KEY BENEFITS

GoldMine Maintenance - Fix and re-arrange data quickly and confidently across fields and records.

Combine with MasterMine's powerful reporting to actively drive sales activity to priority targets.

Mass-update all major data tables in GoldMine -- not limited to Contact1 and Contact2 tables as with Global Replace.

Use Excel functions (find/replace, vlookup, formulas, copy-down) to make mass changes across many records down a column.

Avoid costly errors, because updates are logged and reversible as long as you have the logs.

Send changes to synch-users, as all changes are sync-aware.

NEW FEATURES

Version 10 of MasterMine for GoldMine brings exciting new features:

Import Contacts into GoldMine from Excel, bypassing the difficult built-in importers in GoldMine and its Excel Add-in. Detects duplicate Company, Contact, and E-mail to correctly place contacts to main or additional.

Create sub-records in most GoldMine tabs, including additional contacts, details, pending calendar items, even history.

Share reports and collaborate with others more easily.

Manage e-mail addresses and websites more effectively.

EXAMPLES OF USE

• Find and fix bad data FAST across many records
• Import contacts from Excel to make new records or update existing ones
• Fix "key field" values based on other data for uniformity across records
• Catch and fix incomplete entries and lost leads
• Reassign sales reps and territories
• Import "Clicks" from Constant Contact to History
• Schedule Calls based on imported marketing results
• Schedule follow-up for past buyers
• Normalize data consistent with policy
• Mark high-priority accounts based on past contact or NO contact!
• Update a "Last Quarter" sales field from accounting data
• Use MasterMine summary reports to update "sales target" codes
• Reverse the gradual slide of CRM data into junk!

WHO USES MMUPDATER

Not everyone, but SOME Master User in your organization should be empowered to oversee and mass-manage your data.

MMUpdater users are typically Sales or Marketing Managers, or Sales or Marketing Administrators. Whoever is responsible for GoldMine's success.

Don't trust yourself? We can help you every step of the way via screen-sharing.

Who do you trust to make your GoldMine database efficient?

KEY BENEFITS

Works with MasterMine's powerful segmentation capability to pinpoint the data you want to update, make the changes you want in Excel, confirm it's right, then mass-update item- and document-level fields across many documents at once.

Anyone with basic Excel skills (find/replace, formulas, copy-down) can make changes in spreadsheets, then push changes to QuoteWerks with confidence.

You see all your changes BEFORE "finalizing" them into QuoteWerks, avoiding potentially costly errors.

Our UNDO feature even allows you to correct mistakes if you spot them AFTER the database is updated.

NEW FEATURES

Version 9 of MasterMine for QuoteWerks brings an exciting new optional enhancement:  QWUpdater!

QWUpdater pushes your changes from Excel right into QuoteWerks documents. Use your MasterMine for QuoteWerks reports to target sets of Documents or Items across many documents, make changes in Excel, and then push those changes back to QuoteWerks data. It's an easy, and easily repeatable, process. 

Best of all, QWUpdater uses the QuoteWerks API to access and update data, so all "housekeeping" rules and user access settings are respected, so you need not worry about "breaking" Quotewerks with a mass-update. 

To preview QWUpdater's easy interface, go to a "drilldown" page in any MasterMine for QuoteWerks report and click "MMUpdater" in the MM Drilldown ribbon. 

EXAMPLES OF USE

When product pricing or descriptions change, you can easily update line items across many already quoted documents to reflect the changes.

Document Management: Identify and clean up obsolete or incorrectly entered data quickly. MMUpdater can selectively update OR delete line items as well as whole documents.

Etilize users can normalize product data across multiple sources, so quotes reflect your preferred language. (This is particularly great for reconciling data between several databases).

Call 877-877-7272 to discuss how we can help your organization with integrations between multiple systems.

WHO USES QWUPDATER

Unless your sales process calls for lots of ongoing adjustments to your quotes and orders, you can give the ability to make mass changes to a select few of your users.

Typical users of QWUpdater will have a Master License of MasterMine (so they can create reports on any data at will) and a Master user setting in Quotewerks so they can update data across other people's documents.

QWUpdater is usually used by the Sales Manager or Sales Administrator, though sometimes IT support users are called upon to manage data. For users who infrequently but sometimes urgently need to update across many documents, QWUpdater makes it much safer to update QuoteWerks data without fear of messing it up.