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A Day-in-the-Life of a GoldMine User

Looking for a fresh perspective, new ideas, and a renewed enthusiasm for your use of GoldMine?

Sometimes, in order to start with a fresh perspective, you need to see the "big picture." Even firms that have used GoldMine for years may have never really used it like they knew they should or could.

The Day-in-the-Life of a GoldMine User webinar is a great way to begin! The webinar session is an experience that can help you launch or re-launch your GoldMine initiative and achieve greater return on your investment. It's a low-cost and low-risk way to get started on making better use of GoldMine Premium Edition.

In this session First Direct Corp. President, Bob Ritter, will take you through a "day in the life" of how he uses GoldMine. See how Bob and his firm works more efficiently and effectively by leveraging GoldMine's features and related add-on solutions. This training does not drill down into the details or technical aspects of any individual GoldMine feature, but rather provides a "big picture perspective" so you can see the potential of GoldMine.

Because Mr. Ritter wears many hats (salesperson, marketer, manager, owner, and customer service representative), there is something in this session for everyone. Best of all, you get to see how a "power-user" really uses GoldMine a "day in their life!"

Agenda Topics - 90 Minutes:

1. Starting My Day Outside the Office (Mobile Access)
2. Walk-in > Login-in Getting to Work
   1. Prioritizing My Day
      1. My Calendar
      2. My Email Center
      3. My Activities List
   2. Working the Phone and Email to Get My Job Done
      1. Tips & Tricks - Queued Email, Dialing off Toolbar, Taskbar, Search Center
      2. Tools - Automation, Document Center, Knowledge Base, etc.
      3. Use Chat In-House
3. How Anticipation and Being Proactive Gives Me an Edge
   1. Use of Templates
   2. Queueing Emails
   3. Automation
4. Teamwork
   1. Delegation
   2. Coordination
   3. Expectations
5. Managing Others
   1. Viewing and Measuring- Activities, Statistics, Analysis
   2. Using Queries - for workflow and answering management's questions
   3. How Fields, Details, and Auto-fills factor in
   4. Pipelines, Projects, Cases
6. Discussion regarding future potential
   1. Marketing
   2. Reporting
   3. Automation
   4. Etc.

There's no limit on the number of Attendees, the whole office is welcome!

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