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On September 11th, we had our GoldMine User Group, where we showed how to use GoldMine to track and manage sales opportunities.
Thank you to everyone who participated in this meeting! Below is the video recording of the meeting, general notes as well as the questions & answers.
Still have more questions about GoldMine? Feel free to reach out to our team here.
GoldMine’s Training Center is divided into four different sections:
Yes! The GoldMine application was structured to allow organizations to use both.
Many organizations have multiple sales departments, like inside sales teams that deal with small transactions and outside sales teams that get involved with more substantial opportunities. For this scenario, it makes sense to use both approaches.
The inside sales group uses the forecasted sale for tracking information, keeping their pipeline updated, reporting and analysis, so your reps can see what’s going on with their opportunities, and management can see the big picture.
The outside sales team uses the ability to track the full opportunity because there’s a lot more involved in the sale and they want to manage the information, but when they do that, they also create the forecasted sale.
When you’re creating reports in the dashboards for the Sales Forecast, all of them will include the standalone variety, created by the inside sales reps, as well as those that are incorporated within the Opportunities themselves. This gives you the full view when you’re doing reporting and analysis of all of those items that your reps are potentially selling to prospects and customers.
Another great way to make sure that nothing falls through the cracks is GoldMine Calendar, where you can check on your pending sales, regardless of whether they were done with the Opportunity or as a simple pending sale.
Yes. When creating an opportunity, you can take advantage of the preset templates, or take an opportunity that you’ve already set up and turn it into a template.
That creates a generic template, and in the future, you can select an opportunity and it will pre-populate all of the information that you’ve saved in your template. This is helpful when you have items like tasks because it would automatically calculate their start dates.