GoldMine Tips

How to manage duplicate records in GoldMine - a free demo

Tomorrow, Tuesday 2nd August, our regular GoldMine presentation will feature the GoldMine Merge Purge capability to manage duplicate records.

This is a free presentation aimed at existing GoldMine Users.  The presentation will be on Tuesday 2nd August at 10am UK time (BST).

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You must register as soon as possible to get your connection details for the event.  

Gotowebinar_register


How to use GoldMine as a powerful marketing tool - a free webinar Tuesday 28th June

We're running a free to attend webinar tomorrow on how to use GoldMine as a powerful marketing tool.  This webinar is aimed at anyone in marketing and existing GoldMine Users.

The session starts at 10am UK time and lasts about 20 minutes.  Plus there is a Q & A session.

We will cover...

  • Data management
  • Lead Management
  • Direct Mail
  • Email Marketing
  • Reporting and analysis

To register, click on..

Free GoldMine Webinar on Marketing


New Lead Score Dashboard available from Wizard Systems - who should you be concentrating your efforts on?

So you have loads of leads in your GoldMine CRM system.  But which are the top leads?  Who should you be concentrating on?  We've come up with a simple solution - a Lead Score Dashboard.  This applies a point scoring system to each key bit of information about a lead or a customer.

For example, if we have an email address, score 3 points.  A job title, add another 3 points.  A phone number, add another point, and so on to give you a grand score for that lead.  Then display all your leads by sales person in total lead score order.

This is just an example of a lead score process.  We can change this.  We could add on more points if the prospect has a LinkedIn Profile, or has had an Appointment recently.

Here's a screenshot of the sample dashboard...

Goldmine_lead_score_dashboard

Please contact us for more information or a dashboard custm


GoldMine Dashboard Training - How to create GoldMine Dashboards - March 24th 10am UK time

Dashboards are a powerful way of reporting on key information in GoldMine and outside of GoldMine. We're running a live, 1-2 hour online training course on March 24th at 10am UK time to cover...

- Using the built in Dashboards (GoldMine does have some ready made Dashboards to get you started)
- A brief introduction to SQL queries
- Creating Data Sources in Dashboards
- Use a simple Wizard to create the SQL query required for a Dashboard
- Adding a table to display the information in the Dashboard
- Display the result and information in a list on screen
- Adding Graphical Charts
- Adding parameters to the Dashboard for easy filtering and drill down
- Ask all your questions concerning Dashboards in GoldMine

Goldmine_dashboard

There is a cost to attend the course of £50 per Company (You can have as many attendees as you wish and the £50 will be invoiced to your company) or one Admin Credit (if you have purchased Admin Credits from us). The training session will be recorded for you for later use and will not be available on YouTube.

Every attendee will receive a free dashboard from us showing you the health of your GoldMine data (we'll explain what it does on the day).

The class size will be kept low so please register as soon as possible to avoid disappointment!

Gotowebinar_register

 


GoldMine Webinar Tuesday 1st March - The Pending and History Tabs explained

It's not too late to register for our free presentation covering how to use the Pending and History Tabs in GoldMine.

The session is open to all GoldMine Users and will be on Tuesday 1st March at 10am UK time.  The session will be about 15 minutes duration and there's plenty of opportunities to ask questions.

Please register by clicking the link below

Gotowebinar_register