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GoldMine® |
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As demands on your time increase, you and your team need to make the most of every
moment. Sales quotas require a focus on customer relationships and opportunities.
Without the tools to develop relationships, your business is at risk. GoldMine®
software helps you win and retain customers by improving efficiency and productivity
without sacrificing your bottom line. GoldMine helps businesses get a more complete
view of their customers. Because growth and retention are critical to long-term
success, focusing on improving your customer relationships makes common business
sense. |
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GoldMine®
GoldMine® software helps you win and retain customers by improving efficiency and
productivity without sacrificing your bottom line. GoldMine helps businesses get
a more complete view of their customers. Because growth and retention are critical
to long-term success, focusing on improving your customer relationships makes common
business sense.
1. Marketing
- Generate more leads—Set up, manage and execute more effective and repeatable marketing
campaigns
- Capture and distribute leads—Easily capture, qualify and distribute leads to your
sales force from your Web site or campaigns
- Convert leads to sales—Simplify and automate drip-marketing campaigns from lead
incubation through close with Automated Processes™
- Analyze leads—Get a quick view of campaign responses, potential sales and total
campaign effectiveness
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2. Sales
- Understand customers—Centralize contact information from disparate systems and make
it available to your entire team to get a complete view of the relationship
- Increase productivity—Define your business rules based on your work flow with Automated
Processes. Send customized e-mail, schedule appointments, print cover letters and
prompt your team for appropriate follow-up—automatically
- Close more deals—Track leads from contact to contract, resulting in shortened sales
cycles and increased revenues
3. Service and Support
- End-to-end solution—Combine GoldMine with IP Contact Center or GoldMine Office Suite
to enhance every customer interaction and make your knowledge workers more productive
- Higher retention—Earn repeat business and keep valuable customers with higher customer
satisfaction
- Customer focus—Automate administrative tasks so you can concentrate on customer
relationships and compile client and prospect histories to help you anticipate customers’
needs
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4. Management
- Reporting and analytics—Concentrate your efforts on the strategies that are delivering
results
- Identification of opportunities—Gain insight into potential opportunities from built-in
analysis and reporting capabilities
- Analysis of won/loss details—Get immediate updates for your pipeline and track products,
prospects, revenue potential and closing dates in real time
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GoldMine®
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GoldMine Enterprise is designed for the business that wants its CRM to add significant value, not just automate sales calls. These businesses look for CRM to create value
through increased agility, higher success ratios, and integration of data from disparate
points in the organization.
The design of GoldMine Enterprise benefits from the input and best practices of
the world's largest CRM user base. We combined our decades-long experience in CRM
with the latest technologies in access, integration, and configuration to produce
software the way you want it.
What's Inside Enterprise
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Relationship Management
- Manage relationships the way you naturally organize your business, by account, household,
distributors or other specially defined category-go beyond generic customer or contact
categories
- Centralize information in one repository-integrate third-party "data silos," Finance
or Accounting departments, order management systems, back-end ERP, and more
- Gain a 360 degree view of your customer or other relationship data-data from any
system and any source, exposed for use or integrated robustly-you decide
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 Opportunity Management
- Real-time visibility into all your sales activities, including product and services
information and revenue details
- Built-in Sales Methodology support keeps processes consistent and sales cycles on
track
- Easy-to-use interface helps you manage all information surrounding sales opportunities
Forecast Management
- Forecast tools enable sales users to better predict, manage, and analyze their pipeline
- Ensures sales users stay focused on reaching their sales quotas
- Forecast dashboards allow management to view, analyze and manage forecast figures,
properly and accurately
Quoting
- Integrated Quoting Tool automates what previously were common failure points in
the sales process
- Guaranteed consistency of customer information, products, pricing, and cross-selling
offers
- Flexible approval processes allow you to standardize quotes and manage exceptions
Campaign Management
- Create and manage campaigns easily
- Create test campaigns and run trials. Predict and quantify campaign ROI
- Fine-tune campaigns, as they roll out, using real-time data
Lead Management
- Distribute leads to the right
person automatically using configurable business rules
- Adjust and optimize your management in real-time-rank, qualify, reassign, and more,
- Use extensible business logic to maximize the value of your lead analysis
- Consistent, real-time answers via email, telephone, Web and all other access points
- Access to full customer case history, including data pulled from sources across
the organization
- Customer support Best Practices and opportunities to streamline processes increase productivity
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GoldMine Premium Edition enables you to effectively manage every facet of your business
relationships. Opportunities to win and retain customers occur at every phase of
the customer relationship lifecycle. GoldMine Premium enables you to turn more of
these opportunities into additional bottom-line value, often by leveraging data
you already collect.
GoldMine Premium adds an advanced service and support module and a newly developed,
intuitive interface to the robust CRM functionality of GoldMine Corporate Edition.
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Relationship Management
- GoldMine Premium Edition consolidates customer information in one convenient location,
which enables sales, service and marketing teams to view consistent data and similar
facts across all facets of the organization
- Contact list views include preview panes for quick navigation to detailed information
of any contact. Contact record tabs can be reordered per user specific requirements
and more can be displayed on the screen for added information
- Gain a holistic view of any customer maintained in GoldMine to effectively communicate
with the entire client base
- Daily Activity Management features enable all users to manage day to day tasks and
email conversations
- Activity List preview pane visually displays open and closed activities, email communications
and more
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- Quickly schedule calls, appointments, and to-do’s for any contact with the click
of a button
- Calendar views provide insight into each users daily, weekly and monthly activities.
Group calendars enable managers to view subordinates calendar information
Opportunity Management
- GoldMine helps sales agents and sales manager maintain a consistent selling
process with visible results
- Assists account representatives in determining which markets they sell most effectively,
which competitors they have a higher chance of winning against, and what sales activities
and tactics can help shorten a sell cycle for optimal customer wins
- Quickly create Projects based off of opportunity information. GoldMine allows
you to track detailed information about the clients, project status, source, and
timeframe of any project
Forecast Management
- Forecast features allow managers to view each opportunity in the system and enable
all levels of management understand the big picture, to help keep sales cycles on
track
- Compare actual sales and forecasted sales vs. quota so users stay focused on reaching
their sales quotas
- Administer forecast pipelines in real-time for the greatest revenue impact
Campaign Management
- Improve marketing effectiveness and target the right contacts for each campaign
by using intuitive campaign creation features in GoldMine.
- Better understand your customer targets and marketing activities.
- Campaign wizard helps lists contacts which qualify for specific campaigns, automatically
generate each user’s activities and helps marketing managers create and initiate
email campaigns.
Lead Management
- Analyze the value of various lead characteristics using the Leads Analysis tools
in GoldMine Premium Edition
- Automated process helps automate common business tasks such as sending emails, updating
lead information, or scheduling lead activities
- Track sales for closed loop reporting and campaign effectiveness
Case Management
- Customer Service and Support functionality enables tracking, resolution and reporting
of service requests resulting in improved client satisfaction and better customer
retention
- Customer service center permits all support agents to accept incoming service requests,
be alerted with upcoming and urgent cases, and share client information across support
teams
- Places important client information in the hands of your service agents so they
can resolve service request quickly and accurately
Knowledge Base
- GoldMine users can leverage powerful Knowledge Base features to help analyze and
resolve customer service issues
- Supports an organizational content structure for all teams to access, as well as,
each user can develop their own, individual knowledge base content
- Easily store content in comprehensive file and folder formats, and search knowledge
base by keywords, topics and more
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GoldMine Corporate Edition enables you to effectively manage every facet of your
business relationships. Opportunities to win and retain customers occur at every
phase of the customer relationship lifecycle. GoldMine Corporate enables you to
turn more of these opportunities into additional bottom-line value, often by leveraging
data you already collect.
Created for entire small to medium-sized enterprises or distributed enterprises,
GoldMine Corporate delivers software the way you want it.
Features
- Advanced capabilities for customer relationship management — Integration
with HEAT® Service & Support, FrontRange Voice IP Contact Center, GoldMine IP
Voice Suite, and other valuable extensions.
- GM+Browser — View information from external sources, such as databases,
back office systems, and websites.
- Workflow enhancements, Contact Search Center — Within GoldMine
Corporate Edition you can streamline multiple-step processes-without having to move
customer contact records.
- Pluggable Active X/HTML Containers — Use this seamless development
tool to integrate applications such as SoftPhone.
- Microsoft reporting services integration — Leverage functionality
within Microsoft SQL.
- Company-wide visibility —
Instantly access an overall company view
of customer relationship and contact information, including complete histories,
sales, and calls.
- Reporting and analysis management — Analyze your leads, sales,
and marketing. Create, manage, preview and generate reports from a central area.
- Synchronization — Automate synchronization via GoldSync.
- Remote data access — Access the Web via iGoldMine or iGoldMine
Plus.
- Integration with Microsoft® Outlook® and Exchange — Enable GoldMine
and Outlook users to share contacts, email, calendaring and scheduling.
- Integration with HEAT Service & Support — Combine GoldMine
and HEAT to gain a complete view of relationships and all interactions with contacts,
including customer service and IT help desk issues.
- Business intelligence — Access business intelligence tools by integrating Microsoft Reporting Services, enabling you to analyze your data and schedule reports
to automatically email to users.
- Automation — Automate database administration and mass mailings.
Easily generate targeted, personalized email, letters and faxes from a central location.
- Team-based collaboration — Share critical information across teams
or the organization, inside and outside your office.
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