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GoldMine Tips from The Marks Group
SEPTEMBER 2012     VOLUME 2012     ISSUE 9
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  Welcome Note from Gene Marks

Gene MarksIn this month's Microsoft Dynamics CRM newsletter, we help correct double vision and more!

Also — don't forget our upcoming CRM Summit in October. More info below!
  — Gene
P.S. Don't forget to check out my latest Huffington Post piece below — Hello, I Am an Outsourceaholic.


I'm Seeing Double!

In order to keep your CRM data (that you worked so hard to gather and cleanse before importing to your CRM system) clean and reliable, duplicate detection rules should be added to your system. Duplicate Detection will identify and prevent identical or similar records. You can define the criteria upon which you wish to detect the duplicate records in the system. There are two kinds of rules that can be defined.

Read more.

Featured Whitepaper

5 Laws for CRM Success

Download Now
Purchasing a CRM system? Here's some bad news: You'll probably fail. At best, you may have only a glorified Rolodex. My company has our share of successes and disasters with the CRM application we support, and when I tried to figure out why our great projects were so great, here's what I found.


Here are some more tips we know will help you make the most out of Microsoft Dynamics CRM this month.

Showing the Proper Regard: A client recently asked "What is the difference between the Track and Set Regarding options for promoting emails to CRM?" Here's the answer.

The View Is Pretty Good from Here: A client recently asked if it was possible to modify system views and if so how is it done. Read more.

Share These Tips with a Friend Send to a Friend


Hello, I Am an Outsourceaholic

Hello. My name is Gene Marks. And I am an outsourceaholic.

In this political environment, it's embarrassing to admit my habit. I frequently hang out with other outsourcers. I know, according to some, that these people are a bad influence on me and America. But it's a well-known secret that there are many outsourceaholics like me who binge on outsourcing. This is an unspoken epidemic in this country. For many of us, outsourcing is a quick high and a way to feel…oh, I don't know…cool and (dare I say it) profitable.

I do a lot of outsourcing at nights and on the weekends, because the people I outsource with (particularly in my industry) work this way. I selfishly hoard my best outsourcers from my friends so I can have them all to myself. I frequently pass out from the excitement of making money from outsourcing. Yes, I have employees. But in my heart, I'm an outsourceaholic. It is an addiction. And I see no cure. Why would I want to be cured of this anyway? It's just too appealing. Read more.

  Welcome from Gene Marks  
  Microsoft Dynamics CRM Tips  
    Featured Tip: I'm Seeing Double!  
    Tip: Show the Proper Regard  
    Tip: The View Is Pretty Good from Here  
  Featured Whitepaper: 5 Laws for CRM Success  
  Upcoming Microsoft Dynamics CRM Webinars and Events  
  Excerpt: Hello, I Am an Outsourceaholic  



Register Now9/19/2012, 12:00 PM EDT
Cost: FREE

Create quick alerts and reminders from your Dynamics CRM System.

Microsoft Dynamics Tips and Tricks
Register Now9/25/2012, 10:15 AM EDT
Cost: FREE

A review of this newsletter's tips live online. Questions welcome!


CRM Summit

A CRM Summit
What CRM Application Is Best for Your Business? Here's Your Chance to Ask the Experts. In Person!

Date: Friday October 12, 2012
Time: 8:30 AM – 12:00 PM
Location: Microsoft Technology Center
45 Liberty Blvd (map)
Malvern, PA 19355
Cost: Free

8:00 – 8:30 Registration and Continental Breakfast
8:30 – 9:00 A Review of GoldMine (Justin Hill)
9:00 – 9:30 A Review of Microsoft Dynamics CRM (Maria Greendyk)
9:30 – 10:00 A Review of Zoho CRM (Geri Rizzuto)
10:00 – 10:15 Break
10:15 - 10:45 A Review of (Corey Babka)
10:45 – 11:15 The Latest Sales and Marketing Technologies (Gene Marks)
11:15 – 12:00 Questions, demos

Missed Gene this past month on MSNBC and FOX News?!? Check out Gene on TV.

Gene on TV

Gene on TV

Gene on TV


To see all of our webinars and live events for Microsoft Dynamics CRM and our other products, such as GoldMine, Quickbooks, and more, click here.

The Marks Group, founded in 1994 by Gene Marks, CPA, is focused on helping business clients implement and get the most out of CRM technology like Microsoft Dynamics CRM. Our experts know these tools inside and out and have developed business processes to maximize their use. Contact us today and let us help you focus on what matters most to you.

The Marks Group, P.C.


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