GoldMine CRM Overview

GoldMine CRM Overview

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GoldMine® Premium Edition GoldMine® Enterprise Edition GoldMine® Corporate Edition Focus on Customer Relationships GoldMine Premium Edition enables you to effectively manage every facet of your business relationships. Opportunities to win and retain customers occur at every phase of the customer relationship lifecycle. GoldMine Premium enables you to turn more of these opportunities into additional bottom-line value, often by leveraging data you already collect. Created for entire medium-sized enterprises or distributed enterprises, GoldMine Premium delivers software the way you want it. GoldMine Premium adds an advanced service and support module and a newly developed, intuitive interface to the robust CRM functionality of GoldMine Corporate Edition. New Support Module! Reduce your customer service costs, while increasing customer satisfaction by deploying GoldMine Premium's Support Module. Serve customers faster and more effectively Increase technician productivity Lower cost of service Reduce training time New Intuitive Interface! Highly intuitive Easy navigation Standards-based Get to functionality and data quickly

Key Benefits Reduce Costs Improve Efficiency Increase Revenue Enhance Productivity Better Customer Satisfaction Better Management Oversight

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Relationship Management

• GoldMine Premium Edition consolidates customer information in one convenient location, which enables sales, service and marketing teams to view consistent data and similar facts across all facets of the organization
• Contact list views include preview panes for quick navigation to detailed information of any contact.  Contact record tabs can be reordered per user specific requirements and more can be displayed on the screen for added information
• Gain a holistic view of any customer maintained in GoldMine to effectively communicate with the entire client base
• Daily Activity Management features enable all users to manage day to day tasks and email conversations
• Activity List preview pane visually displays open and closed activities, email communications and more
• Quickly schedule calls, appointments, and to-do’s for any contact with the click of a button
• Calendar views provide insight into each users daily, weekly and monthly activities. Group calendars enable managers to view subordinates calendar information

Sales Management

• GoldMine helps sales agents and sales manager maintain a consistent selling process with visible results
• Assists account representatives in determining which markets they sell most effectively, which competitors they have a higher chance of winning against, and what sales activities and tactics can help shorten a sell cycle for optimal customer wins
• Quickly create Projects based off of opportunity information.  GoldMine allows you to track detailed information about the clients, project status, source, and timeframe of any project

• Forecast features allow managers to view each opportunity in the system and enable all levels of management understand the big picture, to help keep sales cycles on track
• Compare actual sales and forecasted sales vs. quota so users stay focused on reaching their sales quotas
• Administer forecast pipelines in real-time for the greatest revenue impact

Marketing Automation

Campaign Management

• Improve marketing effectiveness and target the right contacts for each campaign by using intuitive campaign creation features in GoldMine
• Better understand your customer targets and marketing activities.
• Campaign wizard helps lists contacts which qualify for specific campaigns, automatically generate each user’s activities and helps marketing managers create and initiate email campaigns.  

Lead Management

• Analyze the value of various lead characteristics using the Leads Analysis tools in GoldMine Premium Edition
• Automated process helps automate common business tasks such as sending emails, updating lead information, or scheduling lead activities
• Track sales for closed loop reporting and campaign effectiveness

Customer Support

• Customer Service and Support functionality enables tracking, resolution and reporting of service requests resulting in improved client satisfaction and better customer retention
• Customer service center permits all support agents to accept incoming service requests, be alerted with upcoming and urgent cases, and share client information across support teams
• Places important client information in the hands of your service agents so they can resolve service request quickly and accurately 

Knowledge Base

• GoldMine users can leverage powerful Knowledge Base features to help analyze and resolve customer service issues
• Supports an organizational content structure for all teams to access, as well as, each user can develop their own, individual knowledge base content
• Easily store content in comprehensive file and folder formats, and search knowledge base by keywords, topics and more