CRM Training

Help Employees Adopt Your CRM Software

Training TogetherOur training courses are designed to maximize the effectiveness of your CRM software and increase user adoption rates. Our CRM training services include GoldMine CRM; Sugar CRM as well as top third party products that enhance the function of the CRM software platform.

Selecting the best CRM Training Team is essential for successfully maximizing your CRM investment. Experience is the key to the success achieved by our customers.

Detailed and customized CRM training is available upon request. Contact Us

Maximize your CRM Training Investment with the most experienced trainers; and Online sessions when you need it.

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Training Solutions that Work

Choose Your Training Options

The Trainer’s offers a wide range of GoldMine CRM training options targeting to meet your companies needs. We offer standard package training, or allow a custom training specific to your company and staff’s needs.

Packaged Training Options

GoldMine Introduction Training
This course will cover a series of topics from basic navigation, through email and managing your calendar. Upon completion of this course, students will be able to walk away with knowledge on how GoldMine tracks activities for a successful relationship with contacts. This course can be customized to include topics that best suit your needs.

GoldMine Advanced Training
This course will take you through a higher level of GoldMine, from working with Filters and Groups, through customizing the GoldMine environment and using the Opportunity Manager. Upon completion of this course students will be able to walk away with additional knowledge of GoldMine that will assist in the successful relationships with contacts. Additional customization to the course is also offered.

Goldmine Admin Training
Admin training is one the most critical training packages we offer to ensure success for your company and it’s crm software. This course is designed to provide the tools needed to Administrate and Customize GoldMine CRM to your companies needs. There is no one that knows your companies needs better then you and fellow employees, take the next step in the implementation of GoldMine. This course can be customized to include topics that best suit your needs.

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Custom Training Options

  • Templates, Mail Merge & Reports
  • E-mail Templates
  • Searching & Filtering
  • Scheduling & Managing Activities
  • Sales, Opportunities & Project Manager
  • Lead and Campaign Management
  • Creating Contact Set Databases
  • GoldMine Toolbars and Templates
  • Working with the Organizational Chart / Relationships
  • Customizing GoldMine: Setting up Record Types
  • Customizing GoldMine: Changing labels, adding fields, details and screens
  • Lookups, References, Codes, & Results
  • Standardizing your GM User Preferences
  • Users & Data Security
  • Record Ownership and Curtaining
  • GoldMine Microsoft Office Plus (Word / Excel)
  • Outlook Integration: Linking Emails, Syncing Contacts, Syncing Calendar, and task
  • Using SQL Queries in GoldMine PE
  • Using and Modifying GoldMine Reports
  • Crystal Reports for GoldMine
  • GoldMine Dashboards
  • Using Case Management
  • Automated Processes
  • GoldSync
  • GM + View
  • GoldMine Web Import
  • Data Import/Export
  • Lookup.ini

Take advantage of GoldMine’s Add-on products and allow us to train your company how to use each product and how to leverage it to meet your individual needs.

Below are just a few products we provide training on, if you have any questions or looking for something we haven’t listed please let us know.

  • GoldMine Mobile – Take GoldMine with you on your iPhone or iPad
  • iGoldMine – Connect to GoldMine from any web connection or local area network
  • GoldService – Linking GoldMine’s Case Management to the Web
  • Intelli Click – Email Marketing Campaigns to New Levels
  • QuoteWerks – The Way Quoting should be, GoldMine and Sugar CRM Integration
  • MasterMine – Generate GoldMine CRM reports with more information in less time using MasterMine.
  • InaPlex – Integrate all your data repositories together
  • W-Mobile – Web Based Client GoldMine CRM (Desktop, Tablet, or Phone)

With the flexibility of Sugar CRM it’s important to be able to customize the training to meet your companies needs. The Trainer’s offers standard packages which will take you through each level of training, and custom options that allow you to build your own training outline to work only with the modules you need.

Packaged Training Options

Sugar CRM Introduction Training
This course will cover a series of topics from SguarCRM Overview, Navigation, through email and managing your calendar. Upon completion of this course, students will be able to walk away with knowledge on how Sugar CRM tracks activities for a successful relationship with contacts. This course can be customized to include topics that best suit your needs.

Sugar CRM Advanced Training
This course will take you through a higher level of Sugar CRM. Upon completion of this course students will be able to walk away with additional knowledge of Sugar CRM that will assist in the successful relationships with contacts. Additional customization to the course is also offered.

Sugar CRM Admin Training
Admin training is one the most critical training packages we offer to ensure success for your company and it’s crm software. This course is designed to provide the tools needed to Administrate and Customize Sugar CRM. There is no one that knows your companies needs better then you and fellow employees, take the next step in the implementation of Sugar CRM. This course can be customized to include topics that best suit your needs.

Request Information  Book an Appointment

Custom Training Options

  • SugarCRM Overview
  • Scheduling & Managing Activities
  • Lead and Campaign Management
  • Quotes, Opportunities & Project Management
  • Searching & Filtering
  • E-mail Templates
  • Using Case Management
  • Working with Records
  • Lead Management
  • Opportunity Management
  • Account and Contact Management
  • Configure system settings
  • Implement users, teams and roles
  • Perform basic customizations using Studio
  • Configure Email Settings
  • Data Import/Export