Wizard Systems

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.

Probably the most important Automated Process you could implement in GoldMine - 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

 

 

Taking the Terror Out of Automation with Workbooks CRM - Event 30/10

As Halloween looms and things go bump in the night, many users find themselves spooked by the complexities of CRM automation. But fear not! Just as a torch light reveals there's nothing lurking under the bed, we're here to shine a light on the sometimes-scary world of Workbooks automation. Join us for our upcoming webinar where we'll turn these automation apparitions into faithful allies for your business processes.

The Building Blocks of Automation Magic

API Keys: Your Digital Skeleton Keys

Gone are the days when API keys were as mysterious as a witch's spell book. These authentication tokens are simply secure passwords that let different systems talk to each other. Whether you're connecting your CRM to your marketing tools or your customer service platform, we'll show you how to handle these powerful keys with confidence.

Plugins: Your Helpful Workshop Familiars

Think of plugins as your friendly automation assistants - pre-built tools that enhance your Workbooks experience. From document generation to email integration, these helpful spirits can transform your daily tasks from repetitive chores into automated efficiency. We'll explore the most valuable plugins and how to harness their power effectively.

Triggers: The Automation Alarm Clock

Just as a vampire rises at sunset, triggers are events that spark your automation into life. Whether it's a new lead appearing in your system or a customer status changing, triggers ensure your processes spring into action at exactly the right moment. We'll demystify the process of setting up triggers that work reliably every time.

Processes: Your Business Workflow Spellbook

Processes are where the real magic happens. These step-by-step workflows can transform your business operations from chaotic to choreographed. From lead nurturing to quote approval, we'll reveal how to craft processes that work like well-oiled machines - no dark magic required.

Scripts: Custom Enchantments

For those ready to wield more advanced powers, scripts allow you to create custom automation solutions. We'll demonstrate how even simple scripts can solve complex business challenges, without requiring a computer science degree.

API Data: Crystal Ball Integration

Connect your Workbooks CRM to the wider digital world through API integrations. We'll show you how to safely and efficiently share data between systems, ensuring your business information flows smoothly across your entire technology stack.

Join Us for an Enlightening Session!

Don't let automation fears haunt your business processes any longer. Join us on 30th October at 2pm UK time for our "Automation Without the Fright" webinar. We'll be:

• Demystifying common automation challenges
• Sharing real-world examples and solutions
• Providing practical tips for implementation
• Answering your spine-tingling questions

Register now to secure your spot. Early bird registration includes our "Automation Survival Guide" PDF.

Don't let these powerful features frighten you - let us help you transform them into trusted tools for business success. After all, the only thing scary about automation should be how much time you've spent working without it!

Want to learn more before the webinar? Contact our friendly team at Wizard Systems for a preliminary chat about your automation needs.