GoldMineTraining.NET

Telemarketing Scripts

• Scripts
  • Predefined series of questions and answers
  • Populate Fields
  • Save Questions/Responses
• Demo
  • Mortgage Script
• Creating a Script
• Customer Satisfaction
  • Question 1: Do you have time to chat
    • Yes, Ask 3 Questions (Product, Service, and Likelihood to Recommend Scoares)
  • No
    • Call Next Week
    • Email

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Customizing the GoldMine Service Center

• Customize Options
• Master Access for Options & Labels
• Tab/Column Selection Anyone (Mostly)
• Templates
• Creating a new Template
• Using Templates
• F2 Drop downs

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Using the GoldMine Service Center

• Creating Cases
• Managing Cases
• Case Preferences
• Filtering with the Show Dropdown
• Grouping
• Adding Information to Cases
• Scheduling & Completing (Pending & History)
• Notes & Teams
• Tasks & Attachments
• Contacts
• Resolutions
• Reassign, Escalate, and Resolve
• Analyze

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GoldMine E-mail Signatures & Social Icons

• GoldMine e-Mail Signatures
• Finding Your Social Icon
  • http://www.goldminetraining.net/training/social_icons
  • Google Search, Web, etc.
• Uploading the Image (Imageshack.us)
• Adding Social Icons (Images) to Your Signature
• Linking to your Twitter Account

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Inbound Contact Date

• When’s the last time a customer/contact contacted you?
  • Last Contact on Summary tabs shows the last email, call, appointment, etc.
  • I want to know when a contact emails or calls me
• SQL Trigger
  • Update “Last Inbound” field when a contact emails or calls you
  • Create the Field
  • Create the SQL Trigger
• Sync Considerations

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Lead Scoring

• Budget
  • Authority
  • Need
  • Timing
  • BANT
• Custom Fields
• Lookup.ini

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Occasions

• Yearly Reminders
  • Birthdays
    • Anniversaries
    • Setting an Occasion
• Viewing Occasions
  • Calendar
  • Activity List

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Setting up the GoldMine/Outlook Link

• Supported Versions: Office 2003, 2007, 2010 (32-Bit Only)
• Global Sync Settings (Administrator)
• Installation of the Link
• Configuration of Synchronization

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Due to the high popularity of our November Special we’ve extended to December  – $99 for a Year of GoldMine Training

December Special – http://www.goldminetraining.net/

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Introduction to the Lookup.ini

• Automatically populate one field from another
• Populate Account Manager based on State
• Overwrite=1
• City override, special Account Manager for particular cities
  • Bill has all of Massachusetts except for Boston
  • Chad has Boston

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Dashboards Part 7: External Data Sources

• External Data Example: Inventory Information
• Creating a Datasource
• Adding to a Table
• Setting Runtime Parameter
• Linking Runtime Parameter to Table

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Dashboards Part 5: Limiting the data with drop downs and calendars

• Drop Downs
  • Data Source
  • Manual Data Source
• Run Time Parameters
• Events
• Date Ranges
• View All
• Drill Down
  • Chart to Grid

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• The Datasource Manager for Charts (Summary)
  • Copy Datasource
  • Change for Summary (Chart)
• Charts
  • Add Bar Chart
    • Set Data Properties
  • Add Pie Chart
    • Set Data Properties

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