Getting off to a good start with your GoldMine CRM is critical.  Otherwise there is confusion and frustration.  Then data quality and productivity suffers.  That’s NOT what you want from you CRM  software!   Avoid that with our introduction to GoldMine training. Your users will learn the basics of how to use and navigate GoldMine CRM.

IntelliClick allows you to create, send and track your email campaigns and instantly notify your GoldMine sales team via scheduled follow-up call, email or SMS text message when recipients interact with your campaigns. Unsubscribe and Hard Bounce Management, update fields in GoldMine when users click on links and much, much more.

This training class will focus on the use of the integration between GoldMine Premium CRM and Microsoft Outlook. We will approach from the perspective of a User, however, a GoldMine Administrator can get an important understanding of the features of the so called “Outlook Link” which will help them support and administer the software.

Do you need to import your leads, prospects and/or customers contact information into GoldMine from excel or some other file format?

In this training session we will go over the steps involved with importing contact information into GoldMine using GoldMines Import Contact Records Wizard.