GoldMine Premium

GoldMine Premium 8.5 is the latest release of the award winning GoldMine CRM system. GoldMine Premium supports your sales, marketing and customer service business needs with powerful Customer Relationship Management features such as Marketing Automation, Sales Force Automation, Customer Service and Support and Relationship Management.


Why GoldMine Premium?
GoldMine Premium 8.5 empowers users with information and improves user productivity with useful and intuitive features and modules.

GoldMine Premium Features

Customer Relationship Management
Understand your customers and get a complete view of your customer relationships
Centralize all your contact infromation in one place
Increase productivity and focus on your clients by gaining quick access to records and data
Analyse and report on your users and gain insights into your clients requirements

Activity Management
Enables a Quick View into the activities, emails, linked documents and details scheduled for you or one of your team

Calendar Management
Benefit from true Team based Calendaring and Scheduling and view your own or other team members calendars at a glance - individually or all on the same planner.

E-Mail Management
Maintain and link all your e-mailed customer interactions directly within GoldMine. Link emails to Customers, Contacts, Opportunities, Projects and Customer Service cases to ensure you always get a 360 degree view of your customer data.

Sales Opportunity Management
Easily setup and manage the sales cycles used within your organization. Automatically track individual Sales opportunities from inception to completion. Track Influencers, Tasks, Team Members, Issues, Notes, Competitors and Linked documents such as ITT's and your proposals then view all of your opportunities graphically using the dynamic Opportunity Pipeline display.
Project Management
On completion of a Sale, use the Project Manager to ensure you deliver the products and solutions sold in an orderly and timely manner. Create the Project automatically when marking the Opportunity as Won with the click of the mouse. Use your own Pre-Defined project templates to provide consitent and accurate Project Planning tasks and activities. View the Project using a Gant Chart and print of Project Reports to show the current status and delivery dates.

Campaign Management
Campaign Management Centre enables you to implement customer treatment strategies and campaigns to improve marketing effeciency and measure effectiveness. By linking sales and marketing promotions with customer data you can provide consistent, personalised customer experiences.

Leads Management
Leads Management helps you to manage your leads at different stages of the sales cycle. The Leads Management Centre provides you with a set of tools that assist you in defining ownership and security rules, in analyzing your leads and organizing your data.

Knowledge Base
The Knowledge Base is an invaluable tool for storing and retrieving Sales, Marketing, Customer Service and Internal Business knowledge within your GoldMine Premium system. The Knowledge Base makes it easy to store and locate key information when you need it.

Customer Service and Support Management
Log, Track and Resolve Customer Service and Support Issues with the intuitive and customisable Customer Service module.

Analytics and Reports
Use the built in Report and Report Writer to generate and view key management information from the data stored in your GoldMine system. Create your own reports using existing reports as the basis, or by creating new reports from scratch.

Microsoft Office Integration (Word & Excel)
True Microsoft Word and Microsoft Excel integration allows you to merge data from GoldMine into letters, reports, spreadsheets, labels and more with the GoldMine Plus for Microsoft Office add-in included with GoldMine Premium.

Microsoft Outlook Integration
Maintain your investment in Microsoft Outlook and automatically or selectively tag emails for inclusion within the GoldMine system from Microsoft Outlook and vice versa.

Sales and Marketing Automation
Automate repetetive tasks and complex work-flows with the built in Automated Process Centre.

Web Capture/Web Import
Automatically import leads generated from Web Sites and E-Mail campaigns and optionally attach Sales and Marketing Automated Processes to ensure your new business leads are managed effectively and promptly.

Offline Remote working
Take your contacts with you when you are out of the office

BlackBerry Mobile Working
Synchronize your GoldMine appointments and contact data to your BlackBerry to enable true mobile working.

Web Based Remote working
Login and access your GoldMine system safely and securely via a web browser to enable you to work online virtually anywhere with full client capabilities.