ProDOCtivity™ Automated Documents

Imagine having any documents you currently use in your business  automatically update your GoldMine database and take action as they are generated. 

ProDOCtivity™ Automated Documents enable your company to combine virtually any Microsoft Word document or Excel spreadsheet with the power of GoldMine’s client relationship management capabilities. Creating a document or spreadsheet can update your contact data and trigger a series of actions automatically, making sure nothing falls through the cracks. Any  document or spreadsheet can become a ProDOCtivity™ Automated Document to truly streamline your business process.

Business Need

ProDOCtivity Solution

CALL REPORTING & MANAGEMENT NOTIFICATION 

A simple call report input screen which can track information for multiple product lines and notify key personnel/management of the call results

DIRECT MAIL CAMPAIGN TRACKING & FOLLOW-UP

Quickly respond to direct mail inquiries and automatically track mailing results while delegating follow-up actions for the appropriate member of your sales team

SALES QUOTE & FORECASTING

Generate a sales quotation and add this to the forecasted sales pipeline; Automatically set a follow-up tickler to pursue the quoted business

GUIDED / VALIDATED DATA ENTRY

Allow novice GoldMine users to input and validate data from a survey and have this automatically update your GoldMine

FORMS ENTRY, PROCESS & DOCUMENT FILING MANAGEMENT

Merge information from your GoldMine database to a scanned form and have additional information automatically added to your database as the form is completed; Delegate actions to those responsible for follow-up and electronically file the document for quick and centralized access by anyone on your network