Item: GoldMine CRM (discontinued)
Rating: 10
Author: Verified User

Overall Satisfaction with GoldMine

Use Cases and Deployment Scope

We use GoldMine as a CRM to keep track of customers orders and email communications. This is a great tool to set automatic calls or emails to keep track of several hundred customers easily. We use GoldMine for our sales team mostly but we all have access to it to check on customer requests.

Pros and Cons

Pros

Automatic calls/email alerts
customer notes
Keeping Track of Customer Orders

Cons

Ease of Use
Training for GoldMine or tutorial
Ability to find duplicate leads automatically

Most Important Features

Automatic follow ups
Order notes
keeping track of my contacts within the company I'm working with

Return on Investment

a Very Positive up tick in sales
It pays for itself with the time it saves me
It serves all our needs here at Headsetters

Alternatives Considered

OSAS Traverse ERP and now from Aptean

We use this with GoldMine when placing our orders, they both have there uses with in our company. We also use Zoom for automatic emails and calls, this tool is more for searching for the right contact within the companies I work with. I think GoldMine covers a lot more of my needs and [OSAS] Traverse [ERP] is just for billing purposes.

Key Insights

Do you think GoldMine CRM (discontinued) delivers good value for the price?

Yes

Are you happy with GoldMine CRM (discontinued)'s feature set?

Yes

Did GoldMine CRM (discontinued) live up to sales and marketing promises?

Yes

Did implementation of GoldMine CRM (discontinued) go as expected?

Yes

Would you buy GoldMine CRM (discontinued) again?

Yes

Other Software Used

OSAS Traverse ERP, now from Aptean, ZoomInfo, ZoomInfo Engage (Tellwise)

Likelihood to Recommend

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.

Comments

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