Author Archive

CRM data migration can be performed in a “quick and dirty” fashion, or it can be done ...

We are often asked about GoldMine vs Salesforce.

GoldMine and Salesforce.com are both applications that were originally designed to help salespeople become ...

You’ve finally hit the end of the road with your contact manager and have made the decision ...

Here’s an overview of CRM Switch’s GoldMine Data Analysis.  Whether an organization is staying with GoldMine, or switching to a new CRM system, this analysis will provide an array of useful insights into the current ...

With a legacy contact manager such as GoldMine®, referencing another contact from within a contact record can sometimes require a very large (and ever expanding) pick list.

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Data migration software vendors sometimes portray their CRM migration software as a simple, point and click, drag and drop solution.

While a packaged ...

The need for remote users to regularly sync their contact manager or CRM data from a locally ...

Legacy contact managers, by definition, are contact-centric in ...

Relational Data in a
Flat File Database

Certain legacy contact managers do not allow for the creation of custom tables (objects).  As a workaround, when there are multiple occurrences of the same type of data, a ...

Today’s business environment is more of a moving target than ever.  Employees are demanding increasingly ...