GoldMine is an easy to use, affordable tool to improve your sales & marketing productivity.  Come and join us for a live interactive on line presentation to see how GoldMine can:

- Help you track and follow up sales leads
- Manage your daily sales activities and appointments
- Track quotes and sales opportunities
- Track what you’ve sold or supplied to a customer
- Create targeted e-mail marketing campaigns
- Track customer support and service activity

To see the presentation, you’ll need access to the Internet and a phone (we will give you a UK number) to get the audio part of the presentation.  You’ll also be able to ask questions and provide feedback.

10:00 AM GMT

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Import/Export contact information using a variety of tools including spreadsheets, csv files, and more.

10:00 AM Central Time

$50

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Your business already owns an extremely powerful tool in GoldMine software to help you “work the phones” more productively and effectively. Yet, most businesses that own GoldMine HAVE NOT harnessed its capabilities and applied them in a focused and systematic way. Here’s a webinar for you to attend so your organization can get started with “working the phones” more productively.

First Direct Corp. hasn’t just been selling and supporting GoldMine for over a decade, we’ve used GoldMine to win more sales awards than any other Solutions Partner.  We want to “pull back the curtain” and show you how we’ve been using GoldMine as a “call center tool” so you can too!

We’ve planned a valuable 2 hour online workshop to introduce the idea of setting up a Micro Call Center with 1-3 telemarketers using your GoldMine system.

The goal of this webinar is to help you:

• Increase “face time” between your sales force and prospects/customers
• Reactivate business with former or inactive customers
• Improve the quality of your database for better marketing focus and reach
• Ensure leads and prospects don’t fall through the cracks
• Lower the cost of sales
• Optimize the value of your database

2:00 PM Eastern Time

$75

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Suggested Audience:
New users to GoldMine, general users looking to improve their use of GoldMine

11:00 AM Eastern Time

$100

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During this fast paced product demonstration we will demonstrate the rich feature set of GoldMine Premium Edition version 9.02.

If you are considering a new customer relationship management tool or an upgrade from a previous version, you will learn how GoldMine is the most cost effective and feature rich application on the market today.

This is a live presentation and you will be able to interact with the presenter to ask questions about the product.

11:00 AM Eastern Time

Free

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Tapping this Powerful Workflow Tool Inside GoldMine

There is a lot of mystery and misunderstanding surrounding GoldMine Record Typing.  Record Typing enables you to design custom screen views which dynamically change as you change the classification of the record.  For example, a “Prospect” can look different than a “Vendor” and so on.

Record Typing can assist with workflow and will make your users’ experience more intuitive, which results in improved data capture and ultimately leads to better reporting and marketing.

In this webinar I will clear up confusion and help you to appreciate the applications and benefits of this useful database design feature.

Topics Presented:

• What is Record Typing
• How can it help organizations and their GoldMine users
• See an example of Record Typing
• The basics of setting up Record Types

2:00 PM Eastern Time

$50

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Show only the field 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.

10:00 AM Central Time

$50

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Description:

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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Why are you duplicating efforts and data from GoldMine in Excel for managing your pipeline and projects? GoldMine Opportunity & Project Management functions may offer you a better way!

This training class will introduce GoldMine users to the features and benefits of GoldMine’s Opportunity & Project Management capabilities. Learn how to maintain your pipeline and tracking your projects in more powerful ways. Access and share the information on opportunities and projects to work more effectively as a team, as well as to be able to better analyze your organization’s performance.

We’ll cover:

• Applications for Opportunity & Project Management
• How to configure the windows and templates
• Ways to work more efficiently with the information
• Converting Opportunities to “won” deals and projects

2:00 PM Eastern Time

$50

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Filters and Groups

Description:

The third GM 101 session will include search methods in GoldMine including the Contact Search Center, creating filters and groups, tagging records, applying filters and groups to reports or Word merge templates.

Suggested Audience:

New users to GoldMine, general users looking to learn how to create filters and groups.

11:00 AM Eastern Time

$100

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During this fast paced product demonstration we will demonstrate the rich feature set of GoldMine Premium Edition version 9.02.

If you are considering a new customer relationship management tool or an upgrade from a previous version, you will learn how GoldMine is the most cost effective and feature rich application on the market today.

This is a live presentation and you will be able to interact with the presenter to ask questions about the product.

11:00 AM Eastern Time

Free

Register Here

Need to access your GoldMine system from your smartphone, tablet or any other mobile device?  There are plenty of options available.  Join us for this 30 minute webinar and we’ll show you all the choices currently available.  Products to be covered here will include GoldMine Mobile, wMobile, CompanionLink, Outlook synchronization and Remote Desktop Services.

Free to Clients and Invited Guests.

11:00 AM Eastern Time

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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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A long established and respected application, Quote Werks performs advanced quoting capabilities and integrates with QuickBooks, GoldMine, Microsoft CRM, ACT and other popular business software applications. Join us for this 30 minute review of the capabilities of this powerful tool.

Free to Clients and Invited Guests.

3:00 PM Eastern Time

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Generating Letters and Labels

Description:

The 4th GM 101 session will include how to generate a letter for a single contact using a template, how to generate letters for a filter or group, how to create your own templates, GoldMine label reports, and using Word Mail Merge to print labels.

Suggested Audience:

New users to GoldMine, general users looking to learn how to use and create Word merge forms to print letters from GoldMine.

11:00 AM Eastern Time

$100

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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 PM Eastern Time

$50

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GoldMine and Your Current Phone System

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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Using GoldMine Email

Description:
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.

Suggested Audience:
New users to GoldMine, general users looking to learn how to use and create email merge forms.

11:00 AM Eastern Time

$100

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Use your Apple iPhone and iPad to get instant access to your latest customer information. This webinar will show you how to provide your mobile workforce with critical, real-time CRM information with an easy to use and simple to deploy smartphone application.

Learn how to:

• Work more efficiently by managing your calendar on the go
• Streamline communications with contacts via up-to-date information at your fingertips
• Produce real-time forecasting information
• Ensure you never miss a sales activity or customer service engagement

11:00 AM Pacific Time

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Time Management Tips & Tricks

CRM software should let you get more done in less time.  And, get the important stuff done.   That’s a not just a vision – it’s a reality.  A GoldMine user can do more with GoldMine than without – by far!!   But like any “tool,” you need to know how to use it.   If you want to work like a pro – learn from a pro.
Your trainer for this event is a GoldMine power-user who started using GoldMine before MS Windows was even available.  That’s right, the DOS days.  So he’s old!  But this “old guy” is here to tell you he can kick any youngster’s butt when it comes to business productivity because he knows every trick in the book when it comes to managing his time and getting more done with GoldMine.

See how to Get It Done with GoldMine:

• Setting your GoldMine Preferences up the right way
• Using Auto-fill and drop downs for speed entry
• Prioritizing your workload with filters, queries, and sorting
• Increase productivity with shortcuts and quick-tasks
• Automating follow-up
• Delegating and leveraging other staff
• Doing your day in a more systematic way with GoldMine
• Learn why I stay in GoldMine for Email and Calendar

This class is designed for people with a heavy workload who know they have to work smarter to survive!  It’s also great for anyone on commission who wants to increase their numbers and their income.   Take an hour to learn how you can save hundreds of hours – attend this webinar.

2:00 PM Eastern Time

$50

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Free to Clients and Invited Guests

This series enables clients and specially invited guests to see and hear, “on line”, a live demonstration, by Gene Marks, of topics discussed in our monthly GoldMine newsletters.

This Month’s Topics:

• Using dBase Expressions In Picklists
• Carrying Over Completion
• Securing Picklists
• Relinking A History Item To A Different Contact
• Setting Up Spell Check for Outgoing  Mail
• Display Two Contacts Simultaneously

9:30 AM Eastern Time

Free

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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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Orientation for new users on GoldMine PREMIUM EDITION

Description:
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.

Suggested Audience:
New users to GoldMine Premium Edition.

3:00 PM Eastern Time

$100

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

See how you can use QuoteWerks with GoldMine Premium Edition to 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

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Description:
45 minute training session on the Relationship tab in GoldMine Premium Edition. These relationships were formerly presented as Org charts in GoldMine Standard and Corporate. Topics will include creating and editing relationships, creating chart levels, working with org charts and account roll-up.

Suggested Audience:
General Users, Database Administrators in GoldMine PREMIUM EDITION. If you are using GoldMine 6.x or 7.x, please register for the webinar on Creating Org Charts in GoldMine 6 and 7 instead.

11:00 AM Eastern Time

$50

Register Here