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…
You can now add videos to your quotes and give your customers a whole new experience, all from within that one document! Quotewerks is our solution for creating fast, professional, consistent and secure quotes – each document has a unique reference and is stored in a central database, protecting this valuable data and providing analytics…