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GoldMine® Premium Edition
With GoldMine® Premium Edition, your organization will have a single, complete view of your business. GoldMine® integrates account management, sales force automation and marketing automation. As a result, you can create and maintain a continuous view of the customer from initial lead and qualification, through negotiation, close, service and support.
For instance, GoldMine® provides you with a solid core of tools to manage accounts and customers and to automate key sales and marketing activities. In fact, GoldMine® will manage every facet of your prospect and client relationships. It offers an integrated application that provides:
GoldMine® Premium Edition Campaign Management offers you a centralized location to track activities and contacts associated with a marketing campaign or promotion. Whether you need to send an e-mail, perform a mail merge or capture web leads, GoldMine® software’s Campaign Manager will help make your marketing campaign a success. GoldMine® allows marketing teams to easily define and track the status of campaign tasks, and contacts to be touched. For instance, the Campaign Management center can be used to perform a mail merge with introductory information about your company’s products or services. It can also be used to configure web import to capture leads visiting your web site as a result of a call to action or promotion.
Campaign Management includes:
- Campaign creation wizard
- Selectively assign contacts for each campaign
- Define and track a set of tasks per campaign
- Clone campaigns for quick campaign creation
- Perform mail and email merge activities
- Closed loop reporting on campaign performance
GoldMine® Premium Edition Lead Management Center helps you manage your leads at different stages of the sales cycle. The Lead Management Center provides a set of tools that assist you in defining ownership and security rules, analyzing your leads and more.
The powerful GoldMine® import tools allow you to import leads from a variety of different file formats. Source code values can be assigned to each lead to help you segment your database based on how the lead was obtained. The lead analysis tool helps you measure the return on you marketing investment, by analyzing information such as costs per lead and sales success rates.
Powerful business rules help you automate common business tasks such as sending emails, updating lead information or scheduling activities. GoldMine® software’s calendaring capabilities help you keep in touch with your leads, set reminders and more. Filters and groups help you quickly access your leads and segment your database on your own criteria, and lead ownership helps you take control of your leads by defining who can update their information, and how much of their information others can use.
Lead Management includes:
- Import lead mechanisms that support many file types
- Source code assignments for each campaign
- Complete lead reporting and analysis
- Supports mail and email merge efforts
- Assign ownership of each GoldMine® lead
- Automate common lead business processes
- Schedule follow up lead activities
- Create filters and groups for easy lead access
GoldMine® lead analysis features allow sales and marketing users to easily view lead characteristics, such as lead conversion ratios, lead profits, the source of each lead and overall campaign lead performance.
By tracking all sales from lead to conclusion, users are able to see that prospects are actively pursued, and through reporting capabilities provided in GoldMine® Premium Edition’s marketing features, users can analyze the value of various lead characteristics to help make more effective investments in your future marketing programs. Using GoldMine®, you can monitor a campaign’s pipeline visibility in real-time so you can continually improve your marketing efforts and concentrate on the campaigns that are most effective.
Understanding your most important customer relationships, the amount of time spent with clients and the life-cycle of each customer are some of the most important aspects of your business. After all, repeat customers can help produce consistent revenue streams for your company.
GoldMine® Premium Edition captures customer, contact and prospect data, all in one convenient location. A central customer data master enables your sales, marketing and service teams to view consistent data and similar facts across all facets of your company.
GoldMine® users can view customer relationships, maintain account and contact history, and manage their daily activities. GoldMine® Premium Edition provides users an entire history of each customer, including notes, actions, and transactions posted over the life-cycle of each customer. Robust customer relationship functionality helps users visually distinguish each contact’s relationship and organization hierarchy data.
User configurable capabilities in GoldMine® Premium Edition improve user efficiencies, and alongside the GoldMine® user interface enhancements, they enable users to understand any aspect of their customer, the way they wish to see it. GoldMine® Premium Edition allows your entire organization to effectively communicate with their client base.
Relationship Management includes:
- Contact Lists with personalized displays
- Customer relationship hierarchy views
- Configurable tab displays
- GoldMine® + View for external data publishing
- Consistent contact search mechanism
- Contact Search Center with additional search criteria
- Group contacts by city, state, and many other contact attributes
A holistic customer view provides users a complete view of all things related to the customer. This customer view helps the sales, service, and marketing division be fully aware of each interaction the customer has had with the company, regardless of which division the interaction was with.
Your sales people need tools that minimize administrative headaches and help them focus on interacting with customers and maintaining their daily business activities. GoldMine® Premium Edition supports daily Activity Management features enabling users to schedule all types of contact interactions such as calls, meetings, appointments and follow ups, and view those activities through various calendar views for more focused communication process. Daily, weekly and monthly filters allow each user to view their activities as they see fit. By leveraging GoldMine®’s activity reminder, no activity goes untouched, decreasing your chance of overlooking client activities.
Daily Activity Management includes:
- Activity Lists for Open vs. Closed activities
- Robust communication mechanisms via email, mail and voice
- Schedule client activities such as calls, appointments, events and to-dos
- Daily, weekly and monthly calendar views
- Group Calendar views for managers
- Complete activity analysis, such as call reports and activity history reports
- An all new activities list allows users to easily manage open and closed activities for quicker response times and increased user productivity
- Group calendar features in GoldMine® Premium Edition allows managers to view their subordinates activities via the group calendar and help managers view each agents call report history
GoldMine®’s software team collaboration methods ensure each user is interacting with their client base in the most productive manner. By using daily activity management mechanisms in GoldMine® Premium Edition, your sales, service and marketing teams will be better prepared to tackle their day-to-day business, helping increase user effectiveness and improve customer satisfaction.
Sales organizations are continuously looking for ways to drive more revenue while reducing internal costs. In today’s fast paced economy, sales managers must rely on technology to better manage complex business processes and multifaceted forecast methods. Companies can no longer afford to have opportunity management and sales methodologies are inefficient.
Sales Management functionality in GoldMine® Premium Edition provides this much needed technology to help drive revenue, not just in terms of numbers, but in terms of streamlining sales processes and forecast methodologies. Once sales teams receive lead information
from the marketing divisions, the sales process is initiated and deal information can be captured. GoldMine® provides sales users and managers consistent opportunity and project tracking functionality so all teams are on the same page.
GoldMine® Premium Edition users can leverage powerful forecast management features for a complete view into each opportunity stage, helping them focus on which deals have a better propensity to close. GoldMine® Premium Edition’s Sales Management features help streamline opportunity and forecast processes for greater revenue generation and more focused sales efforts.
GoldMine® Premium Edition Opportunity Management offers you a view into your open, closed, won and lost opportunities. Each sales agent can maintain their pipeline in real time, as well as, leverage team selling efforts since any opportunity can be assigned to multiple sales representatives with specific roles to help close deals faster. GoldMine® software’s Opportunity Management enables sales users to follow a consistent selling practice to help improve chances of closing the deal.
Opportunity Management includes:
- Opportunity and project creation wizards
- Attach source information for closed sales loop reporting
- Quickly create and clone new deals via opportunity templates
- Assign status, stage and win probability for every opportunity
- Attach products, services and pricing information details to each opportunity
- Track activities needed to help close each deal
- View opportunity details such as influencers, issues and competitor information
- Allows for Team selling efforts with role assignment
- Create Projects directly from Opportunities
- Associated contacts, influencers, and internal team members to help manage all projects
- Attach item and document details to each project
GoldMine® Premium Edition helps companies manage the opportunity process. Once opportunities reach a certain stage, users have the ability to create projects converted from opportunity information. Projects can be created and tracked from any opportunity,won or open. Projects enable organizations to better maintain their clients' business for increased revenue and better customer satisfaction.
GoldMine® Premium Edition Sales Management features helps you achieve the greatest sales impact in the most efficient manner.
GoldMine® Premium Edition Forecast Management functionality helps you manage your pipeline in real time. GoldMine® software’s powerful pipeline analysis features visibly show sales users the stage of each selling process, the money associated with each stage and the potential your company has of winning each deal. GoldMine® tracks your sales potential by comparing completed sales and forecasted sales to a user’s quota.
Now your sales agents can perform quota analysis in real-time.
Forecast Management includes:
- Real time analysis of all opportunities
- Compare forecast information over time
- View forecasted sales dollar amounts by win probability and potential sales
- Analyze sales to compare quotas vs. forecasted sales figures and view differentials
- Display pipeline information funnel per opportunity stage
- GoldMine® tracks completed sales, forecasted sales and quota information allowing your sales team to gain useful insight into the performance of your organization.
GoldMine® Premium Edition Opportunity, Project and Forecast Management features enable sales organizations of any size to clearly examine the health of their business in real-time in order to drive more revenue while reducing costs. Sales managers can clearly understand the state of their selling process and users can follow a consistent selling practice by using GoldMine®'s sales management functionality.
GoldMine® supports sales methodologies in which the application can help guide users to create and initiate customer interactions, as well as manage influencer and competition aspects of every deal. Each user can effectively forecast their opportunity pipeline based on selling stages, deal timeframe and the associated win probability.
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