GoldMine

What GoldMine assistance do you need?

We at Technology Platforms can handle all your GoldMine needs.  We are experienced at the following aspects of GoldMine:

  • Implementation
  • Customization
  • Technical Support
  • Custom Development
  • Training

We support all versions of GoldMine:

If you would like a representative to contact you about GoldMine, please give us a call at 519-584-2447 or fill out the form on our Contact Us page.

GoldMine Standard Edition (*Discontinued*)

This value-priced business tool quickly pays for itself in increased sales.

Key features of GoldMine Standard Edition:

  • Rich contact management — Instantly access your centralized customer and contact information, including complete histories.
  • Time management — Stay on top of your day with reminders, alerts and a complete view of your schedule. # Sales force automation — Automate mass mailings by easily generating targeted, personalized email, letters and faxes from a central location — and track results!
  • Opportunity tracking — Get immediate updates for your pipeline. Track products, prospects, revenue potential, and closing dates in real time.
  • Team-based collaboration — Share critical information across the whole team, inside and outside your office.
  • Reporting and analysis — Analyze your leads, sales, and marketing, so you can focus your efforts of what's working
  • Forecasting — Sort sales by product or probability.See weekly, monthly, quarterly and yearly quotas.
  • Synchronization — Arm team members with the latest contact details via point-to-point synchronization, synching with PDAs and other handheld devices, or via GoldSync®.

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GoldMine Corporate Edition

Robust functionality, low total cost of ownership and agile integration capabilities.

Key features of GoldMine Corporate Edition:

  • Advanced capabilities for customer relationship management — Integration with HEAT® Service & Support, FrontRange Voice IP Contact Center, GoldMine IP Voice Suite, and other valuable extensions.
  • GM+Browser — View information from external sources, such as databases, back office systems, and websites.
  • Workflow enhancements, Contact Search Center — Within GoldMine Corporate Edition you can streamline multiple-step processes-without having to move customer contact records.
  • Pluggable Active X/HTML Containers — Use this seamless development tool to integrate applications such as SoftPhone.
  • Microsoft Reporting Services integration — Leverage functionality within Microsoft SQL.
  • Company-wide visibility — Instantly access an overall company view of customer relationship and contact information, including complete histories, sales, and calls.
  • Reporting and analysis management — Analyze your leads, sales, and marketing. Create, manage, preview and generate reports from a central area.
  • Synchronization — Automate synchronization via GoldSync.
  • Remote data access — Access the Web via iGoldMine or iGoldMine Plus.
  • Integration with Microsoft® Outlook® and Exchange — Enable GoldMine and Outlook users to share contacts, email, calendaring and scheduling.
  • Integration with HEAT Service & Support — Combine GoldMine and HEAT to gain a complete view of relationships and all interactions with contacts, including customer service and IT help desk issues.
  • Business intelligence — Access business intelligence tools by integrating Microsoft Reporting Services, enabling you to analyze your data and schedule reports to automatically email to users.
  • Automation — Automate database administration and mass mailings. Easily generate targeted, personalized email, letters and faxes from a central location.
  • Team-based collaboration — Share critical information across teams or the organization, inside and outside your office.

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GoldMine Premium Edition

Now you can reinvent your sales, marketing & support processes.

Key features of GoldMine Premium Edition:

New Support Module!

Reduce your customer service costs, while increasing customer satisfaction by deploying GoldMine Premium's Support Module.

  • Serve customers faster and more effectively
  • Increase technician productivity
  • Lower cost of service
  • Reduce training time

New Intuitive Interface!

  • Highly intuitive
  • Easy navigation
  • Standards-based
  • Get to functionality and data quickly

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 effectiveness

Customer Support

Case Management

  • Customer Service and Support functionality 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

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GoldMine Enterprise Edition

Now you can reinvent your sales, marketing & support processes.

Key features of GoldMine Enterprise Edition:

Relationship Management

  • Manage relationships the way you naturally organize your business, by account, household, distributors or other specially defined category-go beyond generic customer or contact categories
  • Centralize information in one repository-integrate third-party "data silos," Finance or Accounting departments, order management systems, back-end ERP, and more
  • Gain a 360 degree view of your customer or other relationship data-data from any system and any source, exposed for use or integrated robustly-you decide

Sales Management

Opportunity Management

  • Real-time visibility into all your sales activities, including product and services information and revenue details
  • Built-in Sales Methodology support keeps processes consistent and sales cycles on track
  • Easy-to-use interface helps you manage all information surrounding sales opportunities

Forecast Management

  • Forecast tools enable sales users to better predict, manage, and analyze their pipeline
  • Ensures sales users stay focused on reaching their sales quotas
  • Forecast dashboards allow management to view, analyze and manage forecast figures, properly and accurately

Quoting

  • Integrated Quoting Tool automates what previously were common failure points in the sales process
  • Guaranteed consistency of customer information, products, pricing, and cross-selling offers
  • Flexible approval processes allow you to standardize quotes and manage exceptions

Marketing Automation

Campaign Management

  • Create and manage campaigns easily
  • Create test campaigns and run trials. Predict and quantify campaign ROI
  • Fine-tune campaigns, as they roll out, using real-time data

Lead Management

  • Distribute leads to the right person automatically using configurable business rules
  • Adjust and optimize your management in real-time-rank, qualify, reassign, and more,
  • Use extensible business logic to maximize the value of your lead analysis

Customer Support

  • Consistent, real-time answers via email, telephone, Web and all other access points
  • Access to full customer case history, including data pulled from sources across the organization
  • Customer support Best Practices and opportunities to streamline processes increase productivity

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