Most unsuccessful GoldMine implementations can be traced to a
lack of training and consistency.

A4 Solutions can show your GoldMine users how to get the most value from GoldMine's power. Even "experienced" users are often excited about improving their results. We often see people who have been using GoldMine for years but don't understand basic features like the Activity List.

We provide training according to your needs. If you just want a paper tutorial, or a computer-based training CD, we offer those. Or, if you want custom training that is tailored specifically to your company's needs, we can do that, too.

 

 

Free Training Video!
Download our GM101: GoldMine Basic Training video.

 

A good tutorial can make the difference between success and failure.

A4 Solutions offers manuals and computer-based training that can help you understand GoldMine.

Click here to visit our Web store and purchase interactive CDs or training manuals.

Prerequisites
Each student is expected to be familiar with Windows operation. The training materials offered here will not teach you what an "icon" is, or what "right-click" means. If you are not already familiar with common Windows usage and terminology, you'll need to take a basic Windows course before ordering the GoldMine training materials.

Levels of Training
We offer materials for three levels of training:

1. Introductory
2. Advanced
3. System Administrator

 

The two primary reasons companies are not able to use GoldMine effectively are:

1. They have no standard procedures, and since there are usually at least three ways to accomplish every action, it becomes impossible for a workgroup to cooperate.
2. Staff turnover eliminates the trained users. Documentation is lost, and new employees are not trained. The implementation reverts to case one above and use becomes inconsistent.

Our custom training attempts to overcome these problems by designing a procedure which fits the company objective, and by providing documentation so everyone can read how to complete the procedure successfully. Then, when new staff members are hired, they can be trained from a manual, rather than by word of mouth.
We also provide a Word document, so when you decide to change the procedure, you can update the documentation.
For the best long-term results, A4 Solutions will help your company design procedures, provide custom manuals, and train your staff on their own database. We can even help design reports so management can judge whether or not users are using the system effectively . Our process:

• Needs Analysis to understand your process and help you develop procedures.
• Design the quickest, most reliable method of achieving your goals using GoldMine.
• Document your procedures with a custom manual.
• Train your users in your own environment.

Please e-mail david@a4sales.com to discuss your custom training needs.

Introduction to GoldMine

Q: Who should take this tutorial?
A: New GoldMine Users, and those looking to improve their skills and increase efficiency.

Q: What is covered in the tutorial?
A: Featured concepts are listed below.

Getting Acquainted Launching GoldMine GoldMine's Look And Feel	Calendars The Calendar The Activity List Before The Call The Phone Call My GoldMine	E-mail Adding An E-Mail Address The E-Mail Center Reading And Sending E-Mail
Adding Records Creating A New Contact Lookup Windows The ZIP Code Database The Tab Bar Duplicate Records	Scheduling Scheduling A Call Scheduling An Appointment Scheduling From The Calendar Completing An Appointment Scheduling A Forecasted Sale	Introduction To Reports Printing Reports Reports And Filters Report Sorts
Finding Contacts Moving Around The Contact Search Center Sorting Contacts Text Search	Introduction to Filters Using Filters Creating A Filter Creating An Activity Filter Record Tagging	Organizational Chart Using The Org Chart Managing Events Adding A New Section Replicating Data Activating And Releasing A Section
Contact Maintenance Editing Contacts Additional Contacts Detail Records Deleting Contacts Using Notes	Correspondence Printing Letters With Word Document Links

Advanced GoldMine

Q: Who should take this tutorial?
A: Individuals comfortable with navigation and scheduling/completing activities.

Q: What does the tutorial cover?
A: The key concepts are listed below.

Editing Contacts Using Contact Files Referrals	Correspondence Installing The Microsoft Word Link Making A Word Letter Template Merging To A Group Copy Contact Details	Scheduling Scheduling To-do Actions Sending A Phone Message Receiving A Phone Message Scheduling Recurring Activities Displaying Multiple Users Scheduling An Event The Pegboard Scheduling For Multiple Contacts Scheduling Meeting Requests
Advanced Filters Filter Expressions Creating A Complex Filter Editing A Filter Drill Down Filter Limits	Advanced E-Mail E-Mail Options E-Mail Rules E-Mail Templates Merging E-Mail	Using Reports Creating A New Report Report Basics Adding Fields To The Detail Section Dressing Up Your Report Copying A Report
Groups Using Groups Adding A Contact Sorting A Group Using Filters To Add Members Creating A Group From A Filter Creating A Group From Activities Creating a Group From an SQL Query	Literature Fulfillment Scheduling A Literature Request Fulfilling A Literature Request Literature List Maintenance	Opportunity/Project Management Creating A New Opportunity Players And Tasks Creating An Opportunity Template

GoldMine System Administration

Q: Who should take this tutorial?
A: Individuals who are responsible for administering GoldMine on their corporate network.

Q: What does the tutorial cover?
A: The key concepts are listed below.

Setting Up GoldMine Users Adding A New User Record Ownership And Curtaining Setting Access Rights User Groups Creating A User Template	Customizing GoldMine Lookup Window Settings Expanded Detail Records Setting Up Detail Tabs & Field Labels Creating Custom Fields Defining A Screen Creating A Custom Screen	Telemarketing Scripts Branching Scripts Creating A Branching Script Running Your New Branching Script
User Preferences Setting Preferences The Personal And Record Folders The Lookup And Toolbar Folders The Pager And Misc Folders The Login And Speller Folders The Calendar Folder The Schedule And Alarms Folders	Customizing Toolbars Creating A New Toolbar Working With Toolbar Icons Recording A Toolbar Macro Deleting A Toolbar Macro	The License Manager GoldMine License Types A Licensing Scenario Creating A Site License Creating Undocked Users
The Internet The Modem And Internet Folders The Composing And Retrieval Folders The Accounts Folder The Security Folder The E-mail Center & Advanced Folders	Automated Processes Automated Processes Explained Creating A Track Attaching Tracks To Contacts Executing A Track Scheduling An Activity Scheduling A Followup Call Adding A Branch Removing A Track Executing Your New Track	HTML Features The GM+View Tab My GoldMine
Using The InfoCenter Navigating The InfoCenter Working With The InfoCenter Attaching A File Searching The InfoCenter InfoCenter Import/Export Record Alerts	Data Maintenance Indexing/Packing The Merge/Purge Wizard Merging Visible Records Global Replace Territory Realignment GoldMine System Logs Backup & Restore	The Background Modifying the Background Adding A Logo Adding Background Text
Synchronization Transferring Contacts Creating A Transfer Set Retrieving A Transfer Set Notebook Sync: On The Network Notebook Sync: On The Notebook Palm/Visor Synchronization Outlook Synchronization	Importing & Exporting File Formats Exporting ASCII Delimited Files Exporting DBF Files Creating An Import Profile	The Taskbar Task Items Task Groups