GoldMine Training

GoldMine Training plays an important role in maximising the value of your GoldMine CRM Software investment. We work with our customers to develop a complete end-to-end GoldMine Training plan that achieves meaningful and specific deliverables for your organisation. This approach enables administrators, managers and end users to obtain the knowledge and skills needed - minimising training time, maximising solution capabilities and increasing overall business value.

Formal GoldMine Training benefits your staff by...

  • Building confidence with GoldMine
  • Get up to speed quickly
  • Improving Accuracy and efficiency
  • Good work practices and consistency of GoldMine use with repetitive exercises
  • Learn the latest GoldMine tips and tricks to improve productivity
We provide a range of fully authorised GoldMine Training courses. We can also provide GoldMine Training tailored to your requirements, where you decide the topics you want us to cover. Training can be provided either on-site or at our fully equipped GoldMine Training Centre. Every delegate gets a Training Manual or other documentation which can prove to be a helpful resource for future use of GoldMine. All documentation on the course has been approved by FrontRange, the software authors. Our GoldMine Instructors have trained over 10,000 students in the UK since 1993!

Standard GoldMine Training Courses include...

GoldMine Introduction Training Course (1 Day)

  • Layout of GoldMine and Navigation
  • Finding Information
  • Entering New Contact Records
  • Managing Activities
  • Correspondence
  • Simple Filters and Advanced Searches
  • Basic Reports
  • Great for anyone new to GoldMine
goldmine_introduction_training_agenda.pdf
File Size: 165 kb
File Type: pdf
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GoldMine Systems Administrator Training (1 Day)

  • Customisation (Fields and Detail Records)
  • Users and Security
  • Importing and Exporting
  • Database Structures
  • De-duplicating data
  • Global Replace
goldmine_open_sys_admin_agenda.pdf
File Size: 160 kb
File Type: pdf
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GoldMine Advanced Training (1 Day)

  • Opportunity and Project Manager
  • Advanced Filters and Groups
  • The link to Word
  • Macros
  • User Preferences
  • Organisation Tree
  • Creating and Amending GoldMine Reports
goldmine_advanced_training_agenda.pdf
File Size: 164 kb
File Type: pdf
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GoldMine Automated Processes (1 Day)

Marketing with GoldMine (1 Day)

  • Advanced Filters and Groups
  • Direct Mail and Email Marketing options with GoldMine
  • Basic Automated Processes
  • Linking to your Web Site
  • Marketing reports and dashboards
  • Integration to Social Networking
  • Integration with Constant Contact
goldmine_marketeer_training_agenda.pdf
File Size: 163 kb
File Type: pdf
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  • Overview of typical processes you can automate in GoldMine
  • Creating a Process
  • Building in Events into a Process - Triggers and Actions
  • Attaching Processes to Contact Records
  • Options on running Automated Processes
  • Troubleshooting
goldmine_automated_processes_training_agenda.pdf
File Size: 162 kb
File Type: pdf
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