GoldMine^® Premium Edition

	Overview Brochure GoldMine PE 8.5 vs GoldMine CE 6.7 Why Upgrade to GoldMine Premium Edition Why Buy GoldMine Premium Edition GoldMine Premium Customer Service and Knowledge Base Fact Sheet GoldMine Premium Marketing Automation Fact Sheet GoldMine Premium Relationship Management and Daily Activity Management Fact Sheet GoldMine Premium Sales Management Fact Sheet Advantages of GoldMine Premium Edition System Requirements Release Notes 8.5

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GoldMine Premium Edition 8.5, the latest release to the award winning GoldMine CRM Solutions product line. GoldMine Premium Edition: Customers need it now more than ever.  Real answers….. Real time! In these tough economic times you need a solution that is easy to install and enables you to achieve a quick return on investment. GoldMine Premium Edition helps you retain existing customers, and will enable you to come out of these tough economic times positioned much better than your competition.

GoldMine Premium Edition supports all your sales, marketing and customer service business needs through powerful customer relationship management features, including relationship management, marketing automation, sales force automation, and customer service and support administration.

New GoldMine Premium Edition 8.5 features are built specifically to empower the user with information, boost client productivity, complete the customer view, and lower total cost of ownership with a business application that is easy to implement and administer.

To find out more about GMPE 8.5 download the product brochure click here.

Existing GMPE clients, click here to download more information about GMPE 8.5. 

New to GoldMine Premium Edition? Click here for additional product information.

Created for entire medium-sized enterprises or distributed enterprises, GoldMine Premium Edition 8.5: You need it now more than ever.  Real answers…Real Time!

New in GoldMine Premium Edition 8.5

GoldMine Premium Edition 8.5, you need it now more than ever.  Real
answers..... Real time.  Your existing GoldMine Premium Edition (GMPE)
product implementation has just been improved.  

GoldMine Premium Edition 8.5 empowers users with information and improves user productivity with feature improvements and product additions that include:

• Universal Search: provides an easy searching mechanism
  into GoldMine data. With Universal Search users may quickly search for
  information stored in activities, emails, linked documents, notes, knowledge
  management, as well as other GoldMine modules.
  
  
•  Preview Panes: enables a quick view into activities,
  emails, details and linked documents via these contact record tabs.
  
  
• Case Management: this module has been improved with
  capabilities that allow additional column headers to be exposed in the case
  list view, and enabling single case to be linked to multiple contacts.
  Also, history records are created for reassigned, escalated, abandoned and
  resolved cases, and emails messages sent when viewing a case are
  automatically linked to that case.
  
  
• Opportunity & Project Manager: these user interfaces
  have been redesigned for better usability by adopting the contact manager UI
  capabilities introduced in GMPE 8.0.
  
  
• Email Center: user interface has been improved, as well
  as, SSL connections and the IMAP protocol are supported for more security
  and better interoperability with other email clients.
  
  
• Activity Management: new pending RSVP folder is
  available in the Activity List, individual activities can be printed or
  copied to other applications, and the Task folder exposes the opportunity or
  project name so users can navigate directly to the record.
  
  
• Details Information: four additional fields have been
  added to the detailed information.
  
  
• Contact Search Center: users can search on both primary
  and additional contacts, email and website columns are exposed in the search
  results, and a wildcard (%) is available for matching partial names of
  contacts and companies.
  
  
• Unattended install: GoldMine administrators can enable
  an unattended installation of GoldMine so users don't have to intervene,
  thus removing version lock issues and helping free up administration time.
  
  
• Automatic Upgrades: automatically pulls upgrade
  versions / files to perform upgrades after GMPE 8.5 installation.
  
  
• Lookup List / Cross-Field Validations: enables a lookup
  list to change based on the value of another field.
  
  
• Account Management: new relationship builder includes
  tools for managing relationships between records.
  
  
• Business Processes: automated processes can create
  cases and macros have been added to the custom toolbars.
  
  
• Security and Permission Rights: additional end user
  security rights and system settings for extra permissions around notes,
  toolbar and search functions.
  
  
• Synchronization: overall performance has been improved,
  the 2GB size limit is removed and current GoldSync connections are queued.
  
  
• Compatibility Updates: GMPE 8.5 supports Microsoft SQL
  Server 2008, 32-bit & 64-bit versions of Windows Server 2008 and the 64-bit
  version of Windows Server 2003.
  
  And, as with other GoldMine solutions releases, a major focus for GMPE 8.5
  is product quality.  This release has over 300 product quality improvements
  based on customer feedback.  

Relationship Management

• GoldMine Premium Edition consolidates customer information in one convenient location, which enables sales, service and marketing teams to view consistent data and similar facts across all facets of the organization
  
  
• Contact list views include preview panes for quick navigation to detailed information of any contact.  Contact record tabs can be reordered per user specific requirements and more can be displayed on the screen for added information
  
  
• Gain a holistic view of any customer maintained in GoldMine to effectively communicate with the entire client base

• Daily Activity Management features enable all users to manage day to day tasks and email conversations
  
  
• Activity List preview pane visually displays open and closed activities, email communications and more
  
  
• Quickly schedule calls, appointments, and to-do’s for any contact with the click of a button
  
  
• Calendar views provide insight into each users daily, weekly and monthly activities. Group calendars enable managers to view subordinates calendar information
  

• GoldMine helps sales agents and sales manager maintain a consistent selling process with visible results
  
  
• Assists account representatives in determining which markets they sell most effectively, which competitors they have a higher chance of winning against, and what sales activities and tactics can help shorten a sell cycle for optimal customer wins
  
  
• Quickly create Projects based off of opportunity information.  GoldMine allows you to track detailed information about the clients, project status, source, and timeframe of any project
  

Forecast Management 

• Forecast features allow managers to view each opportunity in the system and enable all levels of management understand the big picture, to help keep sales cycles on track
  
  
• Compare actual sales and forecasted sales vs. quota so users stay focused on reaching their sales quotas
  
  
• Administer forecast pipelines in real-time for the greatest revenue impact
  

• Improve marketing effectiveness and target the right contacts for each campaign by using intuitive campaign creation features in GoldMine
  
  
• Better understand your customer targets and marketing activities.
  
  
• Campaign wizard helps lists contacts which qualify for specific campaigns, automatically generate each user’s activities and helps marketing managers create and initiate email campaigns.  
  

Lead Management

• Analyze the value of various lead characteristics using the Leads Analysis tools in GoldMine Premium Edition
  
  
• Automated process helps automate common business tasks such as sending emails, updating lead information, or scheduling lead activities
  
  
• Track sales for closed loop reporting and campaign effectiveness
  

• Customer Service and Support functionality enables tracking, resolution and reporting of service requests resulting in improved client satisfaction and better customer retention
  
  
• Customer service center permits all support agents to accept incoming service requests, be alerted with upcoming and urgent cases, and share client information across support teams
  
  
• Places important client information in the hands of your service agents so they can resolve service request quickly and accurately 
  

Knowledge Base

• GoldMine users can leverage powerful Knowledge Base features to help analyze and resolve customer service issues
  
  
• Supports an organizational content structure for all teams to access, as well as, each user can develop their own, individual knowledge base content
  
  
• Easily store content in comprehensive file and folder formats, and search knowledge base by keywords, topics and more
  

Look Deeper Inside GoldMine Premium Edition

User Interface

• Modern look and feel makes GoldMine Premium Edition easier to learn and use
  
  
• Tabbed view provides quick navigation between open windows in GoldMine
  
  
• Enhanced left hand navigation bar allows direct access into major features
  
  
• Contact record display enables more customizability
  
  
• Organization chart within contact relationships tab visually displays organization structure and roles
  
  
• Contact list preview panes for quick navigation to detailed information
  
  
• Recently Viewed box displays records just recently accessed in GoldMine
  
  
• Contact Search Box is always present for faster access into contacts 
  
  
• User configurable grid controls, such as, Group By, Summary and Filter mechanisms
  
  
• Activity List allows users to easily manage open and closed activities, email communications and more. 
  
  
• Auto-complete capability improves speed and accuracy in field data entry
  
  
• Tip of the day helps users learn about the features of GoldMine

• GoldMine Premium report center contains many out of the box reports to analyze various GoldMine data
  
  
• Statistical and Graphical analysis
  
  
• Sales, Forecast and Quota analysis
  
  
• Knowledge Base module manages content which can be leveraged across modules in GoldMine 

• Microsoft Office, integration for data export and mail merge features
  
  
• Microsoft SQL
  
  
• Firebird
  
  
• Microsoft Outlook and other third party application integrations

System Requirements:

Server System Requirements

Undocked LapTops

• Windows XP SP2 or Windows Vista™
  
  
• Microsoft Office 2003 or 2007 for MS add-ons
  
  
• Microsoft Windows® XP - 1 GB or more of RAM
  
  
• Microsoft Windows Vista™ - 2 GB or more of RAM
  
  
• 1 GB or more recommended available hard drive space
  
  
• 1.5 GHz or faster CPU (Intel or AMD)

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