GoldMine Premium

Gain insight, increase knowledge… achieve better results!

A Customer Relationship Management solution should provide you real-time access to your customer facing team’s processes, as well as an easy, quick view into the state of your client interactions. Static reports and analysis in the past were acceptable, but with today’s constant changing business landscape and the ever growing need for information, instant views into your data is vital for you to make those important day to day decisions. With GoldMine Premium 9.0, you can do just that!

GoldMine Premium has pre-built dashboard parts for marketing automation, sales force automation and customer service business processes, and, clients have the ability to configure their own dashboard parts that match their specific CRM procedures. GoldMine Premium also supports robust integration into the worlds most commonly used activity and email management tool, Microsoft Outlook. Now, GoldMine users can visually analyse the state of their business for better decision making in addition to improved client relationship tracking and user productivity.

GoldMine Premium supports all your sales, marketing and customer service business needs through powerful customer relationship management features, including relationship management, marketing automation, sales force automation, and customer service and support administration.

GoldMine Premium provides instant access to all CRM data and improves user productivity with feature enhancements and product additions that include:

• Complete CRM Dashboards: provides instant access into GoldMine data. With Dashboards clients may quickly view sales, marketing and customer service business information for quicker response time to clients. Dashboards may also be copied, edited, or added by clients so their exact business needs can be matched with these powerful real-time analysis tool. GoldMine dashboards are also action oriented so users can drill into the actual transaction records for real time decision making!
• Microsoft Outlook Integration:[ robust integration provides users a preview of GoldMine information directly from Outlook without having to switch back and forth between the two applications. GoldMine information is not only viewable, but users can drill into GoldMine records for edits or further business follow-up.

Relationship Management

• GoldMine Premium Edition consolidates customer information in one convenient location, which enables sales, service and marketing teams to view consistent data and similar facts across all facets of the organisation
• Contact list views include preview panes for quick navigation to detailed information of any contact. Contact record tabs can be reordered per user specific requirements and more can be displayed on the screen for added information
• Gain a holistic view of any customer maintained in GoldMine to effectively communicate with the entire client base
• 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

Sales Management

Opportunity Management

• GoldMine helps sales agents and sales managers maintain a consistent selling process with visible results
• Assists account representatives in determining which markets they sell most effectively, which competitors they have a higher chance of winning against, and what sales activities and tactics can help shorten a sell cycle for optimal customer wins
• Quickly create Projects based off of opportunity information. GoldMine allows you to track detailed information about the clients, project status, source, and timeframe of any project

Forecast Management

• Forecast features allow managers to view each opportunity in the system and enable all levels of management understand the big picture, to help keep sales cycles on track
• Compare actual sales and forecasted sales vs. quota so users stay focused on reaching their sales quotas
• Administer forecast pipelines in real-time for the greatest revenue impact

Marketing Automation

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

• Analyse 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

Customer Support

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 centre 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 analyse and resolve customer service issues
• Supports an organisational 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

Look Deeper Inside Premium

User Interface

• Modern look and feel makes GoldMine Premium Edition easier to learn and use
• Tabbed view provides quick navigation between open windows in GoldMine
• Enhanced left hand navigation bar allows direct access into major features
• Contact record display enables more customisable
• Organisation chart within contact relationships tab visually displays organisation structure and roles
• Contact list preview panes for quick navigation to detailed information
• Recently Viewed box displays records just recently accessed in GoldMine
• Contact Search Box is always present for faster access into contacts
• 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

Analytics & Reports

• GoldMine Premium report centre contains many out of the box reports to analyse various GoldMine data
• Statistical and Graphical analysis
• Sales, Forecast and Quota analysis
• Knowledge Base module manages content which can be leveraged across modules in GoldMine

Integration

• Microsoft Office, integration for data export and mail merge features
• Microsoft SQL
• Firebird
• Microsoft Outlook and other third party application integration

System Requirements

Server System Requirements

• Microsoft Windows Server® 2003
• Microsoft® SQL Server™ 2005 (SP1, SP2) or SQL Server 2000 (SP4)
• 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 XP or Windows Vista™
• Microsoft Windows® XP - 512 MB of memory (1 GB or more recommended)
• Microsoft Windows Vista™ - 1 GB of memory (2 GB or more recommended)
• 250 MB of available hard drive space (500 MB or more recommended)
• 1.5 GHz or faster CPU (Intel or AMD)

For more information on GoldMine Premium contact us