GoldMine 8 For Dummies
For Dummies (Verlag)
978-0-7645-9834-0 (ISBN)
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.
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
| Erscheint lt. Verlag | 19.10.2007 |
|---|---|
| Zusatzinfo | Screen captures: 125 B&W, 0 Color |
| Sprache | englisch |
| Maße | 189 x 236 mm |
| Gewicht | 581 g |
| Einbandart | Paperback |
| Themenwelt | Informatik ► Office Programme ► Outlook |
| Schlagworte | Customer Relationship Management (CRM) |
| ISBN-10 | 0-7645-9834-1 / 0764598341 |
| ISBN-13 | 978-0-7645-9834-0 / 9780764598340 |
| Zustand | Neuware |
| Haben Sie eine Frage zum Produkt? |
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