Changes to the data made by travelling staff is periodically uploaded and synchronised with the central system back at head office ensuring that everyone is using the most accurate data at all times.
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Goldmine also offers a synchronisation function allowing sales staff to keep a copy of the system on their laptop for use whilst on the road. centralised data means that all staff can access specific information on clients and in turn keep such data up-to-date. Templates can also be created for a single Goldmine user or for use by the entire company and are stored in the “Document Center” – a repository for all templates.Īs you would hope, Goldmine is network-installed making the information contained therein accessible to all users within a company. These document templates can be used for mail merges or one-off letters, as well as emails for mailshots. Goldmine provides an interface into Microsoft Word which allows the creation of useful document templates. These filters can be based on any criteria desired such as organisation size, geographical location, company turnover or pretty much anything else.Īny emails sent to clients are also filed against their Goldmine record, providing an audit trail of communications and a source of reference for analysis of customer needs and sales opportunities. Similarly the function exists to construct target lists for mailshots (aka spam) based on filters created by staff. Goldmine offers a built-in email client (like Outlook) which can be used to message external clients (from the Contacts list) or internal Goldmine users.
#GOLDMINE CRM SOFTWARE REVIEWS UPDATE#
As the sales process progresses, the sales team would update the opportunity, assigning a probability of closing the sale and any other information garnered during each contact with XYZ. You would record this lead in Goldmine and record an estimated value against the sales opportunity. What is Opportunities Management? For example, your sales team calls Mrs Jones at XYZ Widgets Ltd and she happens to mention that XYZ are in the market for 500 grommets. These Opportunities can be analysed and reported on to provide sales targets and focus future efforts for marketing and sales. Moving into the Customer Relationship Management (CRM) functions, Goldmine also offers the ability to record potential sales opportunities and progress them from intial lead to the close of the sale.
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Each calendar event can be scheduled to occur between internal employees and external contacts, with email reminders and Goldmine alerts as required. Goldmine offers a detailed calendar which allows users to schedule customer appointments, calls or internal meetings. Having started life as a contact management system, Goldmine’s greatest strengths lie in maintaining a useful and comprehensive list of companies and employees as well as offering the ability to keep custom data for each.
#GOLDMINE CRM SOFTWARE REVIEWS PC#
Goldmine has the honour of winning several awards including the Editor’s Choice award from PC Magazine in 1993, 1995, 19. Frontrange have been producing Goldmine since the year 2000 and boasts a global user base of more than 1.2 million. One of the grand-daddies of contact management and Customer Relationship Management (CRM), Goldmine was originally released in 1989 but is now owned by Frontrange Solutions.