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https://dudodiprj2sv7.cloudfront.net/product-logos/v2/H3/1SXB59JTG4TV.JPEGGoldMine - easy to use!GoldMine is currently being used by only the admissions department at our university. The university as a whole utilizes a different program that does not function as a Customer Relationship Management system. GoldMine allows our team to track and maintain all information with students we are recruiting and counselling as they make their decision for college. It allows us to set reminders to contact, see all contact history in one place, and see progress toward matriculation.,History - All items related to each individual are easily accessible in one spot Succinct - All information pertaining to each student/client is available in one spot, or with very few clicks Updates - GoldMine can be set to update as often as needed, which is especially useful when information is being migrated from another system,GoldMine itself can be a little hard to use if editing the information within the program is not enabled. This comes into play if the main information storage is another system that is migrated to GoldMine Third party apps or software can be complicated to be moved into GoldMine history. It is possible, but requires some upkeep and maintenance. GoldMine takes A LOT of expertise to set up. If set up incorrectly by a bad representative, then it can affect the overall usage of the program in significant ways. Make sure you ask the Goldmine rep several questions and get recommendations for the rep as well as the product.,8,GoldMine has allowed our team of 15 to see immediately what impact we have on recruiting students - specifically we can track calls and messages We can communicate more effectively and with more authority to students as we can be confident of what has been done for them in the past and immediately see what items they may have outstanding, with very few clicks (if any at all) GoldMine allows our team to make changes to a student record in a user-friendly format and updates the record immediately. This ensures that incorrect information does not go out.,Banner Student,Wufoo, Banner Student, Google DriveGoldmine ReviewIt is used across the whole organization as a CRM. We log all customer calls and activities in the system. It allows anyone at the company to see the entire history of a customer and all interactions with the customer by tracking calls and emails.,Easy to edit. You can always edit any entry after the interaction which helps with accuracy and allows you to add as much detail as you could ever want. Integrates with outlook so all emails are logged automatically. You can set alarms and reminders easily. You can track all personal history or scheduled interactions easily with a calendar.,The email integration slows down your email software. It crashes frequently. A person can easily forget to log a call with a customer. If you do not complete a scheduled interaction, it adds all them up so it can lead to someone being overwhelmed with scheduled interactions.,7,Positive return because it makes it easy to organize yourself and view history with a specific customer. The negative return comes with too much time spent searching and it crashes often.,Salesforce Community Cloud, Oracle Account Reconciliation CloudGoldMine Ease of UseGoldmine is our company's CRM tool for tracking communications to customers and storing contact information for each person we work with at the organizations we support. We also use it to schedule individual task and calendar appointments. It does provide an easy way for every employee to be able to see communications other employees have had with customers.,Communication history for each contact Easy to update contact information for each individual contact Easy to look up and do a search for contacts,The opportunity tracking could be updated to make it automatically entered into history Feature to allow you to make changes to customer status or primary contact option Feature to allow better tracking of employee contact tree,6,Zoho CRM,NetSuite CRM+GoldMine Contact Management ReviewGoldMine is currently being used to manage contacts.,Easy to use Easy to configure and add new tabs and fields Easy to install and maintain Concurrent license structure allowing for multiple user accounts Great online community to help solve problems and exchange ideas,Product looks dated Mobile integration has always had issues in working properly and syncing correctly Slows down depending on the amount of users using the system. Would not recommend the product for large businesses,7,Easy for all users to view full contract history. Easy to create groups and filters that can be accessed and used by all users, this does save a lot of time.,1,3,7Sitting on a Goldmine of Information with easy access to all of itAt PowerLung we use Goldmine as a remote application across the organization. This is the second company where I have chosen Goldmine as our central contact management system. Goldmine allows us to easily maintain records of conversations and transactions with prospects, customers, vendors, researchers and regulatory agencies. It provides excellent tracking and linking of emails as well as attached documents tied to the contact for sales and marketing, customer support, and purchasing. I can look at a contact record and see all communication and activity with that individual or company that is complete (history) or pending. Full reporting capabilities add additional benefit. While not a full project management system, the project and opportunity management portions provide an easy way to track steps. Establishing procedural scripts makes it easy to automate much of the daily email and or status update tasks. Having this level of detail has facilitated documentation for chargeback instances or as legal documentation. All this and we still are only at surface level. Everyone in our organization uses Goldmine for internal and external emails as well as scheduling and calendaring. It is our communications hub.,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.,Better integration with other packages. Specifically for us better, more flexible integration with QuickBooks Premier, Also integration with HubSpot. Updated web import to allow use of GoldMine as primary CRM and not rely on marketing tool implementation which does not integrate, automatically update or populate Goldmine. While Client Server implementation is probably adequate, we prefer the Remote App and that could use some work. Integration with Ring Central when running Goldmine as a Remote App.,9,Documentation and easy access to documentation regarding a particular customer or contact. While utilities exist to re-align territories and other assignments in Goldmine they are not always well documented so even if you are savvy and want to implement some functions yourself you will likely need a VAR support person to do the job for you -- at least the first time. Typically, I have found support to be responsive and prompt. More importantly, even with drive failures, we rarely suffer any downtime with Goldmine.,
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GoldMine
22 Ratings
Score 6.6 out of 101
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GoldMine Reviews

GoldMine
22 Ratings
Score 6.6 out of 101
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Justin Moore profile photo
June 21, 2018

User Review: "GoldMine - easy to use!"

Score 8 out of 10
Vetted Review
Verified User
Review Source
GoldMine is currently being used by only the admissions department at our university. The university as a whole utilizes a different program that does not function as a Customer Relationship Management system. GoldMine allows our team to track and maintain all information with students we are recruiting and counselling as they make their decision for college. It allows us to set reminders to contact, see all contact history in one place, and see progress toward matriculation.
  • History - All items related to each individual are easily accessible in one spot
  • Succinct - All information pertaining to each student/client is available in one spot, or with very few clicks
  • Updates - GoldMine can be set to update as often as needed, which is especially useful when information is being migrated from another system
  • GoldMine itself can be a little hard to use if editing the information within the program is not enabled. This comes into play if the main information storage is another system that is migrated to GoldMine
  • Third party apps or software can be complicated to be moved into GoldMine history. It is possible, but requires some upkeep and maintenance.
  • GoldMine takes A LOT of expertise to set up. If set up incorrectly by a bad representative, then it can affect the overall usage of the program in significant ways. Make sure you ask the Goldmine rep several questions and get recommendations for the rep as well as the product.
We use GoldMine for customer (student) tracking toward college enrolment and it works perfectly for our scenario. We can track a student's process from before applying all the way through moving onto campus, no matter how long that process takes. GoldMine can log calls and messages in real time so that multiple users can see contact history immediately, which is largely beneficial for larger teams.
Read Justin Moore's full review
Skylar Davis profile photo
May 17, 2018

"Goldmine Review"

Score 7 out of 10
Vetted Review
Verified User
Review Source
It is used across the whole organization as a CRM. We log all customer calls and activities in the system. It allows anyone at the company to see the entire history of a customer and all interactions with the customer by tracking calls and emails.
  • Easy to edit. You can always edit any entry after the interaction which helps with accuracy and allows you to add as much detail as you could ever want.
  • Integrates with outlook so all emails are logged automatically.
  • You can set alarms and reminders easily.
  • You can track all personal history or scheduled interactions easily with a calendar.
  • The email integration slows down your email software.
  • It crashes frequently.
  • A person can easily forget to log a call with a customer.
  • If you do not complete a scheduled interaction, it adds all them up so it can lead to someone being overwhelmed with scheduled interactions.
It is well suited for a simple CRM and can provide a lot of data. The reports are cumbersome though and I didn't know of any way to save reports or export them to another software.
Read Skylar Davis's full review
Benny Luera profile photo
October 27, 2016

User Review: "GoldMine Ease of Use"

Score 6 out of 10
Vetted Review
Verified User
Review Source
Goldmine is our company's CRM tool for tracking communications to customers and storing contact information for each person we work with at the organizations we support. We also use it to schedule individual task and calendar appointments. It does provide an easy way for every employee to be able to see communications other employees have had with customers.
  • Communication history for each contact
  • Easy to update contact information for each individual contact
  • Easy to look up and do a search for contacts
  • The opportunity tracking could be updated to make it automatically entered into history
  • Feature to allow you to make changes to customer status or primary contact option
  • Feature to allow better tracking of employee contact tree
It is good for small organizations who primarily just want to be able to easily track communications and store contact information. It does not work very well if you have multiple sales people contacting the same customers as a way to easily track each opportunity each employee is working.
Read Benny Luera's full review
Jan Posthumus profile photo
November 11, 2015

"GoldMine Contact Management Review"

Score 7 out of 10
Vetted Review
Verified User
Review Source
GoldMine is currently being used to manage contacts.
  • Easy to use
  • Easy to configure and add new tabs and fields
  • Easy to install and maintain
  • Concurrent license structure allowing for multiple user accounts
  • Great online community to help solve problems and exchange ideas
  • Product looks dated
  • Mobile integration has always had issues in working properly and syncing correctly
  • Slows down depending on the amount of users using the system. Would not recommend the product for large businesses
The answer would be dependent on the requirements. If GoldMine is to be used as a contact management system for a small business then yes, I would recommend it.
Read Jan Posthumus's full review
Carolyn Morse profile photo
March 17, 2015

Review: "Sitting on a Goldmine of Information with easy access to all of it"

Score 9 out of 10
Vetted Review
Verified User
Review Source
At PowerLung we use Goldmine as a remote application across the organization. This is the second company where I have chosen Goldmine as our central contact management system. Goldmine allows us to easily maintain records of conversations and transactions with prospects, customers, vendors, researchers and regulatory agencies. It provides excellent tracking and linking of emails as well as attached documents tied to the contact for sales and marketing, customer support, and purchasing. I can look at a contact record and see all communication and activity with that individual or company that is complete (history) or pending. Full reporting capabilities add additional benefit. While not a full project management system, the project and opportunity management portions provide an easy way to track steps. Establishing procedural scripts makes it easy to automate much of the daily email and or status update tasks. Having this level of detail has facilitated documentation for chargeback instances or as legal documentation. All this and we still are only at surface level. Everyone in our organization uses Goldmine for internal and external emails as well as scheduling and calendaring. It is our communications hub.
  • 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.
  • Better integration with other packages. Specifically for us better, more flexible integration with QuickBooks Premier, Also integration with HubSpot.
  • Updated web import to allow use of GoldMine as primary CRM and not rely on marketing tool implementation which does not integrate, automatically update or populate Goldmine.
  • While Client Server implementation is probably adequate, we prefer the Remote App and that could use some work.
  • Integration with Ring Central when running Goldmine as a Remote App.
For small organizations it is simple to use the basic portions. It has it's own mail system as well as integrating with Outlook. If you are not yet ready to invest in an Inbound marketing solution or marketing campaign management software package or SaaS, Goldmine can do the job for you. Who in your area can help you implement the features you really want to use to get started and what is your plan for growth?
Read Carolyn Morse's full review
Ryan Spear profile photo
December 29, 2014

"Novice GoldMine Review"

Score 4 out of 10
Vetted Review
Verified User
Review Source
We use GoldMine to support undergraduate recruitment at Houghton College. It serves as our CRM. It is mostly used in the admission office although select others are able to access components of it including coaches and academic support staff. It allows us to keep a record of our interactions with prospective students from the point of inquiry to enrollment.
  • Customizable - can create new fields and tailor the experience to what you would like it to be (with a little experience, that is).
  • Inexpensive - affordable for a small institution to use.
  • Requires extensive on-campus support - while there is access to dedicated support-staff, for GoldMine to function well, you need staff both within the admission office as well as in IT to support it (rather than just relying on off-site support). Has it's advantages and disadvantages.
  • Steep learning curve - to become proficient at getting GoldMine to do its "fancier" features, it requires a fair deal of learning. There is OK documentation on there in both in terms of official manuals as well as user-created resources.
  • Clunky - requires a lot of hand-data entry (can use "third-party" tools like GoldBox but that also requires fairly advanced know-how to run successfully). Calling functionality is quirky; mass-emailing is buggy (does integrate with Constant Contact but only one-direction - can "download" data/feedback but not automatically upload email lists).
If you're on a tight budget and have dedicated staff that understand the needs of admission, then GoldMine might be a good choice. Otherwise, it feels a bit "old." Granted, that could be just the reviewer in question not being very proficient. Also, new releases require down-time and can take perhaps a half-day to a full-day of all staff being "out" of the system to make happen. For instance, there is a bug in the mass-emailing features in the 2013.1.0.298 where it crashes after sending bulk emails. Would require an update to address this.
Read Ryan Spear's full review
Gary Perkins profile photo
June 07, 2014

"Reviewing GoldMine CRM as a user of over 10 years"

Score 9 out of 10
Vetted Review
Verified User
Review Source
GoldMine has been used by the whole team since we started the company back in 1998. Originally, I had used it from 1996 when the first Windows version was released. It is used by Sales, Customer Service and our consultancy team to manage all activities with clients and prospects. Finance use it to chase up clients and to understand if there are any sensitive issues they need to be aware of. In my view, it was probably the first real integrated CRM system.
  • GoldMIne is great as a telesales sales tool since you can call and progress calls very quickly, we regularly are able to make 90+ calls per day since it is fast and in my view easy to use (it does need some training to get the most out of it)
  • It still has its own integrated email system, although it works with MS Outlook, but this means everything can be in one place, surely what CRM is all about?
  • Customising GoldMine is also in my view pretty straightforward and if you have ever used a CRM before, reasonably easy and quick to pick up.
  • 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
In my opinion, GoldMine works well in telesales, telemarketing and general sales and marketing where there are large number of customers and prospects. Its really good, if you don't want to invest in MS Outlook, since you have an in-built email tool, which is pretty good.

Although it has a customer service module for logging of case or tickets, I'm not sure if this is powerful enough or flexible enough. However, in a sales and marketing role, with lots of data it is pretty good and robust. More importantly, it is very fast and I've compared it to other CRM tools, and still think Goldmine is fast in this sort of role.

The biggest issue I suspect is that like a lot of off-the-shelf CRM system it can look a bit daunting from the outset, but with an hours training, you should be up and running, certainty that's what we've found over the years with new starters.

That is the key point I think, GoldMine users that have been trained well, regularly return to the product.
Read Gary Perkins's full review

About GoldMine

Categories:  Contact Management

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Mobile Application:No