Monday, October 21, 2019


GoldMine Premium Edition

 
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Overview

GoldMine® Premium Edition 2014, is the newest release of the award-winning GoldMine CRM business application. GMPE offers users insight and knowledge of their customers to help them achieve better results! It gives users real-time access to a wide spectrum of customer information, advanced automated processes, intelligent customer interaction, and advanced dashboarding capabilities.

New GoldMine Premium Edition 2014 features were developed to help users better manage their business information requirements including the ability to see Constant Contact activity within a contact record. GMPE 2014 offers you many pre-built dashboard parts for marketing automation, sales automation and customer service processes. Additionally, users have the ability to add or configure their own custom dashboards that match their particular CRM processes. GMPE 2014 also supports integration with the popular Microsoft Outlook. GoldMine Premium Edition 

With powerful CRM functionality and automation tools, GoldMine users can quickly analyze the status of their business for improved decision making and user efficiency. Once you've taken the reins of your productivity with GMPE, your company will be able to focus on the business relationships that matter most.

 

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Features

Main features of GoldMine Premium Edition:

  • Easy Contact Management
  • Preview panes for quick drilldown to detailed information on any contact and activity.
  • Contact record tabs can be user reordered
  • Modern look and feel makes GoldMine Premium Edition easier to learn and use
  • Tabbed views for quick navigation
  • Outlook®-style navigation bar
  • More customizable
  • Enhanced organization chart
  • Recently Viewed Contacts List
  • Universal Search
  • User configurable grid controls, such as, Group By, Summary and Filter mechanisms
  • Activity List allows users to easily manage open and closed activities, email communications and more.
  • Auto-complete capability improves speed and accuracy in field data entry
  • Tip of the day helps users learn about the features of GoldMine
  • Provides single-point holistic view of business contact info
  • Easily communicate with the entire customer base or subsets
  • Daily Activity Management features enable all users to manage day to day tasks and email conversations
  • Activity List preview pane visually displays open and closed activities, email communications and more
  • Quickly schedule calls, appointments, and to-do’s for any contact with the click of a button
  • Calendar views provide insight into each users daily, weekly and monthly activities. Group calendars enable managers to view subordinates calendar information

 

GoldMine DashboardsComplete CRM Dashboards:

  • Instant access into GoldMine data.
  • Quickly view sales, marketing and service related information.
  • Dashboards may be customized by users to fit their exact business needs
  • Real-time analysis tool
  • Action oriented for drill down access

 

 

Integrated Email Client

  • Built-in email access
  • Supports POP3 and IMAP
  • Automatic linking of email messages to contact
  • Easy mail blasting to filters, group, or distribution lists
  • HTML Email Templates
  • Custom automatic templates for New, Forwards and Replies
  • Easily set standard company-wide templates for all users
    • GoldMine Contact Pending Tab View Showing Email Message Linking to ContactMake fast changes for company wide promotions
    • Globally apply legal footers
    • Employ user-based merge codes

 



Microsoft Outlook IntegrationMicrosoft Outlook Integration:

  • Mature integration giving preview of GoldMine data from inside Outlook
  • GoldMine records drillable from Outlook for edits or further business actions.
  • Integration improves user adoption and company-wide knowledge sharing
     

Opportunity Manager 

  • GoldMine helps sales agents and sales manager maintain a consistent selling process with visible results
  • Assists sales reps in determining markets they sell most effectively, competitive advantages, and sales activities/strategies to shorten sale cycle
  • Rapidly create Projects from opportunities.
  • Tracking of detailed information about customer projects: status, source, timeline, etc

 Forecast Management

  • View opportunities in system
  • Enable understanding of the grand scheme, to keep sales cycles in line
  • Compare actual vs forecasted sales vs. quotas so users stay on track to sales goals
  • Realtime administration of sales pipelines for maximal revenue growth

 

Campaign Management

  • Improve marketing effectiveness and target the right contacts for each campaign by using intuitive campaign creation features in GoldMine
  • Better understand your customer targets and marketing activities.
  • Campaign wizard helps lists contacts which qualify for specific campaigns, automatically generate each user’s activities and helps marketing managers create and initiate email campaigns.

Lead Management

  • Analyze the value of various lead characteristics using the Leads Analysis tools in GoldMine Premium Edition
  • Automated process helps automate common business tasks such as sending emails, updating lead information, or scheduling lead activities
  • Track sales for closed loop reporting and campaign effectiveness

Service/Case Management

  • Customer Service and Support functionality enables tracking, resolution and reporting of service requests resulting in improved client satisfaction and better customer retention
  • Customer service center permits all support agents to accept incoming service requests, be alerted with upcoming and urgent cases, and share client information across support teams
  • Places important client information in the hands of your service agents so they can resolve service request quickly and accurately

Knowledge Base

  • GoldMine users can leverage powerful Knowledge Base features to help analyze and resolve customer service issues
  • Supports an organizational content structure for all teams to access, as well as, each user can develop their own, individual knowledge base content
  • Easily store content in comprehensive file and folder formats, and search knowledge base by keywords, topics and more

System Requirements

Please note that requirements vary by implementation. Contact us for further details.

Server System Requirements

  • Microsoft Windows Server® 2003 x64 or x86 (32 bit)
  • Microsoft Windows Server® 2008 x64 or x86 (32 bit)
  • Microsoft Windows Server® 2008 R2 x64
  • Microsoft® SQL Server™ 2005 or SQL Server 2008
  • 1 GB of RAM, 2 GB or more depending on size of the database
  • 2.0 GHz or faster CPU (Intel or AMD)
  • 250 MB of available hard drive space (1 GB or more recommended)

Shared Workstation Requirements

  • Microsoft Windows Vista™ x86 (32 bit) – 2 GB of memory
  • Microsoft Windows® 7 x64 or x86 (32 bit) – 2 GB of memory
  • Microsoft Windows® 8 x64 or x86 (32 bit) – 2 GB of memory
  • 250 MB of available hard drive space (500 MB or more recommended)
  • 1.5 GHz or faster CPU (Intel or AMD)

Screenshots

 GoldMine main  contact Screen