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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.

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!"

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

Date & Time:	Request A Date & Time
Location:	Online Webinar
Cost:	$75.00 for your first attendee $25.00 for each additional attendee

GoldMine Filters, Groups, and SQL Queries

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.)

Topics to be covered:

• Filter Operators and Connectors
• Drilling Down Filters
• Using the dBase Tester
• Filtering with Expressions versus GM Filter Builder
• Lesser Known Group Building Options
• Other Areas Filters Can Be Used
• Overview of the GoldMine’s “Query Builder”

Date:	Wednesday February 8, 2012
Time:	2:00 PM - 3:30 PM EST (USA & Canada)
Location:	Online Webinar
Cost:	$50.00/Attendee
Bundle Offer:	Click here to save 50%

Telephony Integration

GoldMine and Your Phone System
What you don't know that you can do!

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.

Date:	Friday February 17, 2012
Time:	2:00 PM - 3:00 PM EST (USA & Canada)
Location:	Online Webinar
Cost:	FREE

Two Terrific Productivity Tools
GoldMine Toolbar and Templates
 
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.

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 

This is a great lesson for salespeople.  It is also very beneficial for those responsible for marketing and sales management. 

This presentation will include:

• Using the Taskbar
• Creating a Taskbar and a Taskbar Item
• Using an Email and Letter Template
• Creating a Template

Taught by a GoldMine power-user and salesperson with 10 years experience of using GoldMine to help him sell.  Take your sales effectiveness and productivity to the next level by applying proven GoldMine tips & tricks of the trade!

Prerequisite:  Using GoldMine for at least 60 days.  

Date:	Wednesday, February 22, 2012
Times:	2:00 PM - 3:00 PM EST (USA & Canada)
Location:	Webinar (Audio and Visual Web Conference)
WAS:	$50.00/Attendee
Bundle Offer:	Click here to save 50%

An Introduction to Microsoft SQL Queries and SQL Reporting Services

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.

This webinar will cover the following topics:

• Overview of SQL Queries
• Introduction to the SQL Query Tab in GoldMine
• Overview of MS SQL Reporting Services
• Viewing SQL Reports
• Automating Report Distribution

Interested in using SQL Queries the Reporting Services? 
This webinar is the first step – Register today!

Prerequisite:  General knowledge of GoldMine and the need for improving reporting within your organization.  Must have GoldMine Corporate or Premium Edition.

Date:	Monday February 27, 2012
Time:	2:00 PM - 3:30 PM EST (USA & Canada)
Location:	Online Webinar
Cost:	$50.00/Attendee
Bundle Offer:	Click here to save 50%

QuoteWerks and GoldMine

See a Better Way to Create and Manage Quotes and Your Sales Pipeline!

See how you can use QuoteWerks with GoldMine Premium Edition to streamline your quoting and proposal process. We will create a quote from start to finish highlighting how QuoteWerks integrates with GoldMine CRM throughout the sales process. 

See how fast and easy it is to build your Sales Pipeline at the same time you do quotes!

We will cover the following key points in this presentation:

• How to leverage your CRM database to build and access quotes
• Constructing a quote with a price book or ad hoc items
• Saving and accessing the original quote as well as future revisions
• Building your sales pipeline and follow-up at the time you do your quote
• Presenting your quote with a better appearance
• Associating literature and other documentation with your quote
• Q & A

Date:	Friday February 24, 2012
Time:	2:00 PM - 3:00 PM EST (USA & Canada)
Location:	Online Webinar
Cost:	FREE

Document Management Tricks with GoldMine

Work more effectively as an organization through better document management procedures

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:	Wednesday, February 29, 2012
Time:	2:00 PM - 3:00 PM EST (USA & Canada)
Location:	Online Webinar
Cost:	$50/Attendee
Bundle Offer:	Click here to save 50%

Do You Have What It Takes
To Be The GoldMine Administrator?

See what it takes to be a responsible GoldMine administrator.  This webinar is geared specifically for the individual(s) who call themselves the GoldMine administrator in firms that own GoldMine Premium Software.  If that’s you, here’s why you should attend.

This webinar is presented by a GoldMine expert with more than 15 years experience with how to properly administer GoldMine CRM software.   They’ve seen it all! 

Topics:

• The Role of the GoldMine Administrator and Traits for Success
• Essential responsibilities from a day-to-day standpoint as well as a periodic perspective
• What to watch out for and common mistakes
• Useful resources and skill-building recommendations
• You can’t do it alone – a discussion of other key roles in the success of a CRM system

Date:	Thursday March 01, 2012
Time:	2:00 PM - 3:00 PM EST (USA & Canada)
Location:	Webinar (Audio and Visual Web Conference)
Cost:	$50.00 per attendee

Managing Failure on the Road To Success

A fresh look at the value of CRM

CRM Software applications, especially, GoldMine Premium, can reveal problems and patterns that would often go undetected because organizations don’t know they are there. Omissions and completions in your database tell you what you need to know if you know where and how to look!

In this webinar GoldMine power-user and leading expert, Bob Ritter, will explain to you why your CRM system has more value than organizations are aware. He will guide you on a tour of relevant features and how any organization can start turning failure into success!

Objectives:

• Provide an enlightening perspective on a path to success
• Show you how CRM software can reveal useful knowledge
• Gain awareness of the tools you can use
• Offer ideas you can start to turn failure into success

Date:	Friday March 02, 2012
Time:	2:00 PM - 3:00 PM EST (USA & Canada)
Location:	Online Webinar
Cost:	$50 for first attendee, $25.00 for each additional
Bundle Offer:	Click here to save 50%

GoldMine Organization Chart/Relationship Tree

Get a clear understanding of the features and uses of GoldMine’s Organization Chart/Relationship Tree.

The Organization Chart/Relationship Tree has its “pros & cons”, however, it is often under-used because people are confused by it, and/or fail to appreciate its real value.

Let us show you how to use the GoldMine Organization Chart/Relationship Tree and explain ways you can apply it to your business processes.

Date:	Wednesday March 07, 2012
Time:	2:00 PM - 3:00 PM EST (USA & Canada)
Location:	Online Webinar
Cost:	$50/Attendee
Bundle Offer:	Click here to save 50%

Learn How to Use Case Management in the New GoldMine Premium Edition

This new, long awaited feature brings to GoldMine users a whole new set of capabilities for tracking and managing customer support related issues.  Case Management is one of the most significant enhancements to the GoldMine product ever. 

This web-based training session will take you through the “Ins & Outs” of the functionality that Case Management offers.  It’s ideal for new GoldMine Premium Edition owners, as well as GoldMine Corporate Edition users who are considering an upgrade. 

This GoldMine seminar will cover the following topics:

• What is Case Management and what are some its applications
• Navigating the various views of Cases from the Record, to the Service Center, to an Actual Case
• Configuration Options
• Creating Cases and Updating Cases

Attendees will come away with an appreciation of the value of Case Management along with a much clearer sense of how it may apply to their organization.  

Date:	Wednesday March 14, 2012
Time:	2:00 PM - 4:00 PM EST (USA & Canada)
Location:	Online Webinar
Cost:	$75.00/Attendee

GoldMine 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!)

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

Using the GoldMine Email Center

What You Need to Know!

 
This training class will explain the differences between using GoldMine for your Internet email versus Outlook with the link to GoldMine.   In addition, this class will include the actual features of the GoldMine Email Center and the Email Client.   There's no denying that GoldMine’s email features have both "pros and cons". In our opinion the “pros” far outweigh the “cons.”  For users who insist on Outlook Integration, we’ve got that too!  

This is a great "beginner" course for those who want to start using GoldMine as their Email Client once their preferences are set up.  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.

Date:	Wednesday March 28, 2011
Time:	2:00 - 3:30 PM EST (USA & Canada)
Location:	Online Webinar
Cost:	$50.00/Attendee
Bundle Offer:	Click here to save 50%

Crystal Reports and GoldMine

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.

This webinar will cover the following topics:

• Overview of Crystal’s Report Designer
• Connecting Crystal to the GoldMine database
• Walk through creating a Crystal Reports report
• Demonstrate more advanced features (Charts, Graphs, and Cross Tabs)
• Running Crystal Reports from GoldMine
  

Date:	Monday April 02, 2012
Time:	2:00 PM - 4:00 PM EST
Location:	Online Webinar
Cost:	$125.00 for your first attendee $25.00 for each additional attendee

GoldMine Record Typing

Tapping this Powerful Workflow Tool

 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 April 04, 2012
Time:	2:00 PM - 3:00 PM EST (USA & Canada)
Location:	Online Webinar
Cost:	$50.00/Attendee
Bundle Offer:	Click here to save 50%

Time to Work Smarter, Not Harder, with GoldMine Dashboards

Introducing a Powerful Management Tool

GoldMine Premium 9.x introduced Dashboards.  Dashboards are one of the most significant and valuable enhancements ever made to GoldMine!  

What can dashboards mean to you?

• A Better Basic for Decision Making – databases collect data, but it’s reporting that makes the information meaningful for decision making.  Rolling up information collected by your users via a dashboard provides decisions makers with real-time insights that are more objective. 
  
  
• Empowering Greater Workflow – A dashboard is a workflow tool that provides the big picture made possible with the graphical perspective they offer, but also has the drill-down capability that takes you directly to specific records and activities in your system that need attention.

Most organizations have not begun to leverage the potential of dashboards. Considering that the Dashboard tool is built into GoldMine Premium CRM, it’s easy for GoldMine Premium owners to achieve nearly an ROI with this technology.

So what's the hold up?

Drive your business further and faster with GoldMine dashboards. Attend this free event and see why Dashboards need to be in your immediate future.

BONUS: Receive a FREE GoldMine Dashboard just for attending!
You must attend this event to be eligible to receive this bonus!!

Date:	Wednesday April 11, 2012
Time:	2:00 PM - 3:00 PM EST (USA & Canada)
Location:	Online Webinar
Cost:	FREE

QuickBooks and GoldMine Integration

A New Way to Do What You've Always Wanted

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.

Date:	Wednesday April 18, 2012
Time:	3:00 PM - 4:00 PM EST (USA & Canada)
Location:	Online Webinar
Cost:	FREE

Work The Phones All Day Long

Your business already own's an extremely powerful tool in GoldMine software to help you “work the phones” more productively and effectively. Yet, most businesses that own GoldMine HAVE NOT harnessed its capabilities and applied them in a focused and systematic way. Here’s a webinar for you to attend so your organization can get started with "working the phones" more productively.

First Direct Corp. hasn’t just been selling and supporting GoldMine for over a decade, we’ve used GoldMine to win more sales awards than any other Solutions Partner.  We want to “pull back the curtain” and show you how we’ve been using GoldMine as a "call center tool" so you can too! 

We’ve planned a valuable 2 hour online workshop to introduce the idea of setting up a Micro Call Center with 1-3 telemarketers using your GoldMine system.

The goal of this webinar is to help you:

• Increase "face time" between your sales force and prospects/customers
• Reactivate business with former or inactive customers
• Improve the quality of your database for better marketing focus and reach
• Ensure leads and prospects don’t fall through the cracks
• Lower the cost of sales
• Optimize the value of your database

Date:	Wednesday May 02, 2012
Time:	2:00 - 4:00 PM EST
Location:	Online Webinar
Cost:	$75.00 for your first attendee $25.00 each additional attendee

Opportunity & Project Management with GoldMine

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

Date:	Wednesday May 19, 2012
Time:	2:00 - 3:30 PM EST (USA & Canada)
Location:	Online Webinar
Cost:	$50.00/person
Bundle Offer:	Click here to save 50%

We Want To Hear From You!

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!