Here is useful information
regarding your GoldMine system as well as new offerings from Beachwood Systems.
included in this message?
Outlook with GoldMine: The Perfect Marriage
Solutions offers Upgrade Special
Sales and Marketing 2002 Release Coming Soon
Training Available in Cleveland
Companion Product Spotlight: Learn about CompanionLink
If you have any questions or
would like to schedule an appointment with a consultant, please feel free to
call us at (216) 765-0220.
GoldMine Team at Beachwood Systems Consulting
If you have difficulty reading this
email or the email does not display correctly, you can view this message online
at: http://www.beachsys.com. Click on the News link, then Email News.
with GoldMine: The Perfect Marriage
perfect marriage: combining the excellent contact management / CRM capabilities
of GoldMine with the industry standard email client of Outlook makes for the
ultimate management tool for your customer interaction.
has advanced calendar functions and allows for complete contact information,
activity tracking, relationships, and reporting. It also has a very fine built-in email client. If your corporate standard permits use of GoldMine’s
email client, your total solution is accomplished – all correspondence,
contact information, calendar information, and sales information is in one
place. However, there are some 70
million Outlook users, many of whom have been instructed by Corporate IT policy
to use Outlook for email. What are the
GoldMine users suppose to do? Without
any level of integration, there will be two places to look for correspondence:
in GoldMine history and in Outlook send and receive folders. This article explores how GoldMine straight
out of the box integrates with Outlook, describes two third party products that
increase the integration, and addresses recently announced integration products
from FrontRange Solutions.
Default GoldMine and Outlook Integration
email client works with most email servers, including Microsoft Exchange, via
SMTP and POP3 to provide users the ability to send and receive both local and
internet email. When these messages are
sent or received they can be automatically linked to their associated contact
record via the email address. GoldMine
also allows users to set up client rules to process incoming and outgoing email
the inbound side for users also using Outlook, GoldMine provides the ability to
browse that user’s Outlook folders from within the GoldMine email center. This means that a user can use Outlook to
receive all emails and then selectively mark which messages should be brought
into GoldMine. Messages are copied into
their GoldMine inbox from Outlook’s inbox (or another Outlook folder) and
linked to GoldMine contact records via the email address. This process does not remove the email from
the Outlook folder.
the outbound side, there is a way while in GoldMine to create an email directly
with Outlook. GoldMine allows you to
create a new Outlook message filling in the email address of the current
record’s primary email address. When
sent, GoldMine will create a history item noting that a message was sent via
Outlook to the contact, but does not retain the body or subject of the email.
of our clients use default GoldMine and Outlook together as follows:
Receive all emails into Outlook and
selectively mark and bring in only the ones that relate to a customer,
prospect, vendor, or partner in their GoldMine database. They leave the rest of general emails in
Outlook so as not to clutter GoldMine.
When sending an email to anyone in
their GoldMine database, they use the GoldMine email client that auto-links the
communication to the contact’s master record.
When sending an email to anyone not in
their GoldMine data-base, they use Outlook.
What if you only want to use Outlook for email?
your corporate email system decrees the use of Outlook you are still in
luck. The recent release of GoldLook
from RT Group, Inc. enables you to automatically or manually link your sent and
received email to your GoldMine contacts.
This is an inexpensive and easy to use add-in. GoldLook is even designed to afford non-GoldMine users the
ability to link email sent or received in Outlook to a contact’s history. When an email is received from someone that
does not have the same email address set up in GoldMine, the user is prompted
with several options including: finding the contact and assigning the email
address to that contact; adding a new contact; or simply not linking the
message. GoldLook only supports Outlook
2000 and newer. Certain system
components are required to be installed on the user’s workstation.
has developed a product called GoldMine Link for Outlook that will be going
into beta testing shortly. This product
will only work with GoldMine Front Office Sales and Marketing. We are told it will not operate with
GoldMine v5.7. Anticipated
functionality is shown in the table below.
What about Outlook calendar and contacts?
your workgroup uses Outlook for more than just email such as shared calendars
and shared address books, another 3rd Party solution may be in order. GoldExchange from NEMX Software Corporation
allows integration of Outlook email, calendars, and address books for companies
with a Microsoft Exchange server. Users
can work in the application they choose and have their calendar information
synchronize to the other application as they work. If a non-GoldMine user enters an appointment or other supported
calendar activity in Outlook for a GoldMine user, the activity will
automatically appear on the GoldMine user’s calendar. Similar to GoldLook above, GoldExchange will link your outgoing
email from Outlook into your GoldMine history.
The software also specially marks messages associated with GoldMine
contacts in your Outlook inbox and sent items folders.
Solutions has announced a new product called GoldMine Link for Exchange that is
similar in nature to Gold Exchange. One
key difference is that GoldMine Link for Exchange will only work with the
FrontOffice Sales & Marketing version of GoldMine. It is comprised of a “service” that loads on
an NT server and synchronizes both contacts and calendars between GoldMine and
Exchange. Anticipated release is May or
June of this year.
* * * * *
you have come to realize the power of GoldMine, you know the value of being
able to see the whole picture for a contact in your database. GoldMine combined with soon to be released
functionality or an existing add-on product means that Outlook users are no
longer left on the outside looking in. ò
more information please call us at (216) 765-0220 or visit us online at http://www.beachsys.com.
FrontRange Solutions offers Upgrade Special
For GoldMine 4.0 customers,
for a limited time (until June 1, 2002), FrontRange is offering a "get
current and stay current" program that provides GoldMine 4.0 users with an
upgrade to GoldMine 5.7 and a UPP purchase for an investment of $99.95 per
user. As a result, GoldMine 4.0 users can both upgrade to the current version
and purchase an annual subscription of the UPP.
For GoldMine 3.x and prior
customers, for a limited time (until June 1, 2002), FrontRange is offering a
"get current" program that provides GoldMine 3.x/2.x users with an
upgrade to GoldMine 5.7 for the cost of $49.95 per user. Once current,
those GoldMine 3.x/2.x users can choose to purchase the UPP for the cost of
$49.95 per user, as well.
Call today to get your UPP
and upgrade to Business Contact Manager, version 5.7. ò
FrontOffice Sales and
Marketing 2002 Release Coming Soon
FrontRange Solutions has set
a target date of April 22 to release the latest version of GoldMine Sales &
Marketing 2002. This release offers significant enhancements,
including improved data integration with Microsoft® Outlook
98/2000/2002 to facilitate effective customer management for mainstream
organizations and data integration with Intuit QuickBooks Premier Pro
2002. GoldMine Sales & Marketing 2002 is an affordable, robust sales
opportunity management solution for mid-market sales and marketing
organizations that require proactive visibility into their pipeline.
FrontOffice end users who are
current on their support agreements will receive the new release at no
additional charge. As we learn more about this new release and
are able to test it, we will provide you with more information and
recommendations for the timing of your upgrade. Please feel
free to contact us with any questions you may have. ò
GoldMine Training Available in Cleveland
Introduction Class Intermediate
April 11 Friday,
May 2 Thursday,
June 6 Thursday,
Advanced Class Administrative Capabilities
April 25 Tuesday/Wednesday,
May 23 Tuesday/Wednesday,
June 20 Tuesday
Wednesday, June 4/5
Please visit our website at www.beachsys.com to find information on group
rates, as well as other available GoldMine classes. ò
Product Spotlight: Learn about CompanionLink.
CompanionLink will move your
GoldMine contact information to the built-in Address Book application on the
Palm organizer. You may then edit the information, or add new contacts, and the
information can be synchronized back to your GoldMine database ((BSC recommends
only syncing one way from GM to PDA). The
synchronized information includes: name, company, title, address, city, state,
zip and country, five telephone numbers of your choice, four "Custom
Fields" of your choice, notes, history and attachment information.
With CompanionLink, you can
specify the number of contact notes to attach to the contact information, to be
visible in the Palm Address Book application. The Palm address book can hold
8000 characters, or about ten notes that are 10 lines long.
Activities and Calls are synchronized with the built in Date Book application
on the Palm Organizer. You can edit, reschedule, and create new appointments on
the Palm organizer and those items will be synchronized with your GoldMine
calendar. In addition to the standard GoldMine calendar items, CompanionLink
Professional also allows you to map "Forecasted Sales" and
"Other Actions" to your choice of the Palm Date book or To-Do list.
GoldMine To-Do items are
synchronized with the built in To-Do application on the Palm Organizer. You can
edit, reschedule, and create new To-Do items on the Palm organizer, and those
items will be synchronized with your GoldMine To-Do list.
Adding a new contact
To add a new
note via the Palm Organizer, add it to the Bottom of the existing notes
(your cursor will be there by default). When synchronizing, CompanionLink will
date and time stamp your new note and move it to the top of the list. CompanionLink
supports two way synchronization of notes and enables you to see history and
information or contact notes on your PalmPilot. ò
* * * *
You have received this email message because you
have expressed an interest in our products or services. If you’d like to be removed from our
GoldMine email broadcast list, please reply to this email with the word
“REMOVE” in the subject. We apologize
for any inconvenience.
Beachwood Systems Consulting, Inc. © Copyright
2002. All rights reserved.