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Tim Wilmot
Over 25 years experience of implementing CRM systems
Interests: Wizard Systems are a UK company who have been implementing and supporting GoldMine systems since 1993.
Recent Activity
New Release - Sunday 15th September 2019 We are pleased to announce an update to Workbooks that adds a number of useful features that you, our customers, have requested. PLEASE NOTE: The Workbooks service will be intermittently unavailable between 06:00 am - 08:00 am UK time on Sunday 15 September... Continue reading
Posted 4 days ago at Wizard Systems
Wizard Systems are pleased to announce the availability of the latest version of GoldMine CRM, 2019.1 Please contact Wizard Systems to check your ability to upgrade your system and compatibility (e.g. Checking your GoldMine add ons will work!) Here is... Continue reading
Posted 5 days ago at GoldMine Blog
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Not many CRM systems out there can manage and keep a track of projects. GoldMine has this built-in capability to manage projects and keep everything in one place. So do you manage projects? Are you tracking things on a spreadsheet... Continue reading
Posted 6 days ago at GoldMine Blog
Here is a recording of a recent presentation of how a CRM system can be used to help you track sales and opportunities. It features Workbooks CRM which we supply. Continue reading
Posted Sep 5, 2019 at Wizard Systems
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Sage CRM 2019 R2 is about to be released to Sage CRM users who have a maintenance contract. If you are a Wizard Systems customer, you will be notified when it is available. Here is a brief overview of what's new: REST API beta version This Sage CRM release includes... Continue reading
Posted Aug 21, 2019 at Wizard Systems
Every year in Autumn, an older version of Sage CRM is moved into 'end of support' status by Sage and another version enters a status of 'extended support'. This is detailed in Sage’s Support Policy and is standard industry practice for software companies. From the 1st October 2019, Sage CRM... Continue reading
Posted Aug 15, 2019 at Wizard Systems
Wizard Systems is pleased to announce that a new release of QuoteWerks is now available (version 5.4, Build 7). This release introduces over 33 new features including: updated Etilize integration, Amazon Business Ordering (USA only at the moment), new and improved ACT! integration, new email template features, new QuoteValet Activity... Continue reading
Posted Aug 13, 2019 at Wizard Systems
Attention GoldMine Users! GoldMine 2018.2 Hotfix 4 has just been released. Alls GoldMine Customers with a Maintenance Contract can download this and apply to their system. What’s Fixed in GoldMine 2018.2 HotFix 4 47072 Once a Webimport email contains a... Continue reading
Posted Aug 12, 2019 at GoldMine Blog
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The Wizard Systems help desk team get a lot of calls from users who are locked out of their GoldMine account because of an incorrectly typed password. You may have recently upgraded, and GoldMine passwords are now CASE SENSITIVE! This... Continue reading
Posted Aug 8, 2019 at GoldMine Blog
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Email Distribution lists in GoldMine are an easy way of grouping together many recipients for an email. Watch our next GoldMine 101 webinar on Friday 9th August at 10 am UK time and we'll show you all the ins and... Continue reading
Posted Aug 7, 2019 at GoldMine Blog
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Our next webinar in our GoldMine 101 series is on Lead Scoring. A way of applying a percentage value to a lead in your GoldMine database based on the quality of information you have about a lead. Could help you... Continue reading
Posted Apr 26, 2019 at GoldMine Blog
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Our next webinar for the GoldMine User Community is aimed at covering how to use GoldMine with your marketing activities. It's a wide subject and we hope to give an overview of the main areas where GoldMine can help in... Continue reading
Posted Apr 10, 2019 at GoldMine Blog
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The benefits of a CRM platform are fairly well understood. It allows organisations to grow revenue, improve customer service and retention, streamline business processes, drive down costs, deliver efficiencies, and improve management information allowing for better decision-making. CRM has become intrinsic for enterprises but a growing number of mid-sized firms... Continue reading
Posted Mar 12, 2019 at Wizard Systems
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So a salesperson leaves, what can you do in GoldMine to tidy things up and reallocate customers to somebody else? Well, there some easy procedures available in GoldMine to help you. Join us this Thursday 7th March at 2pm UK... Continue reading
Posted Mar 5, 2019 at GoldMine Blog
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Fancy a say in what goes into future GoldMine versions? Introducing 'GoldMine User Voice' and a simple to use site maintained by the authors to allow the GoldMine Community to post ideas and vote on ideas from other posters. Access... Continue reading
Posted Feb 25, 2019 at GoldMine Blog
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Never get that lost feeling in GoldMine by using the Universal Search feature. This is a powerful search facility included with GoldMine which will find anything, wherever it is in the system. See it demonstrated live by attending our next... Continue reading
Posted Feb 20, 2019 at GoldMine Blog
QuoteWerks currently integrate with the last 15 years of ACT! versions: 2005, 2006, 2007, 2008, and 2009 and 2010, 2011, 2012, 2013, v16, v17, v18, v19, v20, and v21. QuoteWerks are about to revisit their ACT! desktop integration to add a lot of new functionality that ACT! Users have been... Continue reading
Posted Feb 4, 2019 at Wizard Systems
We are pleased to announce that we will be releasing an update to Workbooks on Saturday 19th January 2019. This release is focussed on bringing your Workbooks data to life with new charts, dashboard and reporting features. PLEASE NOTE: The Workbooks service will be intermittently unavailable between 06:00 am -... Continue reading
Posted Jan 17, 2019 at Wizard Systems
A recording of our recent GoldMine 101 session and how to very easily show your public holidays in your GoldMine Calendar. Please subscribe to get invitations to attend these regular free online sessions! Continue reading
Posted Jan 10, 2019 at GoldMine Blog
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Join us this Friday 11th at 10 am UK time for a short and free webinar on how visual Dashboards can help you see what's going on in your company and help you make decisions. The webinar will be showcasing Workbooks CRM, but the principles are the same with any... Continue reading
Posted Jan 9, 2019 at Wizard Systems
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With credit information on over 240 million businesses across the globe, Creditsafe delivers the most accurate and up-to-date information available in an easy to use format for businesses of all sizes. Creditsafe allows you to show an Organisations credit score information, helping you decide which prospects to chase and keep... Continue reading
Posted Dec 19, 2018 at Wizard Systems
Short video on how to access GoldMine via the Web or your smartphone Contact Wizard Systems for details. Continue reading
Posted Dec 13, 2018 at GoldMine Blog
Just like your first love, inexperience, excitement and unrealistic expectations may contribute to your first CRM project not standing the test of time. Let’s be honest - with the first CRM deployment, no business knows exactly what to expect. So if your first CRM experience has not been great, no... Continue reading
Posted Dec 13, 2018 at Wizard Systems
Find out how AbBaltis use Workbooks to keep track of leads & opportunities and now have full visibility and traceability of all their customers. Watch their story here: Continue reading
Posted Dec 12, 2018 at Wizard Systems
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We've just updated our latest GoldMine Compatibility matrix. Great for forward planning upgrades and making sure everything will work! Download Wizard Sytems GoldMine Matrix Continue reading
Posted Dec 12, 2018 at GoldMine Blog