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A personalized sales process is the key to winning and retaining long-term customer relationships. If you are effective in managing each phase of the contact cycle, you can later reap the benefits of customer satisfaction and top-line growth.

Award-winning GoldMine® and GoldMine® Corporate Edition are flexible, but powerful, business and customer relationship management solutions that can help you improve sales processes and shorten sales cycles by untangling disorganized contact information, correcting inefficiencies, and automating time-consuming administrative tasks so you can focus on building your client relationships.

Our trainers and consultants deliver generic or customized courses at your location, either in a classroom or at your employee's desk.

Contact us to discover how our client-focused GoldMine® training and consulting solutions impact your bottom-line.

The topics below are guidelines to the course structures. After speaking with you we will tailor course content to suit your specific needs and arrange course delivery at a time convenient to you.

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® SQL Administration
- GoldMine® Reports Advanced
- Crystal Reports Advanced

Sales & Marketing User Introduction

	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

	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

	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

	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

	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

	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

	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

	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

	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

	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