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GoldMine Advanced Training

Othello Consultants' GoldMine Advanced User Training Courses are delivered by our expert GoldMine Consultants, all with a minimum of 8 years specialist GoldMine CRM Training experience. You can be confident that your GoldMine Trainer 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 Advanced User Training Course will usually take place at your premises. This allows users to train on their own customised GoldMine Solution with meaningful configuration and data.

GoldMine Advanced Training Course Target Audience

This GoldMine Training Course takes place over one day and is targeted at GoldMine users that have either undertaken the GoldMine End User Training Course or have had some experience of using GoldMine on a frequent basis. Users should be able to Navigate GoldMine, Add Records and Schedule Activities as a minimum before undertaking this GoldMine Advanced Training Course

GoldMine Advanced Training Course Topics

  • Revision of Introduction Course
  • Assigning E-mail and Mail Merge Codes
  • Analysis Features
  • Activity Management
  • Building Subsets of Data (Filters/Groups)
  • Creating Word Templates from within GoldMine
  • Using Word Templates to Create Mail-shots from GoldMine
  • Creating Email Templates in GoldMine
  • Managing Email Campaigns in GoldMine
  • Scheduling Multiple Activities as part of a campaign (e.g. Calls to everyone that received a marketing email)
  • Literature Fulfilment Centre
  • Managing the Printing of Mail-shots
  • Working with the Opportunity Manager
  • Using the Pre-Created GoldMine Reports
  • Label Printing
  • Setting Preferences
  • Record Alerts

For details of other Standard GoldMine Training Courses please follow the links in the left hand menu

Bespoke GoldMine Training

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 view more details of our Bespoke GoldMine Training in the menu on the left or contact us to discuss you exact requirements.