So, for example, if a member of the team had spoken to a customer two months earlier and timetabled a meeting for the following year, the details of this conversation would be shown on the contact record, with the forthcoming meeting listed in the calendar. It's simple to create new contact records and amend existing ones, and it won't take long to generate an extensive database, especially if every member of the marketing team is entering data. Goldmine is packed with features to help you make the most of this information resource, such as Boolean filters which allow contacts to be sorted by geographical region or business type. The sales management capability includes future sales forecasting and allows users to track the progress of a deal and its predicted success rate. A range of analysis tools can help you calculate future revenue or create a graphical interpretation of past or future sales.
Team leaders can allocate a quota to each salesperson and then monitor their progress.
As the data in Goldmine is interlinked, an individual customer's sales activities can be quickly checked in a client record, and that of a whole group or database can be easily analysed in seconds via a drop-down window. Goldmine 5.0's E-mail and Internet facilities have been vastly improved. You can now send and receive both internal and external mail thanks to Outlook compatibility, and Goldmine links mails to the relevant contact records. E-mail merging and user groups are supported, as is filtering, so junk mail can be deleted and other incoming messages sent to appropriate customised folders. A Web Data Capture function allows users to collect information from visitors to the corporate site and automatically stores this data as a contact record.