CRM Link:

All the features of the Sage CRM/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 TharsternSQL™ removes the need to maintain two separate databases as changes made in Sage CRM/GoldMine® automatically update TharsternSQL™ and vice versa.

Off-site Use:

Sage CRM/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 Sage CRM/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:

Sage CRM/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 Sage CRM/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 Sage CRM/GoldMine®, target customers based on previous production activity, e.g. usually requires short-run jobs.