FeaturesFeatures

FeaturesFeatures

alerts

macros

RecordRecord

Basic ( tombstone ) information

Filing cabinet, with tabs

999 UDF’s..

..LastYr$..FYend..Sports

Info centerInfo center

• like an “intranet”

•Library for your department(s)

•Summarize with text or attach

Docs/ Spreadsheets/ Pics/ Sound

EmailEmail

• similar to outlook

• but filed directly into the contacts history

• no need to cc others, when sending

• no need to forward copies

Calendar *Calendar *

• Document phone calls & appts

• schedule appt & calls (with alarms)

• share calendar with others

• Tag record for future data mining

Page (Alarm) Page (Alarm)

• GoldAlarm module

• no response time frame …..

….. pager

….cell phone (email)

Sales ForecastingSales Forecasting

•Schedule a forecasted sale

•View summary for the week/ month/ yr

•Complete sales for history

ReportsReports

•View/ print client lists

•Print client address labels

•Print day timers

Organization ChartOrganization Chart

• A Handy way to group clients

• Group records under corporate HQ

• Group records under Agencies

• Group records under Types

Links & Template FormsLinks & 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

SynchronizationSynchronization

• 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

• any changes are validated, as to most recent

…by email, internet, network, even floppy

• this process can be either manual, or automated…

AP- Automated ProcessesAP- 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 ImportsWeb Imports

• Advertising campaign, with forms to fill out

• Prepare your mailers, include your website

• Setup the GoldMine form

….no need to input manually !

MisclMiscl

AlertsMacrosFilters & GROUPS

HelpHelp

• Patb @goldminetrainer.com1/quarter 48hrs response time

• www.goldmine.ca

• www.9-1-1.ca

Goto support

Movies & docs

• Use the GoldMine Help library