A Top Five GoldMine Platinum VAR
Back To CCC Home


A Computer Control Corporation
CRM Support Newsletter


May, 2003

Volume 5, Issue 2


Links to this issue's topics:

The New LeaDS Management System -- Do You Know Where Your Leads Are?

eMarketing With GoldMine -- a New Two-Day Workshop
Can We Take You Out to a Ballgame?
CCC's Referral Plan Can Be a Profitable Experience

Microsoft CRM for Dummies -- Another CRM Reference from the Experts
BounceLinker Can Solve the Curse of the Inbox From Hell
Tech-Talk -- Tips & Tricks from CCC's CRM Gurus (Spotlight on GoldMine 6 Gotcha's)

We Wander the Web (Weblinks You Should Know)
Upcoming Training Dates
Hardware Services
Newsletter Archives



The New LeaDS Management System

We know every lead your company generates is precious. But the people who generate or distribute leads are usually not the people who close the deals. Yet, it’s important to manage the entire process from lead acquisition to winning the deal. Where is your Lead tracking breaking down?

Capturing?
Entering data consistently, regardless of the source.
Assigning?
Handing off each new lead to the most appropriate account manager.
Notifying?
Communicating efficiently with your prospects and sales organization.
Monitoring?
Polling the leads database automatically for pre-defined milestones.
Escalating?
Alerting management to unresolved milestones.
Reporting?
Analyzing sales pipelines and timelines throughout the sales cycle.

LeaDS is a lead distribution and management system integrated with GoldMine. For an overview of what LeaDS is and how it works, click here.

Back To Top



Included in GoldMine Version 6 are some new, very powerful eMarketing capabilities. Coincidentally, there are some important decisions to be made setting up your GoldMine to take full advantage of these eMarketing capabilities.

The purpose of this two-day workshop is to identify the new eMarketing features in Version 6, and give you the skills to take optimal advantage of them. Several very handy pieces of eMarketing development software will be included, along with a good deal of "hands-on" development time.

Topics include:

  • Optimizing your GoldMine for eMarketing
  • Processing Web form requests
  • Creating HTML Templates
  • Creating Adobe PDF documents
  • Defining your recipients
  • Rules of the Road
  • Performing the e-mail merge
  • Increasing response rate (best practices)
  • Processing the responses
  • GoldMine E-mail Rules

Click here for details, dates and to register.

Back To Top


Can We Take You Out to a Ballgame?

One of our higher profile local clients is the New Britain Rock Cats baseball team. We’ve been developing a GoldMine-based system for their front office. In return we requested tickets, money and a first round draft choice. So, we now have the tickets (we already spent the money).

Box seats for four people right near the home team dugout. We have several available dates, both weekdays and weekends. If you’re interested in seeing some up-and-coming stars, the tickets are FREE to you, compliments of CCC and The Rock Cats. You’ll have to buy your own hot dogs.

Just call us and ask for Joel or Mike. We’ll let you know what dates are still available

 

 


Back To Top


  The Referral Plan

Several years ago we had a client referral plan that worked rather well, but was an administrative problem at times. We are now re-instituting this plan with a little help from our technology.

Any client in good standing can send us a referral. If we close some business with this new client, you are entitled to 5% of the initial order. You can opt for one of several payment methods.

How to send us a referral:

  1. there is a referral form on our website that you can fill out and submit (this is the best way)
  2. a referral can be e-mailed to us at sales@ccc24k.com
  3. a referral can be phoned in or relayed in person to Joel Scott at 860-529-6232

Your options for being paid:
We only pay referral fees once we close the initial business and get paid ourselves. Once that happens you will receive payment in the one of the following ways (at your option):

  1. Direct payment to your company
  2. Direct payment to you personally
  3. A credit applied to your account with us
  4. A credit to the company you referred
  5. No fee required.

Resolution of Potential Problems:

  1. Sometimes more than one client refers us to the same business. When this happens, the first person (company) that sent in the referral gets the fee. Occasionally we split it. We decide.
  2. Sometimes we get a referral to a company with whom we are already working. In this case no fee is paid. Sorry.
  3. If the initial business is under $100, we do not pay a fee. Send bigger leads.

The average referral fee is around $400. We would like you to get as many of these as possible. It helps us and presumably works for you as well.

Back To Top


Microsoft CRM for Dummies Shipping Soon!

Just off the presses, Microsoft CRM for Dummies, co-written by Computer Control Corporation President Joel Scott and CCC's Director of Training Michael DeLisa, will be available in a few weeks. The buzz over Microsoft's new entry into the mid-size CRM marketplace has been impressive (surprised?). Joel Scott had this brief but telling comment about Microsoft's appearance on the scene, "It's inevitable." The new web-based CRM offering features intuitive interaction with your customers and boasts a tight integration with Microsoft Outlook, making it a comfortable fit and easy-to-use for anyone familiar with Outlook (anyone you know?).

Here's what's inside:
Microsoft CRM: An Overview * Navigating the Microsoft CRM System * Personalizing your System * Working with Accounts and Contacts * Creating and Managing Activities * Using Notes and Attachments * Using your E-mail * Managing Territories * Leads and Opportunities * Using the Product Catalog * Generating Quotes, Orders and Invoices * Sales Literature and Competitors * Sales Quotas and Forecasting * Working with Cases * The Subject Manager * Using the KnowledgeBase * Managing the Queues * Working with Contracts * Setting up Business Units * Security and Access Rights * Implementing a Sales Process * Business Rules and Workflow * Running Reports * Ten Add-on Products * Ten Ways to Get Help * Imitating Outlook * Importing and Exporting Data * Terminology * Hardware, Networks and Licenses

Click here to order directly from CCC.

Back To Top


BounceLinker Can Solve the Curse of the Inbox From Hell!

BounceLinker the most comprehensive add-on tool for GoldMine for handling your bounceback emails.
(BounceLinker now handles remove/unsubscribe emails, too!!)

* Automate the linking of bounceback emails to the correct contact in GoldMine
* Update fields or schedule a pending activity to notify users that the records need attention
* It is no longer necessary to manually search email text to try to find the contact in GoldMine.
* Everything is done automatically.

Click here for more information about BounceLinker.

Back To Top


  Tech-Talk

The word from the field is good. Users are taking advantage of GoldMine 6's great new features. But, as with any major upgrade, there are a few things to be aware of. We polled our techs for some cool new features. We also got a couple of issues to be aware of.

First and foremost, make sure you're running Internet Explorer 6.0 or later. The HTML formatting functionality in GoldMine 6 only works in conjunction with IE 6. An earlier version of the browser will not allow you to add notes to any activity and wreaks havoc with e-mail. Call us if you have a question.

On the plus side, the new Contact Search Center, with its ability to build filters on the fly and display the results in the Search Center window is great. In addition, the option to add and re-position any field you desire in the contact listing window is really useful.

Probably the glitziest new feature is the GM+View Tab. Within this tab you can display any website (not a link to the site, the actual site content). So, a real estate firm could have contact records for various properties and build a picture database so, when you are on the record of the 12-room Colonial on 123 Elm Street, the GM+View could show pictures of that property. Go to another property record, see a picture.

We think the slickest application for GM+View is to have a live "copy" of Mapquest displayed under the tab. When you're on a record and click the tab, Mapquest initiates a search to the address of the active contact and maps out a route from a "home" address you pre-set. Mapquest (from within the GM+View Tab) displays a line-by-line set of directions, road map, distance and estimated travel time. Click on the print option and you're good to go. This is COOL! We've got it working, contact us for more info.

Follow this link to learn more about new features in GoldMine 6.0.

Back To Top


We Wander the

We wander the Web to identify very helpful (and sometimes, very esoteric) websites.

1. Our Favorite Email Checker: Mailwasher

MailWasher is a powerful email checker with effective spam elimination. No gimmicks here, it is so easy to set up and use that you'll be managing your email like a pro in seconds. It can even be used as an effective privacy tool.
* Bounce back unwanted e-mails so it looks as if your email address is not valid.
* Delete unwanted e-mails before you download them. You'll be able to see who the email is from, the subject, and the attachment.
* Status. MailWasher analyses each email as it arrives and warns you if it is suspected junk mail or a virus by heuristic checking and filtering.
* Blacklist. Any e-mails you bounce back get their senders details put on the blacklist for easy removal if they come back.
* Friends List. Add your friends email addresses to MailWasher and they will always be recognized.
* Preview. You can preview the message in your email to see what the sender has to say before downloading it.
* Filtering. Effective filtering to automatically spot spam, plus it uses a customizable list of blacklisted e-mail senders and/or regular expressions to filter out potential spammer addresses and messages.
* Unlimited email accounts. You can have as many email accounts as you want to check. Supports POP3 email accounts, MSN and Hotmail.
* Simplicity. No flashy gimmicks, so easy to use that you won't feel like you have to learn a whole new program. In fact it has the familiar look and feel of Outlook Express. It's as easy as 1,2,3. Just check mail, mark for deletion/bounce, then process mail. Plus, MailWasher is only one file, and it won't distribute loads of other files all over your hard drive.
* It's free. That's right, you can keep on using this program and it won't expire. You are offered the chance to register MailWasher and pay a price you think it is worth.

http://www.mailwasher.net/download.php
Make sure to click on the "Nick's Picks" button, you'll go to a list of some very cool utilities that might catch your fancy.

2. It's Not Your Father's Yellow Pages
Switchboard.com is the Yellow Pages Electrified. At least that's what it says on this web page. And it's true, not only yellow pages, there's a white pages section, too. Type in a name (or company name), an optional street address, state and click Search.

http://www.switchboard.com/

3. Whose Number Is It Anyway?
Along the same lines as switchboard.com but in reverse, this handy site id's the owner of any phone number.

http://www.reversephonedirectory.com/

Back To Top


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 Access the Bits & Bytes archive, CLICK HERE
To Visit the CCC website, CLICK HERE
To Ask a question, phone us at 860.529.6232.

Back To Top


Training Center of the Year
Upcoming Training Dates

This is the schedule for the Rocky Hill, Connecticut Training Center.

 

May

June
July
GM 101 5th & 19th AM 9th& 23rd AM 7th & 21st AM
GM 102 5th & 19th PM 9th & 23rd PM 7th & 21st PM
GM Admin 22nd 19th 17th

eMarketing w/GoldMine

  26 & 27  

Click here to Register.

Click here for detailed Course Descriptions.

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


Newsletter Archives
(Click on a topic to view the article)
September 2001
Hot GoldMine Promo
What's New at Computer Control
SQL Queries We Love

GoldMine 5.7 Set For November Release!
The Latest on Composing HTML E-mails
Helpful GoldMine Resource Material From CCC


 
January 2002
A Word From Our President
GoldMine 5.7 Business Contact Manager Launches
Computer Control Launches WebLead Service
Tips-and-Tricks: More SQL Queries We Love
Some Great News

March 2002
Late Breaking News - Creating a Paperless Office
A Word From Our President: Focusing on Retention

GoldMine Integrates with QuickBooks
Computer Control to Launch Nonprofit Organization
HEAT: Simply Powerful Customer Care Solutions
Tech-Talk -- Tips & Tricks from CCC's GoldMine Gurus
Some Great News

June 2002
The Paperless Office in the World of Finance
A Word From Our President: More on Client Retention

GoldMine Updates CRM With E-Mail Integration, Synchronization
Tech-Talk -- Tips & Tricks from CCC's GoldMine Gurus
Some Great News & Links

September 2002
The Best Way To Find Out What Your Clients Think Is To Ask Them
A Word From Our President On Client Retention
GoldMine 6.0 On The Horizon -- Keep Your Eyes Peeled!
Introducing GoldFiche From CCC -- We've Got the Hot New Add-On for LaserFiche
Windows Terminal Services: Providing the Benefits of Remote Application Execution
Tech-Talk -- Tips & Tricks from CCC's GoldMine Gurus
(Includes a Heads Up on an Issue with GoldMine Installed on an XP Workstation)

Some Great News & Links

January 2003
Microsoft CRM is About to Arrive
The Referral Plan
LaserFiche Adds a Hot New Feature
Tech-Talk -- Tips & Tricks from CCC's CRM Gurus
We Wander the Web (Weblinks You Should Know)

 

 

Back To Top


A Top Five GoldMine Platinum VAR

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