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GoldMine 8 For Dummies

Joel Scott (Author)

9780764598340, Wiley

Paperback / softback, published 19 October 2007

384 pages, Screen captures: 125 B&W, 0 Color
23.6 x 18.9 x 2.1 cm, 0.581 kg

If you run a small business, you know how important customer relationship management, or CRM, can be to your bottom line. And you know it can be a bit daunting. Well, not with GoldMine and GoldMine 8 For Dummies!

GoldMine is business software designed to help you organize your contacts, track activities, schedule appointments, create reports that tell you how you’re doing, and make accurate business projections. GoldMine 8 is completely revised to make it more useful than ever, once you get the hang of it. That’s where GoldMine For Dummies comes to the rescue! Written by an authorized GoldMine trainer, this guide shows you how to:

  • Set up GoldMine 8 and customize it for your business
  • Create, view, and update customer records
  • Schedule activities and manage leads
  • Monitor your marketing efforts and see what’s working
  • Predict sales based on past results
  • Work with GoldMine’s e-mail system
  • Organize and distribute information
  • Access GoldMine from outside your office
  • Integrate GoldMine with your company Web site

Even if you’ve used a previous version of GoldMine, you’ll find some big changes in this newest revision, but GoldMine 8 For Dummies makes it easy to get up to speed. When you’ve read this book and discovered how GoldMine can help you keep track of your clients, reduce costs, and improve efficiency, you’ll think you’ve hit the motherlode!

Introduction 1

Part I: GoldMine Premium Basics 9

Chapter 1: GoldMine: An Overview 11

Chapter 2: Getting Around in GoldMine 19

Chapter 3: Setting Up Your Preferences 29

Chapter 4: Accessing GoldMine Remotely 45

Part II: Managing Contacts 51

Chapter 5: Creating and Viewing Client Records 53

Chapter 6: Handling Notes and Secondary Contacts 65

Chapter 7: Details and Referrals 75

Chapter 8: Using Filters, Groups, and SQL Queries 83

Part III: Managing Activities 97

Chapter 9: Scheduling Activities 99

Chapter 10: Viewing Scheduled Activities 115

Chapter 11: Dealing with and Completing Scheduled Activities 127

Chapter 12: Sales Forecasting 135

Part IV: Marketing and Support 147

Chapter 13: Managing Your Leads 149

Chapter 14: Managing Your Marketing 157

Chapter 15: Handling Cases 167

Part V: Managing Documents 177

Chapter 16: Integrating with Word 179

Chapter 17: Sending and Receiving E-Mail 187

Chapter 18: Using Outlook 207

Chapter 19: Linking Documents 213

Part VI: Organizing and Distributing Information 221

Chapter 20: The Knowledge Base 223

Chapter 21: Graphical and Statistical Analysis 231

Chapter 22: The Reporting System 245

Chapter 23: Opportunity and Project Manager 261

Chapter 24: Managing Relationships 273

Part VII: Customizing GoldMine 281

Chapter 25: Creating New Labels and Fields 283

Chapter 26: Creating and Modifying Lookup Lists 297

Chapter 27: Automated Processes 305

Chapter 28: GM+View and GM+Browser 317

Chapter 29: Integrating GoldMine with Your Web Site 327

Part VIII: The Part of Tens 333

Chapter 30: Ten Useful Add-Ons 335

Chapter 31: The Ten Most Important New Developments Since 6.0 341

Index 347

Subject Areas: Business applications [UF]
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