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GoldMine CRM

Marketing Automation

GoldMine Campaign Management offers you a centralized location to track activities and contacts associated with a marketing campaign or promotion. Whether you need to send an e-mail, perform a mail merge, or capture web leads, GoldMine software's Campaign Manager will help make your marketing campaign a success. GoldMine allows marketing teams to easily define and track the status of campaign tasks, and contacts to be touched. For instance, the Campaign Management center can be used to perform a mail merge with introductory information about your company's products or services. It can also be used to configure web import to capture leads visiting your web site as a result of a call to action or promotion.

Campaign Management includes:

  • Campaign creation wizard
  • Selectively assign contacts for each campaign
  • Define and track a set of tasks per campaign
  • Clone campaigns for quick campaign creation
  • Perform mail and email merge activities
  • Closed loop reporting on campaign performance
  • And much more...

GoldMine marketing campaign and lead features help you achieve instant results in the most cost effective manner.

Lead Management

GoldMine leads management center helps you manage your leads at different stages of the sales cycle. The Lead Management center provides a set of tools that assist you in defining ownership and security rules, analyzing your leads and more.

The powerful GoldMine import tools allow you to import leads from a variety of different file formats. Source code values can be assigned to each lead to help you segment your database based on how the lead was obtained. The lead analysis tool helps you measure the return on your marketing investment, by analyzing information such as costs per lead and sales success rates. Powerful business rules help you automate common business tasks such as sending emails, updating lead information, or scheduling activities. GoldMine software's calendaring capabilities help you keep in touch with your leads, set reminders and more. Filters and groups help you quickly access your leads and segment your database on your own criteria, and lead ownership helps you take control of your leads by defining who can update their information, and how much of their information others can use.

Lead Management includes:

  • Import lead mechanisms that support many file types
  • Source code assignments for each campaign
  • Complete lead reporting and analysis
  • Supports mail and email merge efforts
  • Assign ownership of each GoldMine lead
  • Automate common lead business processes
  • Schedule follow up lead activities
  • Create filters and groups for easy lead access

GoldMine lead analysis features allow sales and marketing users to easily view lead characteristics, such as lead conversion ratios, lead profits, the source of each lead, and overall campaign lead performance.

By tracking all sales from lead to conclusion, users are able to see that prospects are actively pursued, and through reporting capabilities provided in GoldMine marketing features users can analyze the value of various lead characteristics to help make more effective investments in your future marketing programs. Using GoldMine, you can monitor a campaign's pipeline visibility in real-time so you can continually improve your marketing efforts and concentrate on the campaigns that are most effective.

Integration with additional GoldMine functionality:

Marketing automation is just one part of the GoldMine solution. Other functionality includes:

Sales Management
Customer Service
Relationship Management

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