GoldMine Configuration and Design Planning

The primary purpose of the configuration and design planning phase is to gain an overall understanding of your company’s procedures in relation to the requirements of the GoldMine CRM system. This process involves the liaison between a First Direct Corp business consultant and key members of your organization. During this stage of the CRM project, the current business practices of your organization will be reviewed and subsequently documented for the configuration of the GoldMine CRM system.