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GoldMine Training
 Instructor Lead Training course
GoldMine Fundamentals
GoldMine Business Process Administration
GoldMine Advanced System Management
GoldMine 6.x Business Process Administration
Duration: 2 days [schedule]
Price: $595.95 [register
now]
Audience
This 2 day course is designed for advanced end users and those
responsible for creating and maintaining business processes
using GoldMine's key features. This course assumes that
you are familiar with the fundamentals of GoldMine and that you
are familiar with the Microsoft Windows operating system
and can manipulate windows and launch and close applications.
In This Course
The course material created for GoldMine Business Process
Administration training is designed as a training and
reference manual including a discussion of software functionality.
The discussion is followed by step-by-step procedures.
Lessons typically are presented in a logical, task-oriented
sequence, which more closely replicates business practices.
The GoldMine Business Process Administration course includes
the following chapters:
Chapter
1: Configure GoldMine |
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Chapter 5:
Manage Your Data |
Learn how to configure GoldMine
for your specific work environment. You will learn how
to license initially and update the license information;
set up users, user groups, security and resources; design
and create screens and customize tabs with fields and labels;
and, create macros. |
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As time goes on, you will manage your
data in GoldMine using filters and groups to create subsets
in order to export and move data, realign sales territories,
globally replace field values, merge/purge and delete Contact
Records. |
Chapter
2: Documents |
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Chapter 6:
Automated Processes |
The business process design
continues with the creation of form documents that are
stored in the Document Management Center and the Literature
Fulfillment Center. |
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Creating automated processes to streamline
and carry out repetitive tasks is critical to your business
process analysis and workflow design. |
Chapter
3: Customize Communication Features |
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Chapter 7:
Manage Sales |
You can design your business
processes and workflow by customizing GoldMine's E-mail
Center; creating e-mail, Word and opportunity templates;
and, telemarketing scripts. |
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With all this data accumulating in GoldMine,
you can analyze defined quotas and sales forecasts. You
can review sales performance as well as statistical and
leads data for individual and team performance. |
Chapter
4: Data Subsets |
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Chapter 8:
Create GoldMine Reports |
Create subsets of the GoldMine
database using filters, groups and SQL queries. |
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With GoldMine collecting and storing your
data, you can use GoldMine's standard reports or design
and construct custom reports for analysis. |
For more information call (514) 488-1300 or (888) 483-1300
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