05-04-2013 04:02 PM
not asking specific how to's but general yes no
I currently send birthday cards to my clients I filter by month of birth then print out card envelope with their address and their birthday on the upper right corner (where stamp will go)
I send newsletters to clients occasstionally need to filter (maybe groups option will work for this?) by company/plan they have with me then print their addresses on a # 10 envelope
I track and search by: plan name, birthdate and who gets newsletter
very basic but am interested in doing more with my CRM my antiquated server and goldmine has got to go (by my choosing and not by server crash) I probably will stick with single user to start.
Thanks especially if you have done some of these activities with ACT
05-05-2013 10:10 PM
ACT! can keep track of birthdays and record the history. You can create groups of January birthdays, for example, or people who subscribe to your newsletter. These can be dynamic (which means that you set a rule and ACT! does the work). You can also print labels and/or envelopes for the group of contacts you choose. Hope that helps! Brenda
05-06-2013 06:34 AM
05-06-2013 07:18 AM
Regarding Goldmine 6.5 - they have dropped any interest in a single user too. I converted back to ACT in 2007.
The one thing I really liked about GoldMine was the Org Tree. ACT has that but from a little different perspective. Plus the relationships tab stregthens both the Org Tree and multiple contact involved with a contact or opportunity. I think once you are past the learning curve you will really like how ACT works for you.
You will find this community very friendly in helping solving problems.
05-06-2013 08:06 AM
I had an organization with 50+ employees using goldmine with server (NT) and also used the singe version for mobile.
stopped using in 2006-07 but started again 2009 but:
server is old technology (windows 7 will not work with it) Goldmine 6.5 won't sync with Office 2010 and so on
No single version of Goldmine is now available. $1,800 for 5 users (then need to purchase new server) plus the annual maintenance fee.
It appears that Goldmine is no longer the most used CRM out there?
Now it just comes down to learning the ins and outs of ACT and whether I should add the addon for insurance (4advisors).
I only do basic things i.e. mailing correspondence and maintaining basic information. I would like to do much more.
It was good to hear from a previous Goldmine user
05-08-2013 07:01 AM
05-08-2013 10:33 AM
Was successful at creating a new envelope (5x7 that prints birthdate in upper right corner) also figured out lookup
I must say Sage Act 2013 Pro is a lot more intuitive (easier to work with) than Goldmine 6.5 is/was
Appreciate the guidence received