GoldMine Power User Tips

Over nearly 20 years of using GoldMine, or any software application, you acquire lots of tricks and techniques.  On the long road to becoming the #1 GoldMine Award-winning Solution Partner I’ve learned and found short-cuts and methods that:

  • Make me more productive
  • Give me special abilities that give me an edge
  • Help me to evaluate people’s performance
  • Allow me to find information faster
  • Gain more control over my time

Many of the things I do day in and day out are not spelled out in any GoldMine manual or covered in your typical “GoldMine training class.”  Some of them are my own unique ways of working that most GoldMine users, even the manufacturer, its developers, and other resellers aren’t aware of!

If you think of CRM as a tool, and knowing how to use one’s “tools of the trade” is a key to one’s success (if you are in sales & marketing), then I would go so far as to say that anyone who applies these methods has a competitive advantage.

Since I am in the business of sharing my knowledge of GoldMine, and helping others to market, sell, and service better with it, I have developed a good selection of training classes, covering a range of topics.  Two of the classes which I created are particularly relevant to the point of this article and I urge you to consider them:

  1. A Day-in-the-Life of a GoldMine User
  2. Get It Done – Time Management Tips & Trick

By the way, if you’d like me to do a class for a group in you office I do have special bulk rates, versus the standard per student charge.  Contact my office at 845-221-3800 and let us know what you are interested in.  We can even produce a class agenda that is custom configured to your needs!