W-Systems joins SugarCRM! Read Blog

GoldMine User Group: Using GoldMine for Customer Service

GoldMine User Group: Using GoldMine for Customer Service

In this GoldMine User Group, we showcased how to use GoldMine for customer service and support including:

  • How to use activity and result codes on activity records for basic customer service. 
  • Robust cases functionality for tracking customer issues, complaints and requests. 
  • Providing visibility of customer service information to enhance sales and account management.

Keep on Watching

wMobile User Group: User Management in the wMobile Manager Console

In this wMobile User Group, we reviewed common tasks needed when staff changes and configuring user profiles and email accounts.

View Webinar

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.

View Webinar

wMobile User Group: Using and Customizing Quick Search Options

Learn how wMobile users can customize their own Quick Search Options in both Phone and Desktop versions.

View Webinar

GoldMine Showcase: CompanionLink

In this webinar, learn more about CompanionLink for GoldMine, a perfect solution that allows you to synchronize GoldMine contacts, and calendar to Google, Outlook, Phone, and Tablet.

View Webinar