GoldMine 4.0 #1-rated Workgroup Contact Manager Demonstration for Internet.
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Transcript of GoldMine 4.0 #1-rated Workgroup Contact Manager Demonstration for Internet.
GoldMine 4.0GoldMine 4.0#1-rated Workgroup Contact Manager#1-rated Workgroup Contact Manager
Demonstration for Internet
Make the most of your
Time
Manage all of your
Relationships
Experience better
Teamwork
Forecast, track and close
Sales
Use e-mail and Web
Communications
Rick ShaddockAuthorized Solutions Partner
Computer Instructors Corporation800-669-4570
WelcomeWelcome
GoldMine Solution GoldMine Solution Partner BackgroundPartner Background
In business since 1983 Clients
US GovernmentMilitaryFortune 500 CorporationsNational AssociationsEmbassies
Quick OverviewQuick Overview
Introduction to CIC The Problem: Managing Customers The Solution: GoldMine Key Benefits Corporate Backgrounder Market Positioning GoldMine 4.0 Product Demonstration (Q & A)
Customer Customer database for database for
SalesSales
Shared E-mail and Group CalendarShared E-mail and Group Calendar
Customer Customer database for database for AccountingAccounting
Customer Customer database for database for
SupportSupport
What’s Wrong with this What’s Wrong with this Picture?Picture?
Duplicated Data and Team Duplicated Data and Team MiscommunicationMiscommunication
Sales Rep.Sales Rep. Service Rep.Service Rep. Accounting Mgr.Accounting Mgr.
Common Problems with Common Problems with “Islands of Information”“Islands of Information”
Sales has no idea what Support is doing with the customer
Support has no idea what Accounting is doing with the customer
Accounting has no idea what Customer Service is doing with the customer
Customer Service has no idea what Sales is doing with the customer
Customers Fall between the Customers Fall between the CracksCracks
Marketing/SalesMarketing/Sales
Service/SupportService/Support
Accounting/ShippingAccounting/Shipping
The Tragedy of Losing The Tragedy of Losing CustomersCustomers
““On average…US corporations lose of half On average…US corporations lose of half their customers every five years.”their customers every five years.”
“…“…the longer a customer stays with a the longer a customer stays with a company, the more the customer is worth.”company, the more the customer is worth.”
“…“…reducing customer defections by as little reducing customer defections by as little as five points - from 15% to 10% per year - as five points - from 15% to 10% per year - can double profits.”can double profits.”
Source:Harvard Business Review
The Problem...The Problem...
Prospect/Customer Database(s)
Spreadsheets forForecasts/Quotas
Knowledgebase(s)
E-mail Systems
Group Schedulers
Report Engines
Document Managers
The Solution...The Solution...
Group SchedulingGroup Scheduling
Group & Internet Group & Internet E-mailE-mail
Prospect/Customer Prospect/Customer Database(s)Database(s)
Sales Force Sales Force Automation ToolsAutomation Tools
Workgroup Contact ManagementWorkgroup Contact Management
KnowledgebaseKnowledgebase
ReportsReports
Document Document ManagementManagement
Shared Customer Shared Customer Management ToolsManagement Tools
Implement a shared customer management tool to be used by every department:
– Sales– Service– Accounting– Administrative– Management
The GoldMine VisionThe GoldMine Vision
Individuals need a tool that is as easy to use as today’s contact managers
Companies need a tool that incorporates team selling and opportunity management processes
Nobody wants the associated costs and complexities of the high-end SFA and Groupware systems
GoldMine’s Core FeaturesGoldMine’s Core Features
Workgroup Contact Management Group Calendars/Network Scheduling Task Delegation with RSVP Notification Multi-level Security by User, Menu or Record
GoldMine’s Core FeaturesGoldMine’s Core Features
Sales Force Automation Sales Forecasting and Analysis Quota Tracking and Sales Reporting Automated Processes and Marketing
Encyclopedia System (InfoCenter)
GoldMine’s Core FeaturesGoldMine’s Core Features
Internet Integration Sent/Received E-mail Automatically
Linked to a Contact’s Record Unlimited E-mail Templates Web Page Lead Capture
GoldMine’s Core FeaturesGoldMine’s Core Features
Internet Integration Synchronize GoldMine Data Make use of an existing highway Enjoy potential savings on
communications costs
Web Page Lead CaptureWeb Page Lead Capture Use existing Internet standards:
POP HTML PERL MIME
Automate responses with: E-mails Faxes Mailings
Recent GoldMine Recent GoldMine RecognitionRecognition
1993 1995 1996 1997
GoldMine’s Product GoldMine’s Product BackgroundBackground
Established and proven products: First Workgroup Contact Manager First to integrate sales automation
tools First to offer remote synchronization First (and only) to win PC
Magazine’s Editors’ Choice for 4 Consecutive Reviews
About GoldMine About GoldMine Software CorporationSoftware Corporation
Founded in 1989 to develop workgroup contact management for networked and distributed sales teams
Based in Pacific Palisades, California Strong Sales & Support Channel Over 1,000 Authorized Solutions
Partners and Trainers worldwide
GoldMine’s Market GoldMine’s Market GrowthGrowth
Over 500,000 users Doubled revenues for 7
years straight (fastest growing)
Internationally represented in over 15 countries and 6 languages
GoldMine was just recognized as one of the GoldMine was just recognized as one of the 500 fastest growing companies in the U.S. by 500 fastest growing companies in the U.S. by
Inc. MagazineInc. Magazine
GoldMine’s Market PositionGoldMine’s Market Position
ContactContactManagersManagers
PricePrice
FunctionalityFunctionality
Low-end Information ManagersLow-end Information Managers
PIMsPIMs
SFA SFA (Groupware)
High-end High-end SystemsSystems
GoldMine: GoldMine: Workgroup
Contact Management
(Middle-market Leader)
Welcome to GoldMine 4.0Welcome to GoldMine 4.0 SQL & dBASE IV Support 32-bit multi-threaded design 32-bit Synchronization Opportunity Management E-mail Center Net-Update Dozens of Enhancements
The GoldMine 4.0 Product The GoldMine 4.0 Product FamilyFamily
GoldMine 4.0 Standard Edition dBASE version only -- designed for standalone
users, remote notebooks, and smaller networks. GoldMine 4.0 Client/Server Edition
SQL & dBASE version -- designed for Microsoft SQL Server (BackOffice), Oracle and Sybase, as well as Informix and Interbase.
GoldSync 4.0 Synchronization Server
GoldMine 4.0 GoldMine 4.0 Client/Server EditionClient/Server Edition
Re-host to client/server database of choice Communicate using high-performance,
native drivers Enjoy superior speed and functionality
GoldMine 4.0 GoldMine 4.0 Client/Server EditionClient/Server Edition
Re-host to any ODBC-compliant data source
Synchronize databases residing on dBASE, SQL servers or mainframes
Run GoldMine dBASE on notebooks
32-bit, Multi-threaded 32-bit, Multi-threaded DesignDesign
GoldMine 4.0 is a modern, 32-bit Application
First product in its class to support true, multi-threaded tasks
First product in its class to offer “Thread Safe” transactions
GoldMine 4.0 GoldMine 4.0 Synchronization ServerSynchronization Server
32-bit GoldSync offers simplified and enhanced synchronization
Supports synchronization for all changes and all structures
Handles synchronization across multiple, different back-end databases
GoldMine 4.0 GoldMine 4.0 Synchronization ServerSynchronization Server
Enjoy one-button access with the Synchronization Wizard
Set up and administer users/sites with the Synchronization Manager
Choose from 5 connection methods: modem, LAN, WAN, e-mail & Internet Protocol Tunneling
Opportunity ManagementOpportunity Management
There is more to selling than calls, actions and appointments
Sales People need to effectively manage a “pipeline” of sales
In order to win these sales, Sales People have to build winning relationships
Opportunity ManagementOpportunity Management
Bring discipline to opportunities and projects Track all the details:
Major Influences Strategies or Issues Results or History Products Competitors
New E-mail CenterNew E-mail Center
Enjoy a simple-to-use, familiar and graphical folder interface
Keep track of an unlimited number of User E-mail accounts
Rely on GoldMine for a “one-stop” E-mail solution
Net-UpdateNet-Update
GoldMine users can automatically update to the latest version via the Internet
One-button access makes it quick and easy to get download all of the latest features and updates
Enhanced UsabilityEnhanced Usability
Interactive, online “Getting Started” tutorial
New Wizards Restricted Menu Displays Updated and Simplified
Manuals Industry-specific Templates for
rapid customization
Program EnhancementsProgram Enhancements
Dozens of enhancements to Automated Processes
Expanded Other Contacts functionality New Territory Alignment Wizard
New Product SummaryNew Product Summary
GoldMine 4.0 delivers true scalability and portability, while extending and enhancing the core workgroup design
GoldSync 4.0 delivers complete and robust remote synchronization that’s simple to use
New Product SummaryNew Product Summary
GoldMine 4.0 for Windows 95/NT 4.0 continues GoldMine’s leadership role in automating workgroups and extends it to the Enterprise
GoldMine’s Add-on FamilyGoldMine’s Add-on Family
Over 100 Third Party Products including: Accounting Quoting Help Desk Mapping Expense Management
Caller ID Links PDA Support Faxing Paging Business Card Scanning
GoldMine DemonstrationGoldMine Demonstration