Mastering Customer Onboarding: Build a Powerful Automated Welcome Sequence in GoldMine - Event 10/1

First impressions matter. When a new customer chooses your business, those initial interactions set the tone for your entire relationship. But managing a consistent, high-quality welcome process manually can be overwhelming – especially as your business grows.

That's why we're hosting an exclusive webinar on January 10th to show GoldMine users how to automate their customer welcome journey. You'll learn how to create a seamless system that delivers personalized communications, ensures timely follow-ups, and maintains quality standards without increasing your workload.

Why Automate Your Welcome Process?

Automated welcome processes aren't just about efficiency – they're about delivering a better customer experience. When properly configured, automation helps you:

• Ensure every customer receives timely, consistent communications
• Free up your team to focus on high-value interactions
• Never miss crucial follow-up steps
• Track and measure your onboarding success
• Scale your customer service without increasing headcount

What You'll Learn

Our practical session will walk you through creating an automated welcome sequence in GoldMine, including:

• Building customizable email templates
• Setting up intelligent task assignments
• Creating automated calendar entries and reminders
• Configuring notification rules
• Measuring process effectiveness

Whether you're new to GoldMine automation or looking to enhance your existing processes, you'll come away with actionable strategies to improve your customer onboarding.

Join us on January 10th at 2pm GMT to transform your customer welcome experience.

REGISTER HERE

Space is limited, so secure your spot today.

Nurture those Long-term enquiries with GoldMine Automated Processes - Event 12/12

Are your valuable long-term prospects slipping through the cracks due to limited resources? Join us for an exclusive webinar where we'll reveal how to leverage GoldMine CRM's powerful automation features to maintain meaningful connections with prospects throughout extended sales cycles.

Some companies may have opportunities that may take months or even years to convert. While these prospects require consistent nurturing, manually keeping in touch can strain your sales team's resources and time. That's where GoldMine's automated processes become your secret weapon for maintaining engagement without overwhelming your team.

In this practical, hands-on webinar, Wizard Systems will demonstrate how to:

• Design and implement automated communication sequences that keep your company top-of-mind
• Schedule timely, personalized touchpoints that feel natural and meaningful
• Create intelligent triggers for sales team follow-up calls at optimal intervals
• Monitor prospect engagement and adjust your approach accordingly
• Balance automation with personal interaction for maximum impact

You'll learn easy to implement strategies for building automated processes that maintain consistent contact with prospects while freeing your sales team to focus on high-priority activities. Our experts will share proven templates and best practices that you can implement immediately in your organization.

Don't let valuable long-term opportunities fade away due to resource constraints. Join us to discover how GoldMine automation can transform your prospect nurturing strategy.

Webinar Details: Thursday 12th December at 2pm UK time.  Duration about 20 minutes

REGISTER HERE WITH THIS LINK

Space is limited, so reserve your spot today. Attendees will receive exclusive access to automation templates and a recording of the session.

Presented by Wizard Systems, your trusted GoldMine CRM expert. Our team has helped countless organizations optimize their sales processes through intelligent automation.

Register now to learn how to keep your long-term prospects engaged while maximizing your team's efficiency.

Your first GoldMine Automated Process - Event 28/11

Our next GoldMine 101 event on Thursday 28th November (at 2pm UK time), we'll be demonstrating a really simple automated process to create in your GoldMine system to ensure that all new enquiries are followed up.

This event is aimed at existing GoldMine CRM users.

PLEASE REGISTER HERE FOR THIS EVENT

 

 

GoldMine Tip - Ensuring your Automated Processes start after a 'server reboot'

Do you use Automated Processes and have just had a server reboot.  Here is a tip to make sure they restart automatically.

• Make sure to take a full backup of the system first
• Log in as the Master user
• Configure the Server Agent with the frequency and days that you want the AP to run
• Create a macro using keystrokes, it saves in the Macros folder as master.xxx, where xxx is the number if the macro you have just recorded.  This can be identified by the date and time that the file was modified.  
• Trigger the macro from a toolbar button to check it works as you want it to and that the Server Agent starts
• Add a switch to the GoldMine icon on the desktop as follows: "C:\Program Files (x 86)\Goldmine\gmw.exe" /m:xxx /u:MASTER  /p:password
• Add shortcut to Startup menu so that if server reboots the APs will start automatically

For more information on using Automated Processes or if you want information on our GoldMine Automated Process Training Course, please contact Wizard Systems.