What's in it for the workgroup

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 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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