GM + View 11/2/10 10AM - 11AM

Filters/Groups learn the key differences between filters and groups.  Learn how to quickly and easily set up Filters or Groups based on...

Filters and Groups 10/26/10 10AM - 11AM

 Filters/Groups learn the key differences between filters and groups.  Learn how to quickly and easily set up Filters or Groups based on...

Web Import 10/19/10 10AM - 11AM

Web Import- How long does it take you to enter leads generated from forms entered on your website? Web import allows you to capture this...

Automated Processes 10/12/10 10AM - 11AM

How to create and Use, Examples of – Use your everyday correspondence to promote events, special offers, etc.  Set corporate standards for...

E-Mail Templates 10/5/10 10AM - 11AM

How to create and Use, Examples of – Use your everyday correspondence to promote events, special offers, etc.  Set corporate standards for...

Crystal Reports for GoldMine 9/21/10 10AM - 11AM

Every purchase of GoldMine Premium or Corporate Edition comes with a Crystal reports CD and license.  Don’t leave them in a drawer or on a...

Increasing productivity with GoldMine Tips & Tricks 9/14/10 10AM - 11AM

Increasing productivity with GoldMine Tips and Tricks - Learn the uses and benefits of toolbars and templates and how to implement them. ...

GoldMine - Creating Contact Set Databases 8/31/10 10AM - 9/1/10 11AM

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Options for Securing User Access to Sensitive Data.  This class is designed to show the administrator options for controlling user data...

GoldMine - Merging with Word / Excel 8/24/10 10AM - 11AM

Learn how the GoldMine link to MS Office can be used not only to improve productivity by automatically merging GoldMine data into Word and...

GoldMine Online Training Subscription

One of the most critical elements to successful CRM is proper and consistent training. Through hour-long sessions, our certified GoldMine...

Welcome to GoldMine- Sales and Opportunity Management 7/27/10 10AM - 11AM

   You need to show the sales team how to forecast sales and use the Opportunity Manager to manage the pipeline. ...

Automated Processes = More Time Selling 7/20/10 10AM - 11AM

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 Special Request  If you’ve ever forgotten to schedule a follow up call, send a message or another step in your...

Welcome to GoldMine- Learn how to get started in the world of CRM 6/29/10 10AM - 11AM

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  You've been made the GoldMine administrator for ABC Company and you've been tasked with building a sales and...

Need to Sharpen Your Skills?- Backing up your GoldMine Data 6/15/10 10AM - 11AM

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  Learn to use the tools that come with SQL Server to back up and restore your GoldMine data. Essential knowledge...

Need to Sharpen Your Skills?- Data Managment 6/10/10 10AM - 11AM

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  This session is for GoldMine administrators who want to clean up their data, and manage their GoldMine more...

Need to Sharpen Your Skills?- GoldMine Security 6/1/10 10AM - 11AM

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  This session is targeted to the manager or GoldMine administrator who wants to learn how to enhance security and...

What Every Sales Person Should Know- Reporting 5/25/10 10AM - 11AM

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  GoldMine comes with it's own report center. Find out where to find reports, what kind of reports to expect from...

What Every Sales Person Should Know- Email Templates 5/18/10 10AM - 11AM

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  Make your electronic communications more dynamic by using mail templates.  Learn how to make everyday...

What Every Sales Person Should Know- Automated Processes 5/11/10 10AM - 11AM

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  If you’ve ever forgotten to schedule a follow up call, send a message or miss a step in your sales process, take...

Record Ownership & Curtaining 4/20/10 10AM - 11AM

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  Management wants to increase GoldMine security.  Users should only be able to see and edit their own...

Sales & Opportunity Management 4/13/10 10AM - 11AM

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  Here's how to show the sales team how to forecast sales and use the Opportunity Manager to manage the...

Lead & Campaign Management 4/6/10 10AM - 11AM

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  The tradeshow was a great success and the team has come back with a number of leads.  Learn how to get the leads...

GoldMine + View 3/30/10 10AM - 11AM

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  You just recieved an e-mail from the boss.  He wants maps to client locations,websites and industry information,...

E-Mail Templates 3/23/10 10AM - 11AM

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  The decision has been made to have everyone use GoldMine's mail client.  Keep communications standardized but...

Microsoft Office Links 3/16/10 10AM - 11AM

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  Users have asked if GoldMine has the ability to perform mail merges with Word and Excel, pulling data from contact...

User Preferences 3/9/10 10AM - 11AM

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  Show users how to set their preferences or better yet, set the perferred company standard.

Lookups, References & Codes 3/2/10 10AM - 11AM

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  Get better information out of GM by controlling what gets put in.  Lay the groundwork for helpful...

Data Import 2/23/10 10AM - 11AM

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Though your organization has never used a unified contact manager, there is legacy data that the owner wants imported.  However this data...

Users And Data Security 2/16/10 10AM - 11AM

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You've got a list of users who will need access to the GoldMine system. What functions should you give to end users? How can you best...

Getting Started With GoldMine 2/9/10 10AM - 11AM

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Using the Quick Start Wizard to begin configuring your GoldMine system.  Set up an industry template and import zip codes. Import data and...