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April 2016

Data Management Tools for GoldMine Administrators

April 21, 2016 @ 1:30 pm - 3:00 pm UTC+0
Online
$75.00

A GoldMine Administrator’s role often requires the knowledge of data management tools & techniques.  Given the risks and responsibilities associated with manipulation of an organization’s data, the functions that GoldMine provides are typically best reserved for users with Master Rights. In this class we will explain the tools that GoldMine provides for advanced data work.  This class is a perfect addition to our GoldMine Administrative Series; however, it is offered separately since often times other users besides the GoldMine Administrator…

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December 2016

GoldMine Database Clean Up

December 22, 2016 @ 1:00 pm - 2:30 pm UTC+0
Online
$75.00

Year-end is a good time to do some cleaning of your GoldMine database! Wouldn’t it be a good idea to start the New Year with a better CRM database?  Nothing is more valuable than your firm’s database of prospects, customers, and other relationships.  And, the performance of your CRM software impacts people, productivity, and ultimately the bottom line!  So it’s important to take the time to do some database housekeeping best practices every so often.  This is clearly the responsibility…

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February 2017

Product Demonstration – New VisTrack Inbound Marketing and Anonymous Web Visitor Tracking Module for GoldMine

February 14, 2017 @ 1:00 pm - 2:00 pm UTC+0
Online
Free

The VisTrack Inbound Marketing & Anonymous Web Visitor module makes it easy to capture new contacts in GoldMine from any form on your web site. Learn how your visitors came to you initially and then review all their browsing history on your site before they became a lead. Register below to attend this product demonstration. Have you ever wanted to capture new web site leads, gather information about anonymous web page visits and trigger automated follow-up, similar to solutions like…

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June 2017

GoldMine Premium 2017.1 – What’s New and Why You Should Care

June 9, 2017 @ 1:00 pm - 1:30 pm EDT
Online
FREE

Trying to decide on whether to upgrade/update your older version of GoldMine, or even whether to purchase GoldMine for the first time?   This webinar will help.  It is - FREE, fast paced, and informative. This 30 minute webinar will review the additions and changes with the latest update of GoldMine Premium, including GoldMine Web and the redesigned Outlook Link. Read about what's new in GoldMine 2017.1 REGISTER TODAY:

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May 2018

Effective Email Marketing with GoldMine CRM

May 31, 2018 @ 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

GoldMine Master-User Essentials

June 28, 2018 @ 1:00 pm - 2:30 pm EDT
Online
Free

 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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November 2018

Printing and Creating Mailing Labels for Your GoldMine Contacts

November 20, 2018 @ 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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January 2019

How To Create & Code Your Own HTML Emails

January 16 @ 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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Email Campaign Tracker – Demonstration

January 24 @ 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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Web Application & Web Site Integration with GoldMine

January 31 @ 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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February 2019

Learn How To Write GoldMine SQL Queries

February 8 @ 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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EMAIL MARKETING FOR GOLDMINE USERS!

February 13 @ 11:00 am - 11:45 am EST
Online
Free

Join us on February 13th to see how GoldMine users can take their email marketing to the next level.   See a tool designed especially for GoldMine users with features you won't find even in other more expensive email marketing systems. Advantages You Will See: There are many requirements to be successful with email marketing today.  GoldMine alone lacks the functions that are needed to meet those requirements.  There are many email services available on the market, by they all lack the integration with GoldMine that…

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Using the Outlook Integration with GoldMine

February 13 @ 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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A Day-In-The-Life of a GoldMine Power User

February 15 @ 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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How to Manage Documents with GoldMine

February 20 @ 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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Using GoldMine Automation to Save Time

February 22 @ 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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Time Management Tips & Tricks with GoldMine

February 26 @ 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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March 2019

Let’s Get Mobile – On the Road with GoldMine Web!

March 1 @ 1:00 pm - 1:45 pm EST
FREE

SEE GOLDMINE WEB IN THE NEW GOLDMINE VERSION! Don't be cut off from your prospects and customers! If you're out of the office and you do not have a way to access your GoldMine data on your cell phone, tablet, laptop/pc at home, then 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 play out the various situations where…

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Using GoldMine to Sell More Effectively

March 6 @ 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

March 8 @ 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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Using GoldMine To Send and Receive Email – What You Need to Know!

March 13 @ 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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Getting Started with GoldMine: Basic End-user Training

March 15 @ 1:00 pm - 2:30 pm EDT
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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Time to Work Smarter, Not Harder, with GoldMine Dashboards

March 19 @ 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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Handling Account Relationships in GoldMine

March 21 @ 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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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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May 2019

GoldMine Automated Processes Workshop – Session 1 of 2

May 14 @ 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

May 15 @ 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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