SalesRabbit Now Connects to QuickBooks

Sunday, April 18, 2010 at 12:00:00 AM

The ever-expanding versatility of SalesRabbit now includes GoldMine CRM/Sales Force Automation connectivity to the popular QuickBooks business accounting software. QuickBooks information coming over to GoldMine includes:

• Summary data, such as: Sales, hits, average order amounts. Summary data can be viewed in the following periods: YTD, LY, LYTD, Trailing 12 months.
• Sales Orders (as Invoices/Completed Sales)
• Sales Receipts (as Invoices/Completed Sales)
• Purchase Orders (as Invoices/Completed Sales)
• Invoices (as Invoices/Completed Sales)
• Credit Memos (as Completed Sales w/negative amounts)
• Estimates. Estimates can be set as a forecasted sale.
• Customer list
• Vendor list.
• A/R Information- includes the following balances: Current, 1-30, 31-60, 61-90, 91+.

QuickBooks’ users can take action on their accounting metrics within GoldMine with automated sales and marketing processes, as well as unlimited target marketing campaigns. Email marketing plays a significant role in these strategic programs. Of course, GoldMine’s powerful activity and contact management is included. The soon to be released version 9.0 will introduce unlimited dashboards for valuable analytics.

Dealers using Quic...

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Posted By Neil Saviano.
Other posts in the CRM / SFA / Sales Technology category.

salesrabbit adds serialized inventory

Thursday, April 15, 2010 at 12:00:00 AM

     We are excited to announce another enhancement to SalesRabbit. DDMS Serialized Inventory users can now use their information within GoldMine CRM and Sales Force Automation.
     The enhancement includes equipment information and related service contract information – down to the level of meter readings. Being able to work with this information in GoldMine gives users a more complete picture of a customer and helps them perform valuable business analytics. They are able to see related sales person customer activity and overall performance levels as well.
     The marketing potential of this information within GoldMine’s Sales Force Automation is immense. Built in queries give users information such as: A list of equipment in the field by age, service Contract expirations and much more. Queries are converted to groups for subsequent e-mail marketing and/or automated sales processes and campaigns. It’s all part of SalesRabbit’s dominant benefit – “taking action on your information”.
     Of course, Serialized dealers will also have full access to SalesRabbit’s full office products business intelligence functionality.
     We invite dealers to call us to schedule a demonstration. We will be contacting dea...

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Posted By Neil Saviano.
Other posts in the CRM / SFA / Sales Technology category.

Prevent Customer Service Issues From Falling Through The Cracks

Wednesday, April 14, 2010 at 12:00:00 AM

Do your serious customer service issues ever fall through the cracks?

SalesRabbit's GoldMine 8.5 (and soon to be 9.0) addresses this problem quickly!! An issue is automatically detected and GoldMine's new Customer Service/Case Manager takes over.
Here's what happens:

*An issue is created in the case manager and assigned to a key customer service person.
*Pertinent information is automatically inserted and the issue is on the way to resolution.

Learn more about GoldMine's customer service/case manager at: http://www.frontrange.com/common/Files/Downloads/Product_Literature/SMRM_Literature/CRM_WhitePaper_WhytoBuyGMPE_NA_EN.pdf

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Posted By Neil Saviano.
Other posts in the Sales & Marketing Strategy category.

SalesRabbit Just Keeps Getting Better

Thursday, March 11, 2010 at 12:00:00 AM

SalesRabbit Just Keeps Getting Better!
We are excited to announce the release of the powerful and ultra sophisticated GoldMine Premium Edition 9.0. This release brings our SalesRabbit software suite to an entirely new level. See the complete entry at: http://longbowcg.com/home/articles/articlebody.asp?id=68

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Posted By Neil Saviano.
Other posts in the CRM / SFA / Sales Technology category.

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