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Automated Processes in GoldMine can be used for performing administrative tasks; managing leads; following up on contacts; sending warranty renewal reminders; automating direct-mail campaigns; and validating data.
Goldmine Automated Processes
GoldMine is the most powerful customer management solution
specifically designed for small business. It is, with initial instruction, easy
to use and affordable. Its potential will enable you to capture more customers
more efficiently and always be able to meet their specific needs. The level of
service your sales staff will be able to deliver, and your ability to track
their efforts makes GoldMine worth its' weight in bottom-line profits.
Attention GoldMine Users! We offer "live online" training for GoldMine and can create custom GoldMine applications along with "auto processes" for you. Click on this link for further details. GoldMine "Live Online" Training & Custom Designed Applications
You can design and implement an Automated Process to help you accomplish any task that you want done automatically.
The following is an example of how GoldMine can be used in Sales Force Automation. This passage was found on a GoldMine website I stumbled across last year. I've since not been able to find it again and thus don't know who to give credit to for this excellent example.
"Before using GoldMine, I would sign up to exhibit at trade
shows. I always wanted to do my
best to take advantage of any leads I got at these shows. After two or three
days of standing in our booth, I would end up back in my office with a stack of
business cards.
But, after being out of the office for a few days, I would
always return to at least a handful of crises that demanded my immediate
attention. Before I know it my stack of hot leads had found their way into my
top-left desk drawer, never again to be touched by human hands. I think I did
this for three straight trade shows, and I just couldn’t understand why our
trade show results were so poor! Now,
my company has turned over a new leaf. We have implemented a Trade Show
Automated Process that never fails us. At the end of the first day of each trade
show, as the workers are turning off the lights and all the other vendors are
preparing to head for the bar, we grab our notebook computer and head for my
hotel room.
You see, all daylong we have been collecting those leads
and putting them directly into GoldMine. We plug the notebook into the phone
line in the hotel room and then head for the bar ourselves.
Step One of our Automated Trade Show Process has begun. The
computer begins e-mailing and faxing to each and every lead we got that day. We
send a letter that basically says, “Thanks for stopping by out trade-show
booth today. We were just overwhelmed by all the interest and activity today,
but nonetheless, your account would be very important to us. When we get back to
our office on Monday, we will send out the literature you have requested. If you
can’t wait until then, call Jane at our office...”
This process is repeated after each day of the trade show. When we do
finally get back to the office, Step Two automatically begins. Through the
literature fulfillment section of GoldMine, a notice is sent directing the
appropriate person to mail out everything that was requested. GoldMine assigns
an account manager to the account based on zip codes and also generates another
cover letter.
After all these process are done, GoldMine schedules the
account manager (assigned in Step Two) to make a follow-up call in one week. Of
course, the process checks to see whether the prospect has called us already,
which prevents us from appearing to be out of control.
The response to this Automated Process has been nothing
short of amazing. Literally 35 percent of all the people we contact each night
of each trade show call us the next day, just amazed that we responded so
quickly. While our competitors celebrate down in the bar, we do our follow-up
marketing to make sure they have as little to celebrate later as possible. And
it works!"
Automate your sales team with Sales Force Automation.
Systems can be developed to automatically insure every step in the sales process
is being accomplished by each salesperson in an expedient manner and no sales
opportunities are being lost due to mistakes or oversights
Are you working to acquire new customers? Is your growing
company having difficulty handling all the information you want to report and
track on potential customers not to mention keep track of current customers? How
would you like to have an application that can easily handle all your customer
acquisition and retention needs?
GoldMine is the customer relationship management tool you
need. GoldMine becomes your "assistant" to keep track of ALL your
customers automatically. We all know that it costs much more to develop new
leads than to keep current customers. What if you had an "assistant"
that would alert you when one of your regular customers had not placed an order
in 45 days? That assistant would immediately generate a letter seeking an order
and asking if there was a reason why the customer hadn't ordered. Your assistant
would also automatically note in the customer's history file the date that
letter was sent.
If after 10 days, you still had not received an order or
heard from the customer, your "assistant" would automatically schedule
a calendar reminder for you to call them. Your assistant would also make a note
in the customer's file of the action and send an e-mail to the sales manager
apprising them of the situation.
If the customer should call when you are out of the office,
your "assistant" can be instructed to notify you via pager--letting
you get back to the customer minutes later! This "assistant" never
calls in sick and never forgets to do a scheduled task!
This is just an example of the power of GoldMine. The
Automated Processes feature can automate almost any number of manual tasks you
can think of. GoldMine will also help integrate your sales and marketing
departments. Its success is based on the team approach to managing leads--giving
everyone involved in customer generation and retention access to the same
information. Your sales people can be more efficient because they're not
spending time on administrative paperwork.
Automated marketing programs can be designed so that a
campaign of personalized letters, faxes and e-mails are automatically sent to
your prospects or customers. Would you like to generate an e-mail message to all
the leads you've developed in the last month giving them a special sales offer?
Do you have different groups of customers that you would like to target with
messages for their specific interests--at specific times? Do you want to be
reminded which customers should receive an announcement of a special promotional
event or invited to visit your booth at a trade show?
Northeast Business Services can design, create and implement custom automated processes for GoldMine. All you have to provide us with is flowchart showing the exact sequences of events you would like to automate. Basically, we need to know for each step of the process an If, Then or Else scenario, such as "if this situation happens, then perform this action automatically for me, else perform this other action".
We will assist you in creating the flowcharts for the overall design of the workflow processes that you'd like to automate and then create the automated process for you in GoldMine. We can create these on the client site or by long distance via the internet and phone. We will work closely with you to insure you get exactly what you want the first time.
Training In Writing Automated Processes
For those of you who already own GoldMine and would like to learn how to create and write your own automated processes, we can train you on how to do it. As stated above, we can work with you via the internet and by phone, regardless of where you live! By using a telecommunications program such as PC Anywhere, we both can view each others monitors and keystrokes in real time to provide "hands-on" training.
We can also provide just phone support answering any questions you may have about an automated process you're working on. We are very flexible and can provide for any level of instruction or help that you would like. Give us a call for more details.
All this is possible right now through GoldMine--one of the most faceted marketing and analysis tools available, which the experts at Northeast Business Services can assist you in setting up and training your staff to use in the shortest amount of time possible. Please give us a call if you would like any further information.
We provide training in the use of GoldMine. From the introduction and basic uses of GoldMine to the most advanced. Training can be done individually or for large groups on your site. Customized training can be done to meet any unique and specific needs you have. We also offer "one-on-one" online training for up to 5 individuals at a time. To obtain further information about our GoldMine training services, please call us at 518-562-9453.
Attention GoldMine Users! We offer "live online" training for GoldMine and can create custom GoldMine applications along with "auto processes" for you. Click on this link for further details. GoldMine "Live Online" Training & Custom Designed Applications
GoldMine, GoldSync and HEAT are registered trademarks of GoldMine Software Corporation. GoldMine FrontOffice 2000, GoldMine Sales and Marketing, GoldMine Service and Support, HEATWeb and GoldMine Web are trademarks of GoldMine Software Corporation. Other products and brands are registered trademarks or trademarks of their respective owners/companies. This site is not endorsed by or associated with GoldMine Software Corporation in any way.
Send mail to info@strategicbusinesstools.com with questions or comments.
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