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GoldMine Enterprise Relationship Management Print E-mail
Ticomix Home >> Customer Relationship Management >> CRM Software >> GoldMine Software >> GoldMine Enterprise Edition >> Relationship Management

relationship management, goldmine enterprise edition, goldmine software, crm software, customer relationship management, relationship configuration, interaction management, business process automation

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As the acronym implies, Customer Relationships are the cornerstone of CRM. GoldMine® Enterprise Edition helps you grow your business by enabling you to not only effectively manage your customer relationships, but any business relationship. Designed to work the way you work with your customers, the Relationship Management functionality includes account and contact-centric relationship views, while also allowing you to define your own relationships.

Users can leverage GoldMine Enterprise Edition’s Action Oriented Architecture to access the information they need to be more productive, resulting in better real-time business decisions that strengthen customer interactions. For example, a salesperson who is visiting a customer in a particular city can quickly and easily filter their data to uncover potential targets to visit while in town.

Access to Critical Real-Time Information

Constant pressure for key business decisions requires a reliable point of management – the Dashboard. GoldMine Dashboards offer real-time viewing and reporting, and configured homepages make drilling down into the account or contact information quick and easy. This much needed management tool is now available to everyone in the Organization. By leveraging GoldMine software, users can take advantage of robust dashboard and analytic tools, providing a real-time view of their customers’ interactions.

‘Click to Configure’ capabilities in GoldMine Enterprise Edition further improve users’ efficiencies. From Sorting Preferences, to List Filters, to the Ability to Add Columns to Grids, GMEE provides a flexible interface to make everyone in the organization more effective. All with no technical expertise required.

Real-Time Access functionality includes:

  • Configurable account and contact home pages
  • ‘Click to Configure’ of personalized views
  • Seamless integration with Microsoft® Outlook®
  • Integration with external data sources
  • Segmentation by industry and territory
  • Views of pending and completed activities

Contact or Account Centric

GoldMine Enterprise Edition captures account, contact and prospect data, all in one repository. A central customer data master helps automate customer interactions across all divisions since the data is all in one central location. Users can access the entire history of a contact or account and track pending activities to be fully prepared for their next interaction. Out of the box data cleansing tools also help clean up existing data and proactively hinder possible data corruption.

360 Degree View

The 360 Degree View of all things related to the customer helps align sales, service, and marketing by making everyone fully aware of each interaction the customer has had with the company, regardless of which division the interaction was with.

360 Degree View includes:

  • Activities
  • Emails
  • Leads
  • Notes
  • Opportunities
  • Cases

Relationship Configuration

GoldMine Enterprise Edition allows businesses to manage their relationships how they see fit. By providing flexibility to manage accounts, contacts, or additional relationships, organizations can take better advantage of their overall CRM strategy. “Click to Configure” modification and creation of relationships provides ultimate flexibility to those customers that are operating in a competitive, dynamic environment.

Through a wizard driven process within GoldMine Enterprise Edition,business analysts can create new relationships to ensure that all members of the organization have visibility into the most relevant information. For example, if a business wants all users to have visibility into the contracts that are associated to customers, a new relationship can be created and be made visible to users when reviewing details of a customer.

Interaction Management

Leveraging the power of the phone along with CRM just got easier. GoldMine Enterprise Edition provides Interaction Management to take your customer interactions to the next level. With call routingand screen pops for inbound calls and click to dial capabilities, GoldMine Enterprise Edition tracks customer interactions automatically. GoldMine Enterprise Edition has been designed to help businesses drive business value in every customer interaction.

Business Process Automation

In addition to being holistic, Goldmine’s approach is proactive. Its business process notification capabilities automatically notify users– across all divisions – of any customer activities. Your team is always in synch, always aligned, and always prepared to have a thoughtful interaction with the customer.

Improve Customer Relationship Management

Your sales people need tools that minimize administrative headaches and help them focus on interacting with customers. GoldMine Enterprise Edition enables them to keep notes on account and contact history, manage day-to-day tasks and emails, by automatically interfacing with the most widely-used business tool on the market: Microsoft® Outlook. Combining the familiarity of Outlook with the power of GoldMine Enterprise Edition, sales people can get their job done with ease.

Users can access and share customer information across divisions with GoldMine Enterprise Edition’s centralized Customer Information Center. So whether your customer is interacting with sales, service, or marketing they feel like they are working with one integrated company…and they are.

Relationship Management is just one part of the GoldMine Enterprise Edition Solution. Other functionality includes:

Related Links: 

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Ticomix is a leading provider for GoldMine. We provide solutions including sales, consulting, services, support, training, upgrades, and more to companies of all sizes nationwide. Headquartered in Rockford, Ticomix has regional consultants in Chicago, Illinois; Indianapolis, Indiana; Des Moines, Iowa; Dallas, Houston, and San Antonio, Texas; Milwaukee and Madison, Wisconsin.

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