|
Links to this issue's
topics:
Joel
Scott On GoldMine's New Telephony Suite
GoldMine to Incorporate IP Telephony Suite
Easy
Online Meetings Anytime, Anywhere
Hardware
Services
CCC's
Remote Admin Program, We'll Do the Dirty Work
Tech-Talk
-- Sage CRM 5.7 and GoldMine 6.7
Upcoming Training Dates
We Wander the Web (Weblinks You Should Know)
Newsletter Archives
 |
A
Word From The President |
A
couple of years ago I co-wrote (with Mike DeLisa, our
Director of Training), Microsoft CRM for Dummies. Mike
and I were struck by the potential of the product and
by its lack of a deep feature set. We assumed that Microsoft
could afford to release the product, and then wait while
developers (internal and external) added the required
features to make CRM a competitive entry in the marketplace.
CRM
has returned with Microsoft CRM 3 and I'm currently busy
writing the accompanying Dummies book. I've been poking
around enough in this newest version to know that the
product has indeed matured. The Search function has been
improved, and general navigation requires fewer screens
and fewer clicks. There's a very useful Form Assistant
and a powerful Marketing module.
The
software is available now and the book should be on the
shelves in June. We're certainly going to initiate
a renewed effort to sell and service this
release.
Feel
free to contact me directly if you'd like to know more.
Back
To Top
 GoldMine
to Incorporate IP Telephony Suite
FrontRange
GoldMine® IP
Voice Suite is a comprehensive communications solution
that combines the two most powerful customer contact business
tools - your phone system and your GoldMine Customer Relationship
Management system. It is designed to help businesses deliver
an optimal customer experience using advanced IP (Internet
Protocol) telephony to drive business value in every customer
interaction. It
is compatible with GoldMine 6.7 or
later.
Features:
- Click to Dial - Increase GoldMine user
productivity by offering click to dial out of GoldMine
contact records and with automatic tracking of calling
activity in the customer record
- Screen Pops - Help your customers provide
better service when inbound calls ring and automatically
trigger a screen pop of GoldMine customer information to
their desktop PC
- Better Campaign management - Simplify
your customer's outbound calling campaigns with an automated
preview dialing application (list management, call distribution,
status reporting)
- Pop Telemarketing Calling Scripts - Increase
effectiveness of outbound calling groups with Automated
Script Pops that maximize outbound sales campaign performance.
- Powerful VoIP Softswitch - Complete
IP business telephone system is included as the foundation
of the GoldMine IP Voice Suite.
- Unified Voice Messaging - Powerful unified
messaging included a part of the GoldMine IP Voice Suite.
- Web-based application builder - Change
the Auto Attendant messaging to your customers or adjust
call routing options with this easy-to-use GUI application.
- Integration with business applications - Seamlessly
integrates with 6.7 and later version of GoldMine® CRM
as standard.
- Conversation recording tools - Simply
click a button to record appropriate conversations such
as a transaction or customer complaint and attach them
to customer records for later review.
- Self management and reporting - Simplified
Web based management and reporting eliminates the need
for expensive 3rd party support.
Contact
us for pricing.
Back
To Top
 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.
Back
To Top
Reminder
- Hardware Services
Did
you know Computer Control Corporation
does hardware and networking? Keep us in mind
when purchasing or servicing computers, printers, or networks
for your company.
Click
here to send the hardware guys an e-mail.
Back
To Top
CCC's
Remote Admin Program, We'll Do the Dirty Work
We
introduced this program in our last Newsletter and have signed
up several
of our GoldMine clients. They're delighted with the results
so we thought we'd publicize it again.
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.
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.
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)
Tech-Talk --
Sage CRM 5.7 and GoldMine 6.7
Adding
"Related Companies" Functionality
While
the option to create a visual Org Chart in Sage
CRM can easily be overlooked, the capability is there. It
just requires a bit of customization from the Administration
area.
Once
in Administration, select Customization|Company. Select
the "Tabs" Tab and select the "Company" Tab Group Name. In
the resulting Properties panel enter the Tab Caption you desire
(Related Companies in the example below).
Then
select relatedcompanieslist from the System Act
drop-down menu, Add the Tab and Save the change. Now, Company
records will have a new Tab that looks like the screen below.
In
this example the Parent Company is 3G Homes, with the three
lower icons representing other company records in the database
which have been linked to 3G. Note the red (Communications),
yellow (Cases) and green (Opportunities) icons. Clicking
on one of these, in the respective company icon, will display
that company's list of the type of activity selected. Creating,
and using, this Tab is a great way to graphically (and
navigationally) represent relationships among distinct
companies in your database.
We've
been doing some very
exciting Sage CRM custom programming.
Click
here to learn more.
Searching
E-mails for Specific Text
We
recently had a tech support call about searching throughout
an entire e-mail folder for a specific text string. GoldMine
has a very sophisticated search capability built right
into the E-mail Center. Click the binocular icon ("Find
Messages")
in the E-mail Center toolbar...
and
the E-mail Message Search window appears as shown below.
Search
options aplenty: you can search any of several fields
(case sensitive or not), and limit the search to any e-mail
folder (including custom folders you may have added).
Once
you've defined your parameters, click the Search
button. Matching e-mails will be found in a new folder,
called Search Results as shown below.
The
Search Results will remain active for the rest of your
GoldMine session. When you log out of GoldMine and log
in again, the folder will be gone.
An
important tip: make sure to define your search as tightly
as you can. Remember, if you select All
Folders, the search will be evaluating MANY records (this
is your entire Mailbox folder) and the search can
take a very long time.
Contact
us for more information on this feature or GoldMine use
in general.
GoldMine
6.xx -- Two Issues Related to Mail Merge/Word Link
1.
Annoying
Save As window Appears When Doing a Mail Merge
When
running a mail merge (Contact|Write|Mail Merge)
and you select Delivery To: Printer on
the Recipient Tab, Word opens and starts the mail merge
as usual. But then Word will minimize and the Save
As window
appears. This
is not a serious problem, simply an annoyance. Just click
Cancel and normal printing will continue.
This should be corrected with next build.
Users
Who Also Use Outlook:
Has Your GoldMine/Word Link Disappeared?
If
your GoldMine Menu item in Word has disappeared, take a
look at your Outlook Options window. FrontRange
is reporting a known bug (no fix date has yet been identified).
Take a look at the screenshot below; if your settings are
the same regarding Compose
in this message format: and
the checkbox next to Use Microsoft Office Word 2003
to edit e-mail messages, you'll probably experience
the disappearing link, although you may not. (Note: these
fields have slightly different labels in earlier versions
of Outlook.)
You
will have to uninstall the GoldMine Word link using the
installer and re-check or uncheck this box.
Back
To Top
|
Training Center of the Year
Upcoming
Training Dates |
Got some GoldMine
rookies in Camp this Spring? Make sure you get them Certified
Training provided by CCC's award-winning training department.
This is the schedule for the Rocky Hill,
Connecticut Training Center.
| |
February |
March |
April |
|
GM 101 |
13th & 27th
AM |
13th & 27th
AM |
10th & 24th
AM |
|
GM 102 |
13th & 27th
PM |
13th & 27th
PM |
10th & 24th
PM |
|
GM Admin |
23rd |
23rd |
20th |
Click
here to Register.
Click
here for detailed Course Descriptions.
Click
here for more training information.
 |
The First Recognized Training
Center for Sage (Sage) CRM
Upcoming
Training Dates |
This is the schedule
for the Rocky Hill, Connecticut Training
Center.
| |
February |
March |
April |
CRM
101 (AM)/Sales (PM) |
|
9th |
|
|
CRM 101 (AM)/Marketing (PM) |
16th |
|
|
|
CRM 101 (AM)/Customer Service (PM) |
|
|
6th |
| CRM Admin |
9th |
|
|
Click
here for more information on Sage CRM Training
offerings.
Back
To Top
We Wander
the 
We wander the Web to identify very helpful (and sometimes,
very esoteric) websites.
1.
Translations -- Free!
This site
allows you to type in a phrase in English and select any
one of a dozen languages (including Chinese -- Simplified
and Traditional, Japanese and Korean). Another nice feature
is the ability to go the other way and translate foreign
phrases to English. Very handy and it's free.
http://dictionary.reference.com/translate/text.html
2.
ieSpell
-- Check for Typos on Any Web Page -- So Many Sage CRM
Users Have Been Asking For This, We Decided to Bring It
Back
ieSpell is
a free Internet Explorer browser extension that spell checks
text input boxes on a webpage. It should come in particularly
handy for users who do a lot of web-based text entry (e.g.
web mails, forums, blogs, diaries) -- especially
Sage CRM Users! Even if your web application
already includes spell checking functionality, you might
still want to install this utility because it is definitely
much faster than a server-side solution. Plus you get to
store and use your personal word list across all your applications,
instead of maintaining separate ones on each application.
http://www.iespell.com/
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 Bits & Bytes, CLICK HERE
To
Unsubscribe from Bits & Bytes, CLICK HERE
To Visit the CCC website, CLICK HERE
Back
To Top |
