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Customized Goldmine Training

Our Canadian Goldmine training courses are grouped into five packages, each with course segments that can be added or removed depending upon training requirements and assessed weaknesses.

General Goldmine Training. These course segments are designed to provide trainees with a broad immersion into Goldmine Customer Relationship Management. The goal is to enable competent, efficient, and comfortable usage of Goldmine that will lead to higher user adoption and buy-in. Some of the course segments are:

  • Getting Started with Goldmine and Moving Around the CRM
  • Working with Goldmine and Microsoft Outlook
  • Using My Preference and My Dashboard in Goldmine
  • Finding Information in Goldmine CRM
  • Working with lists in Goldmine
  • Adding Customer Information
  • Lead Management
  • Target Lists
  • Managing Documents
  • Campaign Management
  • Outbound Call Handling
  • Running Reports in Goldmine CRM
  • Using Goldmine CRM Core Features

Goldmine Administrator Training. These course segments are designed to assist the individuals tasked with supporting Goldmine CRM within your organization. In-house administration training can save thousands of dollars in outsourcing simple tasks, in addition to being able to more quickly make simple modifications to keep the company’s daily operations running smoothly. Some of the course segments are:

  • Managing Users in Goldmine CRM
  • Advanced Outlook Integration in Goldmine
  • Understanding IntelliSync
  • Customizing Goldmine Menus and Toolbars
  • Goldmine CRM Database Maintenance
  • Importing Data into Goldmine
  • Synchronization
  • Goldmine Server Administration
  • System and Security Overview in Goldmine CRM
  • Using SpeedSearch
  • Contact and Sales Processes
  • Goldmine CRM Menus and Toolbars

Goldmine Information Manager Training. These course segments are designed for users responsible for analyzing data, creating reports, and for light Goldmine customization. These course segments are not as focused on customizing Goldmine CRM as the Goldmine Administrator training would consist of. Some of the course segments are:

  • Multicurrency support
  • Field customization in Goldmine CRM
  • Data Upload
  • Managing documents
  • Document templates in Goldmine
  • Embedded e-mail editor
  • Products and Timings
  • Summary reports
  • Key attribute profiling
  • Campaign management
  • Outbound call handling
  • User administration
  • Workflow customization
  • Advanced tab customization

Goldmine End User Training. These course segments are designed for sales staff with a general Goldmine or similar customer relationship management software experience. These course segments are tailored to your business processes so that users can quickly apply the training directly in everyday tasks. This training is essential for obtaining higher user-adoption rates and reducing the stress that some users may feel about using a CRM. Some of the course segments are:

  • Managing contacts and accounts in Goldmine CRM
  • Managing Sales activities (leads, opportunities, Goldmine dashboards)
  • Managing opportunities
  • Service and Support (Tickets, Contracts, Returns, Defects) in Goldmine
  • Marketing Training (lead management, campaign management, outbound call handling)
  • Goldmine CRM Customer Care (customer support and knowledgebase training)

Goldmine Remote Client Training. These course segments focus on maximizing the use of the Goldmine Remote Client. The Goldmine CRM Remote Client is a complimentary software solution ideal for sales persons on the go. Some of the course segments are:

  • Using Goldmine synchronization
  • Using What’s New
  • Using Subscription
  • Using Library Items and Attachments
  • Using SpeedSearch

Goldmine Training Courses

We offer Goldmine training that are not customized. These courses are not tailored to your company’s business processes specifically but do cover the Goldmine CRM software in depth. Customized Goldmine courses are meant for single company audiences, these Goldmine training courses may contain representatives from several companies, single company only Goldmine training courses are available.

Goldmine Official Marketing End User
This official Goldmine CRMcourse is 2 days in duration and will cover:

  • Introduction to Goldmine
  • Accounts and Contacts in Goldmine
  • Campaign Management and Marketing Services
  • Goldmine Calendar and Goldmine Activities
  • Goldmine Notes, Attachments, and Library Items
  • Goldmine and Email, Outlook Integration, and Links
  • Contact Processes in Goldmine
  • Goldmine Reports

Goldmine Official Sales End User
This official Goldmine CRMcourse is 2 days in duration and will cover:

  • Introduction to Goldmine
  • Accounts and Contacts in Goldmine
  • Goldmine Lead Acquisition, Qualification, and Conversion
  • Goldmine Opportunities Management, Statistics, and Sales Processes
  • Goldmine Dashboards for Calendar, Content Sets, and Analysis Views
  • Goldmine Calendar and Goldmine Activities
  • Goldmine Notes, Attachments, and Library Items
  • Goldmine and Email, Outlook Integration, and Links
  • Goldmine Document Templates and Mail Merge
  • Contact Processes in Goldmine
  • Goldmine Reports

Goldmine Architect / Deployment Specialist
This Goldmine CRM course is 1 day in duration and will cover:

  • Creating a Test Environment for Goldmine
  • Goldmine Database Data Structures
  • Goldmine Database Architecture and Security Capabilities
  • Goldmine User Customization for Lookups, Pick Lists, and Query Builder
  • Goldmine Programming Customization / Tailoring
  • Goldmine Customization Deployment using Bundles

Goldmine Turbo Charged
This Goldmine CRM course is 1 day in duration and is aimed at creating Goldmine power users and will cover:

  • Goldmine Client for the Administrator
  • Unleashing the Goldmine Query Builder
  • Goldmine Data Maintenance Procedures and Routines
  • Maximizing Mail Merge
  • Using Goldmine Campaign Management
  • Using Goldmine Sales Processes
  • Using Goldmine Contact Processes

Goldmine Administrator Crash Course
This Goldmine CRM course is 2 days in duration with the goal of being able to do general problem solving and supporting Goldmine deployments and will cover:

  • Deploying the Goldmine Environment
  • Configuring the Goldmine Administrator
  • Goldmine User and Team Security Configuration
  • Goldmine Client Components
  • Goldmine Integration with Microsoft Outlook and Microsoft Exchange Server
  • Customizing Lookups and Groups within Goldmine

Goldmine Official Administrator Certification
This official Goldmine CRMcourse is 4 days in duration and will cover:

  • Deploying the Goldmine Environment
  • Configuring the Goldmine Administrator
  • Goldmine User and Team Security Configuration
  • Goldmine Client Components
  • Goldmine Integration with Microsoft Outlook and Microsoft Exchange Server
  • Customizing Lookups and Groups within Goldmine
  • SpeedSearch
  • Goldmine Synchronization Configuration
  • Goldmine Remote Client
  • Goldmine User and Data Maintenance Routines and Functionality
  • Customizing Goldmine Menus and Toolbars
  • Deploying a Development Environment
  • Custom Software Development of Goldmine

Software University Courses

These courses are offered through Software University and are divided into three options:
  • Classroom
    CRMX-6-72000 – Sales End User for Goldmine LAN v7.2
    CRMX-6-72001 – Service/Support End User for Goldmine LAN v7.2
    CRMX-6-72002 – Marketing End User for Goldmine LAN v7.2
    CRMX-6-72003 – Power End User for Goldmine LAN v7.2
    CRMX-6-72010 – Administering Goldmine LAN v7.2 – CUSTOMERS ONLY
    CRMX-6-72030 – Developing for Goldmine LAN v7.2
    CRMX-6-72041 – Developing for Goldmine Web v7.2
    CRMX-6-72051 – Developing for Goldmine Mobile 5.0
    CRMX-7-70000 – Sales End User for Goldmine LAN v7.0
    CRMX-7-70001 – Service/Support End User for Goldmine LAN v7.0
    CRMX-7-70002 – Marketing End User for Goldmine LAN v7.0
    CRMX-7-70003 – Power End User for Goldmine LAN v7.0
    CRMX-7-70010 – Administering Goldmine LAN v7.0 – CUSTOMERS ONLY
    CRMX-7-70030 – Developing for Goldmine LAN v7.0
    CRMX-7-70040 – Implementing & Customizing for Goldmine Web v7.0
    CRMX-8-62000 – End User for Goldmine v6.2
    CRMX-8-62001 – Customer Service for Goldmine v6.2
    CRMX-8-62030 – Developing for Goldmine v6.2
  • Realtime Learning and Anytime Learning
    CRMX-6-72231 – Introduction to Developing for Goldmine LAN v7.2
    CRMX-7-70231 – Introduction to Developing for Goldmine v7.0
    CRMX-8-62200 – 12 MONTHS – Goldmine v6.2 LAN Client End User
    CRMX-8-62200 – 6 MONTHS – Goldmine v6.2 LAN Client End User
    CRMX-8-62203 – 12 MONTHS – Goldmine Marketing Feature Pack for v6.2.3
    CRMX-8-62203 – 6 MONTHS – Goldmine Marketing Feature Pack v6.2.3
    CRMX-8-62211 – 12 MONTHS – Creating Contact Processes for Goldmine v6.2
    CRMX-8-62211 – 6 MONTHS – Creating Contact Processes for Goldmine v6.2
    CRMX-8-62221 – Goldmine Product Retirement: Upgrading to v6.2
    CRMX-9-61200 – 12 MONTHS – Goldmine v6.1 LAN Client End User
    CRMX-9-61200 – 6 MONTHS – Goldmine v6.1 LAN Client End User
    CRMX-9-61201 – 12 MONTHS – Goldmine v6.1 Web Client End User
    CRMX-9-61201 – 6 MONTHS – Goldmine v6.1 Web Client End User

The below courses are offered directly through Software University, our Canadian Goldmine training team can also facilitate these exact courses locally.