Organization / Time Management

Don't miss The Selling Machine - Tech.Sell's ready to use Sales Module for GoldMine!

Planning & Scheduling –

Schedule Calls, Appointments, Next Actions and Forecasted Sales

Plan, schedule and stay on top of all sales opportunities with the Opportunity Manager
Provide realistic projections and stay on top of them
Use the Opportunity Manager to track details and important issues
Use the Organization tree and referrals to instantly access related contacts.

GoldMineâ easy to use ‘Drag & Drop Calendars’

Printout Daily, weekly, monthly calendar worksheets
Links to (Palm Pilot, CE) – Leave your notebook at home, not your contacts and calendar
Don’t let anything fall through the cracks
Delegate Non-sales Tasks
Assign next actions to other team members
Schedule follow ups with a single click
Schedule recurring activities
Track contract expiration dates.
Print out all pending projects and programs
Keep track of ‘dormant’ accounts
Organize trips by geographic area.
Eliminate time-wasting Call Reports

Use GoldMineâ filters to;

Target specific industries,
Geographic locations
Pinpoint all pending sales and programs
Existing customers purchasing a specific product
Existing customers not buying a specific product line

Reduce Paperwork– Document Automation

A complete library of your forms letters, proposals. Instantly available to all users.
- Point click edit and deliver.
Instant access to all ‘linked’ documents and files from the contact record.
Eliminate the where did I put that file dilemma.

Communications

Communicate directly from GoldMineâ
Stay connected while on the road
Maintain a copy of all messages in the contact history

Internal Messaging-GoldMineâ E-Mail
Internet-GoldMine E-Mail Center

1. Internal mail with GoldMineâ messaging

Send to Groups or individuals

Set alarms to notify recipient

Get rsvp when message is opened

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

Synchronize the ‘Inside & Outside’ – GoldSync

Eliminate 'Islands of Information'
Bi-directional exchange of all contact information
- Contact info, notes, history, etc.
- Schedules /Calendars
- Documents
- InfoCenter
- E-Mail

Information

Complete record of all contact between customer, sales, & support team.
Instant shared access of all contact information.
- History
- Notes
- Pending activities
- Capture key customer information
- Personal
- Contracts
- Birthdays, anniversaries
- Related customers (i.e.: Distributors, Mfrs. Rep, End user)
- Documents-Letters, proposals, quotes, forms, e-mails
Run reports to quickly extract key information on your territory
- Access a complete history of all activities within your territory -including all recent contacts by anyone in the company.
- Categorize history activities to track specific types, i.e., billable, for bonus, complaints, service request, follow up,
Close sales faster with proposal and literature library.

Generate proposals in minutes and fax from the road.
Complete access to all the information your customer needs.

Knowledge Bank Info Center –

Bring new sellers up to speed fast.
Shared by all GoldMineâ users- search, attach files, easy to use.
- Create a shared PowerPoint presentation library
- Sales Tips
- Success stories
- Competitive or market information
- Technical information
- Informational articles
- Scan and attach
- Company Policies
- Eliminate Manuals

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111 Lions Drive, Suite 216, Barrington, IL 60010
Phone: 847-382-4500 Fax: 847-481-8207 E-Mail: sales@techsell.net
Page last modified on:01/26/11 02:54:52 PM