CRM Radio Interview Featuring Paul Petersen (GoldMine’s General Manager) Paul Petersen, the General Manager of GoldMine CRM was recently interviewed on SMLA’s CRM Radio Program where they discussed our new release and the benefits of CRM. With over 5,000 corporate users world-wide and 1,000,000 salespeople using GoldMine, we hope you will see the value CRM…
Hopefully you have by now obtained your TRN number so I am sharing some best practices for ensuring that your quotes and invoices contain the required information, using our purpose-built, quotation management tool, which integrates with most CRMs and Accounting systems. 1. If you wish to display your customers TRN# then capture it in your…
A Quote or Proposal is a very important document as it represents your company and contains valuable data. Yet, it is often sent in an inconsistent, unsecured format that can’t be tracked, let alone reported on. So, where are your Quotes? if you are using WORD, Excel and Outlook, find out how you can leverage…