Best Practices for GoldMine CRM User Adoption

Best Practices for GoldMine CRM User Adoption

The key to a successful CRM is user adoption across your entire organization. If you are not getting data inside your CRM, all of your reports, analytics, workflows, and processes are not going to provide benefit.

Learn how other business units including HR, Support, and Marketing can use GoldMine to increase overall company performance profitability.

Current GoldMine users or potential adopters won’t want to miss :

  • Tracking and analyzing leads scores in GoldMine
  • How to track customer issues, requests, and cases
  • An overview of GoldMine’s built-in Project Manager
  • ...and more!

Keep on Watching

wMobile User Group: Using Cases in wMobile Desktop

Learn how to create, reassign, escalate and resolve cases in wMobile Desktop as well as how to create and use templates for common issues to save time creating new cases.

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GoldMine User Group: Using GoldMine for Marketing

In this webinar, learn how to set up and manage simple, yet effective marketing campaigns in the GoldMine Campaign Management Center

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wMobile User Group: Customizing wMobile Phone Menus

Learn more about the wMobile Phone contact and main menus that contain links to perform most of GoldMine’s functionality.

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wMobile User Group: Using the wMobile Diagnostic

In this wMobile User Group, we discussed Using the Filter Bar in wMobile Desktop.

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