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May 2018

Effective Email Marketing with GoldMine CRM

May 31 @ 1:00 pm - 3:00 pm EDT
Online
$125.00

Overview: In this webinar we will demonstrate how to create, send and track your email marketing campaigns using GoldMine CRM and/or other email marketing systems such as Constant Contact, Mail Chimp, IntelliClick, etc. We'll walk you through the entire email marketing process from start to finish. This includes: Building Targeted Lists Designing/Building an HTML Email Creating Trackable Email Hyperlinks Creating Effective Website Landing Pages Website Form Integration with GoldMine Reporting on Campaign Results WEBINAR OBJECTIVES: This webinar is great for…

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June 2018

Ways to Use GoldMine Filters & Groups for Marketing Lists

June 1 @ 11:00 am - 12:00 pm EDT
$50.00

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…

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Using GoldMine to Sell More Effectively

June 6 @ 1:00 pm - 2:00 pm EDT
$50.00

A Sales Centric Approach to Using GoldMine Help your sales people to be more successful by using the features in GoldMine software, this course is taught by a sales veteran with over 20 years experience of selling with GoldMine. 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…

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A Day-In-The-Life of a GoldMine Power User

June 7 @ 1:00 pm - 2:30 pm EDT
$75.00

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 GoldMines 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,…

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How To Set-up a Call Campaign in GoldMine

June 12 @ 2:00 pm - 3:30 pm EDT
Online
$50

The 7 Steps for a Highly Successful Call Campaign Review the 7 keys to success Breakdown the features in GoldMine that come into play See how the process works in a live GoldMine system My presentation will focus on small internal calling campaigns, not large telemarketing centers. Can be applied for to various business objectives including but not limited to: Lead follow-up Cross Selling Targeted special offers Appointment setting Relationship building We will cover the 7 Steps to developing a…

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GoldMine Master-User Essentials

June 21 @ 1:00 pm - 2:30 pm EDT
Online
$50.00

 A 90-Minute overview of those aspects that a Goldmine CRM Master-User must command in order to successfully administer GoldMine.  Taught by a 25 year Goldmine consultant. This class will take you through a 10+ point checklist of the functions and practices that are essential to know. This webinar is intended for those who have the responsibility of administering GoldMine.  The agenda includes: Getting Started GoldMine Tools Database Overview Top Pitfalls Common User Challenges While this webinar is intense, it should…

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Using GoldMine To Send and Receive Email – What You Need to Know!

June 22 @ 2:00 pm - 3:30 pm EDT
$50.00

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 is no denying that GoldMines 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…

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

June 25 @ 1:00 pm - 2:00 pm EDT
$50.00

The performance of GoldMine, its stability, and its potential for achieving the business objectives that your firm set out for when it purchased GoldMine, depend in large part on the role of the GoldMine administrator! Do you know what it takes to professionally administer GoldMine? Whether your organization just purchased GoldMine Premium, or you’ve had GoldMine for years, this class will provide you with insights and suggestions that will help you better administer your system. And, to the extent that…

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What You Need to Know About the GoldMine Database

June 26 @ 11:00 am - 1:00 pm EDT
Online
$75.00

Behind the interface that users think of as GoldMine is the Microsoft SQL database engine. As a GoldMine Administrator there are fundamentals that you should be familiar with. This class will introduce you to the GoldMine database structure, system logs, and essential maintenance requirements. We will provide an overview of Microsoft SQL capabilities such as Full Text Search and maintenance plans. From GoldMine, we will create user-defined fields and discuss them from a GoldMine and MSSQL persepective. This class should…

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Lets Get Mobile – On the Road with GoldMine Web!

June 26 @ 1:00 pm - 1:45 pm EDT
FREE

SEE THE NEW GOLDMINE WEB IN THE NEW GOLDMINE 2017 VERSION!   Why be cut off from your prospects and customers? If the answer is because you are out of the office and you do not have a way to access your GoldMine data on your cell phone or tablet, this webinar is for you! In this free webinar we are going to cover the advantages of being connected to your GoldMine CRM database with GoldMine Web or wMobile. I will…

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Designing Screens & Tabs and All Things “Lookup”

June 27 @ 12:30 pm - 2:00 pm EDT
Online
$75.00

When it comes to your GoldMine data and all the uses for it, what you see is what you get. Designing your GoldMine views/screens is critical to the success of your CRM System. As the GoldMine administrator, you are ultimately responsible for its design so do not be surprised by the more than meets the eye depth and be sure that your design optimizes the user experience. We will focus on wizards and local menus along with some old-fashioned tricks…

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GoldMine User Settings, Properties and Practical Concerns

June 28 @ 1:00 pm - 2:00 pm EDT
Online
$50.00

As the GoldMine Administrator, you are managing the users along with their security and user rights. This class will explain what you can control and how to properly set up different user profiles. Learn what to watch for and how to balance the needs of your users with your concerns for security. We will explore menu access, viewing the data of others, and group membership to name a few. Your choices as Administrator have far-reaching implications. There are also ways…

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GoldMine Record Typing

June 29 @ 1:00 pm - 2:00 pm EDT
$50.00

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…

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July 2018

Handling Account Relationships in GoldMine

July 10 @ 2:00 pm - 3:00 pm EDT
$50.00

Get a clear understanding of the features and uses of GoldMine’s Relationship Tree. The 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 Relationship Tree and explain ways you can apply it to your business processes. Register:

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Time Management Tips & Tricks with GoldMine

July 13 @ 11:00 am - 12:00 pm EDT
$50.00

CRM software should let you get more done in less time. And, get the important stuff done. That’s a not just a vision – it’s a reality. A GoldMine user can do more with GoldMine than without – by far!! But like any “tool,” you need to know how to use it. If you want to work like a pro – learn from a pro. Your trainer for this event is a GoldMine power-user who started using GoldMine before MS…

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Time to Work Smarter, Not Harder, with GoldMine Dashboards

July 17 @ 1:00 pm - 2:00 pm EDT
FREE

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 Basis 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…

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Better Customer Service with GoldMine Case Management

July 20 @ 1:00 pm - 2:30 pm EDT
$75.00

Pricing Note: $75.00 for your first attendee $25.00 for each additional attendee 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…

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See How You Can Increase Sales by Increasing Selling Time!

July 25 @ 1:00 pm - 1:45 pm EDT
Online
$25.00

  Respond better and faster to sales inquiries. Eliminate repetitive tasks and speed up literature fulfillment. Run more productive call campaigns. Get direct marketing campaigns out the door more easily. Analyze your marketing results so you can work smarter. Register to attend this webinar!

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Managing Your Sales Pipeline and Projects with GoldMine

July 26 @ 1:00 pm - 2:30 pm EDT
$50.00

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 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…

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August 2018

GoldMine Automated Processes Workshop – Session 1 of 2

August 1 @ 1:00 pm - 3:00 pm EDT
Online
$190.00

Pricing Note: $190.00 per attendee (Total for both sessions) For Session 2 Date and Time information please visit the  Session 2 Event Registration Page. There is no need to register for both sessions. Learn How to Build GoldMine Automated Processes 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…

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GoldMine Automated Processes Workshop – Session 2 of 2

August 2 @ 1:00 pm - 3:00 pm EDT
$190.00

Learn How to Build GoldMine Automated Processes 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…

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Using the Outlook Integration with GoldMine

August 8 @ 1:00 pm - 2:00 pm EDT
$50.00

This training class will focus on the use of the integration between GoldMine Premium CRM and Microsoft Outlook. We will approach from the perspective of a User, however, a GoldMine Administrator can get an important understanding of the features of the so called “Outlook Link” which will help them support and administer the software. Topics during this class will include: Pros & Cons of the Outlook Link – aligning expectations Review of the Preferences in the “Set-up” of the link…

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