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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!

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GoldMine User Group: GoldMine 2018.1 Preview

In our GoldMine User Group, we covered key enhancements to the new GoldMine Premium 2018.1.

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wMobile User Group: Creating Filters in wMobile Desktop

Learn how to create filters in wMobile, and how filters can be used for customer review, producing merge letters, and scheduling activities.

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