GoldMine Training, CRM Consulting CRM Training: GoldMine Consulting and Training

GoldMine Training

Course Descriptions

101 - End User Basics
102 - End User Intermediate
Admin - GoldMine Admin
eMarketing with GoldMine,
(A New, 5-Module Series)

We Also Provide Customized Training For Several GoldMine Specialty Topics

GoldMine Training is offered through our parent company,
Core Solutions.

Click here to view Core's
GoldMine Training Calendar.

101 - End User Basics
(includes "A Day in the Life of a GoldMiner 101" guide in pdf format)

Overview of GoldMine main screen
Entering new clients and prospects
Updating records
Locating records
The Tabs

Scheduling Activities
Calendar activities
Completing activities
Sales Forecasting
Intro to using GoldMine for E-mail

102 - End User Intermediate
(includes "A Day in the Life of a GoldMiner 102" guide in pdf format)

Activity Lists
Basic Filters
Tagging records
Creating and utilizing Groups
Document Management Center
Linking WORD to GoldMine

Creating template documents in WORD
Performing advanced Mail Merge functions
E-Mail
Introduction to GoldMine's Info Center
Reports Overview

Admin - GoldMine Administrator

GoldMine database structure
Setting Passwords
Keeping all records in sync
Housekeeping (handling unneeded records)
Global Replace Wizard
Territory Realignment
Record Ownership
SQL Queries

User Defined Fields & Views
Security Considerations
Assuring data integrity (Pack & Rebuild, Merge/Purge)
Setting up new users (Users file, Users group)
License Manager
Systems Logs Overview
Importing and Exporting records

eMktg - eMarketing with GoldMine:
A 5-Module Series -- scheduled by Client request
(each 2-hour module includes its own "A Day in the Life of a GoldMine eMarketeer" guide in pdf format)

Module1: Optimizing GoldMine for eMarketing

Optimizing Key Fields
Adding User Defined Fields
Optimizing Lookup Lists
Implementing E-mail Merge Codes
Adding the User Named MARKET

Module2: Designing HTML E-mail Templates
This module requires HTML editing software, eg. Dreamweaver or FrontPage

Designing the E-mail
Creating the HTML
Managing Graphics
Playing by the Rules of Responsible eMarketing
Creating the GoldMine E-mail Template from the HTML

Module3: Performing the E-Mail Merge

Selecting Recipients
Setting the Proper History Options
Processing the Returns

Module4: Creating a WebImport Form

Designing Your Web Form
Creating the Webimport Form
Creating the Script to Process the Form
Setting Up an E-mail Account
Testing the Form

Module5: Defining E-mail Rules and Automated Processes (APs)

Setting Up and Testing E-Mail Rules
Setting Up and Testing APs
Using Server Agents to Process APs

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