traditional crm joins with social crm

Monday, August 30, 2010 at 12:00:00 AM

Traditional CRM is quickly being augmented with social CRM. This is will quickly evolve into a prime CRM strategy for companies of all sizes. We are committed to implementing this strategic process with our current and future clients. GoldMine version 9.0 receives RSS feeds and links to all social media sites. Click here to learn more about GoldMine 9.0.

The power of tradional CRM and sales force automation is enhanced significantly when integrated with information from customer's social media, as well as with information from customer-to-customer social media conversations.

Click here for an excellent article by Brent Leary on traditional CRM vs. social CRM....

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Posted By Neil Saviano.
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CRM: IT'S NOT A TECHNOLOGY SOLUTION

Monday, August 23, 2010 at 12:00:00 AM

CRM: It’s Not a Technology Solution!

By Neil Saviano

The many benefits companies can gain from a CRM project begin with the ability to gather, store, process and use customer and prospect information most effectively. Historically, this information-driven model is almost always put in place to address the following three key strategic areas and perpetual company pain points:

• New customer/Client acquisition
• Current customer/Client penetration
• Current customer/Client retention

However, from the beginning it’s important for companies to recognize one fundamental point about CRM to help assure a successful implementation: CRM is not a technology solution—it’s a process solution.

In essence, implementation of a CRM project is far closer to the implementation of a strategic marketing plan than it is to any technology upgrade or introduction. And as with any strategic marketing plan, the project needs to begin with a clear set of objectives and a realistic appreciation of the sales and marketing and customer service processes needed to reach them.

Overall project objectives are built around the three key strategic areas listed above, but there also needs to be lower level objectives that identify ...

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

GoldMine Premium Edition 9.0 is Here!!

Sunday, June 06, 2010 at 12:00:00 AM

GoldMine Premium Edition 9.0, the latest release to the award winning GoldMine CRM Solutions product line, is here!!

A Customer Relationship Management solution should provide you real-time access to your customer facing team’s processes, as well as an easy, quick view into the state of your client interactions. Static reports and analysis in the past were acceptable, but with today’s constant changing business landscape and the ever growing need for information, instant views into your data is vital for you to make those important day to day decisions. With GMPE 9.0, you can do just that!

New GoldMine Premium Edition 9.0 features are developed to help you better manage your business information needs with a complete set of visual dashboards across all CRM functionality. GMPE 9.0 has pre-built dashboard parts for marketing automation, sales force automation and customer service business processes, and, clients have the ability to configure their own dashboard parts that match their specific CRM procedures. GMPE 9.0 also supports robust integration into the worlds most commonly used activity and email management tool, Microsoft Outlook. Now, GoldMine users can visually analyze the state of their business for better decision making in addition t...

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

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.