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Sharpen Your GoldMine Knowledge

We provide these Online Training & Events as a service to you! Learn practical information from an expert that will help you stay up-to-date on the latest trends and best practices.

A Day-in-the-Life of a GoldMine User

Looking for a fresh perspective, new ideas, and a renewed enthusiasm for your use of GoldMine?

Sometimes, in order to start with a fresh perspective, you need to see the "big picture." Even firms that have used GoldMine for years may have never really used it like they knew they should or could.

The Day-in-the-Life of a GoldMine User webinar is a great way to begin! The webinar session is an experience that can help you launch or re-launch your GoldMine initiative and achieve greater return on your investment. It's a low-cost and low-risk way to get started on making better use of GoldMine Premium Edition.

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 GoldMine's 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, owner, and customer service representative), there is something in this session for everyone. Best of all, you get to see how a "power-user" really uses GoldMine a "day in their life!"

There's no limit on the number of Attendees, the whole office is welcome!

Date & Time:	Request A Date & Time
Cost:	$75.00 for your first attendee $25.00 for each additional attendee

Two Terrific Productivity Tools
GoldMine Toolbar and Templates
 
See how salespeople, and others, can operate much more productively with two features in GoldMine – the Toolbar and Templates. Learn the uses and benefits of these features, and how to implement them.

Applying these capabilities will help you to:

• Be more responsive to prospects and customers
• Fulfill tasks and information requests far more consistently and accurately
• Reduce training time
• Complete repetitive tasks in less time 

This is a great lesson for salespeople.  It is also very beneficial for those responsible for marketing and sales management. 

This presentation will include:

• Using the Taskbar
• Creating a Taskbar and a Taskbar Item
• Using an Email and Letter Template
• Creating a Template

Taught by a GoldMine power-user and salesperson with 10 years experience of using GoldMine to help him sell.  Take your sales effectiveness and productivity to the next level by applying proven GoldMine tips & tricks of the trade!

Prerequisite:  Using GoldMine for at least 60 days.  

Date:	Monday May 21, 2012
Times:	2:00 PM - 3:00 PM EST
Location:	Online Webinar
Cost:	$50.00/Attendee
Bundle Offer:	Buy 1 Get 1 50% OFF

Telephony Integration

GoldMine and Your Phone System
What you don't know that you can do!

Whether you're cold calling, introducing yourself to new leads and referrals, following up on active prospects and customers, or fielding incoming inquiries, a large ratio of sales activity takes place on the phone, and when you're on the phone you should be on the record.

For my organization, and others, the use of the phones is a big enough factor that we believe it warrants having tight integration between your phone system and your GoldMine database.

Date:	Wednesday May 23, 2012
Time:	2:00 PM - 3:00 PM EST
Location:	Online Webinar
Cost:	FREE

Get It Done with GoldMine!

Time Management Tips & Tricks

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 Windows was even available.  That’s right, the DOS days.  So he’s old!  But this “old guy” is here to tell you he can kick any youngster’s butt when it comes to business productivity because he knows every trick in the book when it comes to managing his time and getting more done with GoldMine. 

See how to Get It Done with GoldMine:

• Setting your GoldMine Preferences up the right way
• Using Auto-fill and drop downs for speed entry
• Prioritizing your workload with filters, queries, and sorting
• Increase productivity with shortcuts and quick-tasks
• Automating follow-up
• Delegating and leveraging other staff
• Doing your day in a more systematic way with GoldMine
• Learn why I stay in GoldMine for Email and Calendar

This class is designed for people with a heavy workload who know they have to work smarter to survive!  It’s also great for anyone on commission who wants to increase their numbers and their income.   Take an hour to learn how you can save hundreds of hours - attend this webinar. 

Date:	Friday May 25, 2012
Time:	2:00 PM - 3:00 PM EST
Location:	Online Webinar
Cost:	$50.00 per attendee
Bundle Offer:	Buy 1 Get 1 50% OFF

QuoteWerks and GoldMine

See a Better Way to Create and Manage Quotes and Your Sales Pipeline!

See how you can use QuoteWerks with GoldMine Premium Edition to streamline your quoting and proposal process. We will create a quote from start to finish highlighting how QuoteWerks integrates with GoldMine CRM throughout the sales process. 

See how fast and easy it is to build your Sales Pipeline at the same time you do quotes!

We will cover the following key points in this presentation:

• How to leverage your CRM database to build and access quotes
• Constructing a quote with a price book or ad hoc items
• Saving and accessing the original quote as well as future revisions
• Building your sales pipeline and follow-up at the time you do your quote
• Presenting your quote with a better appearance
• Associating literature and other documentation with your quote
• Q & A

Date:	Wednesday May 30, 2012
Time:	2:00 PM - 3:00 PM EST
Location:	Online Webinar
Cost:	FREE

Document Management Tricks with GoldMine

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. What's more, it's 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 GoldMine's document management capabilities.

• You'll discover new ways to store, share, and access various file types (e.g. Word, Excel, PDF, Images, etc.)
• See and discover tricks that you would not find in manuals
• Incorporate what you learn to immediately start working more effectively with the methods covered in this web-based training event.

This event will pay for itself as you and your oganization become more productive by applying the practical and easy-to-use ideas covered.

Date:	Wednesday, June 06, 2012
Time:	2:00 PM - 3:00 PM EST
Location:	Online Webinar
Cost:	$50/Attendee
Bundle Offer:	Buy 1 Get 1 50% OFF

An Introduction to Microsoft SQL Queries and SQL Reporting Services

Included with every GoldMine Corporate and Premium Edition purchase, yet greatly underutilized, are two tools - Microsoft SQL Queries and SQL Server Reporting Services.

This webinar will highlight the powerful advantages of these tools and demonstrate how to dramatically increase your sales, marketing, and management effectiveness!

Let us introduce you to the outstanding features they have to offer.

This webinar will cover the following topics:

• Overview of SQL Queries
• Introduction to the