80 Reasons to Love GoldMine CRM

Transcription

1 80 Reasons to Love GoldMine CRM Over the last few years the idea of an on premise, Windows based CRM program has been overshadowed by, on-line, web based, or hosted CRM programs, like SalesForce.com, SugarCRM, and hundreds, if not thousands more. Certainly there are benefits to hosted CRM solutions; ease of access, cross platform compatibility, initial out of pocket cost, and reduced maintenance from the IT department. The Experiment A few months ago we switched from GoldMine to a popular hosted solution. While we loved the convenience of our new CRM, we began to find more and more features that the new program didn t have that we had grown to expect from our old friend GoldMine. Many of these were kind of under the hood items that have been part of GoldMine for years, like the ability to intelligently merge duplicates, automatically rollover uncompleted activities to the next day, built in client, spell checker, a preview window that eliminates hundreds of needless clicks a week. At any rate the list got longer and longer and finally we decided to write it down and share it with the world. (Ok anybody who would listen or was thinking about switching either to a new CRM solution or from GoldMine.) If you fit in either category, check out our 80 favorite things about GoldMine, compare it to other CRM systems. 80 Reasons to Love GoldMine 1. Concurrent licensing based on number of users logged in at one time. A big savings over named user licensing models 2. Microsoft SQL Server licenses included with purchase or upgrade 3. Includes Office integration with Word, Excel and Outlook 4. Includes GoldSync for remote off line users

2 User Interface 5. Very flexible drag and drop screen arrangement provides more Real Estate on the Top Half of the Contact Record 6. Search, sort, group and filter by double clicking on any field 7. Excel-type Auto Filters in most list views to make searching through a contact s info so much easier! 8. Preview Windows in most list views eliminates the need to open each history, pending, detail record, linked document, etc., because you can see the details, including Notes in the preview pane. 9. The Contact Search Center so much more than a search tool. Has the auto filters, described above, in addition to a Grouping feature. You can slice and dice to your heart s content, creating on-the-fly filters. Results of your search/filter can be output to Excel, tagged for an instant filter the possibilities go on and on. 10. The Activity List open activities and closed/completed activities, drill down by user, date range, type of activity, export to Excel with a click for an instant activity report. 11. Quick Action Buttons on the Contact Record, Search Center, and Activity list to Schedule, Complete, create or mail merge 12. Open windows create tabs for easy navigation between them

3 13. Recently Viewed Lists for quick navigation back to recent screens 14. The Relationship Tree track related records in a single org tree 15. Rollup of Info for Multiple Contacts in an Organization 16. Secondary contacts reside on the same record as primary contact 17. Referrals connect related contacts with a quick listing and link 18. Spell checker in editor and all notes areas. 19. View delegated activities still open in the activity center 20. Ability to link files or folders to the contact record 21. Automatic linking of attachments to a contact record 22. Universal Search searches all of database, even info in linked documents 23. Social Media Links for LinkedIn Connections, Facebook, Google Scheduling 24. Drag and drop activities on the calendar to other days/times 25. Schedule for one or many people 26. Auto schedule for groups of users 27. View the calendar of multiple users at one time 28. Send meeting requests and notifications 29. Click RSVP to delegate activities and receive notifications when the activity is completed or deleted 30. Sync calendar with Outlook 31. Auto Rollover activities move uncompleted activities to next day 32. Auto update activities reassign to another user, delete displayed activities, reassign to another user

4 Sales Stuff 33. Forecasted sales can be scheduled like appointments. Fast and easy way to track opportunities when all the deal details aren't needed. 34. Opportunity manager allows capture of all details relating to the opportunity including multiple sales, linked documents/quotes, influencers, team members, etc. All linked to the related contacts. 35. Project manager can continue form a closed opportunity. Track all the details of a project as well as scheduled activities for each user. 36. Dashboards for quick look at forecasts, scheduled and completed activities, forecasted sales, customer service issues Marketing Stuff 37. templates for easy one-offs or blasts 38. marketing tools 39. Create Personalized HTML templates 40. Store in library of templates 41. Built in searchable Info Center Library to capture and share literature, web clippings, policies and more. Centrally updated. 42. Integration with Word for mail merges 43. Integration with Excel for importing lists into GoldMine. 44. Create groups from the search center and group schedule or send blast with less than 5 clicks. 45. Document library for Word, Excel, and templates including literature attachments 46. Output lists to Excel, Word, Windows Clipboard 47. Lead Management allows easy update of fields Data management - Hidden geeky stuff that makes life so much easier 48. Easily create filters, groups or SQL Queries with built in wizards 49. Over 75 built in reports for contacts, analysis, calendar, and labels and envelopes. 50. Automated Processes / Workflow Wizard driven trigger events, s, updates automatically

5 51. Global replace of fields, switch data in filtered fields, automatically set proper case in all records or a filtered group 52. Ability to have multiple databases 53. Ability to Archive records 54. Ability to move document attachments and links to an alternate server or dive location 55. Territory Realignment Wizard 56. Record typing allow different record views for different user groups or contact types 57. Customizable Tab Names 58. Built in Merge/Purge system to easily manage duplicates 59. Auto Update Fields based on info in other Fields 60. Record Ownership by user or group provides security 61. Record curtaining choices Full/invisible, basic info or read only 62. Easy to Customize screen layout with screen designer 63. Ability to create calculated Fields 64. Relational Lookup Windows 65. Details for many to one data items like passwords, card numbers birthdays, family names etc. 66. Many security control options from fields to contact records to databases 67. Import/Export tools 68. Integration with Outlook Auto file s in History, sync contacts and calendar Customer Service And Issue management 69. Included Customer Service module to track, escalate and capture issues. Creates issues and case numbers. 70. All issues automatically become part of history on customer record. 71. Full reporting and dashboards with automated tracking.

6 Mobility and Mobile Access 72. GoldSync for off line remote use. Can be filtered to limit records belonging to sales rep or manager. Remote licenses and synching included with system 73. igoldmine for full remote access to GoldMine and other server based applications (Like Citrix) Optional 74. GoldMine Mobile product created by GoldMine is app for iphone and ipad. Optional 75. WMobile Provides access to 2 distinct interfaces. W Mobile Phone (for all browser equipped SmartPhones) and WMobile Desktop for any desktop browser or tablets. Provides almost all the features of GoldMine to remote users with no installation required. Optional More recommended GoldMine add-ons. (Optional) 76. QuoteWerks Great quoting program that stores all quotes, links to GoldMine creates opportunity and forecasted sale, s to client and creates follow up and linked quote in GoldMine. 77. MasterMine Amazing reporting and data management tool, creates reports and live data links in Excel. Must see! 78. DialPad By W-Systems, custom interface let s telesales team handle calls and data, drawing data from GoldMine and linking to a variety of VOIP phone systems. 79. CompanionLink The granddaddy of syncing software Links contacts and calendar to and from most anything including Google, Outlook, IPhone, and more. 80. Riva Amazing behind the scenes program that works with Exchange server to sync contacts, and calendar to any exchange-connected device. No hassles and central set up. 81. GoldBook Oft requested link between GoldMine and QuickBooks. Can move or link, contacts, invoices, sales, etc. back and forth.