The Dashboard Module in GoldMine 9.0 is one of the most exciting additions to the product in years. Dashboards give you an easy way to visualize not just GoldMine data but external data as well. Through 7 lessons I’ll teach you how to master the use and creation of dashboards in GoldMine 9.0.
Dashboards Part 1 – Introduction to Dashboards Dashboards Part 2 – The Dashboard Development Environment Dashboards Part 3 – The Datasource Manager and Tables Dashboards Part 4 – Summary Datasources & Charts Dashboards Part 5 – Limiting the data with drop downs and calendars Dashboards Part 6 – The Review Dashboards Part 7 – External Data Sources
GoldMine’s Automated Processes™ are without a doubt one of the most powerful features of the product. Of course, you don’t care much about features, you care what it means for your business!
Here are a few examples…
Have GoldMine automatically create a series of letters, emails, and phone calls to a list you import from a trade show.
Have GoldMine automatically send a series of emails about a product a prospect is interested in over a span of weeks or months. Intersperse those emails with phone call follow-ups from your sales reps.
Have GoldMine automatically schedule a call to prospects not touched in 30, 60, or 90 days.
These are just a few examples of the power of Automated Processes. In a sentence: They make GoldMine do the routine and mundane sales tasks that should be done, that generate revenue, but that no has time to do. I use them extensively in all areas of running The GoldMine Blog.
I’ll teach you how to setup Automated Processes in GoldMine through 8 video lessons:
Lesson 1 – Understanding Automated Processes (8:47)
Lesson 2 – The Automated Processes Center (7:53) Lesson 3 – Understanding Events, Triggers and Actions (22:23) Lesson 4 – Creating a Lead List Track (16:45) Lesson 5 – Creating a Drip e-Marketing Track (10:59) Lesson 6 – Creating a Warm/Hot Prospect Track (23:28) Lesson 7 – Creating a Observer Track (6:33) Lesson 8 – Executing Automated Processes (10:21)
Not sure if this is right for you, just fill out this quick form, and I’ll send you Lesson 1 at no charge.
There are many many resources for GoldMine support, training, and coaching but until now something has been missing…
A place, where you and your colleagues can go, 24 x 7 x 365 to get trained on basic GoldMine usage, explore advanced features, and learn best practices. Something to overcome the problems associated with traditional training, namely:
Expensive and time consuming training sessions
Hard and pricey to get all road warriors in the office
Takes time away from selling and other responsibilities
The solution is GoldMineTraining.NET
This isn’t just a CD or DVD that comes in the mail that will quickly become outdated with the next release of GoldMine… These training videos are available online to anyone in your company and are constantly being added to and updated.
Leverage the leading database reporting tool…
To get everything from contact profiles & contact lists to daily schedules & call reports, from sales forecasts to missing data lists…
If you’re a user of Corporate Edition or Premium Edition you can easily use Crystal Reports to slice and dice your GoldMine data.
Here’s what you’ll get with Crystal Reports for GoldMine
49 Crystal Reports designed for GoldMine
Contract profile reports – calendar & schedule printouts – daily schedules & to dos - call & appointment analysis
Opportunity Manager reports – Project Manager reports – forecasted sale reports – Service Module reports
Plus, I’m going to train you to use these reports to work with your database, from within your GoldMine, and how to tweak the reports themselves so they’ll be what your company wants with video tutorials on:
- ODBC & Data Sources in Crystal Reports
- Introduction to Crystal Reports
- Setting up workstations to run Crystal Reports from within GoldMine and adding Crystal Reports to your GoldMine Reports Menu.
- Adding, removing and re-arranging text fields & data objects in reports
- Crystal Reports select expert & parameters to limit data displayed