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March 2019

How To Set-up a Call Campaign in GoldMine

March 27 @ 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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Better Customer Service with GoldMine Case Management

March 29 @ 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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April 2019

5 Ways To Increase Sales Through Reporting & Analysis

April 5 @ 11:00 am - 12:00 pm EDT
Online
$50.00

5 Ways To Increase Sales Through Reporting & Analysis Reporting & analysis can be used as a means to increase sales and profitability.  Reporting enables us to get “data” out of a database system. But did it ever occur to you to use reporting as a tool for getting information into your database – let alone as a tactic for increasing sales activity. We all accept reporting as a means for management to evaluate business activity of one type or…

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GoldMine Automated Processes Workshop – Session 1 of 2

April 9 @ 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

April 10 @ 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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