Category: Golden Nugget

At First Direct Corp. we discuss CRM needs with literally thousands of individuals and organizations. Some prospects and customers are very unsure of their sales processes, while others have done a better job of defining things. The customer who is the subject of this issue’s “Golden Nugget” impressed me from...

GoldMine® Integration Services for Microsoft® Outlook® provides you with a complete view of email correspondence for contacts shared by GoldMine and Outlook. Created for companies so GoldMine and Outlook users are on the same page and have a complete history for all prospects, customers and vendors. And now there’s no...

Do you have a web site that you generate leads from via web forms? If the answer is "yes," this is for you! With GoldMine's Web Import functionality every time someone fills out a web form on your web site the information can be automatically imported into your GoldMine database?...

Thanks to the new GoldMine Plus for Accounting QuickBooks link, a construction subcontractor can now quickly and easily check the associated GoldMine contact's accounts receivable, past invoices and credit balance while they have their customer on the phone. The new link integrates GoldMine BCM or FrontOffice Sales and Marketing with...

While most companies that purchase OmniRush do so for the ability to send faxes, an equipment manufacturer loves OmniRush for handling incoming faxes. The executive secretary that administers OmniRush is able to receive, route and link incoming faxes with GoldMine. She states, "With OmniRush, the moment an incoming fax arrives,...

Several manufacturers and distributors have applied this approach to help their staff locate reps or dealers who carry a certain line of products within a geographic area. To begin with, you can track all the "lines" that their dealers carry in the Details tab. Then they build groups based on...

The public relations department of a firm that already owned GoldMine was in need of a solution to help them with their responsibilities.  It was by chance that they discovered that their company owned GoldMine software and sales people were already using it.  PR folks decided to take a closer...

A successful national human resources firm, which does lead generation for its national field sales force, decided to equip a small internal sales call center (2-3 telemarketers) with GoldMine. Previously, all tracking, reporting and follow-up was done manually. In fact, the telemarketers didn't even have computers! The project leaders evaluated...

A mortgage finance firm looking for a better way to delegate interoffice action requests immediately recognized the benefits of GoldMine's new Global Task Bar. Their Mortgage Processors regularly need to ask certain staff to order credit reports, title reports, payoff statements, etc. The people who perform those actions then let...

A water testing firm needed a way to track correspondence between themselves, their clients, and testing laboratories, as well as maintain a comprehensive testing schedule. A GoldMine Solutions Partner suggested an approach that has proven to be very useful for the firm. Due to the need for the firm to...