SageLink for GoldMine
An important requirement for many Customers is to be able to view accounts information from GoldMine. This information helps inform Sales people before they contact the client. Typically, Sales people need to know that the client is in good standing and to gauge the overall value of the client to the business.
Many customers also use GoldMine to assist with cash collection. In this situation it is important to know when the last payment was received and the current balance.
Benefits
- Real time access to Accounts summary information
- Users can only access information for customers they are allowed to view
- Sales can see if the account is on hold
- People can see outstanding balances
- Click-through to detailed invoices
- Windows Server 2003 or 2008 (Client can be Win 2000/XP/Vista)
- GoldMine Premium Edition, GoldMine Corporate Edition
- Sage Line 50
For more information on SageLink for GoldMine contact Monread CRM
