Scott GoldMine 8 For Dummies

1. Auflage 2008
ISBN: 978-0-470-24916-1
Verlag: John Wiley & Sons
Format: PDF
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 384 Seiten, E-Book

If you run a small business, you know how important customerrelationship management, or CRM, can be to your bottom line. Andyou know it can be a bit daunting. Well, not with GoldMine andGoldMine 8 For Dummies!
GoldMine is business software designed to help you organize yourcontacts, track activities, schedule appointments, create reportsthat tell you how you're doing, and make accurate businessprojections. GoldMine 8 is completely revised to make it moreuseful than ever, once you get the hang of it. That's whereGoldMine For Dummies comes to the rescue! Written by anauthorized GoldMine trainer, this guide shows you how to:
* 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'sworking
* 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, butGoldMine 8 For Dummies makes it easy to get up to speed.When you've read this book and discovered how GoldMine canhelp you keep track of your clients, reduce costs, and improveefficiency, you'll think you've hit the motherlode!

Autoren/Hrsg.

Scott, Joel

Inhaltsverzeichnis

Introduction.
Part I: GoldMine Premium Basics.
Chapter 1:GoldMine: An Overview.
Chapter 2:Getting Around in GoldMine.
Chapter 3: Setting Up Your Preferences.
Chapter 4: Accessing GoldMine Remotely.
Part II: Managing Contacts.
Chapter 5: Creating and Viewing Client Records.
Chapter 6: Handling Notes and Secondary Contacts.
Chapter 7: Details and Referrals.
Chapter 8: Using Filters, Groups, and SQL Queries.
Part III: Managing Activities.
Chapter 9: Scheduling Activities.
Chapter 10: Viewing Scheduled Activities.
Chapter 11: Dealing with and Completing ScheduledActivities.
Chapter 12: Sales Forecasting.
Part IV: Marketing and Support.
Chapter 13: Managing Your Leads.
Chapter 14: Managing Your Marketing.
Chapter 15: Handling Cases.
Part V: Managing Documents.
Chapter 16: Integrating with Word.
Chapter 17: Sending and Receiving E-Mail.
Chapter 18: Using Outlook.
Chapter 19: Linking Documents.
Part VI: Organizing and Distributing Information.
Chapter 20: The Knowledge Base.
Chapter 21: Graphical and Statistical Analysis.
Chapter 22: The Reporting System.
Chapter 23: Opportunity and Project Manager.
Chapter 24: Managing Relationships.
Part VII: Customizing GoldMine.
Chapter 25: Creating New Labels and Fields.
Chapter 26: Creating and Modifying Lookup Lists.
Chapter 27: Automated Processes.
Chapter 28: GM+View and GM+Browser.
Chapter 29: Integrating GoldMine with Your Web Site.
Part VIII: The Part of Tens.
Chapter 30: Ten Useful Add-Ons.
Chapter 31: The Ten Most Important New Developments Since6.0.
Index.

Über Autor(innen)

Joel Scott is the president of the Computer ControlCorporation, a technology consulting company founded in 1985. Mr.Scott began selling GoldMine software in 1991. The company has beenawarded FrontRange's "GoldMine Top-10 Dealer"award eight times since then and has received numerous other awardsfor GoldMine training and best practices.
In 2007, Computer Control Corporation joined with Core Solutions,Inc., headquartered in Newton, Massachusetts. The newly combinedcompany continues to sell and support GoldMine as well as severalother well-known CRM products, such as Microsoft CRM andSalesLogix.
This is Mr. Scott's fourth GoldMine For Dummies book,and these sit on his bookshelf right next to the two MicrosoftCRM For Dummies books that he has co-authored.
Always happy to hear from readers, Mr. Scott can be reached [e-mail]. To assure a response, please include all yourcontact information.