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List of Events |
| Class |
:
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| Type |
:
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| Month |
:
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| Tuesday, November 25, 2008, 10 AM Eastern Time |
| Event : wMobile, Wireless CRM for GoldMine |
| Location : Online |
| Type : Web Event Duration : 45 Minutes |
| Cost : 0 |
| We will demonstrate the latest version of wMobile, the software that will seamlessly extend your GoldMine CRM system out to remote users BlackBerry, Treo and Mobile PC devices.
Lookup contacts, complete sales activity reports, schedule followup and more from your telephone. |
|
| Tuesday, November 25, 2008, 3 PM Eastern Time |
| Event : GoldMine 101- Session4 - Generating Letters and Labels |
| Location : Web Training |
| Type : Web Training Duration : 1 Hour 30 Minutes |
|
|
| The 4th GM 101 session will include how to generate a letter for a single contact using a template, how to generate letters for a filter or group, how to create your own templates, GoldMine label reports, using Word Mail Merge to print labels. Target audience: New users to GoldMine, general users looking to learn how to use and create Word merge forms to print letters from GoldMine. |
|
|
| Tuesday, December 02, 2008, 3 PM Eastern Time |
| Event : GoldMine 101- Session 5 - Using GoldMine Email |
| Location : Web Training |
| Type : Web Training Duration : 1 Hour 30 Minutes |
|
|
| The 5th GM 101 session will include how to use GoldMine to send and receive email, how to use email templates, and how to create your own email merge forms. Target audience: New users to GoldMine, general users looking to learn how to use and create email merge forms. |
|
|
| Wednesday, December 03, 2008, 2 PM Eastern Time |
| Event : New User Orientation - GoldMine 6.x, 7.x |
| Location : Web Training |
| Type : Web Training Duration : 2 Hours |
|
|
| Two hour training session for new users. Topics will include screen geography (4 quadrants and tabs), searching for contact records, creating new contact records, using lookup menus, scheduling and completing calls, and overview of the GoldMine email client. Audience: New GoldMine Users.
Version: 6.x or 7.x |
|
|
| Thursday, December 04, 2008, 11 AM Eastern Time |
| Event : Working With Detail Records |
| Location : Web Training |
| Type : Web Training Duration : 45 Minutes |
|
|
| 45 minute training session on GoldMine Detail records. Topics will include a discussion of when to use Details over custom fields, creating custom Details, searching on Details, and creating GoldMine Groups based on Detail data. Audience: General User - Advanced, Database Administrator |
|
|
| Tuesday, December 09, 2008, 9 AM Eastern Time |
| Event : GoldMine 401 Administration Day 1 |
| Location : Ramsey, NJ |
| Type : Classroom Training Duration : 8 Hours |
|
|
| This first of three days of administration classes teaches the features set required for configuration of a GoldMine system. The class covers GoldMine system installation basics, configuration of users with rights and security and customizing the GoldMine user interface with data fields, lookups, custom tabs, HTML tabs and more.
|
|
| Tuesday, December 09, 2008, 3 PM Eastern Time |
| Event : Using GoldMine Integration Svce for MS Outlook |
| Location : Web Training |
| Type : Web Training Duration : 45 Minutes |
|
|
| 45 minute session on integration of email between Outlook and GoldMine. Topics will include linking options, adding a column to Outlook to show which emails have been linked, adding GoldMine as an address book in Outlook, and where linked emails are displayed in GoldMine.
Audience: general users, GoldMine administrators. |
|
|
| Wednesday, December 10, 2008, 9 AM Eastern Time |
| Event : GoldMine 402 Administration Day 2 |
| Location : Ramsey, NJ |
| Type : Classroom Training Duration : 8 Hours |
|
|
| This second day of class continues to explore administrator functions. The class focuses on how to manage GoldMine data with features for import, export, duplicate merges, and web import. The class covers advanced GoldMine features such as automated processes, how to manage document libraries and more.
|
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|
| Wednesday, December 10, 2008, 2 PM Eastern Time |
| Event : What is New in GoldMine Premium Edition |
| Location : Web Training |
| Type : Web Training Duration : 45 Minutes |
|
|
| 45 minute overview of new features in GoldMine Premium edition. New appearance, navigation bar, tabbed view, menus, customizing toolbar and contact tabs, overview of Service Center.
Audience: General Users who have recently upgraded to Premium Edition. |
|
|
| Thursday, December 11, 2008, 11 AM Eastern Time |
| Event : GoldMine 101- Session1 - Orientation |
| Location : Web Training |
| Type : Web Training Duration : 1 Hour 30 Minutes |
|
|
| The first GM 101 session will be an overview of the GoldMine contact window and tabs, how to navigate in GoldMine, search for contacts, create new contacts and log calls. Target audience: New users to GoldMine Premium Edition. |
|
|
| Tuesday, December 16, 2008, 10 AM Eastern Time |
| Event : wMobile, Wireless CRM for GoldMine |
| Location : Online |
| Type : Web Event Duration : 45 Minutes |
| Cost : 0 |
| We will demonstrate the latest version of wMobile, the software that will seamlessly extend your GoldMine CRM system out to remote users BlackBerry, Treo and Mobile PC devices.
Lookup contacts, complete sales activity reports, schedule followup and more from your telephone. |
|
|
| Tuesday, December 16, 2008, 3 PM Eastern Time |
| Event : Importing Records into GoldMine |
| Location : Web Training |
| Type : Web Training Duration : 45 Minutes |
|
|
| 45 minute training session on importing records into GoldMine. Topics will include acceptable data file formats, saving an Excel spreadsheet as a dbf, creating import profiles, setting source and contact type, and filtering on the newly imported records. An alternative import method using the Export to GoldMine feature in the Excel Link will also be included. Audience: Database Administrator, Marketing Manager |
|
|
| Wednesday, December 17, 2008, 2 PM Eastern Time |
| Event : Using the Service Module in Premium Edition |
| Location : Web Training |
| Type : Web Training Duration : 1 Hour |
|
|
| 45 minute presentation on creating new cases, customizing cases, view options, resolving cases, and analysis. Audience: Service Manager, General User |
|
|
| Thursday, December 18, 2008, 11 AM Eastern Time |
| Event : GoldMine 101-Session 2 - Scheduling and Completing Activities |
| Location : Web Training |
| Type : Web Training Duration : 1 Hour 30 Minutes |
|
|
| The second GM 101 session will include using the GoldMine calendar, scheduling and completing calls, use of the Activity List, creating taskbar shortcuts for frequently performed tasks, and a review of reports on pending and history activity. Target audience: New users to GoldMine Premium Edition, general users looking to improve their use of GoldMine. |
|
|
| Tuesday, December 23, 2008, 3 PM Eastern Time |
| Event : Using GoldMine Sales Analysis Tools |
| Location : Web Training |
| Type : Web Training Duration : 45 Minutes |
|
|
| 45 minute training on using GoldMine's Sales Analysis tools. Topics will include Statistical tools, Graph tool, and sales analysis reports. Audience: General User, Sales Manager |
|
|
| Tuesday, December 30, 2008, 3 PM Eastern Time |
| Event : Creating Org Charts and Using the Relationship tab |
| Location : Web Training |
| Type : Web Training Duration : 45 Minutes |
|
|
| 45 minute training session on Organization charts. Topics will include creating and editing org charts, creating chart levels, working with org charts and account roll-up. Audience: General Users, Database Administrators |
|
|
| Wednesday, January 07, 2009, 9 AM Eastern Time |
| Event : GoldMine 201 Marketing using GoldMine I |
| Location : Ramsey, NJ |
| Type : Classroom Training Duration : 8 Hours |
|
|
| This two day class is intended for a user responsible for marketing activities and who wishes to learn of GoldMine's advanced marketing features. The class will cover contacts filters, groups and SQL queries, document and email merges, data imports, web imports, automated marketing processes and much more.
|
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|
| Thursday, January 08, 2009, 9 AM Eastern Time |
| Event : GoldMine 202 Marketing using GoldMine Day II |
| Location : Ramsey, NJ |
| Type : Classroom Training Duration : 8 Hours |
|
|
| This two day class is intended for a user responsible for marketing activities and who wishes to learn of GoldMine's advanced marketing features. The class will cover contacts filters, groups and SQL queries, document and email merges, data imports, web imports, automated marketing processes and much more.
|
|
|
| Thursday, January 22, 2009, 10 AM Eastern Time |
| Event : wMobile, Wireless CRM for GoldMine |
| Location : Online |
| Type : Web Event Duration : 45 Minutes |
| Cost : 0 |
| We will demonstrate the latest version of wMobile, the software that will seamlessly extend your GoldMine CRM system out to remote users BlackBerry, Treo and Mobile PC devices.
Lookup contacts, complete sales activity reports, schedule followup and more from your telephone. |
|
|
| Wednesday, February 11, 2009, 9 AM Eastern Time |
| Event : GoldMine 301 Report Design I |
| Location : Ramsey, NJ |
| Type : Classroom Training Duration : 8 Hours |
|
|
| This class introduces reporting concepts as related to GoldMine data. Participants will understand how
GoldMine stores information in an underlying database, be introduced to the GoldMine Report Writer
tool, and work with Crystal Reports to create basic reports for information contained in the GoldMine
|
|
|
| Thursday, February 12, 2009, 9 AM Eastern Time |
| Event : GoldMine 302 Report Design II |
| Location : Ramsey, NJ |
| Type : Classroom Training Duration : 8 Hours |
|
|
| This class continues to explore designing reports against GoldMine data. The class focuses on
effectively utilizing the Crystal Reports tool to build more complex reports using more advanced
reporting techniques. The class will also introduce the Microsoft SQL Reporting Services tool.
|
|
|
| Wednesday, March 11, 2009, 9 AM Eastern Time |
| Event : GoldMine 401 Administration Day 1 |
| Location : Ramsey, NJ |
| Type : Classroom Training Duration : 8 Hours |
|
|
| This class is day one of a three day series that prepares a GoldMine administrator to maintain a GoldMine installation. Topics include configuring GoldMine users for feature access and security, user workspace preferences, customized toolbars, user macros and calendar display options. We show how to configuring contact record security such as contact ownership and curtaining. We show how to customize GoldMine data screens with your own fields and standardized values. We show you how to configure GoldMine HTML contacts tab to access external information from inside GoldMine.
|
|
|
| Thursday, March 12, 2009, 9 AM Eastern Time |
| Event : GoldMine 402 Administration Day 2 |
| Location : Ramsey, NJ |
| Type : Classroom Training Duration : 8 Hours |
|
|
| This class continues the lessons from GoldMine 401. We review in detail how GoldMine servers and workstations are configured. We review how to install GoldMine plugins for Word, Excel and Outlook. We show you how to manage and work with data in the GoldMine system using features such as filters and groups, sql queries and full text search. We show you how to import to and export from GoldMine. We show you how to configure automated data update rules and processes. We show you how to maintain and back-up your GoldMine system. |
|
|
| Wednesday, April 08, 2009, 9 AM Eastern Time |
| Event : GoldMine 201 Marketing using GoldMine I |
| Location : Ramsey, NJ |
| Type : Classroom Training Duration : 8 Hours |
|
|
| This two day class is intended for a user responsible for marketing activities and who wishes to learn of GoldMine's advanced marketing features. The class will cover contacts filters, groups and SQL queries, document and email merges, data imports, web imports, automated marketing processes and much more.
|
|
|
| Thursday, April 09, 2009, 9 AM Eastern Time |
| Event : GoldMine 202 Marketing using GoldMine Day II |
| Location : Ramsey, NJ |
| Type : Classroom Training Duration : 8 Hours |
|
|
| This two day class is intended for a user responsible for marketing activities and who wishes to learn of GoldMine's advanced marketing features. The class will cover contacts filters, groups and SQL queries, document and email merges, data imports, web imports, automated marketing processes and much more.
|
|
|
| Wednesday, May 13, 2009, 9 AM Eastern Time |
| Event : GoldMine 301 Report Design I |
| Location : Ramsey, NJ |
| Type : Classroom Training Duration : 8 Hours |
|
|
| This class introduces reporting concepts as related to GoldMine data. Participants will understand how
GoldMine stores information in an underlying database, be introduced to the GoldMine Report Writer
tool, and work with Crystal Reports to create basic reports for information contained in the GoldMine
|
|
|
| Thursday, May 14, 2009, 9 AM Eastern Time |
| Event : GoldMine 302 Report Design II |
| Location : Ramsey, NJ |
| Type : Classroom Training Duration : 8 Hours |
|
|
| This class continues to explore designing reports against GoldMine data. The class focuses on
effectively utilizing the Crystal Reports tool to build more complex reports using more advanced
reporting techniques. The class will also introduce the Microsoft SQL Reporting Services tool.
|
|
|
| Wednesday, June 10, 2009, 9 AM Eastern Time |
| Event : GoldMine 401 Administration Day 1 |
| Location : Ramsey, NJ |
| Type : Classroom Training Duration : 8 Hours |
|
|
| This class is day one of a three day series that prepares a GoldMine administrator to maintain a GoldMine installation. Topics include configuring GoldMine users for feature access and security, user workspace preferences, customized toolbars, user macros and calendar display options. We show how to configuring contact record security such as contact ownership and curtaining. We show how to customize GoldMine data screens with your own fields and standardized values. We show you how to configure GoldMine HTML contacts tab to access external information from inside GoldMine.
|
|
|
| Thursday, June 11, 2009, 9 AM Eastern Time |
| Event : GoldMine 402 Administration Day 2 |
| Location : Ramsey, NJ |
| Type : Classroom Training Duration : 8 Hours |
|
|
| This class continues the lessons from GoldMine 401. We review in detail how GoldMine servers and workstations are configured. We review how to install GoldMine plugins for Word, Excel and Outlook. We show you how to manage and work with data in the GoldMine system using features such as filters and groups, sql queries and full text search. We show you how to import to and export from GoldMine. We show you how to configure automated data update rules and processes. We show you how to maintain and back-up your GoldMine system. |
|
|
| Friday, June 12, 2009, 9 AM Eastern Time |
| Event : GoldMine 403 Synchronization |
| Location : Ramsey, NJ |
| Type : Classroom Training Duration : 8 Hours |
|
|
| This class is intended for administrators of GoldMine where remote user synchronization is implemented. The class covers configuration of synchronization servers and users, establishing synchronization connections, monitoring synchronization usage and steps for troubleshooting synchronization problems
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