Expert GoldMine Training

All of our GoldMine trainers are also consultants with many years of experience installing, configuring and training GoldMine. Your trainer will be able to answer questions on any GoldMine topic and recommend how your processes and configuration can be improved to maximise your return on investment. Training is provided using your own customised GoldMine system to ensure relevancy & familiarity.

If you would like help from one of our experienced consultants in designing a training programme that best meets your needs then please telephone 0800 091 0595 or email training@othello-consultants.co.uk

We have put online all our CRM Product Manuals.

Standard One Day GoldMine Training Courses:

GoldMine End User Introduction
- Introduction to GoldMine and the purposes of CRM
- Overview of Layout
- Overview of 9 Main Data Tabs
- Managing & Creating Contact Records
- Indexed / Quick Searches for Contacts & Companies
- Scheduling & Completing Activities
- Using the GoldMine Calendar
- The Activity List
- GoldMine Email
- Linking and Filing E-mails Against Contacts
- Integration with Outlook
- Sending Pre-defined Letters to Contacts
- The InfoCentre
- Working with the Organisation Tree
- Configuring the GoldMine Taskbar
- Personal Rolodex

GoldMine End User Advanced

- Revision of Introduction Course
- Assigning E-mail and Mail Merge Codes
- Analysis Features
- Activity Management
- Building Subsets of Data (Filters/Groups)
- Creating GoldMine E-mails Template
- Using E-mail Templates within GoldMine
- Creating Word Templates from within GoldMine
- Using Word Templates to Create Mail-shots from GoldMine
- Literature Fulfilment Centre
- Managing the Printing of Mail-shots
- Working with the Opportunity Manager
- Using the Pre-Created GoldMine Reports
- Label Printing
- Using Subsets of Data for Marketing / Analysis / Administrative Tasks
- Setting Preferences
- Record Alerts

GoldMine System Administrator
- File & Record Structure
- Installing GoldMine to Networked PCs
- The Borland Database Engine
- Installing the Link to MS Word
- Creating and Administrating Users and Configuring Groups
- Setting Admin Level Preferences
- Configuring Toolbar Settings
- Creating Macros
- Maintaining Lookup Tables (Pick Lists)
- Changing Field Labels
- Creating New User-defined Screens & Fields within GoldMine
- Defining Details
- GoldMine Email Rules
- Server Agents
- Importing / Exporting Data
- Data Manipulation Tools
- Globally Updating Records
- Finding and Merging Duplicate Records
- Deleting Records
- Territory Realignment
- Maintaining GoldMine

Bespoke GoldMine Training
Othello Consultants are happy to provide a bespoke GoldMine training solution, which may be a combination of topics from above, or advanced skills for developing and administrating your GoldMine solution that don’t appear on any standard courses. Please either telephone 0800 0910595 or email training@othello-consultants.co.uk to discuss your requirements.