If you run a small business, you know how important customer relationship management, or CRM, can be to your bottom line. And you know it can be a bit daunting. Well, not with GoldMine and GoldMine 8 For Dummies!
GoldMine is business software designed to help you organize your contacts, track activities, schedule appointments, create reports that tell you how you’re doing, and make accurate business projections. GoldMine 8 is completely revised to make it more useful than ever, once you get the hang of it. That’s where GoldMine For Dummies comes to the rescue! Written by an authorized GoldMine trainer, this guide shows you how to:
- Set up GoldMine 8 and customize it for your business
- Create, view, and update customer records
- Schedule activities and manage leads
- Monitor your marketing efforts and see what’s working
- Predict sales based on past results
- Work with GoldMine’s e-mail system
- Organize and distribute information
- Access GoldMine from outside your office
- Integrate GoldMine with your company Web site
Even if you’ve used a previous version of GoldMine, you’ll find some big changes in this newest revision, but GoldMine 8 For Dummies makes it easy to get up to speed. When you’ve read this book and discovered how GoldMine can help you keep track of your clients, reduce costs, and improve efficiency, you’ll think you’ve hit the motherload!
Introduction
Part I: GoldMine Premium Basics
Chapter 1:GoldMine: An Overview
Chapter 2:Getting Around in GoldMine
Chapter 3: Setting Up Your Preferences
Chapter 4: Accessing GoldMine Remotely
Part II: Managing Contacts
Chapter 5: Creating and Viewing Client Records
Chapter 6: Handling Notes and Secondary Contacts
Chapter 7: Details and Referrals
Chapter 8: Using Filters, Groups, and SQL Queries
Part III: Managing Activities
Chapter 9: Scheduling Activities
Chapter 10: Viewing Scheduled Activities
Chapter 11: Dealing with and Completing Scheduled Activities
Chapter 12: Sales Forecasting
Part IV: Marketing and Support
Chapter 13: Managing Your Leads
Chapter 14: Managing Your Marketing
Chapter 15: Handling Cases
Part V: Managing Documents
Chapter 16: Integrating with Word
Chapter 17: Sending and Receiving E-Mail
Chapter 18: Using Outlook
Chapter 19: Linking Documents
Part VI: Organizing and Distributing Information
Chapter 20: The Knowledge Base
Chapter 21: Graphical and Statistical Analysis
Chapter 22: The Reporting System
Chapter 23: Opportunity and Project Manager
Chapter 24: Managing Relationships
COPYRIGHTED MATERIAL
Part VII: Customizing GoldMine
Chapter 25: Creating New Labels and Fields
Chapter 26: Creating and Modifying Lookup Lists
Chapter 27: Automated Processes
Chapter 28: GM+View and GM+Browser
Chapter 29: Integrating GoldMine with Your Web Site
Part VIII: The Part of Tens
Chapter 30: Ten Useful Add-Ons
Chapter 31: The Ten Most Important New Developments Since 6.0
Index |
