Complete customer and prospect
information in a single location.
GoldMine Premium Edition enables you to
effectively manage every facet of your business relationships in one shared
application.
A single click into GoldMine let's everyone in your organization
share:
- Contact information and history
- Calendar info
- Email history for each contact
- Opportunities
- Projects
- Linked documents
- Email attachments
- Customer service cases
The power to put your data to work in
seconds with the new Contact Search CenterCreate instant lists withteh exact data
you need then export to Excel!!
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Order your GoldMine 8.5
basic users guide
here!
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Get more done! - the Activity list takes the mystery out
of managing your activities.
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| Easily review your notes before making a call. Auto filter to easily find
the activity you need! |
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Sales Management - Opportunity Management |
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Maintain a consistent selling process with visible results
-Great for sellers and managers
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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
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Quickly create Projects based off of opportunity information. GoldMine allows you to track detailed information about the clients, project status, source, and
time frame of any project.
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| GoldMine 9 Opportunity
Dashboard shown |
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Forecasting via your Sales Process
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Click here for a list of included
interactive dashboards in GoldMine 9
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Customer Support
Case Module
Included
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Customer Service and Support functionality enables tracking, resolution and reporting of service requests resulting in improved client satisfaction and better customer retention
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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
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Places important client information in the hands of your service agents so they can resolve service request quickly and accurately
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Serve customers faster and more effectively
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Track open issues by number.
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Assign reassign, escalate and document in history with a
click.
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Increase technician productivity
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Lower cost of service
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Reduce training time
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| Case Management analysis gives instant status of all
cases and rep performance. |
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 Complete
Outlook integration: Calendar, contacts, and email!
Marketing Automation -
Campaign Management
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Easily create a group based on any GoldMine field criteria.
Then create a graphical email template in the document center. Send a
personalized email to each member of the group.
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Use GoldMine's Automated Process workflow system to create
follow up activities, emails or documents.
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Better understand your customer targets and marketing
activities.
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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.
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Lead Management
Knowledge Base
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GoldMine users can leverage powerful Knowledge Base features to help analyze and resolve customer service issues
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Supports an organizational content structure for all teams to access, as well as, each user can develop their own, individual knowledge base content
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Easily store content in comprehensive file and folder formats, and search knowledge base by keywords, topics and more
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