What's in it for Customer Service

Don't miss the Support Module in New GoldMine Premium Edition-

Issue Tracking

• Track open customer issues.

• Schedule follow up activities

• Notify sales and others involved in resolving the issue.

• View reports of open or resolved customer issues.

Information

Instant shared access to all customer information

• A single shared file with all customer information!

  • 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)

Automate key processes

• Complaint reporting and tracking

• Due dates for key shipments

• Contract expirations.

• Anything you do regularly can be simplified and automated with GoldMine.

 Knowledge Bank Info Center –

• Your Intranet, Knowledge Bank, Searchable Library, Bulletin Board, Brain Trust.

• 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

Planning and Scheduling

• GoldMineâ  easy to use ‘Drag & Drop Calendars’

• Schedule follow-ups with a single click

• Schedule recurring activities

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

• View Multiple Users’ Calendar

• Group Schedule  

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

Document Automation

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

• Instantly generate and fax or print key forms like, credit apps, new account forms, special pricing requests, etc.

• Link to Microsoft Word

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

• Eliminate the where did I put that file dilemma.

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Connect the ‘Inside With Outside’–GoldSync

• Eliminate Islands of Information

• Bi-directional exchange of contact information

  • Contact info, notes, history, etc.

  • Schedules /Calendars

  •  Documents

  • InfoCenter Knowledge Base

  • E-Mail

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