GoldMine Hotline Phone
020 7741 0627

Bespoke Goldmine Training

Custom GoldMine Training

Othello Consultants GoldMine Training Courses are delivered by our expert GoldMine Consultants, all with a minimum of 10 years specialist GoldMine CRM Training experience. You can be confident that our GoldMine Trainers will be able to answer any questions that you may have and will usually be able to suggest ways of making better use of your GoldMine Investment. Our GoldMine Training Courses will usually take place at your premises. This allows users to train on your own customised GoldMine Solution with meaningful configuration and data.

Othello Consultants are happy to provide a bespoke GoldMine Training Solution, which may be a combination of any of the standard GoldMine courses, or advanced skills for developing and administrating your GoldMine solution that don’t appear on any standard courses. Please contact us to discuss you exact requirements.

Alternatively please see the details of our standard GoldMine End User Training, GoldMine Advanced Training and GoldMine Administrator Training courses in the left hand menu.


Suggested bespoke GoldMine Training Courses are detailed below:


Example Bespoke GoldMine Training Course:

This Bespoke GoldMine Training Day is targeted at new or improving GoldMine users that need to manage their GoldMine CRM activities on a daily basis with a particular focus on GoldMine as a sales tool and is aimed at delegations of up to 6 users. There is also a section that is applicable for the Sales Team or the Sales/ Marketing Manager that demonstrates how to make full use of GoldMine’s Filters and Grouping of Contacts for basic Sales and Marketing Activity.

Basic GoldMine Skills
  • Introduction to GoldMine
  • Managing & Creating Contact Records
  • Quick Searches for Contacts & Companies
GoldMine Activity Management
  • Scheduling & Completing Activities
  • Using the GoldMine Calendar
  • The Activity List
  • Integration with Outlook
GoldMine Sales
  • Forecasting and Managing a Sales Pipeline
  • GoldMine Opportunity Manger
  • Sales Analysis
GoldMine Marketing
  • GoldMine Filters and Groups (Using Subsets of Data for Marketing / Analysis)
  • Creating GoldMine E-mails Templates
  • Using E-mail Templates for targeted campaigns
  • Scheduling follow up calls for all prospects in the email campaign


Example Bespoke GoldMine Administrator Training:

This bespoke GoldMine Training Day is targeted at GoldMine System Administrators and as such would usually be for up to three delegates GoldMine users that will be using GoldMine to manage their activities on a daily basis with a particular focus on GoldMine as a sales tool. There is also a section that is applicable for the Sales Team or the Sales/ Marketing Manager that teaches how to segment your GoldMine Contacts for Marketing and Sales Activity.

GoldMine Software Installation
  • Installing GoldMine to Networked PCs
  • Installing the GoldMine Link to Microsoft Word
  • Installing GoldMine Integration Services for Microsoft Outlook (GISMO)
GoldMine User Settings and Permissions
  • Creating and Administrating Users and User Groups
  • Setting GoldMine User Permissions
  • Configuring User Preferences Including GoldMine Email Accounts
GoldMine Configuration
  • Maintaining Lookup Tables (Pick Lists)
  • Changing Field Labels
  • Creating New User-defined Screens & Fields within GoldMine
  • Adding GoldMine Details and Details Screens
GoldMine Data Management Tools
  • Importing / Exporting Data
  • Data Manipulation Tools
  • Globally Updating Records
  • Finding and Merging Duplicate Records
  • Deleting Records
  • Territory Realignment
GoldMine SQL Database
  • Adding new GoldMine user defined fields directly into SQL
  • SQL Maintenance Plans
  • SQL Backups Globally Updating Records