Complete Idiot's Guide to GoldMine 5

Key GoldMine feature: Grows as businesses expand allowing larger databases and increased scalability that other products don't provide.

Contents

Part 1 - GoldMining for Beginners

1 Staking Your Claim: Opening Up the GoldMine
Don't forget to unearth the stored wisdom when you are unpacking GoldMine software. 2 Scratching the Surface: Setting GoldMine to Work
How to get the system to do what you want it to.
3 Your Treasure Trove: Storing Contact Information
Contact management depends on getting, keeping, and finding again, the information that could make or break a sale.
4 The Right Look: Making Things Happen
Take charge of what you see and what you do.
5 24-Karat Printouts: Generating Paper by Printing and Faxing
Find easy ways to write to your contacts, to other users, and to your manager.
Part 2 - Communicating Through the Internet
6 It Beats a Tin Can on a String: Managing Email
Get GoldMine to talk nicely with the e-world outside.
7 Are There Spiders in the Mine? Using the Web
Gather ye contacts where ye may.
8 Remote Control: Updating Goldmine from the Web
You can upgrade your copy and arrange licenses for your various users.
9 Prettying Up the Place: Customizing Startup and Settings
Fine-tune everyone's working environment.
Part 3 - Managing Contacts Efficiently
10 Look, Then Leap: Scheduling Your Activities
Make time for you and your work.
11 Panning for Gold: Filtering Contacts from the Database
Pick people for particular processes by pulling out certain records to work on.
12 At the Corral: Building Contact Groups
Put like with like-know how and why your contacts are grouped.
Part 4 - GoldMine in Business
13 At the Mill: Generating the Reports You Like
There's good news and bad news-its best to get reports that are quick and to the point.
14 Round Up a Posse: Building a Sales Team
Who gets the keys to the GoldMine?
15 Looking for the Real Seams: Using the Opportunity Manager
If you think you know where the gold is, why not put your best people to work there and give them all the support they need?
16 At the Assayer's Lab: Analyzing Leads
It might seem unfair to kill off the messenger who brings bad news-but it might make sense to kill off marketing efforts that are fruitless and to put more effort in those that bring in the business.
Part 5 - Administering a GoldMine Installation
17 Be the Boss of the Territory: Maintaining Databases
GoldMine housekeeping includes frequent sorting of data and the throwing out of rubbish.
18 Share the Wealth: Distributing Nuggets of Information
Keep valuable information where you can find it.
19 High Noon: Synchronizing Records
Keep everyone up to date with the entire contact database--especially when many different users could unearth something valuable or somebody interesting.
20 A GoldMine Assembly Line: Automating Processes
Fine-tune your working environment. Capture patterns for setting up GoldMine to work harder for you.
21 Line Please: Creating Telemarketing Scripts
Talk to a purpose-have GoldMine tell you what to say and help you capture the essence of each answer.
22 Boom Town: Extending GoldMine by Adding on Software
If somebody has already invented a clever device, why not have it in your outfit?
23 Getting Tricky: Installing to a Network and Troubleshooting
Your team will need to network anyway-why not get them on an electronic net and make communication into a normal way of life? There are very few problems that have not been solved already and probably documented.
Glossary

Index