Welcome to the August 2007 issue of "GoldMine FYI,” the monthly newsletter created for users of the FrontRange™ CRM solutions family, including GoldMine® and IP Contact Center. To read the articles that interest you, just click on the links below. You can also access current and past issues of GoldMine FYI online.

For your convenience, GoldMine FYI is organized according to topic areas. Just click on a headline to be taken to that section.

Exporting Data from Your GoldMine Database to Excel

 By Tracey Powell, Director of Training, SagaSolutions.com

At times you may need to capture your GoldMine data in Microsoft Excel. GoldMine’s Export Wizard simplifies the task by copying data into a formatted file that the receiving application can understand. GoldMine exports from the current database.

Here’s how:

1. Select Tools from the pull down menu, Import/Export Wizard, Export Contact Records. The “Welcome to the GoldMine Export Wizard” dialog box appears.
   
   



2. From this menu, select Export to a new file and ASCII as the export file type.  Then select next.





3. From this window, select either All Contact Records or a group/filter list of records from the drop-down menu. Select Next. You can also choose whether you want to export additional contacts as well.





4. This is the field mapping screen, which allows you to select the fields from GoldMine to export.


5. Scroll through the list on the left and use the Add Field button to select the fields to export.  Once all the fields are selected, choose Next.





6. Now enter the name of the export file. The check box at the bottom will use the field names in GoldMine as the first line in the Excel file.


7. Enter the name and destination path of the export file.


8. Check the box below if you want a header line in Excel.


9. Select Next.





10.  Select yes if you wish to save this profile for a later use. If yes, enter a profile name. Then select Next.





11. When done, select Finish. The files will be exported to the destination file.


12. Next, open the file in Excel using commas as the delimiter.

Any questions or concerns? Please contact Tracey at tpowell@sagasolutions.com or (866) 412-SAGA, (7242).

Live Events

See the New GoldMine in Person – Cities Nationwide

Discover the next generation of CRM - GoldMine Enterprise Edition 6.0 and GoldMine Premium Edition – in a city near you! Connect with existing GoldMine users, as well as prospective users considering GoldMine, for insight into how the new GoldMine is revolutionizing sales and marketing automation challenges.

Buffalo, NY
Thursday, August 23, 2007

Atlanta, GA
Wednesday, September 5, 2007

Birmingham, AL
Thursday, September 6, 2007

Jackson, MS
Tuesday, September 11, 2007

Waltham, MA
Wednesday, September 12, 2007

Queens, NY
Tuesday, September 18, 2007

Bloomington, MN
Tuesday, September 18, 2007

Baltimore, MD
Tuesday, September 25, 2007

Schaumberg, IL
Tuesday, September 25, 2007

Waukesha, WI
Wednesday, September 26, 2007

Philadelphia, PA
Thursday, September 27, 2007

Sacramento, CA
Tuesday, October 2, 2007

Houston, TX
Wednesday, October 3, 2007

Los Angeles, CA
Tuesday, October 9, 2007

Overland Park, KS
Wednesday, October 10, 2007

San Diego, CA
Thursday, October 11, 2007

For more information about times and locations, visit
http://www.frontrange.com/Company/ListEvent.aspx?ccid=129.

Destination CRM 2007 – New York City, August 21-22

Organized by CRM magazine, destinationCRM is quickly gaining recognition as both a valuable networking opportunity for top CRM executives and an excellent learning experience for top-level professionals involved in CRM purchasing decisions. Leading decision makers and managers will gather to learn how to optimally apply sales, marketing, and customer service tools and techniques by utilizing the right mix of people, processes, and technologies.

August 21, 2007 - August 22, 2007
New York - Marriott Marquis Hotel  

$100 Conference Discount for FrontRange Customers!
FrontRange Solutions offers its customers an additional $100 off of Platinum and Full-Conference Passes, which get customers into all sessions and keynotes, as well as the CRM Showcase. Plus, FrontRange is extending a free expo pass to customers from now until the show. Act fast – passes rise to $50 each after July 20!

Sign up: https://secure.infotoday.com/dcrm/Register.asp?i=FRS22

Customer Strategy & Management 2007 – Birmingham NEC, United Kingdom, Sept. 26-27

Customer Strategy & Management, held September 26-27, 2007, in Birmingham, UK, is an exhibition and conference focused on the entire customer lifecycle, encompassing customer service, sales, marketing, and senior corporate management. Customer 2007 showcases the full range of products and services required to maximize the relationship with your customers, whether in-house or outsourced, from accurate and insightful customer profiling through to timely and efficient order tracking and fulfillment.

Learn more about the event at: www.customer-event.co.uk. Visit FrontRange at Stand C65.

Webinars

See GoldMine in Action – Converting Leads into Sales for Improved Return on Marketing Campaigns

Discover how a complete CRM solution can help you acquire, retain and grow more profitable customers. Increase both revenue and profits while lowering the cost of marketing, sales and support by better aligning business processes and managing customer data across the enterprise.

Thursday, August 16, 2007
1:00 PM - 02:00 PM Pacific

Thursday, August 23, 2007
1:00 PM - 02:00 PM Pacific

Thursday, September 6, 2007
1:00 PM - 02:00 PM Pacific

In the competitive insurance business, maintaining detailed information about potential customers is essential to success. With help from GoldMine, R&R Insurance collects and tracks relevant information about prospects, and manages an active schedule of direct marketing campaigns. Centralized access to information has helped R&R realize substantial time savings, an updated and more personalized sales process, and greater success with prospects.

Learn more about how R&R has made a difference with GoldMine.

Read the complete case study.

The East Bay Business Times named FrontRange Solutions in its annual “50 Fastest Growing Private Companies” List for 2007. According to East Bay Business Times Publisher Mike Consol, FrontRange has the highest revenue on this year’s list.

“We are delighted to be included in the 50 Fastest Awards and honored to be recognized by East Bay Business Times, which is an authority on the dynamic business environment in Silicon Valley,” said FrontRange CEO Michael McCloskey. “We strive for leadership, and this award is recognition of achievement.”

FrontRange Support Services will be closed in observance of the Labor Day holiday on Monday, September 3. During this time, you can log an incident for a support request at http://support.frontrange.com or send an e-mail to customer.support@frontrange.com. We will answer these requests the following business day in the order in which they were received. If you are experiencing a down system during this time, please utilize the after-hours paging system at (800) 755-2100. Normal business hours will resume Tuesday, September 4. Thank you for your understanding. We wish you a safe and fun holiday!

Log or check on support requests any time, day or night. Visit FrontRange’s Self-Service center to submit, manage, view progress and update information on a support incident/ticket. Please check out the link below and call our Customer Care department at 800.755.2100 if you have any issues with log-ins.  http://selfservice.frontrange.com/servicemanagementweb/SelfServiceLogin.aspx

What would YOU like to see in future issues of GoldMine FYI? We'd love your feedback. Please take a moment to drop us a line at suggestion@frontrange.com. Each issue, we will select the most frequently-requested topics and provide step-by-step answers to your questions.