GoldMine Training Webinars and Workshops

We are determined to add value to all customers under annual support – every month we will offer a webinar of your choice from the list below, at no additional charge.

These webinars are held exclusively for you, at your convenience, addressing your specific needs.

We have included useful topics and are happy to accommodate any other objectives you may wish to achieve.

List of Topics:

TOPIC

Details

Email Marketing

Email Campaigns are the most effective and inexpensive way to distribute information, offer promotions and send personalised greetings. Learn how this can be done directly in GoldMine by importing HTML Code, creating a target list and using SMTP Servers purpose-built for mass mailing

Social Media

With GoldMine 9.2 integrating Social Business, learn how to leverage LinkedIn, Facebook, Twitter and Google to gain insight about the Companies and Contacts you deal with

Management Information

KPIs, Dashboards and Reports – with all the data you have, find out how best to analyse and measure what’s important for your business

Data Cleaning

Best Practices to maintain quality control on data entry as well as the de-duplication tools and clean-up options available

Outlook Integration

Learn how to integrate GoldMine with Outlook, so you can link important emails to the History Tab and control what Contacts and Activities you sync

Lead Generation

Tracking leads from Contact through to Contract – understand the process, recognize the important fields, maximise your resources and measure the effectiveness of each marketing initiative

Document Management

Learn to create templates in WORD and EXCEL for sending out letters, quotes and  literature quickly and professionally, all from within GoldMine with each document linked to the Company/Contact Record

Service Tracking

Using GoldMine’s Case Management, create an automated Help Desk for internal users or customers so you get a complete view of Sales & Support

Web Enabling

If you are paying ridiculous amounts of money to make GoldMine available remotely, then this is one webinar you don’t want to miss. Learn how to web enable GoldMine (or any application) for internet access from anywhere, through a secure and encrypted gateway

Knowledge Base

Create Books, Folders and Pages of important information that need to be shared – this could be price lists, rate cards, induction manuals, procedures and more….create them once and share

Advanced Integration & Automation

Want to integrate with Finance? Or perhaps a Quotation Management tool? Or perhaps with your website to bring in leads? Check out the options available plus learn to set up automated processes for repetitive tasks

Tips & Tricks

Allow us to keep this one under wraps with a promise that you’ll be pleased as its packed with really useful stuff