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
   

• 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
   

• 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
   

• 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
   

• Dashboards
  
  Robust dashboards are configurable at all levels
  Define your dashboard look and feel and extensible data set rules
  Real-time data increases opportunity capture
   
• Analytics & Reports
  
  GoldMine Enterprise Report Center provides central reporting tool
  Powerful report configuration without programming knowledge
  Assure reporting consistency across your organization
   
• Integration
  
  Integration can be robust or by exposure of a table or database
  Microsoft Outlook, robust integration
  Windows Vista, including .XML Gadgets
  Microsoft Office, including 2007 extended capabilities
  Microsoft .Net
  Microsoft SQL
  Oracle