Manage every lead

Easily find and track every opportunity

Unlock Powerful Marketing Tools

Increase GoldMine usage and knowledge

Learn how to get valuable data out of GoldMine
 

 By popular demand Tech.Sell announces the New 'GOLDMINE CRM CHECKUP!'
A complete check up of how you are using your GoldMine system.
A trained Tech.Sell technician will remotely "climb under the hood" of your GoldMine system, using GotoMeeting.
We'll check key areas that could cause a problem or impact system integrity.
You will receive a COMPLETE DIAGNOSTIC REPORT, with our findings and recommended Action Plan.  Save this report for a complete documentation of your GoldMine system.

Special INTRODUCTORY OFFER!! $149.95 

Combine with TECHNICAL Check up for $250.00*
*Additional time for other services billable at standard fees.

WHAT DOES THE CRM CHECK UP INCLUDE?
We'll look into 3 key areas that will impact GoldMine payback for your company; CRM - Overall system usage, Sales and Marketing usage.

CRM – Customer Relationship Management

• GoldMine usage – Who is and is not actively using the system

• Neglected contacts

• Use of Macros to simplify tasks

• Database cross section -# of records, # untouched in 12 months  24 mos

• Structure of database- Contact buckets, meaningful fields and lookups

• Customer service and issue tracking

• Project Management

• Reporting - What's used regularly

Sales

• Lead sources - integration with Goldmine system.

• Lead management system

• Sales process

• Opportunity Manager

• Forecasted sales

• Quoting process and tracking

 

Marketing

• Use of filters & groups

• Email templates

• Letter templates

• Drip marketing program

• Automated processes

• Info Center

• Document library

What your Complete Diagnostic Report will include

• Review of your utilization of all the above items.

• Recommendations for highest payback items

• Report of usage by all users - completed activities / open activities

• Printed graphical analysis of completed activities by month and all pending activities by month.

• Contact evaluation-  Total # of records, # records with contact in the last 6 months, # with NO CONTACT in the last six months?

• Interesting quotes and comments from your users.

• Recommendations on how to improve productivity with GoldMine

Call us at 847-382-4500 to schedule your

'GoldMine CRM Checkup' TODAY!!