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Automated Processes Workshop

How to Build GoldMine Automated Processes

  • Gain a competitive advantage
  • Increase sales and marketing productivity
  • Be more responsive to leads from the web, trade shows
  • Stay in-touch with accounts to maintain loyalty
  • Cross sell to existing accounts

The possibilities with Automated Processes are tremendous!

Join Bob Ritter, President of First Direct Corp., for a live interactive workshop (2 sessions – 2 hours each). Both sessions are web-based for the visual portion with a two-way conference call for the audio portion -- so you can participate from your own computer. 

We will create five actual GoldMine Automated Processes (AP’s) based on real-life scenarios during this workshop.  See step-by-step “how to do it” with explanations each step along the way.  This is a great way to prepare yourself for doing your own in-house Automated Processes.  A small class (maximum of 10 participants) will allow plenty of opportunities for Q&A.  (Questions are encouraged!)

Bob Ritter, past "GoldMine Trainer of the Year", has been called a “Marketing Machine.”  He has taught Direct Marketing to advertising majors at Marist College for nearly 10 years and has written numerous articles related to this subject.  He built his business into the #1 dealer of GoldMine and QuoteWerks software in the USA and Canada, and leading reseller for many other products as well, by making strong use of the proven marketing principles.  See how you can put these to use in this GoldMine Automated Processes Workshop!

Requirements:

  • Must be an experienced GoldMine User running GoldMine 6.x or higher
  • Must be familiar with GoldMine email & letter templates and filters
  • Must be familiar with general sales and marketing concepts and procedures
  • Prior experience with GoldMine Automated Processes is NOT required  
Session 1 Date: Wednesday March 21, 2012
Session 2 Date: Thursday March 22, 2012
Times: 2:00 PM - 4:00 PM EST (2 hours each)
Location: Online Webinar
Pricing: $190 for your first attendee
$25 for each additional attendee

 

Attendee Testimonial:

Thank you very much for including us. Your presentation on GoldMine Automated Processes is very clear and easy to understand. This will definitely help to renew our committment to Goldmine going forward and I'm sure we'll need your expertise as we progress.

Diana Stanis
Family Wealth and Pension Mgmt

"Thank you very much for all of the information that you provided in the
webinar on "Case Management" and "Automated processes". It has given me a lot of food for thought as to how we will implement these into our daily routine.

You were very helpful and clear in your instructions but I have no doubt we
will be in contact as we start to work with these. I will be looking into additional classes for other aspects of Goldmine in 2012."

Carol Wagner
General Manager
Millennium Industrial Tire

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