June GoldMine PowerUP! - Activities

June GoldMine PowerUP! – Activities

Everything you want to know about activity management in GoldMine.

July GoldMine PowerUp! - Sales Pipelines

July GoldMine PowerUp! – Sales Pipelines

In this webinar recording listen to CRM experts Kevin Smith and Paul Petersen in the GoldMine July PowerUp! to learn sales forecasting best practices like:

-How to use the simple sales forecast to track your deals by close date and type

-Simple vs. Complex sale: compare

-How to customize based on your process

-Reporting to track quota and pipeline

Get up to speed new release product briefing

Get up to speed new release product briefing

This is the new product briefing video for GoldMine 2020.1

6. The first file import of contacts

6. The first file import of contacts

This video will show how to do your first file import.  GoldMine can import csv files but you need to know how to do it and pretty quick you will be a pro.  Just make certain you did video 5 (Adding GoldMine User-Defined Fields [Custom Fields]) because the columns in the csv you want to import has to have a field in GoldMine.  Once the data has a home in GoldMine importing should be a snap.

5. Adding GoldMine User-defined fields (custom fields)

5. Adding GoldMine User-defined fields (custom fields)

Out of the box GoldMine comes with many of the fields that you need to run your business.  But every business no matter what you want to track, the industry you are in or even the size of your company there are fields which are important specifically to you.  With GoldMine you can easily add new fields to accommodate everything you want to track on your customers

4. Adding GoldMine users

4. Adding GoldMine users

Easy step… create users to log into and use GoldMine.

3. Installing the first GoldMine Premium Edition client desktop

3. Installing the first GoldMine Premium Edition client desktop

Since GoldMine is a client-server application, after you have installed the application server and followed all the important installation guide setup info you then need to install a client on the users computer.

2. Installing GoldMine Premium Edition Application Server

2. Installing GoldMine Premium Edition Application Server

This video describes installing GMPE on the server and connecting to the MS SQL database.

1. Installing Microsoft SQL

1. Installing Microsoft SQL

This video will help explain how to install MS SQL.  It is not a comprehensive training on MS SQL so if you need that please go to Microsoft’s website or search the Internet but this video does convey the basics of standing up the database server.

The Navigation Pane

The Navigation Pane

In this video you will learn the basics of moving around in the GoldMine desktop application.