Solutions Overview
Introducing GoldMine Premium Edition 8.5, the latest release to
the award winning GoldMine CRM Software
Solutions product line. GoldMine
Premium Edition: Customers need it now more than ever. Real
answers….. Real time! In these tough economic times you need a
solution that is easy to install and enables you to achieve a
quick return on investment. GoldMine Premium Edition helps you
retain existing customers, and will enable you to come out of
these tough economic times positioned much better than your
competition.
GoldMine Premium Edition supports all your sales, marketing and
customer service business needs through powerful customer
relationship management features, including relationship
management, marketing automation, sales force automation, and
customer service and support administration.
New GoldMine Premium Edition 8.5 features are built specifically
to empower the user with information, boost client productivity,
complete the customer view, and lower total cost of ownership
with a business application that is easy to implement and
administer. GoldMine Premium Edition will positively impact your
productivity, customer relationship capabilities, and will
continue to help you better manage your sales, marketing, and
customer service efforts.
Complete Customer Lifecycle Features
GoldMine Premium Edition features help sales, marketing and
service organizations reduce costs, drive revenue and improve
overall customer satisfaction with improved workforce
efficiency. GoldMine applications help companies maintain all
customer lifecycle interactions in order to create a winning
solution; the way you want to run it. GoldMine Premium Edition
8.5 has been developed with new, key components that empower the
user with customer knowledge, enhance productivity with user
interface improvements and increases system responsiveness with
easy to administer business functions across your entire
customer facing divisions.
New in GoldMine Premium Edition 8.5
Universal Search: •
provides an easy searching mechanism into GoldMine data. With
Universal Search users may quickly search for information stored
throughout the application, including emails, linked documents,
and notes from a single search box
Preview Panes: •
enables a quick view into activities, emails, details and linked
document information
User Interface improvements: •
Opportunity & Project Manager and E-mail Center user interfaces
have been redesigned for better usability and easier access to
data
Unattended Installations: •
GoldMine administrators can enable an unattended installation of
GoldMine so users don’t have to intervene, thus removing version
lock issues and helping free up administration time
Automatic Upgrades: •
automatically upgrades GMPE to the latest version release for
further administrative cost savings
Data Management: •
additional configurable fields are available, and a new lookup
list validation feature enables a fields lookup list values to
expose specific data based on the value of another field
Customer
Relationship and Daily Activity Management
Understand your customers
•
– Understand a complete view of customer relationships.
Centralize all contact information from disparate systems for a
holistic client analysis
Increase user productivity
•
– Focus on your client interaction process through various types
of client communications
Management & analysis
•
– Leverage numerous reporting and analysis functions for users
and managers to clearly decipher daily business processes
Marketing Automation
Improve marketing effectiveness
•
– Comprehensive campaign features enable you to target the right
contacts for every marketing campaign
Convert leads to sales
•
– Monitor a campaign’s pipeline visibility in real-time to
generate more qualified leads
Sales Management
Drive more revenue
–
Track leads from contact to contract, resulting in shortened
sales cycles and increased revenue
Increase sales productivity
–
Streamline sales process and forecast methodologies for a clear,
consistent selling practice
Track sales potential
–
Managers can clearly understand the state of the selling process
through any sales stage, and users can compare sales to quotas
Customer Service and Support
Complete CRM features
•
– Leverage service center functionality for complete customer
lifecycle support
Provide optimal customer care
•
– Service teams can quickly manage all daily case activities to
improve work efficiency and solve issues in real time
Relationship Management:
GoldMine Premium Edition captures customer, contact and prospect
data, all in one convenient location. A central customer data
master enables your sales, marketing and service teams to view
consistent data and similar facts across all facets of your
company. GoldMine users can view customer relationships,
maintain account and contact history, and manage their daily
activities. Users are provided an entire history of each
customer, including notes, actions, transactions posted over the
lifecycle of each customer, and robust customer relationship
functionality helps users visually distinguish each contact’s
relationships and organization hierarchy data. Contact search
features allow users to search, filter and group their clients
as they see fit, thus increasing user productivity and
increasing customer retention. Data cleansing tools are
available to help clean up existing data and hinder new data
corruption for maximum productivity when interacting with
clients. GoldMine Premium Edition allows your entire
organization to effectively communicate with their client base.
Calendar, Activity and Communication Management:
GoldMine Premium Edition supports daily activity management
features. Daily activity management enables users to schedule
all types of contact interactions, such as, calls, meetings,
appointments and follow up’s, and view those activities through
various calendar views for a more focused communication process.
Daily, weekly and monthly filters allow each user to view their
activities as they see fit and through leveraging GoldMine
software’s activity reminder, no activity will go untouched.
Group calendar features in GoldMine Premium Edition allow
managers to view their subordinates activities via the group
calendar and helps managers view each agent’s call report
history.
GoldMine Premium Edition supports robust interaction management
features. Any type of GoldMine user can consistently communicate
with their client base through email, physical mail, or voice.
By using multiple customer interaction mechanisms in GoldMine
Premium Edition, your sales, service and marketing teams will be
better prepared with customer details, thus helping increase
customer satisfaction and customer retention.
Campaign and Lead Generation:
GoldMine Premium Edition campaign features help you improve
marketing effectiveness by targeting the right contacts for each
marketing campaign. The intuitive marketing campaign generator
lists contacts which qualify for specific campaigns,
automatically generates user activities in real time, and helps
marketing managers create and initiate mail and email campaigns.
Use GoldMine software to initiate the leads process and analyze
the productivity of each campaign.
GoldMine users can manage leads for customers, contacts and
prospects. Lead features allow you to take control of your leads
by assigning ownership of each lead, as well as, provide you the
ability to import leads as needed. The application helps you
clearly define rules that will optimize lead routing and lead
ranking for more efficient results. GoldMine Premium Edition’s
lead management system helps distribute leads in real time so
your users can manage and track leads for greater revenue
generation and more focused marketing efforts. GoldMine Premium
Edition marketing campaign and lead features help you achieve
instant results.
Opportunity, Projects and Forecast Features:
Maintain a consistent sales business processes using GoldMine
Premium Edition. Sales agents can actively work on their
pipeline, either individually or with the help of their sales
team, from instantiation throughout the completion of the entire
sales cycle. Opportunity creation wizards help guide users to
schedule follow-up tasks, track important customer information,
such as competitor and influencer information, and help suggest
information to increase revenue and assist the close of sale. As
sales progress, use powerful forecast features to produce solid
pipeline and forecast numbers. Opportunities can further be
extended to capture client projects for an overview of your
customers’ complete needs.
GoldMine Premium Edition provides sales managers a comprehensive
tool to manage each subordinates forecast. After a GoldMine user
forecasts’ opportunity sales information, sales managers can
ensure accuracy and reliability by following the companies best
forecast business process, and can further help agents boost
productivity by examining forecast facts and figures exposed to
them in GoldMine. GoldMine Premium Edition Forecast and pipeline
features enable sales organizations to examine the stability of
their business, manage opportunities in real-time, and
administer the forecast pipeline for the greatest revenue
impact.
Customer Service and Support:
GoldMine Premium Edition helps organizations maintain customer
retention and increase their level of customer support. Enhance
productivity by streamlining support best practices and through
accessing a knowledge base full of information with the customer
support module. Customer support teams can leverage GoldMine
software’s customer service center functionality which enables
tracking, resolution, and reporting of customer service
requests. Not only can customer service agents improve customer
satisfaction and decrease costs by providing real-time service
request answers to their customer base, but any customer facing
agent can do so as well since case history and service request
details can be exposed to your sales and marketing divisions.
The customer support module is a perfect fit to help round out
the customer relationship management capabilities of GoldMine
Premium Edition.
Analytics, Reporting and Knowledge Base:
GoldMine Premium Edition analytics and reporting functionality
helps users understand their individual performances and allows
managers to view their business progress. Reporting and
analytics help you concentrate on strategic efforts that deliver
maximum results, such as, analyzing lead attributes for greatest
impact on marketing spend, identifying opportunity
characteristics to quickly recognize top opportunities, and by
analyzing which sales process consistently closes deals the
fastest.
GoldMine Premium Edition Knowledge Base feature provides a
resource for maintaining any type of information useful to your
sales, marketing and service teams. Knowledge Base can be easily
accessed for storing and retrieving such items as graphics,
multimedia files or document information. Various controls can
be added to corporate knowledge base so users can be presented
with newly added corporate information, as well as,
accessibility rights can be granted and revoked. Each user also
has the ability to maintain a personal knowledge base for
enhanced user productivity.
User Interface Additions and Enhancements:
Continue to leverage powerful GoldMine solution features and
functionality with GoldMine Premium Edition, but now do it with
a new and improved user interface. The enhanced user interface
has been built with user productivity in mind, making GoldMine
Premium Edition easier to learn and use. The most notable user
interface enhancement is the configurable left hand navigation
bar for quick access into any GoldMine feature. Another key
feature enhanced from previous GoldMine releases is the new
tabbed view which allows users to switch between open windows in
GoldMine easily and uses the available space on the screen more
effectively. Other user interface additions and enhancements
include: a recently viewed box that displays the records most
recently accessed, universal search box for faster access to all
GoldMine data, user configurable grid controls, such as, group
by, summary and filter mechanisms, and a new activities list
that allows users to easily view and manage open vs. closed
activities as well as email interactions. GoldMine Premium
Edition provides considerable user interface enhancements for
better user adoption, with a modern look and feel.
GoldMine Premium Edition:
GoldMine Premium Edition 8.5 customer relationship management
features continue the powerful tradition of the GoldMine
solutions brand by allowing you to automate and improve the
effectiveness of sales, marketing and customer service
operations, simply and quickly. And now, with the latest
GoldMine product release, GoldMine Premium Edition 8.5, users
are empowered with information to analyze customer relations
further, gain access to in-depth client knowledge via Universal
Search and Preview Panes, and administers can help lower the
overall cost through an easier to manage and deploy CRM
application.
The GoldMine Premium Edition application can be extended to
capture all your business needs, configured for any divisional
desires, and integrated to third party systems. Continue to
leverage powerful GoldMine solution features such as, GM+View
for external data publishing, GoldSync® for automatic user
updates, and optional add on features such as synchronization
with Microsoft Exchange Server® (GISME), iGoldMine™ for web
access, and IPCM integration for voice capabilities.
