Appointments
Contact Data
Calls
Sales – Forecasted and Completed
Correspondence – Mail & Email
Product information
Other Actions
Additional program files
Getting
the Most From Using GoldMine
Use either industry templates or customize GoldMine to your company’s requirements so that it
suits your business.
Collect data on how you are dealing with your clients and prospects, to be recorded in one central place for
the entire company. Know what is happening for each contact at any stage in your relationship, and how
your staff are dealing with them.
Types of information you will be able to store include, but are not limited to:
|
Appointments |
|
Contact Data |
|
Calls |
|
Sales – Forecasted and Completed |
|
Correspondence – Mail & Email |
|
Product information |
|
Other Actions |
|
Additional program files |
As information has been entered consistently by users into GoldMine, it is an easy process to obtain reports from the data both quickly and easily. With your report in hand, your data is now ready to analyze in a much shorter time than you have ever had it before.
Use your analyzed data to formulate business plans for the future, and to determine how your company is currently meeting your business goals.