Goldmine Training Videos
 GoldMine provides the tools businesses need to gather, store and
analyze customer information in order to win - and more importantly - retain customers. Designed for the workgroup, GoldMine collects and centralizes all information flowing through
an organization, the result is an internal organizational structure that has every employee working at maximum effectiveness and efficiency. With GoldMine's unique solution to managing prospect
and client information, teams can spend less time on administrative tasks and more time realizing results. GoldMine bridges the gap between complex, expensive Sales Force
Automation software and lower-end Contact Managers to give you high-end results at an affordable price.
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Goldmine 5.0 Set of 3 CDs details
Introduction, Adv., Secrets & Timesavers
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208248
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$119.95
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Goldmine 4.0 Set of 4 Videos details
Levels 1-4
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kygd4a
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$159.95
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Goldmine 5.0 Training CD-ROMs Description |
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Introduction
Chapter 1 - Setting Up And Configuring
Work Area Components
Viewing the Status Bar
Opening a Contact Record
Importing Contacts
Using AddressGrabber
Chapter 2 - Exploring Contact Management
Adding a Contact
Entering Contact Details
Looking Up a Contact
Editing a Contact Record
Deleting a Contact
Creating a Group
Using Contact Groups
Chapter 3 - Using Scheduling Tools
Scheduling a Forecasted Sale
Scheduling an Activity
Finding Available Time
Using the Personal Rolodex
Adding Activity Participants
Scheduling Group Activities
Viewing Activities
Using the GoldMine Calendar
Using a To-do List
Viewing the To-do List
Chapter 4 - Discovering GoldMine E-mail
Discussing E-mail Prerequisites
Configuring the E-mail Center
Creating and Sending E-mail
Printing Contact Information
Retrieving E-mail
Deleting E-mail
Practice Exercises
Open the Demo File Contact Set Database
Delete the Current Contact Record
Activate the Sales Contact Group
Use the Calendar to View an Appointment
Configure the E-mail Center to Empty the Trash
Advanced
Session 1 - Working with Reports
Play Session 1 Interactives
Selecting a Report
Selecting Report Data
Selecting Contact/Analysis Data
Sorting Report Data
Changing Report Profiles
Session 1 Review
Session 2 - Customizing the Toolbar
Play Session 2 Interactives
Moving and Hiding Toolbars
Adding and Removing Icons
Creating Toolbars
Session 2 Review
Session 3 - Using Sales Tools
Play Session 3 Interactives
Viewing Scripts
Customizing a Script
Literature Fulfillment
Automated Processes
Strategic Solutions
Session 3 Review
Session 4 - Analyzation and Charts
Play Session 4 Interactives
Analyzing Forecasted Sales
Analyzing Quotas
Analyzing Completed Activities
Using Graphs
Displaying the Organizational Chart
Creating Sections/Organizations
Deleting a Chart Entry
Session 4 Review
Session 5 - Management Tools
Play Session 5 Interactives
Using Project Manager
Viewing GoldMine Logs
Linking Contacts to the Web
Custom User Screen Setup
Using Server Agents
Session 5 Review
Session 6 - GoldMine on the Move
Play Session 6 Interactives
Synchronizing with Outlook
Synchronizing with a PDA
Territory Realignment
Using Global Replace
Session 6 Review
Top 10 Most Popular Tutorials
Defensive Driving
Access 2000--Introduction
Excel 2000--Introduction
Access 2000--Intermediate
Word 2000--Introduction
Word 2000--Intermediate
ACT! 2000--Introduction
Excel 2000--Intermediate
Access 2000--Advanced
PowerPoint 2000--Introduction
Goldmine 4.0 Training Videos |
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Level 1 (1 Hour 49 Minutes)
1.0 Introduction (7 Minutes)
1.1 Overview of Tabs
1.2 Overview of Submenus
2.0 Adding Records (16 Minutes)
2.1 Creating a new Contact Record
2.2 F2 Lookup Windows
2.3 Editing a Contact
2.4 Adding Duplicate Records
3.0 Finding Contacts (9 Minutes)
3.1 Contact Listing
3.2 Using the Query Option
4.0 Adding Information to a Contact Record (11 Minutes)
4.1 Adding Additional Contacts
4.2 Adding a Profile
4.3 Notes
5.0 Scheduling Activities (14 Minutes)
5.1 Appointment
5.2 Setting an Alarm
6.0 Calendars and Activities (33 Minutes)
6.1 The Graphical Calendar
6.2 The Activities List
6.3 Completing Activities
6.4 The History View
7.0 Correspondence (12 Minutes)
7.1 Printing a Letter
7.2 Record Tagging
8.0 Introduction to Reports (6 Minutes)
8.1 Printing Reports
8.2 Sorting Reports
Level 2 (1 Hour 29 Minutes)
1.0 Editing Contacts (9 Minutes)
1.1 Contact Fields
1.2 Referral Tab
1.3 Links Tab
2.0 Filters and Groups (21 Minutes)
2.1 Creating and Activating a Filter
2.2 Creating a Group based on a Filter
2.3 Previewing a Filter
3.0 Correspondence (9 Minutes)
3.1 Creating a letter Template in Microsoft Word
4.0 Messaging (11 Minutes)
4.1 Sending and Receiving Messages in Goldmine
4.2 Setting internet E-mail Preferences
5.0 Scheduling (10 Minutes)
5.1 To-do Actions
5.2 Recurring Activities
5.3 Adding a Resource
5.4 Scheduling Activities for Groups
5.5 Forecasted Sales and Forecasted Sales Analysis Reports
6.0 The Organization Chart (9 Minutes)
6.1 Linking
6.2 Creating a Hierarchy
6.3 Activating and Releasing a Section
7.0 Using the InfoCenter (7 Minutes)
7.1 Overview of the InfoCenter
Level 3 (2 Hours 7 Minutes)
1.0 Opportunity & Project Managers (26 Minutes)
1.1 The Opportunity View
1.2 Creating New Opportunities
1.3 The Project Manager
2.0 Setting User Preferences (29 Minutes)
2.1 Calendar Preferences
2.2 Schedule Preferences
2.3 Query Preferences
2.4 Internet Preferences
2.5 Modem Preferences
3.0 Customizing Goldmine (32 Minutes)
3.1 F2 Lookup Window Settings
3.2 Extended Profiles and User Defined Fields
3.3 Customizing Toolbars
4.0 Security (15 Minutes)
4.1 Adding New Users
5.0 Database Maintenance (24 Minutes)
5.1 Backing up Databases
5.2 Rebuilding and Reindexing
5.3 Import and Export
5.4 Net Update
Level 4 (1 Hour 3 Minutes)
1.0 Synchronization (18 Minutes)
1.1 Transferring Data
1.2 Creating and Retrieving a Transfer Set
2.0 Automated Processes (18 Minutes)
2.1 Defining and Creating a Track
2.2 Attaching and Processing Tracks
3.0 Using Reports (14 Minutes)
3.1 Designing a Simple Report
3.2 Printing and Sorting
4.0 Creating Macros (5 Minutes)
4.1 Adding Macros
5.0 Sales Scripts (7 Minutes)
5.1 Creating Sales Scripts
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