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

GoldMine Showcase: wMobile

In this webinar, we showcased wMobile, our web-based client for GoldMine CRM systems.

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wMobile User Group: Creating Email Templates in wMobile Desktop

Learn how to create email templates in wMobile Desktop and use email templates created in GoldMine or in wMobile.

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Managing Document Access for wMobile

In this wMobile User Group, we discussed how to manage document access for wMobile.

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wMobile with GoldMine 2018.2 and Beyond

In this wMobile User Group, we showed a preview of the new wMobile Desktop user interface for wMobile 5.0 and talked about how to plan for wMobile and GoldMine upgrades.

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