What's in it for Administrative and Support

Document & Process Automation

• A complete library of your forms letters, proposals.  Instantly available to all users.  Point click edit and deliver. 

• Link to Microsoft Word

• Use GoldMine filters and reports to create list of specific contact or employee groups.  Create labels in seconds.

• Create a single label with CoStar label Writer.

• Generate mail merges or faxes to groups of contacts in minutes.

• Instant access to all ‘linked’ documents and files from the contact record.

• Eliminate the where did I put that file dilemma.

Information

Instant shared access to all customer information

• Share a single contact database enterprise wide.

• Notes

• History

• Pending activities

• Documents-Letters, proposals, quotes, forms, e-mails

Capture specialized profile information

• Contract numbers and expiration dates

• Personal( Spouse, Kids, etc.)

• Birthdays, anniversaries

• Related customers (i.e.: distributors, mfrs. Rep, end user)

 Knowledge Bank Info Center –

• Your Intranet, Knowledge Bank, Searchable Library, Bulletin Board, Brain Trust…This is big….get the picture?

• Shared by all GoldMineâ  users- search, attach files, easy to use.

• Company Policies

• Eliminate Manuals

• Success stories

• Competitive or market information

• Technical information

• Informational articles

• Scan or attach anything

Communications

Communicate directly from GoldMineâ three ways

1. Internal Messaging-GoldMineâ E-Mail

2. Internet-GoldMine E-Mail Center

3. Faxing- WinFax / FaxRush

1. Internal e-mail with GoldMineâ messaging

• Send to Groups or individuals

• Set alarms to notify recipient

• Get rsvp when message is opened

• Eliminate ‘While You Were Out‘ Slips

• Easy access to all messages for ‘call-ins’ by anyone, through the Activity Center

2. Internet e-mail

• Send and receive Internet Pop mail

• Instant communications to individuals or groups

• Sent and received mail stored in contact history, click and view message

• Internet mail merges using GoldMineâ filters

  Planning and Scheduling

• GoldMineâ  easy to use ‘Drag & Drop Calendars’

• Assign ‘Next Actions’ and tasks to other team members.

• Schedule recurring activities

• Schedule follow-ups with a single click

• View Multiple Users’ Calendar

• Schedule internal meetings; check for available time, schedule and advise participants instantly.

• Group Schedule

• Track & schedule ‘Resources’ i.e.; conference rooms, projectors, etc.

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