GoldMine 8 For Dummies

Joel Scott (Computer Control Corporation, Bloomfield, Connecticut)

$54.95

Paperback

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English

John Wiley & Sons Inc
12 October 2007

Business applications

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!

By: Joel Scott (Computer Control Corporation Bloomfield Connecticut)
Imprint: John Wiley & Sons Inc
Country of Publication: United States
Dimensions: Height: 236mm, Width: 189mm, Spine: 21mm
Weight: 581g
ISBN: 9780764598340
ISBN 10: 0764598341
Pages: 364
Publication Date: 12 October 2007
Audience: Professional and scholarly , Undergraduate
Format: Paperback
Publisher's Status: Active

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

Joel Scott is the president of the Computer Control Corporation, a technology consulting company founded in 1985. Mr. Scott began selling GoldMine software in 1991. The company has been awarded FrontRange's GoldMine Top-10 Dealer award eight times since then and has received numerous other awards for GoldMine training and best practices. In 2007, Computer Control Corporation joined with Core Solutions, Inc., headquartered in Newton, Massachusetts. The newly combined company continues to sell and support GoldMine as well as several other well-known CRM products, such as Microsoft CRM and SalesLogix. This is Mr. Scott's fourth GoldMine For Dummies book, and these sit on his bookshelf right next to the two Microsoft CRM For Dummies books that he has co-authored. Always happy to hear from readers, Mr. Scott can be reached at dummy@ccc24k.com. To assure a response, please include all your contact information.

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GoldMine 8 For Dummies

Joel Scott (Computer Control Corporation, Bloomfield, Connecticut)

$54.95

Paperback

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