TRAINING CLASS INFORMATION

To help you get the best results from your GoldMine software investment,  BAS offers comprehensive user training classes for sales & marketing professionals and individuals who support these areas. Our "job based" teaching approach makes it easier to understand how to use GoldMine for the task at hand and take advantage of this powerful productivity tool.  Click here to see testimonials from companies who have benefited from our training.

BAS now offers specialized training through our Skill Enhancement Training Sessions (S E T S). These 2-2.5 hour sessions provide a quick and cost effective way to get up to speed on "best practice" use of GoldMine and sessions focus on "best practice" uses of  GoldMine to address common Sales, Marketing and Customer Service business needs. 

For a more customized approach topics from each BAS class can be combined to make them custom tailored to your company's specific business needs. Our "job based" approach helps users take away the essentials to make them immediately productive.  

Topics for each skill level include the following:

BASIC SKILLS

INTERMEDIATE SKILLS

Getting Around GoldMine Advanced Scheduling
Managing Contact Information Database Subsets - Filters & Groups
Managing Additional Contacts Building & Using Profiles/Details
Logging Activities & Follow-up Actions Mass Mail Merge / Mass E-Mail
Prioritizing & Managing your Time Using GoldMine Reports
Generating Correspondence Internet E-Mail

 

ADVANCED SKILLS

DATABASE ADMINISTRATOR

Building & Using Detail Fields Database Structure
Organizational Trees Field, Menu & Toolbar Customization
Advanced Mass Mailing Creating Field Relationships
 Analysis Features Data realignment
Opportunity/Project Management  Maintaining Your System
Infocenter Server & Workstation Setup
Outlook & Pilot Synchronization Intro To Report Writing

 

Taking The Next Step 

For some, moving to the next level makes sense after gaining competency with the core skills class. Depending upon your area of focus in your company, either the Advanced Marketing Workshop or Advanced Sales Workshop will help you leverage more specialized features of the software. 

 

 

ADVANCED MARKETING

 SKILLS WORKSHOP

ADVANCED SALES

 SKILLS WORKSHOP

Database Management

¨Data Entry - Building The Foundation

¨Effective Data Storage  

Account Management

¨Tracking People & Companies

¨Sales Territory Management

¨Sharing Data - Palm Pilot & Outlook

 

Direct Mail Marketing

¨Campaign Tracking

¨Handling Literature Requests

¨Using Outside Mailing Services

¨Measuring Campaign Results

Sales Pipeline Management

¨Tracking Tools

¨Measurement Tools

¨Sharing Information With Others

Internet Marketing

¨Successful Mass E-Mail Campaigns

¨Integrating Your Web Site

 

Activity Management

¨Coordinating The "Team" Effort

¨Coaching Tools

¨Measurement Tools

 

Marketing Intelligence

¨Electronic Reference Libraries

¨Database Metrics

 

Centralized Sales Intelligence

¨Electronic Reference Libraries

¨Document Template Management

¨Managing Written Communication

 

 

For details, fees and instructor availability, please call 847-291-7320 x. 204 or use our on-line inquiry form.

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