A Complimentary Seminar Tuesday, February 7, 9 AM – Noon
Hilton Garden Inn, 420 Totten Pond Rd., Waltham MA, Adams Room

9:00 AM Eastern Time

Free

Register Here

Location
Waltham, MA

Show only the fields and views you want for a particular contact type. Keep the GoldMine interface clean and easy to work with by reducing clutter and keeping pertinent information in focus.

$50

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This webinar will review more advanced capabilities for GoldMine Filters, Groups, and Queries.  These skills are essential for more effective target marketing, reporting and analysis.  This awareness is especially relevant to Marketing and Sales Directors, as well as GoldMine Administrators.

Topics to be covered:

• Filter Operators and Connectors
• Drilling Down Filters
• Using the dBase Tester
• Filtering with Expressions versus GM Filter Builder
• Lesser Known Group Building Options
• Other Areas Filters Can Be Used
• Overview of the GoldMine’s “Query Builder”

2:00 PM Eastern Time

$50

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Learn the basics of how to build SQL queries to get lists and reports from GoldMine in 45 minutes. Topics will include a discussion of the comparative advantages of SQL queries over filters, GoldMine’s SQL query building wizard, creating queries manually, and exporting results of queries.

We at The Trainers Advisory Network would like to invite you to our information webinar on the New GOLDMINE MOBILE.

This FrontRange Solutions product allows you to easily see and update your GoldMine customer and prospect information in real time on your iPad and iPhone device (and coming soon for Android and Blackberry).

This webinar will include a discussion and demo of the capabilities of GoldMine Mobile Edition, including how GoldMine mobile access can increase productivity and effectiveness

10:00 AM Eastern Time

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Capture prospect data from information requests on your website straight into GoldMine. Then learn how to couple Web Import with an automated process to make this feature even more powerful.

10:00 AM Central Time

$50

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Using GoldMine Email

The 5th GM 101 session will include how to use GoldMine to send and receive email, how to use email templates, and how to create your own email merge forms.

Free Webinar: MasterMine

Need better reports out of your GoldMine system? Prefer to use Microsoft Excel? MasterMine software has hundreds of customized Excel pivot table reports already configured for GoldMine. A long time third party partner with thousands of happy users, join us for this 30 minute review to see how MasterMine software can quickly extract data from your GoldMine system. Free to Clients and Invited Guests.

2:00 PM Eastern Time

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Orientation for new users on GoldMine PREMIUM EDITION

The first GM 101 session will be an overview of the GoldMine contact window and tabs, how to navigate in GoldMine, search for contacts, create new contacts and log calls. Target audience: New users to GoldMine PREMIUM EDITION.

Whether you’re cold calling, introducing yourself to new leads and referrals, following up on active prospects and customers, or fielding incoming inquiries, a large ratio of sales activity takes place on the phone, and when you’re on the phone you should be on the record.

For my organization, and others, the use of the phones is a big enough factor that we believe it warrants having tight integration between your phone system and your GoldMine database.

Apart from the features of your phone system alone, here are reasons for tight integration between GoldMine and your phones:

• Screen pops based on incoming caller ID can save time searching for the GoldMine record
• Automated capture of incoming callers phone number can prove very useful
• Speed dialing with GoldMine reduces wrong dials and increases productivity as much as 15%
• Conduct outbound call campaigns with power dialing to a call list can lift productivity 30%
• Calls will be better tracked if the system automatically initiates a “completed call” and captures the actual call duration.
• Better call tracking in the context of your CRM records means enhanced reporting and great accountability

It just makes common sense – if you’re going to put people’s phone numbers into your GoldMine database you should let your GoldMine database dial the phone for you!

This webinar is going to demonstrate to you how you can achieve this with your current phone system! We’re going to show you what telephony integration looks like with GoldMine and discuss the benefits. We’ll also tell you how you can get started today without having to buy a new phone system.

2:00 PM Eastern Time

Free

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GoldMine has long been known as a powerful tool for sales and marketing; now learn how to use it for your customer service and support needs. Case management gives IT departments, Customer Service Departments, administrators and others a better way of incident tracking.

10:00 AM Central Time

$50

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45 minute training session on importing records into GoldMine. Topics will include acceptable data file formats, saving an Excel spreadsheet as a dbf or csv file, creating import profiles, setting Source, filtering on the newly imported records. An alternative import method using the Export to GoldMine feature in the Excel Link will also be included.

Suggested Audience:

Database Administrator, Marketing Manager

3:00 PM Eastern Time

$50

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GoldMine Toolbar and Templates

See how salespeople, and others, can operate much more productively with two features in GoldMine – the Toolbar and Templates. Learn the uses and benefits of these features, and how to implement them.

Applying these capabilities will help you to:

• Be more responsive to prospects and customers
• Fulfill tasks and information requests far more consistently and accurately
• Reduce training time
• Complete repetitive tasks in less time

This is a great lesson for salespeople.  It is also very beneficial for those responsible for marketing and sales management.

This presentation will include:

• Using the Taskbar
• Creating a Taskbar and a Taskbar Item
• Using an Email and Letter Template
• Creating a Template

Taught by a GoldMine power-user and salesperson with 10 years experience of using GoldMine to help him sell.  Take your sales effectiveness and productivity to the next level by applying proven GoldMine tips & tricks of the trade!

Prerequisite:  Using GoldMine for at least 60 days.

2:00 Eastern Time

$50

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Scheduling and Completing Activities

See a Better Way to Create and Manage Quotes and Your Sales Pipeline!

See how you can use QuoteWerks with GoldMine Premium Editionto streamline your quoting and proposal process. We will create a quote from start to finish highlighting how QuoteWerks integrates with GoldMine CRM throughout the sales process.

See how fast and easy it is to build your Sales Pipeline at the same time you do quotes!

We will cover the following key points in this presentation:

• How to leverage your CRM database to build and access quotes
• Constructing a quote with a price book or ad hoc items
• Saving and accessing the original quote as well as future revisions
• Building your sales pipeline and follow-up at the time you do your quote
• Presenting your quote with a better appearance
• Associating literature and other documentation with your quote
• Q & A

2:00 PM Eastern Time

Free

Register Here

GM+View allows you to view a contact’s website, driving directions, and more right from their record in GoldMine.

10:00 AM Central Time

$50

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45 minute training on GoldMine’s KnowledgeBase,also known as the InfoCenter. This is a great tool which is often under-utilized. The KnowledgeBase can be used to store documentation on use of your customized GoldMine, on company policy, on your product line, press releases, etc. It can be used in conjunction with the Service Center in GoldMine Premium to search for problem resolutions.

Work more effectively as an organization through better document management procedures

There are numerous features that GoldMine Premium offers to help you work more effectively with documents and other information. Some are apparent and others are much less obvious. What’s more, it’s one thing to know about a feature and another to apply it, let alone find creative uses for it. This webinar is intended to help you both learn and better apply GoldMine’s document management capabilities.

• You’ll discover new ways to store, share, and access various file types (e.g. Word, Excel, PDF, Images, etc.)
• See and discover tricks that you would not find in manuals
• Incorporate what you learn to immediately start working more effectively with the methods covered in this web-based training event.

This event will pay for itself as you and your oganization become more productive by applying the practical and easy-to-use ideas covered.

2:00 PM Eastern Time

$50

Register Here