Train the User - Goldmine Introduction Training

• Layout of Goldmine and Navigation: The Goldmine Screen, Toolbars and Icons, Opening and navigating the database, Tabs in detail
• Adding Records: Creating and entering New Contact Records, Adding and editing lookup menus, Duplicate Records, Deleting Records, Updating Records, Locating Records
• Searching for Contacts and Finding Information: Viewing The Contact List, Finding Contacts, Finding Alternate Contacts, Query Search Options, Tagging Records
• Introduction to Filters: Creating and Using Filters, Saving Filters
• Calendar and Activity Management: Scheduling, Viewing and Modifying Activities, Completing Activities, Activity Lists and Calendar Outlines
• Correspondence: Writing Letters Using Existing Templates, Linking Existing Documentation to a Contact Records, Introduction to using Goldmine for Email
• Other Features: Information Centre, Personal Rolodex, Basic Reports, Sales Forecasting

Please contact us for more information. You can call 1 800 611-4343 or submit a web request.

Let QIEM consultants offer advice and support for Goldmine CRM. Learn more about Goldmine software, Goldmine 6, Goldmine 7, and Goldmine comparisons. Goldmine Enterprise Edition helps you with Customer Relationship Management, Marketing Automation, Sales Management, Customer Support activities. Goldmine helps you win and retain customers by helping you manage CRM complexity. Align sales, support and marketing activities. Enable consistent customer contact and interaction. Monitor activities, email contacts, sales leads, campaign effectiveness, and share customer information, while achieving a 360 degree view of the customer. Access a Goldmine of information that will launch your sales and customer service to a new level. Sales management support from Goldmine makes it easy to manage sales opportunities, including quote management, pricing, and help in optimizing sales forecasts. Analyze your business activities from top to bottom to identify new opportunities, share best practices, and achieve top sales results. For a complete CRM software solution with superior CRM Support, few products offer a better service than Goldmine.