GoldMine 8 For Dummies

by Scott, Joel

• ISBN13: 9780764598340
• ISBN10: 0764598341
• Edition: 1st
• Format: Paperback
• Copyright: 2007-10-22
• Publisher: For Dummies

Summary

If you run a small business, you know how important customer relationship management, or CRM, can be to your bottom line. And you know it can be a bit daunting. Well, not with GoldMine and GoldMine 8 For Dummies! GoldMine is business software designed to help you organize your contacts, track activities, schedule appointments, create reports that tell you how you're doing, and make accurate business projections. GoldMine 8 is completely revised to make it more useful than ever, once you get the hang of it. That's where GoldMine For Dummies comes to the rescue! Written by an authorized GoldMine trainer, this guide shows you how to: Set up GoldMine 8 and customize it for your business Create, view, and update customer records Schedule activities and manage leads Monitor your marketing efforts and see what's working Predict sales based on past results Work with GoldMine's e-mail system Organize and distribute information Access GoldMine from outside your office Integrate GoldMine with your company Web site Even if you've used a previous version of GoldMine, you'll find some big changes in this newest revision, but GoldMine 8 For Dummies makes it easy to get up to speed. When you've read this book and discovered how GoldMine can help you keep track of your clients, reduce costs, and improve efficiency, you'll think you've hit the motherlode!

Author Biography

Joel Scott is the president of the Computer Control Corporation, a technology consulting company founded in 1985. Mr. Scott began selling GoldMine software in 1991. The company has been awarded FrontRange’s “GoldMine Top-10 Dealer” award eight times since then and has received numerous other awards for GoldMine training and best practices.
In 2007, Computer Control Corporation joined with Core Solutions, Inc., headquartered in Newton, Massachusetts. The newly combined company continues to sell and support GoldMine as well as several other well-known CRM products, such as Microsoft CRM and SalesLogix.
This is Mr. Scott’s fourth GoldMine For Dummies book, and these sit on his bookshelf right next to the two Microsoft CRM For Dummies books that he has co-authored.
Always happy to hear from readers, Mr. Scott can be reached at [e-mail]. To assure a response, please include all your contact information.

Table of Contents

Introduction

GoldMine Premium Basics

GoldMine: An Overview

Getting Around in GoldMine

Setting Up Your Preferences

Accessing GoldMine Remotely

Managing Contacts

Creating and Viewing Client Records

Handling Notes and Secondary Contacts

Details and Referrals

Using Filters, Groups, and SQL Queries

Managing Activities

Scheduling Activities

Viewing Scheduled Activities

Dealing with and Completing Scheduled Activities

Sales Forecasting

Marketing and Support

Managing Your Leads

Managing Your Marketing

Handling Cases

Managing Documents

Integrating with Word

Sending and Receiving E-Mail

Using Outlook

Linking Documents

Organizing and Distributing Information

The Knowledge Base

Graphical and Statistical Analysis

The Reporting System

Opportunity and Project Manager

Managing Relationships

Customizing GoldMine

Creating New Labels and Fields

Creating and Modifying Lookup Lists

Automated Processes

GM+View and GM+Browser

Integrating GoldMine with Your Web Site

The Part of Tens

Ten Useful Add-Ons

The Ten Most Important New Developments Since 6.0

Index

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