Relationship Management

Understanding your most important customer relationships, the amount of time spent with clients, and the life-cycle of each cus­tomer are some of the most important aspects of your business. After all, repeat customers can help produce consistent revenue streams for your company.

GoldMine 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.

GoldMine provides users an entire history of each customer, including notes, actions, and transactions posted over the life-cycle of each customer. Robust customer relationship functionality helps users visually distinguish each contact's rela­tionship and organization hierarchy data.

User configurable capabilities in GoldMine im­prove user efficiencies, and alongside the GoldMine user interface enhancements, they enable users to understand any aspect of their customer, the way they wish to see it. GoldMine allows your entire organization to effectively communi­cate with their client base.

Relationship Management includes:

• Contact Lists with personalized displays
• Customer relationship hierarchy views
• Configurable tab displays
• GoldMine + View for external data publishing
• Consistent contact search mechanism
• Contact Search center with additional search criteria
• Group contacts by city, state, and many other contact attri­butes
• And much more...

A holistic customer view provides users a complete view of all things related to the customer. This customer view helps the sales, service, and marketing division be fully aware of each interaction the customer has had with the company, regardless of which divi­sion the interaction was with.

Customer views include:

Relationships Sales Opportunities Contact Activities Notes history

Marketing Leads Service Cases Email communications And much more...

GoldMine improves users customer knowl­edge by providing your sales, service and marketing agents with the most up-to-date and relevant customer information to help them better manage their customer activities.

Daily Activity Management

Your sales people need tools that minimize administrative head­aches and help them focus on interacting with customers and maintaining their daily business activities.

GoldMine supports daily Activity Manage­ment features enabling users to schedule all types of contact interactions such as calls, meetings, appointments and follow ups, and view those activities through various calendar views for more focused communication process. Daily, weekly and monthly filters allow each user to view their activities as they see fit. By leveraging GoldMine's activity reminder, no activity goes untouched, decreasing your chance of overlooking client activities.

Daily Activity Management includes:

• Activity Lists for Open vs. Closed activities
• Robust communication mechanisms via email, mail and voice
• Schedule client activities such as calls, appointments, events and to-do's
• Daily, weekly, and monthly calendar views
• Group Calendar views for managers
• Complete activity analysis, such as call reports and activity history reports

An all new activities list allows users to easily manage open and closed activities for quicker response times and increased user productivity.

Group calendar features in GoldMine allows managers to view their subordinates activities via the group cal­endar and help managers view each agents call report history. GoldMine's software team collaboration methods ensure each user is interacting with their client base in the most productive manner.

By using daily activity management mechanisms in GoldMine, your sales, service and marketing teams will be better prepared to tackle their day-to-day business, helping increase user effectiveness and improve customer satisfaction.

Integration with additional GoldMine functionality:

Relationship Management and Daily Activity Manage­ment are just two parts of the GoldMine solution. Other functionality includes:

Marketing Automation
Sales Management
Customer Service