Complete Video List

5 Great Calendaring Tips (Basic End User)

• Automatically schedule “x” days, weeks or months into the future
• Use priorities for scheduling untimed activities
• Move untimed activities to timed activities and vice-versa
• Schedule a follow-up automatically when completing an activities
• Show completed activities on your calendar

Introduction to GoldMine (Basic End User)

• Logging into GoldMine
• Lay of the Land
  • Menus
  • Tool Bar
  • Task Bar
  • Status Bar
  • Contact Record (Quadrants & Tabs)

Finding Records - Using the Contact Search Center (Basic End User)

• Spinner
  • Page Up
  • Page Down
• Search Center
  • Lookup Menu
  • Task Bar
  • Double Click
• Customizing the Search Center
• Record Cycling
  • Shift-Page Up
  • Shift-Page Down

An Introduction to Managing Contacts (Basic End User)

• Creating a New Contact
  • F2 Lookups for Data Entry
  • Filling in the Address
• Fields Tab
• Additional Contacts
  • Swapping Primary & Additional
  • Converting to New Record
• Linking a Document
• Adding Notes
• Delete a Contact

Introduction to Scheduling & Activity Management (Basic End User)

• Activity Types
  • Appointments
  • Calls
  • Next Actions
  • Others
• Getting started with Scheduling
• Alarms
• GoldMine Calendar
• Scheduling from the calendar
• Completing Activities
• Logging Completed Activities

Forecasting Sales: Pipeline Management for the End User (Basic End User)

• Forecast Sales vs. Opportunity Manager
  • Simpler
  • Smaller
• Creating the Forecast
• Viewing the Forecasts in your Calendar
• Viewing the Forecasts in your Activity List
  • Output to Excel
• Closing (Completing the Sale)

Emailing from GoldMine (Basic End User)

• Why? I have Outlook!
  • Convenience
  • History Tracking
  • Templates
• Setting outgoing mail preferences
• Sending emails from GoldMine
• Creating your signature file

Running GoldMine Reports (Basic End User)

• Print a Report vs. Report Center
  • Printer a Report -> Run Report
  • Report Center -> Change Reports
• Report Categories
• Most Useful Reports
  • 70+ Reports, a few of the most useful
• Running Reports
  • Options when running a report
  • Printing a report
  • Run a report for a filter or group

Personalizing Your Toolbar (Basic End User)

• Understanding the Toolbar
• Adding & Removing Standard Items
• Adding & Removing Custom Items
• Renaming & Changing the Style
• Resetting to Standard

Introduction to Filters (Basic End User & Marketing)

• When to use filters
  • Mass Communication (Email, Letters, Scheduling)
  • Running GoldMine Reports
  • Administration Functions
  • Print a List
• Filters vs. Groups vs. SQL Queries
  • What you can filter on
  • Static vs. Dynamic
  • Difficulty
• Before you create your filter
• Creating a basic filter
• Using ‘And’ & ‘Or’.

Dashboards Part 1: Introduction to Dashboards (Basic End User)

• What is a Dashboard
  • Quick and easy way to “see” information in your database(s)
  • Pie charts, bar charts, graphs, and table (text) elements
  • FRS implementation in GoldMine 9.0 allows access to GoldMine and any other ODBC data source (Financials, ERP System, etc.)
• Accessing the Dashboards via the Navigation Pane
• Standard Dashboard Groups
  • Management
  • Sales User
• Walk through/demo of the standard Dashboards
  • Drill down and Drop downs
  • Tabs & accelerators
  • Output/Filter/Group in tables

Merging & Purging Records (Intermediate End User)

• Taking care of duplicate records
• Two records into one
  • Fields on ‘first’ record win, e.g. both have company or contact or phone, etc. filled in
  • If Fields is empty on ‘first’ record, but filled in on second GoldMine will retain the information
  • Contacts, History, Pending, Details, Referrals, Opportunities, etc. get ‘merged’ no loss of data.
• Merge Tagged Records
• Merge Visible Records
• Warning: No “Undo” Be Careful!

Intermediate Scheduling & Calendaring (Intermediate End User)

• Events, To Dos, Literature Requests and GoldMine E-Mails
• Managing Non-Customer/Prospect Activities & Private Activities
• Scheduling for Other Users
• Scheduling Recurring (e.g. Every Monday) Activities
• Your Whole “Gotta Do” List: The Activity List

The InfoCenter/Knowledge Base (Intermediate End User)

• Uses for the InfoCenter/Knowledge Base
  • Competitive Information
  • Sales Resources (PDFs, etc.)
  • Pricing
  • HR Policies, etc.
• Knowledge Base vs Personal Base
• Navigating
• Searching
• Adding Books, Folders, Pages
• Attaching Documents
• Deleting & Security
• Table of Contents Function

GoldMine Groups (Intermediate End User & Marketing)

• Why Groups vs. Filters or SQL Queries
• Creating Groups
  • Ad Hoc Groups
  • Groups based on…
  • … Filters
  • … Details
  • … Calendar
  • … History
• Printing a Group
  

The Lookup Wizard (Advanced End User)

• Hidden Gem!
• Use for…
  • Contact Information
  • .. More options than filters, e.g. with particular details, email addresses, etc.
  • Pending Activities
  • History Activities
  • Notes (PE)
  • Emails (PE)
  • Opportunities (PE)
  • Projects (PE)
  • Cases (PE)
• Generates SQL Code for You
• Exporting Results
• How to Save/Use Again

Managing Your Pipeline with the Opportunity Manager (Advanced End User)

• First Look at the Opportunity Manager
  • Status and User
  • Top Half & Tabs
  • Filtering Opportunities & the Funnel
  • Exporting to Excel
• Creating a New Opportunity & Managing Existing
  • The Wizard
  • Updating an Opportunity
• Closing Opportunities
  • Won
  • Lost

Advanced Filters (Advanced End Users & Marketing)

• Combining Filters with Drill Down
• Activating & Releasing Filters
• Deleting Filters
• Changing a Filter
• Optimization for Sort & Limiting Data
• Combining the ‘And’ & ‘Or’ Statements in a Filter

The Organizational Chart/Relationships Tab (Advanced End User)

• Introduction
• Creating a New Organization
• Adding Contacts to the Org Chart
  • Add a New Contact to the Organizational Chart
  • Add an Existing Contact to the Organizational Chart
  • Converting a Secondary Contact to Primary within the Organizational Chart
• Creating Sections
• Activating & Releasing an Organizational Chart
  • What you can do…
• The Roll Up (Corporate & Premium Only)
• Replicating Data

Advanced Contact Management (Advanced End User)

• Referral Tracking
• Adding a Detail
• Keeping Track of Special Days (Occasions)
• Contact Alerts
• Contact Ownership

Giving You More of The Most Limited Resource: Time - GoldMine Macros (Advanced End User & Administrator)

• What are Macros
• Best Practices
• Recording Macros
• Adding & Removing Macros from the Toolbar
• Adding & Removing Macros from the Taskbar (Global)
• My Favorite Macros
  • Completing Activities
  • Scheduling Follow-Ups

Cross Field Validation (F2 Drop Down Changes Based on Another Field) in GoldMine Premium Edition 8.5 (Administration)

• What Is It
  • F2 List of one field changes based on entry in another field.
• Setting Up for Primary Fields
  • Standard fields dependent on standard fields only. (Contact1)
  • Custom fields dependent on standard or custom fields (Contact1 or Contact2)
• Setting up for Calendar, History, etc.
  • Reference, etc. can be based on standard field or field within that record type.
  • Example: Calendar Reference
    • Calendar Activity Code
    • Contact1 Field

Dashboards Part 1: Introduction to Dashboards (Administrator)

• What is a Dashboard
  • Quick and easy way to “see” information in your database(s)
  • Pie charts, bar charts, graphs, and table (text) elements
  • FRS implementation in GoldMine 9.0 allows access to GoldMine and any other ODBC data source (Financials, ERP System, etc.)
• Accessing the Dashboards via the Navigation Pane
• Standard Dashboard Groups
  • Management
  • Sales User
• Walk through/demo of the standard Dashboards
  • Drill down and Drop downs
  • Tabs & accelerators
  • Output/Filter/Group in tables

Dashboards Part 2: The Dashboard Development Environment (Administrator)

• Copying a Dashboard & Creating New
• Importing & Exporting
• Renaming & Categories
• Objects Tree
• Objects Palette
• Objects Properties
• Moving Objects
• Splitters

Creating Additional Contact Sets (Administrator)

• Additional contact sets
  • Unqualified import (Lead Lists)
  • Archive/dead contacts (Alternative to deleting them, just in case)
  • Do not use separating customer/prospect/vendor, etc.
• Changing contact sets
• Create the additional contact set
• Moving/Copying Records between contact sets

Creating Default Relationship Trees (Administrator)

• Relationship trees allow you to link contacts at the same company together
• Use the Create Default Relationship Trees to automatically create these for you
• New in GoldMine Premium Edition 8.5

The Merge/Purge Wizard (Administration)

• Scan entire database for duplicate records
• How to setup the match criteria
• Backup Database Before Running
• Best Practices

Customizing the F2 Drop Downs/Lookups (Administration)

• Accessing F2 Lookups (Field DropDowns)
• Where to use
• Adding/Editing/Deleting
• Comments/Remarks
• Multiple Values
• Setups
• Copy Values

Installing Word Link and Creating Templates (Administration)

• Installing the Word Link
  • Compatibility
  • GoldMine 6.7 – Word 2000 -> Word 2003
  • GoldMine 7.5 & 8.x - Word 2003 & Word 2007
  • Download the latest
  • http://support.frontrange.com
    • Drivers & Downloads
• Creating & Editing Templates
  • Inserting Fields
  • Saving the Template
  • Changing User
  • Edit an Existing Template

Customizing the Opportunity Manager (Administration)

• What the opportunity manager can do for you
• Drop down best practices
• Changing Field Labels
• Tab Options
• Custom Fields
• Up to 5!

Creating Custom Details (Administration)

• Detail Records vs. Fields
  • 1 or Many
  • Details Tab or Separate Tab
• Creating the Detail
• Extended Details & Labels
• Creating the Tab
• Tab Columns
• Tab Position

Customizing GoldMine Fields Part 1: Field Properties (Administration)

• Field Labels & Names
• Label & Data Colors
  • Red When Empty
  • Blue When Empty
• Screen Location & Tab Order
• Security Options

Customizing GoldMine Fields Part 2: Creating Custom Fields & Custom Screens (Administration)

• Creating and Managing new Fields
  • Screen Designer (Top ½ and Fields Tab)
  • Field Names & Data Types
  • U – Then 10, No Special Characters
  • Character, Date, Numeric
  • Database Rebuilds (Standard Edition)
  • Adding the field to SQL (Corporate/Premium)
  • Character = VarChar
  • Date=DateTime
  • Numeric=INT or Float
• Fields Tab
  • Creating Screens
  • Turning Screens into Tabs

Field & F2 Customization Best Practices (Administration)

• Primary Fields & F2s
  • Account Type & Account Status
  • Merge Codes (Primary & Additional)
  • Sales Rep/Account Manager
• Scheduling - Reference, Activity, and Result Codes
  • Calls
  • Appointments
  • Next Actions
  • Forecasted Sales

Notify via Internet Email (Administration)

• New GoldMine GoldMine 9.0
  • Notify when Scheduling an Activity for Another
• How it worked in GoldMine 8.x and below
• Setting up for GoldMine 9.0 Users
  • Administrator Duties
  • End User Settings
• End Result

Setting up the GM+View Tab (Administration)

• Uses for the GM+View
  • Display GoldMine Data
    • Fields
    • Pictures
  • Web Data
    • Maps, Weather, People Search
    • Google Search, Google News Search
  • External Databases
• GM+View Configuration
  • New Views
  • Deleting Views
  • Default View
• Setting up a GoldMine Data GM+View
• Setting up a Web View
• GM+Browser

Territory Realignment (Administration)

• Changing of Sales Rep
  • Reassign Accounts
  • Reassign Scheduled Activities
• Determine Filter, “Sales Rep is Gertrude to Dave”
• Backup Database, No Undo!

Automated Processes - Lesson 1 (Administration)

• Understanding Automated Processes
  • Routine Tasks - Printing Letters, Add to Gropu, etc.
  • Communicate with Customers - Letters, Emails
  • Improve You - Call Scheduling, personal emails
• Virtual Assistant
• Automated Process Center
• Introduction to Events and Tracks

Automated Processes - Lesson 2 (Administration)

• The Automated Process Center in Detail
• Processes (Tracks) & Process Options

Automated Processes - Lesson 3 (Administration)

• Events
  • Sequential
  • Preemptive
• Triggers
• Actions

Automated Processes - Lesson 4 (Administration)

• Sample AP Process – Lead List Track
  • Scenario – Import list of prospects then call and letter follow up…
• Process
  • Immediate – Intro Letter
  • Wait 7 Days – 1st Phone Call
  • After Successful Phone Call, 2nd Letter
  • Wait 7 Days – 2nd Phone Call
  • Skip 2nd Letter/Call if “No Interest”

Automated Processes - Lesson 5 (Administration)

• Sample AP Process – Drip email marketing
  • Scenario – Prospect Nurture Process
• Process
  • Efficient Manufacturing White Paper Email – 14 Days
  • Gadgets Case Study Email – 30 Days
  • Introduction to Global Corp Email – 30 Days
  • Widgets Case Study – 30 Days
  • Remove if contact becomes a customer

Automated Processes - Lesson 6 (Administration)

• Sample AP Process - Automated Follow Ups
  • Schedule Follow Up Call after 30 Days without a call or
  • Schedule Follow Up Call after 60 Days without a call
• Prep Work To Do
  • Call Cycle Field
  • Last Call Field

Automated Processes - Lesson 7 (Administration)

• Watch Track
• Monitors contacts for conditions which should force another track/process to be attached
  • Attached to All Contact Records
  • All Pre-Emptive Events
  • Repeat

Automated Processes - Lesson 8 (Administration)

• Running and Executing Processes
  • Nothing happens if they aren’t run!
• Testing Scenario
  • Add from Track/Process Tab
  • Execute from Track/Process Tab
• Manual Scenario
  • Execute Processes via Tools | Automated Processes | Execute
  • Also attach process to existing records
• Daily Automatic Scenario
  • Server Agents
  • Auto-Start w/ Agents
  • 1 GM License

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