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A Computer Control Corporation
GoldMine Support Newsletter


March, 2002

Volume 4, Issue 2


Welcome to the web edition of March 2002's GoldBytes newsletter from Computer Control Corporation.

Below are links to this issue's topics:

1. Late Breaking News - Creating a Paperless Office
2.A Word From Our President: Focusing on Retention

3. GoldMine Integrates with QuickBooks
4. Computer Control to Launch Nonprofit Organization
5. HEAT: Simply Powerful Customer Care Solutions
6. Tech-Talk -- Tips & Tricks from CCC's GoldMine Gurus
7. Some Great News
8. Upcoming Training Dates
9. Hardware Services
10. Check Out Our Newsletter Archives For Past Topics of Interest


Late Breaking News - Creating a Paperless Office

Computer Control has just completed an agreement with LaserFiche, the leading manufacturer of document imaging systems. The LaserFiche system is a combination of document scanning and management that allows you to store, manage and retrieve documents from your computer rather than from your file cabinets or from the pile on the floor.

According to Joel Scott, President of CCC, “Document management has long been an issue for users of CRM systems and for users of GoldMine in particular. We have been asked hundreds of times whether there is an easy way to scan a document and attach it to a record in GoldMine. LaserFiche’s system is going to provide us with that system.”

As part of our agreement with LaserFiche, we are going to develop (along with their staff) an easy to use interface to GoldMine. Users will be able to scan documents and have them automatically catalogued in GoldMine’s Links Tab as well as in GoldMine’s History Tab.

Computer Control will be providing not only the LaserFiche software, but also compatible scanning hardware, installation and support services.

If you would like additional information about LaserFiche, you can check out their web site at: www.laserfiche.com

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  A Word from Our President

Focusing on Retention

Many years ago, AT&T coined the phrases "hunters" and "farmers". A hunter is a sales person who primarily goes after new accounts. We all have an image of the classic hunter who dashes from one prospect to the next, always trying to close the next big deal. A farmer, on the other hand, is usually more of an inside sales type, doing his best to keep existing clients happy and to grow these accounts.

GoldMine, like most CRM packages, has typically been viewed as a tool more for hunters than for farmers. But in the battle for revenue and for market share, it is smart to focus on maintaining and growing the accounts you already have before spending your resources on finding new accounts. If you are trying to grow your business, you're running up a steep mountain if you're losing half your accounts every year and trying to replace that revenue by landing new accounts.

GoldMine, by itself, is not going to solve your client retention problem. But, it can be a valuable piece of the retention process. At last year's Annual FrontRange Business Partner Conference, we were cited as the Business Partner with the best client retention rate, out of more than 1,100 Partners. We've been focused on client retention for several years now and we thought it might be time to start passing on the knowledge we have gained.

Client Retention has been so important to our success that we feel it is time for us to start providing some of our tools and insights to our clients. If it works for us, it should work for almost every business.

This little introductory article is just the first salvo. We are implementing a multi-part strategy to give Client Retention the mind share it deserves.

First of all, while I am having a lull between writing GoldMine for Dummies books, I am writing a serious book whose working title is "Client Retention - a Practical Guide to Implementing a Process". I am planning about 18 chapters and as they are written each chapter will be available for free download from our web site. Each chapter will only be available there for about two weeks, so if you miss a few, you might just have to buy the book when it's done. All the material will be free, though, if you consistently get it.

The first three chapters are titled,

1. Clients, not Customers
2. The Numbers Behind Retention
3. Measuring your Retention Rate


Later chapters use GoldMine and QuickBooks as sample tools for implementing specific and measurable processes to increase your Retention Rate, reduce your cost of sales, make your life less stressful and your family love you more.

We will also be conducting seminars, three-day boot camps where we will train you on all the principles, as well as one-on-one consulting sessions to assist you in your Retention implementations.

Joel Scott
President
Computer Control Corporation


  Computer Control to Offer Client Retention Seminars

On April 2nd, 4th and 5th, Joel Scott will host half-day Client Retention seminars in Boston, Stamford, CT and Hartford, CT.

For over three years now, Computer Control has been developing and testing ideas, processes and technologies related to Client Retention. CCC's own success at improving retention earned us the 'Retention Leader' award from FrontRange last July, a #1 ranking from among 1150 Business Partners worldwide.

Starting in early April, the firm will be bringing its proven ideas to the marketplace. Learn how to measure your current retention rate, set a goal for improvement, grow the right client relationships, customize your CRM software and implement processes to boost your retention and profitability.

Join a three-hour Retention Seminar for only $59 by calling (888) 250-8400 TODAY.

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  GoldMine Integrates with QuickBooks

FrontRange Solutions has announced that GoldMine will integrate with the popular small-business accounting package QuickBooks. Soon, you will be able to connect sales efforts more closely to the bottom-line, through GoldMine Plus Accounting.

Get critical financial data in real-time and improve customer service by giving your staff access to contact, sales and accounting data in one place. GoldMine Plus Accounting allows you to:

1. Maintain consistent data across the sales and accounting systems
2. View critical customer financial data without making sales users work within QuickBooks
3. Use QuickBooks quoting and order entry features from inside GoldMine
4. Schedule actions in GoldMine based on data or events in QuickBooks

To learn more, contact Computer Control Corporation by phoning (888) 250-8400 TODAY.

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  Computer Control to Launch Nonprofit Organization

Nearly 80% of the blind and visually impaired community is unemployed. Most lack access to assistive technology, job training and placement services. But nearly all in this community are able and ready to work.

At Computer Control, we are launching a nonprofit initiative to help them do this. It turns out that GoldMine and HEAT work very well with the tools that the blind and visually impaired use to access computers. So we are launching a nonprofit to:

- partner with corporations who are seeking productive, loyal and talented staffs
- partner with assistive technology manufacturers and resellers to reach a larger audience
- partner with state and federal agencies to build on their successes
- train blind and visually impaired job-seekers in assistive technology, GoldMine, HEAT and selling and support skills, so that we can place them in telesales, telemarketing, customer service and technical support positions at forward-thinking companies

If you would like to learn more, or to discuss sponsoring a job candidate, please call Joel Scott or Dan Riff at (888) 250-8400 TODAY!

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  HEAT: Simply Powerful Customer Care Solutions

As a complement to sales and marketing technology, Computer Control offers HEAT help desk and call center solution.

You spend a lot of time and money acquiring new customers. But many jump ship after a single bad service experience. Given that it costs four to ten times more to capture a new customer than it does to keep an existing one, can you afford not to invest in customer care?

Call centers, customer service operations and help desks are becoming more complex and harder to manage. They field enquiries from multiple channels and are run using myriad technologies. They handle 95% of your company's client interactions, but are often staffed by your lowest paid, most disaffected employees.

To deliver world-class service and support, you need technology solutions that:

 * Provide a complete view of each client, at all contact points
 * Help staff work smarter, with intuitive, easy-to-use tools
 * Pay for themselves quickly through lower staffing costs, reduced turnover, higher client satisfaction and higher retention
 * Connect your sales and marketing CRM with your service and support data

HEAT solutions can do all of this for you. 98% of HEAT users would recommend HEAT to their peers. 40% of the Fortune 100 already use it. It's the highest rated product in terms of price and performance. And it integrates seamlessly with the sales and marketing data you keep in GoldMine.

HEAT is Simple to set up and administer, Simple to use and Simple to manage. It's also powerful in a way that grows with your business, providing:

a. Call logging
b. Call tracking
c. Problem management
d. Knowledge management
e. Web integration
f. Remote access
g. Self-help
h. Reporting
i. And much more . . .

Give your customers the care and service they expect and deserve. Call (888) 250-8400 to schedule a web demonstration of HEAT.

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  Tech-Talk
  Tips & Tricks from CCC's GoldMine Gurus

Installing (Re-Installing) the Word Link
From Doug Castell, Project Manager and Senior GoldMine Tech in our Santa Monica office:

With the various versions of Word and the GMLINK out there, a lot of things can go wrong during the link installation and configuration. Below is a solid set of steps that will work 95% of the time even under terminal server, Windows XP and all the other challenging situations for the word linkage.
- Use
Windows Explorer to search for and delete all instances of GMLINK.DOT on your machine.
- Open
Word.
- Set macro security to
LOW. (Tools|Macros|Security)
- Remove any other add-ins.*
(Tools|Templates and Add-ins)
- Close
Word.
- Use
Windows Explorer to search for and delete all instances of NORMAL.DOT on your machine.**
- Open
Word.
- Close
Word.
- Put the brand new
GMLINK.DOT*** into the goldmine folder on the server.
- Open
GoldMine.
- Attempt to merge a template known to have been created with and usable for 5.x.
- Say yes to the
"You will now be run through installing the gmlink" message.
- Set the
gmlink options you prefer, when prompted (language, fax method, etc.)
- Re-set your macro security to
MEDIUM. (Tools|Macros|Security)
- Close
Word
*Note that the
Acrobat PDFWriter add-in is okay to have as long as you have the most recent version available from Adobe. A best practice is, however, to install the GMLINK add-in first when other add-ins will be installed (such as the stamps.com add-in, etc.)"
**Note that doing this will reset your toolbar settings and any user-created macros you've created in Word. Rename the file instead of deleting it if you are at all concerned about losing any of these things and would like to leave open the possibility of restoring your settings.
***Download and extract the newest link from the
GMLINK Installer executable file downloadable from Frontrange at:
http://support.frontrange.com/attachments/downloads/Goldmine/gmlinkinstaller.exe


Completed Activities Remain Visible On Your Calendar
From Lynn Catterson, Systems Analyst in our Leominster, MA office

If you’d like completed activities to remain on your calendar (appearing "grayed-out" with a line through the text), right-click in the middle of your calendar, select Activities and check the Completed Activities you’d like to display on your calendar. The Completed Activities option is only available when your Calendar is in Day or Week view.


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    Some Great News
We peruse the press and wander the Web to identify great sources of insight on CRM and small business success. Below are three links we thought you might enjoy:

1. Customer Loyalty Makes a Comeback
http://www.crmdaily.com/perl/story/16144.html

2. Part Art, Part Science: Think Strategically
http://www.clickz.com/em_mkt/opt/article.php/974091 

3. Getting Ahead in a Slow Economy
http://www2.inc.com/search/21587.html

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To ask a question or share an idea, call us at (860) 529-6232 or e-mail us by clicking here.
To Subscribe a Friend to GoldBytes, CLICK HERE
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To Ask a Question, Phone us at 860.529.6232.

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Training Center of the Year
Upcoming Training Dates

This is the schedule for the Rocky Hill, Connecticut Training Center. Click here to contact your Regional Office to obtain training information for that location.

 

March

April

May

GM 101 11th 8th 6th
GM 102 20th 17th 15th
GM 103* 25th 22nd 20th
GM Admin 28th 25th 23rd

*GM 103 (combination 1 day 101/102)

Click here to view a GoldMine Training Schedule.

Click here to Register.

Click here for detailed Course Descriptions.

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Reminder - Hardware Services

Did you know Computer Control Corporation is not only a “Top Ten” GoldMine Platinum Solutions Partner, but also a qualified hardware and networking service provider?  Keep us in mind when purchasing or servicing computers for your company.

Click here to send the hardware guys an e-mail.


Newsletter Archives
(Click on a topic to view the article)
MyPlaceWare -- Dynamic Demos on the Web
GoldMine's Webimport Feature
Qwik Quotes Add-On
Proposal Master Add-On
EGrabber Add-On
 Tagging From Your Activity List
PC Anywhere
xPense Reporter
GoldRecruiter 5.0
KnowledgeSync Keeps Everyone Informed

Using GoldMine's Details Tab

Interested in Syncing GoldMine With Outlook & Palm Pilots
A Cool New E-mail Feature in GoldMine!!

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A Top Five GoldMine Platinum VAR

Austin/San Antonio ¨ Boston/Metro ¨ Dallas ¨ Hartford ¨  Los Angeles ¨ New York/Metro