GoldMine
Version 6.6
#1
My GoldMine Desktop
#2 Built-in Database Back-up and Restore Wizards
#3 Easy-to-use Search Center
#4 Redesigned Opportunity & Project Manager
#5 New Opportunity & Project Wizard
#6 Quick Start Wizard
#7 Enhanced HTML Support
#8 Industry and User-specific Customizations
#9 Redesigned Calendar and Scheduling Tools
#10 XML Integration
#1
My GoldMine Desktop
My GoldMine is everything a user needs to manage their entire day in one window,
directly from GoldMine. The new My GoldMine desktop is made up of customizable
columns and sections that you can personalize to display content from the Web,
your Intranet, or GoldMine. From a single window in GoldMine you can now get
instant access to information as varied as stock quotes, e-mail, weather, sports
scores, Topic Pages from the InfoCenter, Forecasted Sales, pending Activities,
updates available for the software, the most recently-released add-on solution,
the last time GoldMine was synchronized, and links to support sites, or other
relevant content.
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#2
Built-in Database Back-up and Restore Wizards
The data in GoldMine is critical to all of its users and now, GoldMine 6.0 includes
a built-in Database Back-up Wizard, allowing administrators to easily and quickly
safeguard their GoldMine data. The GoldMine Database Back-up Wizard even allows
users to back-up files external to GoldMine, such as e-mail attachments, Linked
Documents, Word and Reports Templates. Administrators can save time by setting
up Database Back-up Profiles, which store common Database Back-up Wizard options,
for repeated use and one-click access.
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#3
Easy-to-use Search Center
With GoldMine 6.0, users will now have a simpler, more intuitive, and centralized
tool for everything from the most frequently used searches (such as looking up
a contact by name, company, phone, etc.) to basic searches (including looking
up contacts that do not belong in a particular state), to multi-criteria "Power" searches
such as available with GoldMine's filters. The new Contact Lookup and Search
Center replaces the Contact Listing and offers usability enhancements.
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#4
Redesigned Opportunity & Project Manager
The redesigned Opportunity/Project Manager simplifies the management of complex
sales opportunities and projects. Now users can organize and work with opportunities
and projects more quickly and easily. In addition, sales staff can gain better
insights and intelligence from the Opportunity Manager's improved business logic.
Both prospects and existing customers will realize greater value from their current
business processes by using GoldMine’s new Opportunity and Project Manager.
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#5
New Opportunity & Project Wizard
A new wizard simplifies the setup of new opportunities and projects by guiding
users, step-by-step, through the initiation of an opportunity or a project. With
clear and concise instructions on what information is needed to create an opportunity/project,
GoldMine ensures that users can easily capture all of the critical data elements
during the creation. The new Wizards help users save time and understand the
sales process better, while at the same time it improves the accuracy of future
sales forecasting and planning by allowing management to get more accurate reports
on past and planned sales activities.
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#6
Quick Start Wizard
First time users of GoldMine will get simple, step-by-step assistance with the
essentials to setting up their system. Everything from bringing data into GoldMine,
adding users, to customizing the most commonly used fields, applying industry
templates, configuring their E-mail, and integrating to key applications (such
as Microsoft Word and Adobe Acrobat).
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#7
Enhanced
HTML Support
Users can now leverage the powerful formatting capabilities of HTML throughout
various areas of GoldMine to emphasize important information about their contacts,
conversations and activities, and in particular for their E-mail communication.
GoldMine 6.0 now offers users a native HTML editor to create dynamic, graphical
messages for single or mass e-mail merges, as well as for customizing internal
notes viewable by other GoldMine users.
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#8
Industry and User-specific Customizations
The new Field Properties features and GM+View tab in GoldMine 6.0 allow users
in different industries, as well as users in different roles within a single
organization, to work effectively with a variety of different types of information,
expanding GoldMine’s basic contact-centric, business-to-consumer, modeling
capabilities. Administrators can control both the look and feel, as well as content
of the primary (main fields above the tabs) contact screen, as well as the information
displayed in the Fields and GM+View tabs.
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#9
Redesigned Calendar and Scheduling Tools
The new, updated calendar provides GoldMine users with a friendly interface to
simplify workflow and save time on common, repetitive time management processes.
The new Calendar includes a toolbar that offers quick access to the most commonly
used functions such as Schedule, Complete… and Edit….
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#10
XML Integration
GoldMine 6.0 now allows users to export and import data in XML format, which
has fast-become the standard for data transformation. Previously, GoldMine users
could import and export primary and user-defined contact information such as
name, address, phone, e-mail address and website only. To import or export other
contact-related data such as associated schedules or history, users worked with
third-party applications such as GoldBox and InaPort.
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