Tina Le :: MasterMine Insider

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MasterMine at the 2010 Ticomix GoldMine CRM Virtual Summit

Posted by: Tina Le | Comments (0)

Thursday, May 20th, 2010

The Ticomix GoldMine CRM Summit has now gone virtual and on June 9, 2010, the president of MasterMine Software, Rob Machalek, will be presenting 3 webinars at the Ticomix GoldMine CRM Virtual Summit.

The webinars presented are:

Reporting with MasterMine for GoldMine:

Session Room C – 12:00 PM to 12:50 PM CDT

Learn how any ordinary user can quickly and easily make simple GoldMine reports, without waiting for help from IT specialists.

Data Management with MMUpdater for GoldMine:

Session Room C – 02:00 PM to 02:50 PM CDT

Learn about an Excel-based tool that makes mass-updating and data hygiene in GoldMine a snap. Turn that “junk drawer” of information into an efficient tool to optimize sales.

Reporting for QuoteWerks:

(Time to be Determined)

MasterMine now extends Excel-based, pivot-table reporting to QuoteWerks. If you use QuoteWerks or attended a QuoteWerks session, don’t miss this eye-opening reporting opportunity. Read More→

Categories : Events

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Sales Management In GoldMine – FREE WEBINAR

Posted by: Tina Le | Comments (0)

Thursday, May 6th, 2010

Join our free, 40-minute webinar on May 12, 2010 and get tips that ANY GoldMine-based organization can use. We’ll discuss and demonstrate specific best practices in GoldMine for:

*Scheduling and completing calls.
*Managing unworked leads.
*Forecasting and planning.
*Motivating “correct” activity.

You can apply these simple but powerful tips immediately to improve sales success, whether you own MasterMine or not.

Along the way, you’ll also learn a bit about MasterMine, which enhances your ability to manage your GoldMine database for maximum return on your investment.

Wednesday, May 12th – 10:30am CST

See Recording Now

Categories : Events

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MasterMine vs SQL Queries – Part 1

Posted by: Tina Le | Comments (0)

Wednesday, March 24th, 2010

I recently watched with fascination on the FrontRange Online Forum as a number of users grappled with attempting to create a be-all, do-all SQL query to extract the “last history item” from GoldMine.

They were all very good with Transact-SQL, and eventually came up with an elegant solution to the specific problem they had for that particular user that day. But the result would not translate easily into a solution for the NEXT time they would need information in the area of “last history item”, or for another user whose GoldMine is not set up using the same rules.

As an owner of MasterMine, you can be glad that you have this information available to you at the click of a button, plus the ability to rearrange the results a hundred different useful ways (broken out by user, by date of last activity, by …) as your needs change, and to act on what you learn. Read More→

Categories : Tips & Tricks

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Need to add fields to an existing MasterMine report?

Posted by: Tina Le | Comments (0)

Tuesday, March 23rd, 2010

The easiest way to do this is to simply re-run the report, placing check marks on the desired fields. Many people don’t think to do this because they don’t realize how quick and easy it is to create a report using MasterMine, or because someone else generated the report originally and they just “share” it, and may not be familiar with the fields included.

However, sometimes you’ve done so much work with a report that you’re not confident you can recreate it quickly. For these situations, there’s MSQuery–MS Excel’s back-end query management tool. Full instructions for using MSQuery for this purpose are in Chapter 10 of MasterMine’s user manual. MSQuery allows you to drag in additional fields from existing tables, link additional tables, and even modify the Transact-SQL expression by hand.

For those more familiar with Transact-SQL, here’s an additional trick that could save you hours and get you quickly to a solution: Get the approved MasterMine SQL syntax for any field from the MasterMine “Create” dialog, which you can then copy and paste into the SQL expression in MSQuery.

1. Start with the MasterMine report you want to change already open in Excel. Read More→

Categories : Tips & Tricks

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GoldMine CRM E-mail Merge

Posted by: Tina Le | Comments (0)

Monday, March 22nd, 2010

E-mail merge is one of the most important functions you have in GoldMine CRM. Using MasterMine, you can easily isolate target records using any number of criteria and build a GoldMine Group, all without doing a custom SQL query. And that is very good.

However, when you try to send your e-mail using the Group, you have a dialog that looks like this:

In this case, the e-mail would go to all members of the “MasterMine Masters” group, both primary and additional contacts, but only those with an “X” in the e-mail merge codes field of the respective e-mail address record.

So far so good. But what if you want to send to everyone in this group who DOES NOT have an “X” in the e-mail merge codes field? There, you’re a bit stuck. Read More→

Categories : Tips & Tricks

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The Insider Blog

News and opinions of interest to MasterMine and GoldMine users everywhere.

Author Archive

MasterMine at the 2010 Ticomix GoldMine CRM Virtual Summit

Sales Management In GoldMine – FREE WEBINAR

MasterMine vs SQL Queries – Part 1

Need to add fields to an existing MasterMine report?

GoldMine CRM E-mail Merge

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