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Informationen zum Autor Joel Scott is the president of the Computer Control Corporation, a technology consulting company founded in 1985. Mr. Scott began selling GoldMine software in 1991. The company has been awarded FrontRange's "GoldMine Top-10 Dealer" award eight times since then and has received numerous other awards for GoldMine 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 GoldMine as well as several other well-known CRM products, such as Microsoft CRM and SalesLogix. This is Mr. Scott's fourth GoldMine 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 dummy@ccc24k.com. To assure a response, please include all your contact information. Klappentext Customize GoldMine to fit your business needsUse GoldMine to support sales and service,keep records, and moreThere's a reason why it's called GoldMine. When you've read this book and discovered how GoldMine can help you keep track of your clients, reduce costs, and improve efficiency, you'll think you've hit the mother lode! Manage your contacts and leads, schedule activities, track your marketing efforts, create reports, and make GoldMine work for your business.Joel Scott is President of Computer Control Corporation, a GoldMine dealership that has earned GoldMine's Top 10 Dealer status for ten years. He's also an authorized GoldMine and GoldSync Technician.* Set up GoldMine and access it remotely*Use filters, groups, and SQL queries*Schedule activities and forecast sales*Monitor marketing projects*Work with GoldMine's e-mail system Zusammenfassung Customize GoldMine to fit your business needsUse GoldMine to support sales and service,keep records, and moreThere's a reason why it's called GoldMine. When you've read this book and discovered how GoldMine can help you keep track of your clients, reduce costs, and improve efficiency, you'll think you've hit the mother lode! Manage your contacts and leads, schedule activities, track your marketing efforts, create reports, and make GoldMine work for your business.Joel Scott is President of Computer Control Corporation, a GoldMine dealership that has earned GoldMine's Top 10 Dealer status for ten years. He's also an authorized GoldMine and GoldSync Technician.* Set up GoldMine and access it remotely*Use filters, groups, and SQL queries*Schedule activities and forecast sales*Monitor marketing projects*Work with GoldMine's e-mail system Inhaltsverzeichnis Introduction 1 Part I: GoldMine Premium Basics 9 Chapter 1: GoldMine: An Overview 11 Chapter 2: Getting Around in GoldMine 19 Chapter 3: Setting Up Your Preferences 29 Chapter 4: Accessing GoldMine 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...
