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November 2018

Printing and Creating Mailing Labels for Your GoldMine Contacts

November 20 @ 1:00 pm - 2:00 pm EST
Online
FREE

There are times when you need to create perfect mailing labels when sending out cards for any reason or occasion. This short webinar will show you how to create labels which will fit on your label stock and look great! We will cover: Printing labels one-up on a label printer or versus a full sheet of labels based on a list. Selecting a label format Editing your label layout and fonts Selecting and reviewing your data before printing Special Holiday…

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Using GoldMine Automation to Save Time

November 27 @ 1:00 pm - 1:40 pm EST
$25.00

See What You Can Do with GoldMine Automation Distribute a lead to a salesperson, schedule a lead follow-up call, and e-mail the prospect with one click Start a drip marketing campaign to automatically stay in touch with a new lead or prospect over time Print a cover letter, send an email, and schedule a follow-up sales call all at the same time. GoldMine Automated Processes Will Help You: Speed up your response time Improve your consistency Increase overall productivity First…

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How To Create & Code Your Own HTML Emails

November 28 @ 1:00 pm - 2:30 pm EST
$75.00

Want to learn how to create your own HTML email campaigns? This course is great for anyone who wants to create great looking emails. No prior experience necessary. Attendees should have a strong desire to create email campaigns that just work. We will cover all the basics with examples presented each step of the way. Do not let the word coding scare you, we are not programming, once you understand the basics you will be designing and coding emails like…

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Getting Started with GoldMine: Basic End-user Training

November 29 @ 1:00 pm - 2:30 pm EST
Online
$50.00

Getting off to a good start with your GoldMine CRM is critical.  Otherwise there is confusion and frustration.  Then data quality and productivity suffers.  That’s NOT what you want from you CRM  software!   Avoid that with training. The President of First Direct, the Country’s leading GoldMine Solution Partner and Trainer, offers this 90 minute GoldMine overview/introduction to help new users to immediately take advantage of the valuable features in your GoldMine software.   This class is an economical and efficient way…

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December 2018

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

December 4 @ 1:00 pm - 2:30 pm EST
$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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Using GoldMine to Sell More Effectively

December 5 @ 1:00 pm - 2:00 pm EST
$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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Ways to Use GoldMine Filters & Groups for Marketing Lists

December 6 @ 11:00 am - 12:00 pm EST
$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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Email Campaign Tracker – Demonstration

December 7 @ 1:00 pm - 2:00 pm EST
Online

Register for this online demonstration of Email Campaign Tracker to see how easy it is for you to integrate your Email Marketing System with GoldMine CRM. Use Email Campaign Tracker's  easy to use email hyperlink builder tool to create and insert  trackable email hyperlinks and open tracking code into your email marketing campaigns.  Email Campaign Tracker integrates your email marketing campaigns with GoldMine CRM. Automatically and instantaneously alert and notify your GoldMine users & assigned Sales Reps the moment your email…

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Tools & Strategies for Managing Your Web Site Visitors

December 12 @ 1:00 pm - 2:00 pm EST
Online
$50.00

This webinar aims to provide marketing directors with insights and ideas that will lead directly to more prospects and opportunities. The methods to be discussed are in-part strategic and in-part technical, however, no technical skills are needed to come away with practical steps your organization can take to increase the number of prospects you generate via your web site. 1. The 6 Website Metrics that Every Business Needs to Manage 2. Effective Ways to Engage Website Visitors 3. Cultivating Hidden…

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Web Application & Web Site Integration with GoldMine

December 12 @ 2:30 pm - 3:30 pm EST
Online
Free

Does your organization use any of the more then 500+ popular web applications that are available today? Would you be interested in learning about ways of integrating those applications with GoldMine CRM? Applications such as: Wordpress, WooCommerce, Quickbooks Online, Jotforms, Constant Contact, Mailchimp, FullContact, Google Calendar, Google Docs, WebMerge, SmartSheet, plus over 500+ other applications. In this webinar we will discuss some of the features & capabilities of integrating GoldMine with some of the more then 500+ web applications that…

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

December 13 @ 2:00 pm - 3:30 pm EST
$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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Learn How To Write GoldMine SQL Queries

December 14 @ 1:00 pm - 3:00 pm EST
$75.00

The SQL Query Tab (accessed via Tools >> SQL Query) in GoldMine Premium Edition allows the user to write SQL Statements to display information contained in your GoldMine databases. SQL queries can display lists of contact related information regardless of where the information is contained. Filters and Groups are great but there are times when a SQL Query is better or the only way. Learn how to write SQL Queries for your GoldMine database. In this course, we will cover…

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Handling Account Relationships in GoldMine

December 18 @ 2:00 pm - 3:00 pm EST
$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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January 2019

Time Management Tips & Tricks with GoldMine

January 8, 2019 @ 11:00 am - 12:00 pm EST
$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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How to Integrate Your WordPress Website with GoldMine Using GoldMine Web Import

January 9, 2019 @ 11:00 am - 12:00 pm EST
Online
$100

Do you own a Wordpress self hosted web site? Are you thinking about moving/switching to a  Wordpress self hosted web site? Would you like to learn how to integrate your Wordpress hosted web sites contact forms with GoldMine CRM? In this training webinar we will show you and teach you about the GoldMine web import feature and how to use it to integrate your Wordpress (Contact Form 7) web forms with GoldMine CRM. We will walk through a real life…

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7 Things You Can Do To Start the Year Off Right with Your CRM

January 10, 2019 @ 1:00 pm - 2:30 pm EST
Online
$25.00

2018 is behind us, so let’s start 2019 with a renewed commitment to make better use of our CRM software to market, sell, and service better. First Direct has a list of "7 Things You Can Do To Start 2019 Off Right" with regards to your GoldMine CRM software!  You can use these "7 Things" NOW to increase results and satisfaction! SIGN UP TO ATTEND OUR EXCLUSIVE 90-MINUTE WORKSHOP! Something for Everyone – business owners, marketing & sales directors, GoldMine and…

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See How You Can Increase Sales by Increasing Selling Time!

January 11, 2019 @ 1:00 pm - 1:45 pm EST
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

January 15, 2019 @ 1:00 pm - 2:30 pm EST
$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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Lets Get Mobile – On the Road with GoldMine Web!

January 18, 2019 @ 1:00 pm - 1:45 pm EST
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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GoldMine Record Typing

January 23, 2019 @ 1:00 pm - 2:00 pm EST
$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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Time to Work Smarter, Not Harder, with GoldMine Dashboards

January 25, 2019 @ 1:00 pm - 2:00 pm EST
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

January 30, 2019 @ 1:00 pm - 2:30 pm EST
$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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February 2019

How To Set-up a Call Campaign in GoldMine

February 1, 2019 @ 2:00 pm - 3:30 pm EST
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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Using the Outlook Integration with GoldMine

February 13, 2019 @ 1:00 pm - 2:00 pm EST
$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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5 Ways To Increase Sales Through Reporting & Analysis

February 15, 2019 @ 11:00 am - 12:00 pm EST
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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How to Manage Documents with GoldMine

February 20, 2019 @ 1:00 pm - 2:00 pm EST
$50.00

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. It is 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 GoldMines document management capabilities. You will discover new…

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