GoldMine CRM Implementation Services

Provided By RB Data Services

Install & configure GoldMine CRM.

Review an existing CRM installation to verify that it was done properly.

Install & configure Microsoft Dynamics CRM with Exchange so that all appropriate emails get automatically tracked in CRM.

Migrate existing client and prospect data from various sources such as Act!, Salesforce.com and Excel into GoldMine CRM.

Create custom fields, custom screens and workflow (automated processes) to tailor GoldMine CRM to their business.

Analyze, refine and automate your best business practices so that you can reduce the gap between your top performers and your average performers.

Create custom CRM dashboards to provide real time business analytics

Integrate GoldMine CRM with your PDAs to give your people who are often out of the office complete access to all of their company CRM data without the burden of having to use their laptops.

Write custom reports (using both GoldMine and Crystal Reports).

Extend the functionality of GoldMIne CRM either by selecting, installing and configuring a viable third party add-on product (many are not!) or if one does not exist by writing custom code

Install and configure GoldSync to allow the synchronization of GoldMine data.

Use CRM to implement a customer loyalty program.

Provide training for their team members.

Provide both on-site and remote ongoing support.

Want To Learn More? Call Us At
858-541-1820 To Speak With A
Certified GoldMine CRM Specialist Today!

For More Information:

RB Data Services

1565 North Rim Court, Suite 287

San Diego, CA 92111

858-541-1820

info@rbdata.com