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COURSE TITLE:
GoldMine Training UK
LEVEL:
Introduction : Intermediate : Advanced
COURSE LENGTH:
1 day
COURSE PRICES:
*All prices quoted exclude VAT
COURSE OVERVIEW:
GoldMine is a great productivity management tool for sales teams that tracks time, relationships and sales. With a superb synchronisation capability it is ideal for sharing data inside organisations with global infrastructures. GoldMine's powerful Customer Relationship Management functionality allows you to create, email or print mail shots to select groups of clients or candidates instantly using easy to define templates. Benefits from GoldMine's CRM system includes: customer retention and improved customer service. |
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The course outlines below set out the full range of topics you can choose to cover during your on-site training course, and you can build your course around your exact training requirements, or any specific projects you or your staff are working on at present.
You will find that this approach makes our courses the most effective and productive use of your training budget available today. |
Introduction Level
Introduction to GoldMine
Overview of Layout
Overview of 9 Main Data Tabs
Managing & Creating Contact Records
Including: Pick Lists, Adding Data to Tabs
Indexed / Quick Searches for
Contacts & Companies
Managing Activities:
Scheduling & Completing Activities
Including:
Scheduling to Other Users
RSVP
Activity Codes
Using the GoldMine Calendar
Including:
Option to View Multiple Diaries
Display Historical Appointments
Other Preferences
The Activity List
- the most useful area for managing
activities within GoldMine
GoldMine Email
Sending Pre-defined Letters to Contacts
The InfoCentre
Introduction to the Organisation Tree
Personal Rolodex
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Advanced Level
Revision of Introduction Course
Assigning E-mail & Mail Merge Codes
Analysis Features
Activity Management
Building Subsets of Data
(Filters/Groups)
GoldMine E-mail Templates
Creating E-mails
Using E-mail Templates within GoldMine
Linking and Filing E-mails Against Contacts
Integration with Outlook
Document Templates
Creating Word Templates from within GoldMine
Using Word Templates to Create Standard
Letters and Mail-shots from GoldMine
Literature Fulfilment Centre
Managing the Printing of Mail-shots
Working with the Opportunity Manager
Management of More Complex Sales
Involving Multiple Contacts / Team Members
Working with the Organisation Tree
Linking Contacts in an Organisational Structure
Using the Pre-Created GoldMine Reports
Including: Label Printing
Introduction to Filters and Groups
Including:
Basic Examples
Understanding & Building Subsets of Data for Marketing / Analysis / Administrative Tasks
Setting Preferences
Record Alerts
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Systems Administrator Level
File & Record Structure
Installing GoldMine to Networked PCs
The Borland Database Engine
Installing the Link to MS Word
Creating and Administrating Users and Configuring Groups
Including Security Options
Setting Preferences
Configuring Toolbar Settings
Creating Macros
Maintaining Lookup Tables
(Pick Lists)
Changing Field Labels
Creating New User-defined Screens & Fields within GoldMine
e.g. Accounts or Marketing fields
Importing Data e.g. Prospects, etc.
Exporting Data
Defining Details
GoldMine Email Rules
Server Agents
Importing / Exporting Data
Data Manipulation Tools
Globally Updating Records
i.e. changing account manager etc.
Managing Contact Records
Finding and Merging Duplicate Records
Deleting Records
Territory Realignment
i.e. transferring activities from one user to another
Maintaining GoldMine
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"I would just like to say how pleased we were with the way in which ABC Dee Training handled our training requirements....." Vicky Farrow, Kent Fire & Rescue
"My experience with this company has been a positive one and
I would happily recommend ABC Dee Training to others."
Anna Faithfull, London Film
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