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www.goldmine.ca911gm04.ppt

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									Features
Features




           alerts
           macros
          Record




  Basic ( tombstone ) information
            999 UDF’s..
..Sports cabinet, with tabs ..FYend
  Filing       ..LastYr$
Info center


•Library for your department(s)

•Summarize with text or attach
      Docs/ Spreadsheets/ Pics/ Sound
• like an “intranet”
                 Email


• similar to outlook

• but filed directly into the contacts history

• no need to cc others, when sending

• no need to forward copies
          Calendar *

• share calendar with others

• schedule appt & calls (with alarms)

• Document phone calls & appts

• Tag record for future data mining
      Page (Alarm)

• GoldAlarm module

• no response time frame …..

        ….. pager

         ….cell phone (email)
Sales Forecasting


•Schedule a forecasted sale


 •View summary for the week/ month/ yr

 •Complete sales for history
   Reports


•View/ print client lists

•Print client address labels

•Print day timers
Organization Chart


 • A Handy way to group clients

 • Group records under corporate HQ

 • Group records under Agencies

 • Group records under Types
   Links & Template Forms

• GoldMine populates Word & Excel with selected fields

• Corporate letters can be merged & printed/ emailed/ faxed

• Individual form letters can be made

• Client letters may be linked to a common area
           Synchronization

•   synchronizing creates a packet, of all changes,
         …since the last creation date

•   this packet is received by the other side…
            …be it server or remote
            …by email, internet, network, even floppy
•   any changes are validated, as to most recent

• this process can be either manual, or automated…
AP- Automated Processes

  • Like having a dedicated administrator…
             .. overseeing dept operations

  • Start by mapping out customer contact process

  • Transfer process to GoldMine

  • Run manually, or unattended
         Web Imports

• Advertising campaign, with forms to fill out

• Prepare your mailers, include your website

• Setup the GoldMine form
            ….no need to input manually !
                Miscl
 Alerts
 Macros
 Filters & GROUPS
              Help
•         Use the GoldMine Help library


• Patb @goldminetrainer.com
           1/quarter 48hrs response time

• www.goldmine.ca
          Goto support
• www.9-1-1.ca
           Movies & docs

								
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