Description:

• The fun and easy way to get the most out of GoldMine, the popular Customer Relationship Management (CRM) software
• Covers the new features and enhancements to GoldMine
• Discusses GoldMine essentials, such as building a contact database, tracking business activity, setting a work schedule, e-mailing and faxing, and creating reports and forecasts
• Demonstrates how to customize GoldMine, distribute information to a team, and utilize remote synchronization
• Author's company has been awarded GoldMine's prestigious Top 10 dealer status every year since 1996

Table of Contents:

PART I: GOLDMINE BCM BASICS.

Chapter 1: GoldMine: An Overview.

Chapter2: Getting Around in GoldMine.

Chapter 3: Setting User Preferences.

PART II: MANAGING CONTACTS.

Chapter 4: Creating and Viewing Client Records.

Chapter 5: Entering Notes and Secondary Contacts.

Chapter 6: Details and Referrals.

Chapter 7: Using the Organizational Chart.

PART III: MANAGING ACTIVITIES.

Chapter 8: Scheduling Activities.

Chapter 9: Viewing Scheduled Activities.

Chapter 10: Dealing with and Completing Scheduled Activities.

Chapter 11: Sales Forecasting.

Chapter 12: Using Filters and Groups.

PART IV: MANAGING DOCUMENTS.

Chapter 13: Connecting to Word Processing.

Chapter 14: Sending and Receiving E-Mail.

Chapter 15: Faxing Made Simple.

Chapter 16: Linking Documents.

PART V: ORGANIZING AND DISTRIBUTING INFORMATION TO YOUR TEAM.

Chapter 17: The InfoCenter.

Chapter 18: Graphical and Statistical Analysis.

Chapter 19: The Reporting System.

PART VI: CUSTOMIZING GOLDMINE.

Chapter 20: Creating New Labels and Fields.

Chapter 21: Creating and Modifying Lookup Lists.

Chapter 22: Importing and Exporting Data.

PART VII: ADVANCED STUFF.

Chapter 23: Opportunity and Project Manager.

Chapter 24: Remote Synchronization.

Chapter 25: Automated Processes.

Chapter 26: Using My GoldMine.

Chapter 27: Setting Up and Using the GM+View.

Chapter 28: Integrating with Outlook and Handheld Devices.

PART VIII: THE PART OF TENS.

Chapter 29: Ten Great Add-On Products.

Chapter 30: The Ten Most Important New Features in GoldMine 6.0.