CRM Link:
All the features of the GoldMine® software tools such as: rich
contact management; time management; marketing automation;
opportunity tracking; team-based collaboration; opportunity and
sales forecasting. Seamless integration tailored using the ‘CRM
Bridge’ to other CRM solutions delivered on request.
Database
Synchronisation:
Seamless integration of TharsternSQLTM removes the need
to maintain two separate databases as changes made in GoldMine®
automatically update TharsternSQLTM and vice versa.
Off-site Use:
Goldmine® and your MIS can be used off-site to record contact
information and create quotations that can be synchronised at a
later date.
Link Quotes to
Sales Leads:
Estimators are prompted when open opportunities or sales leads exist
against a customer/prospect, to link quotes to leads.
Automatically
Create
Forecasted
Sales:
Quotes created in the MIS can automatically create matching
forecasted sales within GoldMine®.
Ordered
Estimates Update:
When an estimate is ordered, the status of the forecasted sales is
set to ‘Won’; any related ‘versions’ are also updated.
Marketing
Analysis:
GoldMine® enables you to track each phase of a marketing campaign
and provides all the tools you need for meaningful analysis and
powerful campaign measurement. You can profile customers and
prospects based on specific criteria and this, along with direct
integration to mass email and CTI functionality makes an invaluable
tool for successful and meaningful marketing.
Integrated MIS
View:
Customisable view of MIS information, e.g. current jobs, managed
product information etc, available within GoldMine® without the need
for an MIS license.
Target
Customers Based on
Production &
Sales Profile:
Through sharing a common database platform and the use of powerful
SQL querying methods within GoldMine® or Sage CRM, target customers
based on previous production activity, e.g. usually requires
short-run jobs.