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 Gold Mine and
Gold Mine 8 For Dummies!
Gold Mine 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. Gold Mine 8 is completely revised to make it more
useful than ever, once you get the hang of it. That’s where
Gold Mine For Dummies comes to the rescue! Written by an
authorized Gold Mine trainer, this guide shows you how to:
* Set up Gold Mine 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 Gold Mine’s e-mail system
* Organize and distribute information
* Access Gold Mine from outside your office
* Integrate Gold Mine with your company Web site
Even if you’ve used a previous version of Gold Mine,
you’ll find some big changes in this newest revision, but
Gold Mine 8 For Dummies makes it easy to get up to speed.
When you’ve read this book and discovered how Gold Mine can
help you keep track of your clients, reduce costs, and improve
efficiency, you’ll think you’ve hit the motherlode!
Inhoudsopgave
Introduction 1
Part I: Gold Mine Premium Basics 9
Chapter 1: Gold Mine: An Overview 11
Chapter 2: Getting Around in Gold Mine 19
Chapter 3: Setting Up Your Preferences 29
Chapter 4: Accessing Gold Mine 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 Gold Mine 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 Gold Mine 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
Over de auteur
Joel Scott is the president of the Computer Control
Corporation, a technology consulting company founded in 1985. Mr.
Scott began selling Gold Mine software in 1991. The company has been
awarded Front Range’s ‘Gold Mine Top-10 Dealer’
award eight times since then and has received numerous other awards
for Gold Mine 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 Gold Mine as well as several
other well-known CRM products, such as Microsoft CRM and
Sales Logix.
This is Mr. Scott’s fourth Gold Mine 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
[email protected]. To assure a response, please include all your
contact information.
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