GoldMine CRM Premium Edition Drives Sales!
GoldMine Premium Edition is easy to install, intuitive for users, and; enables you to achieve a quick return on your company investment. GoldMine helps you retain existing customers, and prospect for new ones. You will have an edge against competition.
As a GoldMine Premier Partner and GoldMine Certified Trainer, your company can feel confident that BAS will successfully consult, implement, train and support your GoldMine CRM Project.
The BAS Sales team will show you all of our GoldMine Tips & Tricks to help you track and use GoldMine software to achieve a quick return on your investment. BAS and GoldMine help you grow your existing customer base, as well as prospect for new ones.
See All of The Powerful Features of GoldMine Premium Edition GMPE 9.0
Fast Access To Data
GMPE 9.o features quick search, sort and access to dynamic data. The new interface is highly intuitive and easy to navigate:
- Universal Search: provides an easy searching mechanism into GoldMine data through a single search box. With Universal Search users may quickly search for information stored throughout the application, including emails, linked documents, and notes
- Contact Search: The new contact search center allows indexed searching across every field in the database, including custom fields. Searched data is easily tagged, acted on and output to applicatons, such as MS Excel.
- Preview Panes: enables a quick view into activities, emails, details and linked document information
- User Interface improvements: Opportunity & Project Manager user interfaces have been redesigned for better usability and easier access to data
- Powerful Targetting of Data: Group By, Summary and Filter mechanisms
Simple Administration
GMPE 9.o is more easily administered with new product enhancements such as:
- Unattended Installations: GoldMine administrators can enable an unattended install so users do not have to intervene, thus removing version lock issues and helping free up administration time.
- Automatic Upgrades: automatically upgrades GMPE to the latest version release for further administrative cost savings
- Data Management: additional configurable fields are available, and a new lookup list validation feature enables a fields lookup list values to expose specific data based on the value of another field
- Security and Permission Rights: new security rights and system settings allow for more granular data access and restrictions and easier system administration
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 organization
- 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 manager 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
- 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 effectivenes
Customer Support – Case/Service Management
- Customer Service and Support module 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
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 customizability
- Organization chart within contact relationships tab visually displays organization 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 & Reporting & Dashboards
- GoldMine Premium Report Center contains many out of the box reports to analyze 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
- Real Time Dashboards built in front of you showing critical sales pipeline, customer service and management information.
Intergration With MS Office Solutions
- Microsoft Office, integration for data export and mail merge features. Powerful MS Word add-ins allow for personalized mass letter merge and mass email merge using easily created GoldMine Templates.
- Microsoft SQL
- Firebird
- Microsoft Outlook, Microsoft Exchange and other third party applications. Goldmine now had very tight integration wtih Microsoft Outlook which allows for automatic filing of emails back and forth between GoldMine & Outlook as well as sychronization of calendar and contacts.
- Remote data access – access GoldMine via web with iGoldMine or iGoldMine Plus
Server Requirements – Server Operating Systems
- Microsoft Windows Server® 2008 R2 Recommended
- Microsoft Windows Server® 2008 (recommended)
- Microsoft Windows Server® 2003 R2 SP2 (recommended).
- Microsoft Windows Server® 2003 2003 R2 (supported).
- Microsoft Windows Server® 2003 2003 SP2 (supported).
- If you are using Microsoft Small Business Server (SBS 2003 ‐ supported or 2008 ‐ recommended), it must be installed and working prior to installing GoldMine. Ensure that SBS service packs are current and applied.
Server Hardware Requirements
NOTE: The 64-bit version of these Windows Server operating systems are supported for use as a GoldMine Server. Operating System CPU (Intel or AMD) RAM
- Microsoft Windows Server 2008 R2(recommended)
- Microsoft Windows Server 2008 (recommended) 3.0 GHz or faster 3 GB RAM (4GB or more RAM depending IF SQL is hosted on this same machine.)
Microsoft Windows Server 2003 R2 SP2 (recommended)
- Microsoft Windows Server 2003 R2 (supported)
- Microsoft Windows Server 2003 SP2(supported)2.0 GHz or faster 2 GB RAM (3GB or more RAM depending IF SQL is hosted on this same machine.)
Workstation System Requirements
- FrontRange Solutions supports these operating systems for the GoldMine Network Clients:
Microsoft Windows 7 (recommended)
Microsoft Windows Vista SP1 (recommended)
Microsoft Windows XP SP3 (recommended)
Microsoft Windows XP SP2 (supported)
Microsoft Windows Server 2008 R2(recommended)
Microsoft Windows Server 2008 (recommended)
Microsoft Windows Server 2003 R2 SP2 (recommended)
Microsoft Windows Server 2003 R2 (supported)
Microsoft Windows Server 2003 SP2 (supported)Microsoft Windows® XP, Windows Vista™
Microsoft Windows Vista™ – 1 GB of memory (2 GB or more recommended)
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