|
|
(Important:
please click Refresh or Reload on your browser to get the latest
information. E.G., for Internet Explorer press F5.)
Other
topics available upon request
(contact
us for more information)
| |
 |
Automated
Processes |
 |
GoldSync Administration |
 |
Advanced Import / Export |
 |
Crystal Reports and GoldMine |
|
Packages and Options
Payment
Policies
Class Hours
Location
Introduction
to GoldMine
|
Cost:
$325.00**
Dates:
Call
Course description:
Designed for the novice or beginning student who have never seen
the system or have limited exposure, who needs to become
efficient and effective in their use of the system.
Students will learn how to creating
new contacts, companies and leads, searching capabilities,
scheduling and completing tasks, the GoldMine calendar and
activity list.
Also, the student will be given a
base understanding of the standard GoldMine tabs and the data
contained there, plus a tour of the menus and their function.
Class size:
Limited to five unless a special request is
made by a single organization.
Agenda:
1 day
Back
to Top
|
Intermediate
GoldMine
|
Cost:
$325.00**
Dates: Call
Course description:
Designed for students with a basic understanding of the
GoldMine
system who wish to really dig in.
Students will learn how to filter and group the data,
prepare and use document templates for mail merging and mass
mailings, manage opportunities and projects, and how to use
personal preferences to aid their use of
GoldMine.
Class size:
Limited to
five unless a special request is made by a single organization.
Agenda:
1 day
Back
to Top
|
|
|
Advanced
GoldMine Features
|
Cost:
$375.00**
Dates: Call
Course description:
This course is targeted at GoldMine students who need to
understand and utilize the advanced features in order to improve
overall use of the system.
Included are utilizing standard reports and their
options, handling routine processes through automated processes,
Import and export basics, global replacing, merging records and
deleting records.
Caution, use of some of these features should only be performed
by trained personnel.
Class size:
Limited to
five unless a special request is made by a single organization.
Agenda:
1 day
Back
to Top
|
|
|
GoldMine Administration
|
Cost:
$775
**
Dates:
On
Demand
Course description: Your GoldMine administrator needs to have an
understanding of the inner functions of GoldMine, including adding
users, security and permissions, customizations, creating new databases
and maintenance.
It is a
good idea to strict those who administer your GoldMine system to a
select few.
Class
size:
Limited to four
Agenda:
2 days
Back
to Top
|
|
|
Custom Training
|
Customized courses can be developed to meet your specific business
needs, whether one-on-one or larger groups, or individual topic or a
complete curriculum designed around your unique GoldMine processes and
standards.
Contact us for more details.
Get more for your dollar with a targeted course.
Back
to Top
|
|
|
Packages and Options
Power
User Package
|
Cost:
$900**
Description: Package
of Introduction, Intermediate and Advanced classes.
Back
to Top
|
GoldMine
Administrators'
Package
|
Cost:
$1,450**
Description: Package
of Administrative Capabilities, Automated Processes, and GoldMine Report
Writer classes.
Back
to Top
|
Multi-Student Discounts:
|
10% discount for 2nd attendee, 20% discount for 3rd attendee,
30% discount for 4th or more attendee from same organization if
all attendees are registered for the same class and paid for
together.
Back
to Top
|
Payment Policies
|
Payment: Payment is required in advance.
Mail company check to:
Beachwood Systems Consulting, Inc.
13315 Broadway Avenue
Cleveland,
OH
44125
or call us for more information.
Within three business days of receipt of
your registration and payment, we will send a letter confirming the
class and date(s) requested. Please bring this confirmation letter
to the class.
 |
Cancellation:
Attendee cancellations must be made at least 3
business days prior to the class, otherwise fees are forfeited.
Class fees are NOT REFUNDABLE but can be
applied to a class held within 6 months of the purchase date of the
class if notification is provided on a timely basis.
Beachwood Systems reserves the right to
reschedule a class.
Should this occur, you will be notified
3 business days prior to the class and will be entitled to a refund
or receive credit toward a future class.
|
 |
General Information:
Enrollment is limited.
Reservations are made on a first come, first
serve basis.
Video and audio taping is not permitted.
Dress is business casual.
|
 |
Room Charge:
There is an additional room charge for
organizations who wish to schedule 6 or more users for the same
class.
|
Back to Top
|

|
Class
Time: 9:00am to Noon and 1:00pm to 4:00pm (varies by
class).
|

See
Contact us

|