TruGOLDCRM Consulting

Finding Gold with your CRM

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GoldMine - Easily Manage Your Contacts!...

PLEASE NOTE:

I welcome any enquiries and I am willing to discus any requirements you might have. I am also contracting so I am not always around. That being said I consider myself a good GoldMine Consultant and will endeavour to assist where I can, please in the first instance Email me.

I welcome other projects - web sites / Applications / Crystal Reports.


GoldMine is the award-winning contact management and sales force automation solution.

GoldMine® Business Contact Manager takes your sales — and your business — to the next level with its team based, contact management. Professionals and Small Businesses can implement GoldMine Business Contact Manager out-of-the-box, enjoying the same benefits previously available only to larger corporations, but at a fraction of the cost and time to get your entire office up and running.

Manage Sales Opportunities

  • History Tracking - get instant visibility into all interactions with a customer.
  • Opportunity Management - see the status of all pending sales and potential revenue of the entire pipeline.
  • WebImport - leverage the web to capture every lead that visits your site and then let GoldMine do all the follow-ups, automatically

Integrate with existing applications

  • Microsoft® Outlook
  • QuickBooks® - eliminate duplicate entry and share data between GoldMine and QuickBooks using GoldMine Plus Accounting. Quickly and easily create estimates and invoices automatically linked to sales in GoldMine when you integrate with QuickBooks Pro. Imagine having a single, unified record for all of your customer transactions.
  • Quotewerks - QuoteWerks is used by over 58,000 users worldwide in over 101 countries. Whether your company is a small 1-person company or a large Fortune 100 company, you can benefit from the increase in productivity QuoteWerks provides.

Improve communication

  • Automated Processes™ - let GoldMine send ongoing customer and prospect communication based on user-defined criteria.
  • InfoCenter - centralize, manage and simplify access to critical business information.
  • FREE Industry Templates - customize GoldMine for Financial Services, Insurance, Legal, Mortgage Lending, and Real Estate.
  • Since GoldMine 9 - Dashboards

Analyze sales and marketing efforts

  • Sales & Quota Analyses - view forecasted sales, closed sales, and comparisons between sales and quota.
  • Leads Analysis - track responses to show which campaigns were effective.

 


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