As you know Goldmine has it’s own Email Client, which in itself is very useful for sending personalised messages using the Merge feature from Document Templates. These emails can be sent to segmented lists based on values in key fields which can be saved as a Filter (Dynamic) or a Group (Static). Great, so where…
Most CRMs offer some level of Outlook integration, but the new Goldmine link to Outlook is so simple, it’s easy to see why users love it. This is truly, madly and deeply integrated in a modern and effective manner – almost romantic in the way they dance together! Check it out in the video below,…
Are you still using WORD and Excel to generate your quotes and proposals? Wouldn’t you like your quotes to be in a secure and structured database, that can be searched and analysed, with integration to your CRM for accurate Sales forecasting? If I said you could do all that and make your quotes look consistently…