CALL TODAY: 845-221-3800
|
 |
 |
"I am really impressed wth your company. I hope that I can figure
out how to give my customers the same quality of customer support
that you guys do." |
|
Home >> Sharpen Your GoldMine Knowledge 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.
GoldMine 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.
Two Terrific Productivity Tools
Properly applying these capabilities will help you to:
Document Management Tricks with GoldMine Work more effectively as an organization through better document management procedures
This event will pay for itself as you and your oganization become more productive by applying the practical and easy-to-use ideas covered.
|
GoldMine and Your Phone SystemDate:
|
Wednesday August 18, 2010 |
Times:
|
2:00 PM - 3:00 PM EST (USA & Canada) |
Location:
|
Webinar (Audio and Visual Web Conference) |
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: |
Monday August 23, 2010 |
Location: |
Online Webinar |
Time: |
2:00 - 4:00 PM EST |
Early Bird Price: |
$75.00/Attendee (Register & Order before 8/16/10) |
Regular Price: |
|
|
Seeing GoldMine Through The Eyes of a Sales Rep
A Sales Centric Approach to Using GoldMine
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: |
Tuesday August. 24, 2010 |
Time: |
1:00 - 2:15 PM EST (USA & Canada) |
Location: |
Webinar (Audio and Visual Web Conference) |
Cost:
|
$50.00/Attendee |
| Bundle Offer: | Click here to save 50% |
|
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 August 25, 2010 |
| Times: | 2:00 - 3:30 PM EST (USA & Canada) |
Location: |
Webinar (Audio and Visual Web Conference) |
Cost:
|
$50.00/Attendee |
| Bundle Offer: | Click here to save 50% |
|
Introducing wMobile 2.0
GoldMine on iPhone, BlackBerry, Palm, Android
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 September 1, 2010 |
Time: |
3:00 PM - 3:45 PM EST (USA & Canada) |
Location: |
Webinar (Audio and Visual Web Conference) |
Cost: |
FREE |
|
See What's New In GoldMine PE 9.0
Whether you own GoldMine Premium CRM or are considering it – see why we’re excited about the newly 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 9.0 can serve organizations’ CRM needs better than ever.
We’d like to show you what's new in GoldMine Premium 9.0. Join us for a 45 minute webinar and see why it is the best overall CRM value on the market.
Date: |
Friday Sept. 03, 2010 |
Time: |
3:00 PM - 4:00 PM EST (USA & Canada) |
Location: |
Webinar (Audio and Visual Web Conference) |
Cost: |
FREE |
|
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 September 08, 2010 |
Times:
|
2:00 PM - 4:00 PM EST (USA & Canada) |
Location:
|
Webinar (Audio and Visual Web Conference) |
Regular Cost:
|
$75.00/Attendee |
|
An Introduction to Microsoft SQL Queries &
Microsoft
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.
Date: |
Monday Sept. 13, 2010 |
Times: |
2:00 PM - 3:30 PM EST (USA & Canada) |
Location: |
Webinar (Audio and Visual Web Conference) |
Cost:
|
$50.00/Attendee |
Bundle Offer: |
Click here to save 50% |
|
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
| 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 |
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 Sept 15, 2010 |
Time: |
2:00 - 3:30 PM EST (USA & Canada) |
Location: |
Webinar (Audio and Visual Web Conference) |
Cost: |
$50.00/person |
| Bundle Offer: | Click here to save 50% |
|
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, Sept 20, 2010 |
Times: |
2:00 PM - 4:00 PM EST (2 hours each) |
Location: |
Webinar (Audio and Visual Web Conference) |
| Was: | |
| Cost: | $125.00/Attendee |
|
GoldMine Automated Processes Workshop
How to Build 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!)
Diana Stanis
Family Wealth and Pension Mgmt.
Dates: |
Session 1: Wednesday, Sept 22, 2010 |
| d | Session 2: Thursday, Sept 23, 2010 |
Times: |
2:00 PM - 4:00 PM EST (2 hours each) |
Location: |
Webinar (Audio and Visual Web Conference) |
Reg. Cost: |
|
| Special Offer: | $190.00/Attendee |
|
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 Sept 29, 2010 |
Time: |
2:00 PM - 3:00 PM EST (USA & Canada) |
Location: |
Webinar (Audio and Visual Web Conference) |
Cost:
|
$50.00/Attendee |
Bundle Offer: |
Click here to save 50% |
|
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.)
Date:
|
Wednesday October 06 2010 |
Time:
|
2:00 PM - 3:30 PM EST (USA & Canada) |
Location:
|
Webinar (Audio and Visual Web Conference) |
Cost:
|
$50.00/Attendee |
Bundle Offer: |
Click here to save 50% |
|
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 October 13, 2010 |
Time:
|
3:00 PM - 4:00 PM EST (USA & Canada) |
Location:
|
Webinar (Audio and Visual Web Conference) |
Cost:
|
FREE |
|
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!
© Copyright 2010 First Direct Corp. All Rights Reserved