Goldmine Sales & Marketing Training Areas:
- Sales & Marketing User Introduction
- Sales & Marketing Advanced User Topics
- Introduction to Sales & Marketing Systems Administration
- Advanced Sales & Marketing Systems Administration
Goldmine Service & Support Training Areas:
- Service & Support User Introduction
- Service & Support System Administration
General Goldmine Training Areas:
- GoldSync™ Administration
- GoldMine® SQL7 Administration
- GoldMine® Reports Advanced
- Crystal Reports Advanced
Our trainers and consultants can deliver generic or customized courses at your
location, either in a classroom or at your employee's desk.
Call Rich Kneece at (888) 919-5300 x9 or contact us
by clicking
here for more information on how our
client-focused training programs impact your bottom-line.
Note: We do not offer a public schedule for Goldmine training as we deliver
all classes at your location.
Sales & Marketing
User Introduction ^Top
- Adding, editing and deleting contact records
- Searching for contact records
- Navigating the tabbed screens
- Linking records
- Scheduling activities, calls, appointments, and tasks
- Completing activities and tracking
- Using the calendar view
- Using the activity list view
- GoldMine® email
- Customizing templates
- Using filters
Sales & Marketing
Advanced User Topics ^Top
- Review of Goldmine basics
- Preparing for a mailshot
- Goldmine Database Structure
- Following up a mailing campaign
- Working with data subsets
- Using the Opportunity Manager
- Understanding filters
- Using Goldmine ® reports
- Understanding groups
- Analyzing Goldmine ® activity data
- Merging and linking documents
- Introduction to Synchronization
Introduction to Sales
& Marketing Systems Admin ^Top
- Installing and Configuring Goldmine (on
the network & locally)
- Goldmine Database Structure
- Setting up Users
- Customizing Existing Fields
- Creating Custom Screens & User Defined Fields
- Customizing Pick-lists
- Setting up the Word Link
- Importing and Exporting Data
- Maintaining Goldmine
- Merge-purge
Advanced Sales
& Marketing Systems Admin ^Top
- Territory Re-alignment
- Managing Multiple Databases
- Record Ownership & Record Alerts
- Goldmine & GoldSync Licences
- Introduction to GoldSync
- Using GoldSync for Remote Synchronization
- Global Replace
- Creating Macros
- Using Lookup.ini
- Adapting Reports
- Automated Processes
Service & Support User
Introduction ^Top
- Overview of Service & Support
- Call Logging
- Managing Calls
- Customer Records
- View, Add, Edit Configurations
- Call Groups
- Finding Information
- First Level Support (FLS)
- The Knowledge Tree
- Overview of Reports
- Auto Tasks
- Sharing Information
- E-Commerce
- User Preferences
Service & Support
System Admin ^Top
- Goldmine Integration
- Overview of Administrator Features
- Goldmine Service and Support Integration Setup
- Tasks and Operations
- Customizing Your System
- Building Screens and Tables
- Maintaining Your Database
- Setting Security
- Setting Defaults
- Catalog Directory Settings
- LoadDB Utility
- Management Intelligence
- Asset Management
- Knowledge Management
- Business Process Automation Module
- Auto Ticket Generator
- Alert Monitor
- First Level Support (FLS)
- ODBC Administrator
- Conformance Levels
GoldSync Admin ^Top
-
Overview of GoldSync
- Purpose of GoldSync Monitor
- GoldSync Wizard Toggle Locks
- Sync Mechanics Preferences
- Remote initiated actions
- Sites in GoldSync
- Setting Privileges
- Creating Process
- Choosing processes based on Transport methods
- GoldSync initiated actions
- GoldSync request options
- Using a modem to sync
- Using a network to sync
- Internet (IP to IP) synching
- Internet (Email) synching
- Using Shared Paths
- Site Codes
- Customizing send options
- Synching undocked users
- The Process Monitor
- Using Toggle Locks
- Setting up preferences
- Modifying Goldsync.ini
- Dealing with Time-outs
- GoldSync with Outlook, Pilot and Windows CE
- Troubleshooting Tips and Shortcuts
- Encryption
Goldmine SQL Admin ^Top
-
Introduction to SQL
- What is SQL?
- Accessing Data with SQL
- File/Server Architecture
- Client/Server Architecture
- Planning your Implementation
- Goldmine FrontOffice 2000 vs Goldmine Standard?
- Other Differences in Functionality
- Creating an MS SQL Database
- Configure SQL Server and Goldmine
- Configuring BDE Administrator for an MS SQL Server
- Rehosting Goldmine Data
- Setting Access Options
- Permissions and Granting Access
- Configuring Goldmine User Names for MS SQL Servers
- Installing MS SQL Client Utilities
- Configuring Workstations
- Shortcut and Starting Goldmine
- Troubleshooting SQL
Goldmine Reports Advanced ^Top
-
Overview of a Report
- Report Categories
- Report Menu
- New Reports and Properties
- Layout Configuration Principles
- Report Local Menus
- dBase Expressions
- Macros & Fields
- Helpful Tables
- Hints & Tips
- Miscellaneous Options
- Printer Setup
Crystal Reports Advanced ^Top
-
Report Overview
- Advanced Formulas
- Absolute Formatting
- Conditional Formatting
- Multiple Sections
- Parameter Fields
- Advanced Cross-Tabs
- Subreports
- SQL/ODBC & Crystal SQL Designer
- Using a query to create a report
- Crystal Dictionaries
- Crystal Graphing
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