MasterMine

Reporting, Analysis and Data Management In One Package

MasterMine software allows you to:

• Create original reports, lists and graphs from scratch in seconds.
• Change reports on-the fly, while you're looking at them. No back-and-forth with "wizards" or design screens and no waiting for technical experts. Results are easy and immediate.
• Renders your GoldMine CRM or QuoteWerks data in a familiar Excel environment, so you leverage the knowledge you already have.
• Link your live reports back to GoldMine CRM or QuoteWerks Records. Double-click to "drill" right through to LIVE records or (with MMUpdater) make mass-changes in GoldMine from Excel.
• Build highly targetted GoldMine CRM Groups graphically, without complicated SQL or dBase expressions, so now you can process records in convenient groups for: 
• tightly controlled mailing and e-mailing
• exporting, clean-up, and task scheduling

MMUpdater for GoldMine

MMUpdater is an optional add-in for MasterMine that "opens up" data management.

What if you could update data in your MasterMine reports and push those changes back into the GoldMine CRM Database instantly, in a guided and synch aware way?

In a MasterMine drill-down worksheet, simply change the data you want updated in GoldMine CRM. Then invoke MMUpdater to map an Excel column to the target GoldMine CRM Database field and your changes appear in GoldMine CRM.

For all the times you need to update GoldMine CRM Data across multiple records quickly and easily, MMUpdater is the answer!

Key Benefits:

• Works with MasterMine's powerful segmentation capability to pinpoint the data you want to update.
• Mass-update all major data tables in GoldMine (not just Contact1 and 2, as with built-in Global Replace). 
• You can use your Excel skills (find/replace, formulas, copy-down) to make mass changes on the spreadsheet instead of needing to learn more technical skills.
• See all your changes before "finalizing" them in the GoldMine CRM Database, avoiding potentially costly errors.
• All changes are sync-aware, so your changes transfer throughout your system, even to remote GoldMine CRM users.
• Undo feature allows you to correct mistakes, even after the database is updated.

Examples of use:

• GoldMine maintenance - identify and clean up obsolete or incorrectly entered data quickly.
• When GoldMine rules change (such a activity codes in History or Pending) easily go back and make old data conform to new rules.
• Normalize data from multiple sources, so your database works as one unit.
• Re-link history records from one contact to another on a mass or selective basis.
• Sort through a page of contacts and assign "priority" codes off the top of your head, quickly and easily going from one record to the next in one view.
• Sum up Sales amounts into a "Qtr to date" or "Last Year Purchases" numeric field on your "Fields" tab. Run this process periodically to maintain and update your data in a single operation.
• Use your Excel "formula-building" skills to combine two or more fields or outside information (like goals or commission levels) in an expression that yields a calculation - then transfer that info into a user-defined GoldMine field for easy reference.