GoldMine CRM (discontinued) vs. Ontraport

I believe GoldMine is well suited to keep track of customer contact automatically, so your customers needs are met. I also like keeping track of my emails and customer contact notes, this way I always know what they need quickly. I like to keep reminders on certain customer request or pricing for certain items. We use GoldMine in unison with Traverse for placing orders . I would love GoldMine more if they had the abilities to place orders through the app , rather than using an additional tool.

Here are some cases where Ontraport is well suited : - When writing emails, you can easily access to preview, manage the changes and go back to what you did before - When using automations, if there's an error, you can go back to a previous version of it. There are also some super tools that allows to see where a clients is on an automation without having to go through the all automation. It is less appropriate when you are several colleague that are addressing an issue on an email/automation as it doesn't allows you to be multiple person on the item.

Incentivized

• Flexibility to use different views of the data very easily and establish functional views by user or department requirement.
• Ability to categorize contacts by group(s) or actually have them in separate databases.
• As much or as little automation as you wish to implement.
• We implemented Goldmine ourselves after making sure the Server Operating System was configured appropriately.

• Dashboards for our daily stats.
• The email follows up and broadcasts are simple and easy.
• Sales and marketing can now see the impact they have working together. Nobody can point finger anymore.
• They have the best customer support. I can't tell you how many times they have walked me through the problems that I created.
• Amazing email inboxing.

Incentivized

• Of course, there are always areas that could be improved, in my view the Report generation tool, hasn't really changed in the last 10 years at least, whilst other CRM products have more powerful and easy to use and customise Reporting tools, although there are plenty of Reports to choose from
• The Database schema has stood the test of time but is quite restrictive in certain areas and what you can do with it
• Integration with other system unless you are a developer is not easy as there are only one or two areas to show/bring in information

• Wish they had more options for their forms. Would really like to use multi-step forms.
• A lot of times their forms load slowly on the website. Would like to see them speed up their services.
• Their broadcasting options are legacy. There are better options out there for sending broadcast messages.

Incentivized

If there were a product that would mean less on-site support/maintenance with comparable or not much more cost, I would seriously consider switching. Furthermore, going to a more mobile, paper-less application process would tip the scales in the favor of a competitor. I'd also like something that integrates web forms so that data entry is more stream-lined as is response time

My client was already using Ontraport and had a decent investment in the tool. As soon as we turn around the revenue situation with my client's products, we will be ditching OAP immediately, despite the significant re-implementation cost we are going to face moving to a new system. I am part of a high-end, professional marketing group, and the overwhelming sentiment with these other professionals is that one should run away from this as fast as humanly possible. I thought their words were just ungrounded opinion, and I deeply regret that I did not heed them more closely before sinking still more time and effort into OAP.

Personally, perhaps I should give it a higher rating, but I do genuinely think it was very easy to pick up and run with, but I did have a full training session and of course was keen on using it. In my previous marketing role many years ago, I 'd tried to create an MS Access database and this has taken ages, so being introduced to the power of GoldMine really impressed. People have comments on it, but my opinion is its still fast and a great workhorse

The software is just easy to use. The UI is fairly intuitive. The help system is pretty good. I find it is pretty quick to get my work completed and if I don't document my things well, I can always figure out how I did something when I need to make changes. When I have a problem the tech support is easy to deal with and when things need to get escalated they are resolved quickly.

For me, its always been there, no worries here about downtime or the internet being down or switched off. Having it on a laptop as well with Goldsync means I'm always able to updated my notes and then synchronise. This to me is one of the benefits of purchased on-premise software, it cant simply be turned off!.

Pretty good, Yes, there are occasions when i may think there should be an easier way to do things, but over the years, I've always found a way to get the information out that i want, sometimes just needing a bit of help from the technical team. Day to day,. it works for me very well.

Most of the time OP runs fine. But I've had to submit more support tickets this year do to messages, seq.'s or rules not running correctly. Also experienced slow response times moving in and around OP.

Their customer support is spot on! We never feel like we're being made to wait, and when we email, they respond and offer assistance very quickly. It's the same response I'd expect from an in-house IT team down the corridor. Some support teams you know you're talking to the first line support chap who probably doesn't know how to resolve your issue, and you have to wait until they give up and pass it, but GM support people seem very knowledgable

Incentivized

The techs are reasonably savvy, highly courteous and want to do right by their customers. Unfortunately, the product they are supporting is so deeply flawed that there's only so much they can do when your legitimate business requirements are simply not supported.

I was originally trained by the UK distributor and then subsequently trained my self and had access to GoldMine consultants. In the long run, this saved me a lot of time really since I knew the product on an advanced/administrator basis and able to perform day to day tasks. Some things, still needed the consultants. The trick was with the training, I knew when I was out of my depth

I went to their Ontrapalooza event, and it opened my mind as to how the software can be used.

As I said earlier, to me now with all this experience, it is ensuring that you focus on two things:- 1/ Ensure core customisations only are required until you get users started and embedded in using the system. 2/ Ensuring users get some good level of dedicated training time, internal or external, but I feel this is best done in a group rather than at your own speed. Afterall, no one really customises their MS Word or MS Excel each time, they just ignore the bits they don't need or ask if they do need them

If you know your business, ONTRAPORT is easy

GoldMine is a better overall product based on scalability, ease of use and cost effectiveness. All of the customization in GoldMine was beyond the other applications we tested and considered. Overall we believe we made the right choice based on how quickly we saw results. Our sales staff has used this tool extensively to become more agile.

Incentivized

Task management was the main thing that separated ONTRAPORT for me. Keeping things accountable. As well, I felt the campaign builder was slicker, and that the contact management was more robust. Custom fields are very customizable.

GoldMine, when maintained well has always been pretty reliable and in over 10 years, I don't think we've ever lost a day or more than an hour or so when we cant use it. Occasional a 'blip' will happen and you will have to log out, the only thing to bear in mind, which I'm not good at is ensuring you keep the mailbox to less than 2000 mails in your inbound box, I hover around 1800 and need to streamline this to get rid of my junk or notifications from LinkedIn groups for example when i mean to read, but never get round to it

With the new lower priced options, it's now easier for newer businesses to start with a more basic version and upgrade as they need more features.

• Our company prides itself on its responsiveness to customer requests. As a consequence of that, we need to be able to follow up consistently on issues until they are solved and goldmine helps us do that.
• Because of its ease of use and wealth of information, it allows us to react to customer queries quickly and with a familiarity that instills confidence in our customers.
• The lag on the other hand, since we have kind of choked it with too much information, slows us down. I understand we're using it for more than it was designed for, but as businesses grow and customer demands increase we need our technology to improve at the same rate.

Incentivized

• We are providing better customer service as a direct result of Ontraport. We can track where all of our customers are, what pages/sites/modules they are visiting with ease and tailor our communication accordingly.
• Our marketing funnel has become vastly improved, meaning that our ROI for marketing has gone up. Sales this April are double what they were last year.
• Our team works better together because we all have a better idea of what the other needs and when. The tasks that we can assign in Ontraport mean nothing gets missed, creating a better customer and employee experience.