Please join us for this educational webinar. The GoldMine Microsoft Outlook Integration provides users a preview of GoldMine information directly from Outlook without having to switch back and forth between the two applications. GoldMine information is not only viewable, but users can drill into GoldMine records for edits or further business follow-up.
This powerful integration helps improve user adoption and knowledge sharing across the company. See how you too can realize these productivity gains.
Thursday, January 13, 2011
11:00AM - 12:00PM Pacific Time
11:00AM - 12:00PM Pacific Time
GoldMine Premium Edition (PE) 9.0 Outlook integration topics to be covered include:
Product updates:
- Review of GoldMine Premium Edition 9.0.1 Service Patch which adds support for MS Office 2010 -- Now available this week!
- Discuss how to allow for a smooth and orderly transition off GoldMine Corporate Edition 6.6 & 6.7 releases to GoldMine PE 9.0 to take advantage of its Outlook Integration capabilities
- Find out how the 65% of GoldMine customers that have moved to PE are leveraging the Outlook integration
Calendar features:
- Benefits users who use Outlook as their day-to-day activity management application, and improves visibility so users can report on these activities for better CRM activity reporting
- Schedule appointments, meetings, and tasks in Outlook and link them to contacts, opportunities, projects, and cases so they are viewable in GoldMine
- Show GoldMine contact information and related records when viewing activities in Outlook
- Centralizing Customer Information
Email features:
- Benefits include ease of use when delivering and receiving email communications, and improves email / information visibility and knowledge sharing amongst team members
- Link messages from Outlook into the GoldMine database so they are a visible part of the contact history
- Use GoldMine email templates in Outlook to personalize messages and improve productivity
- Send messages between GoldMine users that can be read in Outlook or smartphones
Other features:
- Benefits users by allowing them access and views into both the Outlook and CRM paradigm without having to switch back & forth between applications, and allows clients to administer the process & data better between the two applications
- View / navigate to other GoldMine records from Outlook
- Synchronization between GoldMine and Outlook, including support for recurring activities, so your GoldMine calendar is accessible in Outlook and on your smartphone
Thursday, January 13, 2011
11:00AM - 12:00PM Pacific Time
11:00AM - 12:00PM Pacific Time
Work with the new technology instead of around it. Over 65% our customer base has moved to Premium Edition, and users love it. If you have any questions, feel free to contact me directly.
To upgrade your GoldMine or for more info call Rick or Lois at Tech.Sell 847-382-4500
To upgrade your GoldMine or for more info call Rick or Lois at Tech.Sell 847-382-4500
