When most organizations start with GoldMine they assign someone to be the System Administrator. This person generally tends to be someone with technical skills. Often times they have never used GoldMine because they're not in sales, marketing or customer service. They may never become a proficient user of GoldMine let...
Tag: Goldmine Training
Keep Two GoldMine Contact Records Open
Most GoldMine users are aware that they can have open multiple application windows (TABS). The TABS can be opened in the order of the user's preference. By default, the Record Tab (Company/Contact) is the first tab. I prefer to keep open the following other TABS: Search Center, Activity List, Calendar...
The Formula for Success and Growth with Your CRM System
IS YOUR ORGANIZATION READY FOR THE NEW ECONOMY? This is a Simple Formula for Success and Growth with Your CRM System *U2 -> Total # CRM Users x Level of Usage Increasing the number of CRM users in your organization AND making greater use of your system, you achieve greater...
Five CRM User Best Practices – that will make or break your success.
Five CRM User Best Practices It is one thing to know how to use your CRM, and it’s another to follow best practices. All the training in the world won’t mean much if you’re not applying these best practices. I have been teaching people to use GoldMine CRM for nearly...
GoldMine Training
Training is the key to unlocking the potential of any software, and its also true with GoldMine software. There are many resources for GoldMine training as well as many approaches. The most reliable source is from a certified GoldMine solutions partner with years of experience. In addition to technical expertise...