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Home >> Sharpen Your GoldMine Knowledge
We provide these Online Training & Events as a service to you!
Learn practical information from an expert that will help you stay up-to-date on the latest trends and best practices.
- Basic End-User GoldMine Training
- Advanced End-User GoldMine Training
- Administrating GOldMine - Essentials to More Advanced
- Special Request/Topic Specific GoldMine Training
We can go on site in some locations! Otherwise, we can train you over the Internet in a live, interactive instructor-led class.
Request a training class
We also offer the following training products/solutions
Help your salespeople to be more successful by using the features in GoldMine software – taught by a veteran with 10 years experience. Take your sales effectiveness and productivity to the next level by applying proven GoldMine tips & tricks of the trade!
Discover better ways to manage your day-to-day sales routine with GoldMine software while giving management the ability to extract the data/metrics they require. This is a great GoldMine training class to send your salespeople to! Managers can learn a few techniques as well.
Date: |
Wednesday Mar. 10, 2010
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Time: |
2:00 - 3:00 PM EST (USA & Canada) |
Location: |
Webinar (Audio and Visual Web Conference)
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$50.00/Attendee |
| Bundle Offer: |
Click here to save 50% |
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There are numerous features that GoldMine Premium offers to help you work more effectively with documents and other information. Some are apparent and others are much less obvious. What's more, it's one thing to know about a feature and another to apply it, let alone find creative uses for it. This webinar is intended to help you both learn and better apply GoldMine's document management capabilities.
- You'll discover new ways to store, share, and access various file types (e.g. Word, Excel, PDF, Images, etc.)
- See and discover tricks that you would not find in manuals
- Incorporate what you learn to immediately start working more effectively with the methods covered in this web-based training event.
This event will pay for itself as you and your oganization become more productive by applying the practical and easy-to-use ideas covered.
Date: |
Friday, March 12, 2010
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Time: |
2:00 PM - 3:00 PM EST (USA & Canada) |
Location: |
Webinar (Audio and Visual Web Conference)
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Cost: |
$50/Attendee |
| Bundle Offer: |
Click here to save 50% |
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 Whether you own GoldMine Premium CRM or are considering it – see why we’re excited about the soon to be released updated version of GoldMine Premium Edition.
GoldMine Premium Edition has been a hit since it was introduced approx. two years ago! Premium Edition is the most successful product launch ever for FrontRange Solutions. With its new powerful dashboards, superior Outlook integration, Windows 7 and 64 Bit support, and much more GoldMine Premium 9.x can serve organizations’ CRM needs better than ever.
We’d like to give you a sneak peak at GoldMine Premium 9x. Join us for a 45 minute webinar and see why it is the best overall CRM value on the market.
NOTE: GoldMine Premium 9.x is anticipated for release in April 2010. GoldMine customers on earlier versions of GoldMine Premium with current software maintenance are entitled to the software update for free!
| Date: |
Wednesday March 17, 2010 |
| Time: |
2:00 - 2:45 PM EST (USA & Canada) |
Location: |
Webinar (Audio and Visual Web Conference)
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FREE |
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Join this great "beginner" course for those who want to start using GoldMine as their Email Client. It's also an excellent way for a firm's management and IT staff to learn enough about GoldMine's email client to decide the value of implementing it.
Some users swear by it while others swear at it! Either way, there's no denying that GoldMine Email has some notable “pros & cons.” We will give you some objective explanation and show you the basics.
| Date: |
Friday March 19, 2010 |
| Time: |
2:00 - 3:30 PM EST (USA & Canada) |
Location: |
Webinar (Audio and Visual Web Conference)
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$50.00/Attendee |
| Bundle Offer: |
Click here to save 50% |
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Included with every GoldMine purchase, yet greatly underutilized, Crystal Reports picks up where GoldMine Reporting leaves off.
Building Crystal Reports is challenging for those without the necessary knowledge, however with that knowledge and experience you can provide your organization with information that can dramatically increase your sales, marketing, and management effectiveness!
This webinar will highlight the powerful advantages of Crystal Reports and introduce you to the outstanding features that have made it the report writer of choice for so many organizations and software products. Crystal Reports, which comes with the GoldMine Corporate and Premium Editions, provides you various means for analyzing and viewing your GoldMine data.
Date: |
Tuesday March 23, 2010
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Time: |
2:00 PM - 4:00 PM EST (USA & Canada) |
Location: |
Webinar (Audio and Visual Web Conference)
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| Early Bird Price: |
$125.00/Attendee if registered before 3/9/2010 |
Cost: |
$150.00/Attendee |
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wMobile provides fully functional GoldMine with integrated email and graphical calendars on your phone. You will be able to:
- Review any client information
- Check your and your teams calendars
- Access any document linked to GoldMine
- Check email and link it to GoldMine
- Update sales opportunities
- View dashboard of company GoldMine activity
Experience how you can be productive with GoldMine on your mobile phone with complete integration of mobile email to your GoldMine application.
Date: |
Wednesday March 24, 2010
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Time: |
3:00 PM - 4:00 PM EST (USA & Canada) |
Location: |
Webinar (Audio and Visual Web Conference)
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Cost: |
FREE |
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Windows® 7 is here! GoldMine Premium does not "officially" support Windows® 7! What does this mean to you? Attend this FREE webinar to find out. This is "geek talk" but it will also offer some practical insights for those who are buying new workstations/laptops and would really like to start running Windows® 7 now.
- Windows® 7 Highlights - what are some of the great new features
- Can GoldMine Premium and Windows® 7 work together - we have some good news
- What about Merge Templates and "Linked" documents - can you keep working?
* Everyone who registers will recieve a FREE Windows® 7 Resource Kit.
Attend this FREE Webinar and find out what all the excitement is about Windows® 7 and why GoldMine Premium users don't have to miss the party!
Date: |
Wednesday March 24, 2010
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Time: |
2:00 PM - 2:45 PM EST (USA & Canada) |
Location: |
Webinar (Audio and Visual Web Conference)
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Cost: |
FREE |
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Better understand a whole new set of capabilities for tracking and managing customer support related issues with Case Management. This new, long- awaited feature brings one of the most significant enhancements to the GoldMine product ever. Let us take you through the “ins & outs” of the functionality that Case Management offers. This class is ideal for new GoldMine Premium Edition owners, as well as GoldMine Corporate Edition users who are considering an upgrade.
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Friday March 26, 2010
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2:00 PM - 4:00 PM EST (USA & Canada) |
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Webinar (Audio and Visual Web Conference)
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$75.00/Attendee |
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Wouldn't it be nice if you could automatically be notified in GoldMine when someone clicked on a link in your email? Well now you can, plus much more with IntelliClick.
Take your e-mail marketing campaigns to new levels. Leverage the benefits of using your CRM system to send personalized email campaigns that track instantly back to your own database. IntelliClick® eTrack hyperlinks track, report and alert your staff, enabling your organization to kick start its sales process from each email campaign.
| Date: |
Monday March 29, 2010 |
| Time: |
2:00 - 3:00 PM EST (USA & Canada) |
Location: |
Webinar (Audio and Visual Web Conference)
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FREE |
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Why are you duplicating efforts and data from GoldMine in Excel for managing your pipeline and projects? GoldMine Opportunity & Project Management functions may offer you a better way!
This training class will introduce GoldMine users to the features and benefits of GoldMine's Opportunity & Project Management capabilities. Learn how to maintain your pipeline and tracking your projects in more powerful ways. Access and share the information on opportunities and projects to work more effectively as a team, as well as to be able to better analyze your organization's performance.
We'll cover:
- Applications for Opportunity & Project Management
- How to configure the windows and templates
- Ways to work more efficiently with the information
- Converting Opportunities to "won" deals and projects
| Attendee Testimonial: |
My hat's off to you, Bob! I took your advice and after the class on "Opportunity & Project Management" and built a simple Opportunity. Wow, this tool is great! Finally, I know how to gather all the facets of a project into one cohesive location. I had been inundated with sticky notes and notes on manilla pads. Now I have the tool that lets me visualize all my projects instead of having them in my head. I am holding the reigns, managing them. I feel like I am in control instead of always scrambling... Finally, I can see daylight again!
Curtis Engelman
Communications
Tri-County Communications, Inc. |
Prerequisite: Basic GoldMine end-user abilities (editing records, scheduling activities, etc.) We will be showing this feature on a GoldMine Premium Edition System. However, nearly all the features we'll be training on apply to GoldMine Corporate and Standard Edition users.
Note: Configuration topics should be handled by your GoldMine Administrator or Solutions Partner.
Date: |
Wednesday Mar 31, 2010
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Time: |
2:00 - 3:30 PM EST (USA & Canada) |
Location: |
Webinar (Audio and Visual Web Conference)
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Cost: |
$50.00/person |
| Bundle Offer: |
Click here to save 50% |
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 Whether you're cold calling, introducing yourself to new leads and referrals, following up on active prospects and customers, or fielding incoming inquiries, a large ratio of sales activity takes place on the phone, and when you're on the phone you should be on the record.
For my organization, and others, the use of the phones is a big enough factor that we believe it warrants having tight integration between your phone system and your GoldMine database.
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Friday April 02, 2010
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2:00 PM - 3:00 PM EST (USA & Canada) |
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Webinar (Audio and Visual Web Conference)
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FREE |
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See how salespeople, and others, can operate much more productively with two features in GoldMine – the Toolbar and Templates. Learn the uses and benefits of these features, and how to implement them.
Properly applying these capabilities will help you to:
- Be more responsive to prospects and customers
- Fulfill tasks and information requests far more consistently and accurately
- Reduce training time
- Complete repetitive tasks in less time
Date: |
Monday, April 05, 2010
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Time: |
2:00 PM - 3:00 PM EST (USA & Canada) |
Location: |
Webinar (Audio and Visual Web Conference)
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$50.00/Attendee |
| Bundle Offer: |
Click here to save 50% |
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The Legends of Sales. You see them consistently in the presidents club. They come from many different sales disciplines and yet, they yield a common weapon; Influence.
In this webinar, you will learn the prerequisites to applying influence to further your sales efforts as well as:
- What is Sphere of Influence, it's origin and history?
- How to get 3x or even 9x the results from your phone calls.
- What constitutes influence and what are influence points?
- What are the new venues of contact information that will get you to yes faster?
- How to send impactful emails that get read
- How to get return calls from your voicemails…really
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Tuesday April 6, 2010
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2:00 - 3:00 PM EST (USA & Canada) |
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Webinar (Audio and Visual Web Conference)
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FREE |
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- 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!)
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.
Dates: |
Session 1: Wednesday, April 07, 2010
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Session 2: Thursday, April 08, 2010 |
Times: |
2:00 PM - 4:00 PM EST (2 hours each) |
Location: |
Webinar (Audio and Visual Web Conference)
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Reg. Cost: |
$275.00/Attendee
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| Special Offer: |
$190.00/Attendee |
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 Included with every GoldMine Corporate and Premium Edition purchase, yet greatly underutilized, are two tools - Microsoft SQL Queries and SQL Server Reporting Services.
This webinar will highlight the powerful advantages of these tools and demonstrate how to dramatically increase your sales, marketing, and management effectiveness!
Let us introduce you to the outstanding features they have to offer.
Date: |
Monday April 12, 2010
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Times: |
2:00 PM - 3:30 PM EST (USA & Canada) |
Location: |
Webinar (Audio and Visual Web Conference)
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$50.00/Attendee |
Bundle Offer: |
Click here to save 50% |
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Learn the skills essential for more effective target marketing, reporting and analysis. Join this intermediate / advanced overview of the more advanced capabilities for GoldMine Filters, Groups, and Queries.
(This class is especially relevant to Marketing and Sales Directors, as well as GoldMine Administrators.)
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Wednesday April 14, 2010
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2:00 PM - 3:30 PM EST (USA & Canada) |
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Webinar (Audio and Visual Web Conference)
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$50.00/Attendee |
Bundle Offer: |
Click here to save 50% |
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 This webinar presentation is targeted to firms that use GoldMine, or are considering it, and have QuickBooks accounting software. See how First Direct has addressed your needs in a practical way. Discover the benefits of integration QuickBooks and GoldMine.
We'll cover:
- The benefits of integrating accounting with CRM
- The issues with integrating and how we've overcome them for you
- The feature benefits:
- Creating and linking records in either system from the other
- Viewing QuickBooks invoice history from GoldMine
- Reporting & analysis possibilities
- Greater flexibility and speed we can provide with our approach
- Security and licensing concerns
Note: Our solution requires you to be running GoldMine Corporate or Premium Edition.
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Friday April 23, 2010
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3:00 PM - 4:00 PM EST (USA & Canada) |
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Webinar (Audio and Visual Web Conference)
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FREE |
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There is a lot of mystery and misunderstanding surrounding GoldMine Record Typing. Record Typing enables you to design custom screen views which dynamically change as you change the classification of the record. For example, a “Prospect” can look different than a “Vendor” and so on.
Record Typing can assist with workflow and will make your users’ experience more intuitive, which results in improved data capture and ultimately leads to better reporting and marketing.
In this webinar I will clear up confusion and help you to appreciate the applications and benefits of this useful database design feature.
Topics Presented:
- What is Record Typing
- How can it help organizations and their GoldMine users
- See an example of Record Typing
- The basics of setting up Record Types
Date: |
Wednesday May 12, 2010
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Time: |
2:00 PM - 3:00 PM EST (USA & Canada) |
Location: |
Webinar (Audio and Visual Web Conference)
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$50.00/Attendee |
Bundle Offer: |
Click here to save 50% |
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Get a clear understanding of the features and uses of GoldMine’s Organization Chart. The Organization Chart has its “pros & cons.” However, it is often under-used because people are confused by it, and/or fail to appreciate its value.
Let us show you how to use the Organization Chart and explain ways to apply it to your business processes.
Date: |
Friday May 28, 2010
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Time: |
2:00 PM - 3:00 PM EST (USA & Canada) |
Location: |
Webinar (Audio and Visual Web Conference)
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Cost: |
$50/Attendee |
| Bundle Offer: |
Click here to save 50% |
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Do you have a webinar topic you’d like to suggest, or a product you’d like to see demonstrated, or even a support need you wish First Direct to follow-up? Let us know!
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