Tuesday, March 20, 2012

GoldMine : Contact Record Statistics

Did you know that you can instantly see some valuable statistics for the record you are currently looking at? It's pretty well hidden; go to a Contact's History or Pending Tab, right-click, select Options, then select Analyze.

The little window that comes up will show you counts of History Types (Calls, Appointments, etc), both Scheduled and Completed. Also (and this is the really cool thing), if you've been using GoldMine to track Forecasted, Completed and Lost sales, you'll be able to instantly see Sales Activity broken down into last 30 and 90 days.

Why I like this is because it's something you can bring right up on the spot. The information here can be very telling. How many Appointments have I been on with this client? How much have they spent in the last 12 months? How many Outgoing Phone Calls versus Incoming? It can really help to get a total picture of your organization's relationship with the contact.

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