|
Searching for contacts - Simple contact searches can be run from most displays while searches involving multiple criteria and ranges can be easily created in the contact search centre. To save time when you run repeat searches, contact filters can be applied which instantly bring up a list of matching contacts.
Customise the database layout for each type of contact - GoldMine enables different layouts to be created for each type of contact. For example separate layouts can be created to distinguish between prospects and customers.
Clearly assess the relationship between contacts - Individual contacts can be linked with others to reflect relationships between them including reseller agreements, marriage, suppliers and many more. When you deal with several contacts at the same organisation who work in different departments and locations, GoldMine organisation trees clearly display the relationship structure on a company centric basis.
Sales & Marketing Automation
Tracking Sales Opportunities - Sales prospects can be tracked through each stage in your own unique selling cycle. Sales lists, inbuilt forecast reports and pipeline funnel charts help individuals and sales managers keep on top of the sales process and assess performance.
Marketing Management - Optimise budgets by evaluating campaign effectiveness and tracking opportunity progression from prospect through to customer. Find out which campaigns worked and identify those that haven’t.
Convert opportunities to Projects - Unlike many other customer relationship management systems, GoldMine enables completed sales to be converted to projects. With a seamless link between the sales process and project delivery, GoldMine avoids duplication and helps project managers quickly respond to new orders.
Business Analysis and Reporting
Powerful Reporting - Run sales, forecast and user productivity reports to manage budgets and assess performance. GoldMine includes a Crystal Report writer for customised report design and using Microsoft Reporting Services integration, managers can leverage functionality within MS SQL to schedule reports to run automatically.
Manager Console - Analyse various elements of your business in statistical groups using bar graph or gauge format. By consolidating data, the GoldMine manager console helps you monitor your team's performance and make informed business decisions.
Database Automation
Automated Processes - Routine processes can be automated to eliminate time consuming manual tasks and to apply greater sophistication to workflows. Many functions in GoldMine can be programmed to work in a sequence consistent with your business rules. This can include automatically sending an email when a field is updated or scheduling an activity when a contact is added to GoldMine.
Improving Staff Productivity
Scheduling Activities - Phone calls, appointments and other activities can be scheduled in GoldMine. For improved activity analysis, outcome codes can be assigned to completed entries.
Managing time and activities - GoldMine includes an activity list, calendar screens and a user defined My GoldMine dashboard display to help users keep on top of their daily tasks to effectively manage their time and ensure nothing gets forgotten.
Robust and Flexible Deployment
Scalable and Flexible - The GoldMine Premium Edition database runs from a Microsoft SQL Server installation for robust data management with extended stability and scalability for any sized organisation.
Concurrent Licensing - Unlike many rival packages, GoldMine offer concurrent licensing so business only need to license the maximum number of users who will be logged in at any one time.
|
Complete information in 1 database
