Template
  • Selecting Recipients
  • Setting the Proper History Options
  • Processing the Responses
  • BounceLinker
  • Setting Up E-Mail Rules in GoldMine
  • Bouncebacks
  • Remove Me’s
  • SMTP Rules
  • Bouncebacks Options
  • Remove/Unsubscribe Options
  • Processing Bouncebacks
  • Processing Remove/Unsubscribes
Module4: Creating a WebImport Form
  • Creating a WebImport Form
  • Web Import Forms
  • The Web Import Wizard
  • Configuring GoldMine for Web Import
Module5: Defining E-mail Rules and Automated Processes (APs)
  • Defining E-mail Rules and Automated Processes (APs)
  • E-Mail Rules
  • Automated Processes (A/Ps)
  • Attaching a Track
  • Executing a Process
  • Automating Automated Processes

Order your copy here.


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GoldMine Premium Edition
Premium Edition:
Now Add Customer Service to CRM
Take a look at Premium Edition's Compatibility Matrix

Focus on Customer Relationships

GoldMine Premium Edition enables you to effectively manage every facet of your business relationships. Opportunities to win and retain customers occur at every phase of the customer relationship lifecycle. GoldMine Premium enables you to turn more of these opportunities into additional bottom-line value, often by leveraging data you already collect.

Created for entire medium-sized enterprises or distributed enterprises, GoldMine Premium delivers software the way you want it.

GoldMine Premium adds an advanced service and support module and a newly developed, intuitive interface to the robust CRM functionality of GoldMine Corporate Edition.

New Support Module!

Reduce your customer service costs, while increasing customer satisfaction by deploying GoldMine Premium's Support Module.

  • Serve customers faster and more effectively

  • Increase technician productivity

  • Lower cost of service

  • Reduce training time
New Intuitive Interface!

  • Highly intuitive

  • Easy navigation

  • Standards-based

  • Get to functionality and
    data quickly

Contact us for more information or to upgrade.

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GoldMine Premium Edition
Upgrading from GoldMine Standard Edition:
Promotions Until October 31, 2007

Since April, when FrontRange announced the discontinuation of the Standard Edition of GoldMine, we have gotten many calls from concerned clients. In this short document, I am reviewing those causes for concern and the options as I see them.

First, it's important for you to know which Edition you’ve actually got. If you are in GoldMine you can go to either the License Manager or to Help/About and you will see a License or Serial Number. If that number (sometimes many different numbers if you added licenses at various times) begins with a "D" then you have the Standard Edition. If you see Licenses that begin with an "E" then you have the Corporate Edition and you can probably stop reading right now.

Here are the reasons you should actually be concerned:

  • FrontRange is no longer developing for the Standard version.
  • FrontRange is no longer selling Standard Licenses and those dealers clever enough to collect a little stockpile are probably running out by now. This is a problem for those who may need to add more licenses in the future.
  • The Standard Edition is not really compatible with the Vista Operating System, which you may not yet have, but the forces of nature as well as Microsoft will eventually drag you kicking and screaming to it.

FrontRange is trying to encourage Standard Edition users to upgrade to either Corporate, Premium or Enterprise. Premium (aka GoldMine 8) is probably the direction most Standard Edition users should consider. This is the latest release and is the primary focus of development at FrontRange.

Currently, and through the end of October, FrontRange has a promotion going on to make this upgrade a little more palatable. Each license can be upgraded to Premium for $449 plus FrontRange's required $139 per year per license Maintenance and Support fee. Normally, Premium costs $695 per user.

Each Premium license includes GoldSync so you don't need to worry about upgrading any GoldSync licenses you've got. There are other benefits as well. Like Outlook integration, and a new Customer Support module and a much more modern user interface.

Depending on which version of Standard you've got, there may be some work involved in actually installing the upgrade. Older versions of Standard (like 4.0, 5.0, 5.5, etc) require more data manipulation than version 6.7 does, for example. If you've got a version prior to 6.7 you may need some assistance from our team.

You may have also heard that there are other, competitive CRM products out there in the marketplace. We handle several of them, but in every case it’s going to be considerably more effort (translation: time and money) to migrate.

Now that you know all this, please feel free to contact us with additional questions.

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GoldMine Premium Edition
GoldMine Premium Edition Training Now Available

A new course curriculum has been designed specially for Goldmine Premium Edition and is now available in the popular web-based format we've been offering for the past two years. The courseware is particularly useful for those people who used earlier versions of GoldMine but need instruction on navigating the brand new Premium Edition interface. According to Training Director Mike DeLisa, "There's good news from two perspectives. For those very familiar with GoldMine 5.x and 6.x, once you get to the nitty gritty of scheduling activities, searching for contacts and building Filters, the screens are very familiar. And for the new user who has Outlook experience, the news is also very good, since the new navigation layout of Premium Edition will be very easy for the Outlook user to assimilate. We've designed this training series to appeal to both groups."

See Upcoming Dates for this New GoldMine Training Offering.

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GoldMine Premium Edition
Old Reliable Add-Ons Now Certified
For GoldMine Premium Edition

The following GoldMine Add-Ons are now certified for use with GoldMine Premium Edition:

  • BounceLinker
  • Details Plus (Version 2.7.1)
  • QuoteWerks

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GoldMine 8 for Dummies
GoldMine 8 for Dummies (GoldMine Premium Edition)

The latest GoldMine Dummies book from CCC's Joel Scott will hit newsstands in October. There's talk of a movie -- Heath Ledger has been contacted about playing Mr. Scott, but nothing's confirmed. Stay tuned to our eStore to purchase the book as soon as it's available.

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Easy Online Meetings, Anytime, Anywhere

We've found the perfect tool for web-based demos, training and client support. It's called GoToMeeting and we use it a dozen times a day. The monthly fee is so reasonable, we pay for it several times over every day.

It's easy to use, very secure, takes only a minute to get your attendees logged in and has the most flexibility we've seen in a web conferencing tool. Using GoToMeeting you can be the Presenter, or quickly turn the spotlight to one of your attendee's computers, making it the perfect tool for that training session that suddenly turns into tech support.

You can have multiple attendees, schedule as many meetings (non-simultaneous) as you need and make presentations from any PC, anywhere. There are options to record the session (visually and aurally) and even use the built-in teleconferencing system to provide voice capabilities.

You can try GoToMeeting for free right now. Just click on the link below.

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Hardware from Computer Control

The 2-Minute Drill:
Call Us for a Quick Hardware Quote

Did you know Computer Control Corporation provides hardware and networking services?  Next time you're pricing hardware, give us a shot at a quote. We think you'll be pleasantly surprised. Maybe your computer is running slow -- a spring cleaning and overhaul might be just the thing. Keep us in mind when purchasing or servicing computers, printers, or networks for your company.

Click here to get a hardware quote.

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If You Can't Do It, We Can Help

Have you taken the time to backup your GoldMine? How about cleaning out old files and email attachments? Consider CCC's Remote Administration. Read on...

Are you?
  • Struggling to manage and administer GoldMine by shuffling tasks among an already busy team?
  • Disappointed by the payback from GoldMine because you spend more time administering TO it than selling WITH it?
  • Having difficulty finding a qualified GoldMine administrator?
  • In need of a GoldMine guru at a fraction of the cost of a full-time person?
What You Get
  • A smooth running GoldMine system
  • A professional team of GoldMine experts maintaining your system
  • Preventive maintenance using professional utilities
  • Preventive maintenance report indicating the state of your system and what services were performed.
  • Technical support from our call center.
GoldMine Preventive Maintenance
Review hardware and software (GoldMine, add-ons and operating systems)
  • Develop & implement disaster recovery plan
  • Develop & review security & spam control plan
  • Zipcodes Plus – keep your zip codes current
  • Help desk: support on-call, on-demand
  • System utilization/condition report
  • Install GoldMine updates and patches (must be current with FrontRange, and
  • installed with user permission)
  • Tips & Tricks: our gurus are the best in the business, we can help you get more out of GoldMine
  • Customizations & Automated Processes
  • Import data from external source (e.g. Excel spreadsheet, D&B)
  • Report generation (Crystal Reports)
  • Administrator Public Training Class (1 seat)
  • 10% Discount on all software purchased(Cannot be combined with other offers or applied to maintenance plans)

We can also fill in the gaps when your own administrator is away or on-call -- either by scheduling in advance or retaining us to be on-call as back-up.

To learn more, contact Computer Control today.


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Tech-Talk: The SQL Query Library

Jill Messier (the "Data Diva") was busy designing a batch of custom SQL Queries for a client recently and it occurred to us that many of you would be well-served by reviewing your Reporting and Filtering needs to see if a custom SQL Query would be a good investment. Or maybe one of the Queries we've already created would solve a problem for you. So consider:

Option 1: Custom Query/We Do It For You. Let us know what kind of data you'd like to get from GoldMine (and really let your imagination go here -- remember; SQL Queries can bring ALL of GoldMine's data tables together for very sophisticated data mining). Then we can either direct you to our SQL Library for a pre-existing Query or create a custom Query for you at a very reasonable price.

Option 2: Custom Query We Work Together. We work with your GoldMine Admin(s) to construct the Query and provide your people with the skillset to create future Queries.

Option 3: Pre-Packaged Bag of Queries. Buy a pre-existing library of Jill's Favorite Queries.

Contact us today regarding our SQL Query Services.

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Training Center of the Year
Upcoming Web-Based Training Dates

Late Bulletin: if you need GoldMine training, take advantage of this special offer:

Rates for Certified GoldMine Web-based training from Core Solutions/Computer Control will increase after December 1, so sign up today and take advantage of current pricing. Here's the deal -- sign up before December 1 for any class offered before January 31, 2008 to take advantage of current rates:

Class
Current Rates
Rates After 12/1
GoldMine 101
$160
$189
GoldMine 102
$160
$189
GoldMine 101/102 booked together
$295
$359
GoldMine Admin
$475
$499

GoldMine Web-Based Public Classes

Each month, we offer two GoldMine 101/102 sessions and one GoldMine Admin session. One set of 101/102 classes are scheduled in the morning (8:30 AM - Noon Eastern), the other set is scheduled in the afternoon (1-4:30 PM). These sessions cover the same topics as our regular onsite classes do. Click here for curriculum details.

The cost for classroom training has always been about $400 per student for the combined GoldMine 101/102 sessions, $695 for the Admin class. We are offering the 101/102 web classes for just $160 each. When booked together the combined 101/102 web sessions are only $295. This price includes a pdf version of the popular Day in the Life of a GoldMiner training booklet. Web-based Admin and eMarketing are $475. That’s a considerable savings and there's no travel required. Click here to Register.

GoldMine Web-Based Training Schedule


All Times Eastern


NEW OFFERING! GoldMine Version 8 PE 102
(3.5 hours, $160/person)

(includes "A Day in the Life of a GoldMiner 101" guide in pdf format)

October
16th (8:30 AM - Noon EDT)

November
13th (1-4:40 PM - Noon EDT)

December
11th (8:30 AM - Noon EDT)


NEW OFFERING! GoldMine Version 8 PE 102
(3.5 hours, $160/person, $295/person if both 101 & 102 are booked simultaneously)
(includes "A Day in the Life of a GoldMiner 102" guide in pdf format)

October
17th (8:30 AM - Noon EDT)

November
14th (1-4:40 PM - Noon EDT)

December
12th (8:30 AM - Noon EDT)


GoldMine 101 (Versions 5.7-7.0, 3.5 hours, $160/person)
(includes "A Day in the Life of a GoldMiner 101" guide in pdf format

October
9th (8:30 AM - Noon EDT)
22nd (1 - 4:30 PM EDT)

November
5th (8:30 AM - Noon EDT)
19th (1 - 4:30 PM EDT)

December
3rd (8:30 AM - Noon EDT)
17th (1 - 4:30 PM EDT)


GoldMine 102 (Versions 5.7-7.0, 3.5 hours, $160/person, $295/person if both 101 & 102 are booked simultaneously)
(includes "A Day in the Life of a GoldMiner 102" guide in pdf format)

October
10th (8:30 AM - Noon EDT)
23rd (1 - 4:30 PM EDT)

November
6th (8:30 AM - Noon EDT)
20th (1 - 4:30 PM EDT)

December
4th (8:30 AM - Noon EDT)
18th (1 - 4:30 PM EDT)


Admin (5 hours, 10:00 AM -12:30; 1:30 - 4:00 PM, $475/person)

October
18th

November
15th

December
13th

We need a minimum of 3 students in each session and we are limiting each session to no more than 10 students. You will need to have an Internet connection and a telephone. The training is most effective if you run your copy of GoldMine simultaneously and repeat the steps described by the trainer.

Note: web-based training is presented live and is copyrighted by Computer Control Corporation. Unauthorized recording and/or distribution of the presentation or supplied materials is strictly prohibited.

Click here to Register.
Click here for detailed Course Descriptions.
Click here for more training information.

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We Wander the

...to identify very helpful (and sometimes, very esoteric) websites.

By now, everybody knows how to create a pdf. But have you ever received a pdf and you want to make some serious edits to it? Maybe your company has a pdf service manual but the original document has been misplaced. And now you need to update the manual for the new tool. Editing pdf files is NOT easy. Typically, you can only select one line of text at a time, for example. PDF to Doc Converter is your solution. Reasonably priced, this application converts a pdf file to Word and does a terrific job at maintaining image-to-text formatting in the process.

http://www.pdftodocconverterpro.com/

To ask a question or share an idea, call us at (860) 529-6232 or e-mail us by clicking here

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