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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…mehr
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!
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.
Inhaltsangabe
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
Introduction. Part I: GoldMine Premium Basics. Chapter 1:GoldMine: An Overview. Chapter 2:Getting Around in GoldMine. Chapter 3: Setting Up Your Preferences. Chapter 4: Accessing GoldMine Remotely. Part II: Managing Contacts. Chapter 5: Creating and Viewing Client Records. Chapter 6: Handling Notes and Secondary Contacts. Chapter 7: Details and Referrals. Chapter 8: Using Filters, Groups, and SQL Queries. Part III: Managing Activities. Chapter 9: Scheduling Activities. Chapter 10: Viewing Scheduled Activities. Chapter 11: Dealing with and Completing Scheduled Activities. Chapter 12: Sales Forecasting. Part IV: Marketing and Support. Chapter 13: Managing Your Leads. Chapter 14: Managing Your Marketing. Chapter 15: Handling Cases. Part V: Managing Documents. Chapter 16: Integrating with Word. Chapter 17: Sending and Receiving E-Mail. Chapter 18: Using Outlook. Chapter 19: Linking Documents. Part VI: Organizing and Distributing Information. Chapter 20: The Knowledge Base. Chapter 21: Graphical and Statistical Analysis. Chapter 22: The Reporting System. Chapter 23: Opportunity and Project Manager. Chapter 24: Managing Relationships. Part VII: Customizing GoldMine. Chapter 25: Creating New Labels and Fields. Chapter 26: Creating and Modifying Lookup Lists. Chapter 27: Automated Processes. Chapter 28: GM+View and GM+Browser. Chapter 29: Integrating GoldMine with Your Web Site. Part VIII: The Part of Tens. Chapter 30: Ten Useful Add-Ons. Chapter 31: The Ten Most Important New Developments Since 6.0. Index.
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
Introduction. Part I: GoldMine Premium Basics. Chapter 1:GoldMine: An Overview. Chapter 2:Getting Around in GoldMine. Chapter 3: Setting Up Your Preferences. Chapter 4: Accessing GoldMine Remotely. Part II: Managing Contacts. Chapter 5: Creating and Viewing Client Records. Chapter 6: Handling Notes and Secondary Contacts. Chapter 7: Details and Referrals. Chapter 8: Using Filters, Groups, and SQL Queries. Part III: Managing Activities. Chapter 9: Scheduling Activities. Chapter 10: Viewing Scheduled Activities. Chapter 11: Dealing with and Completing Scheduled Activities. Chapter 12: Sales Forecasting. Part IV: Marketing and Support. Chapter 13: Managing Your Leads. Chapter 14: Managing Your Marketing. Chapter 15: Handling Cases. Part V: Managing Documents. Chapter 16: Integrating with Word. Chapter 17: Sending and Receiving E-Mail. Chapter 18: Using Outlook. Chapter 19: Linking Documents. Part VI: Organizing and Distributing Information. Chapter 20: The Knowledge Base. Chapter 21: Graphical and Statistical Analysis. Chapter 22: The Reporting System. Chapter 23: Opportunity and Project Manager. Chapter 24: Managing Relationships. Part VII: Customizing GoldMine. Chapter 25: Creating New Labels and Fields. Chapter 26: Creating and Modifying Lookup Lists. Chapter 27: Automated Processes. Chapter 28: GM+View and GM+Browser. Chapter 29: Integrating GoldMine with Your Web Site. Part VIII: The Part of Tens. Chapter 30: Ten Useful Add-Ons. Chapter 31: The Ten Most Important New Developments Since 6.0. Index.
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