GoldMine User Group: Best Practices for CRM User Adoption

Transcript

1. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

   Best Practices for CRM User Adoption GoldMine User Group

2. © W-Systems Corp. | www.w-systems.com Presenters Sandy Simacek W-Systems ssimacek@

   w-systems.com Sarah Friedlander Garcia W-Systems sarah@ w-systems.com Kevin Smith Ivanti / GoldMine kevin.smith@ goldmine.com

3. © W-Systems Corp. | www.w-systems.com Agenda • Recap of Last

   User Group Webinar • GoldMine News Roundup • GoldMine Resources & Training • Feature Topic – Best Practices for GoldMine CRM User Adoption • GoldMine Q&A Session

4. © W-Systems Corp. | www.w-systems.com Place your screenshot here Last

   User Group Meeting September 2018: Sales Opportunity Management Streaming Video Recording Link on our blog (September Archive) • Blog Post • Webinar Archive

5. © W-Systems Corp. | www.w-systems.com GoldMine Releases GoldMine Premium Edition

   2018.1.2 HF3 In addition to the new features that were added in GMPE 2018: • Security rewrite • GM Connect Home screen • Constant Contact group uploads from GM • New streamlined and simplified outlink link The following elements were released with the 2018 HF3 • Constant Contact adjustments in History tab • Performance improvement in Outlook link • ‘My Activity’ calendar display was re configured to improve performance in GM Web • Release Notes

6. © W-Systems Corp. | www.w-systems.com Expired Maintenance Options Customers expired

   1-36 months: • No changes to the existing maintenance policy (standard reinstatement rules apply) New Upgrade Policy for Premium Edition Customers expired over 3 years: • Customer buys “Get Current” upgrade and gets most recent serial number • Pricing is: − 35% discount for 3 years ($451.75) − 25% discount for 4 and more ($521.25) Expired Maintenance Options

7. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

   GoldMine… Not Just for Sales Key Areas to Utilize CRM Inside Your Organization

8. © W-Systems Corp. | www.w-systems.com Why is GoldMine a Great

   CRM Choice Easy to Use Superior Support Affordability Mobile Friendly Flexible Deployments Training Only one click away from detailed info Get critical, real-time CRM information on the go No cost online training Access to telephone support, online self-service, and email • Cloud or Premise • Smartphone, Web or Offline Access The most affordable CRM compared to other options

9. © W-Systems Corp. | www.w-systems.com • CRM grew up from

   Contact Management and Sales Force Automation. Traditionally it is most used for Sales Departments. • Utilizing CRM in other key areas of your business can have real impacts on your organization’s performance and profitability. Utilizing Your CRM Customer Service / Help Desk Accounting Marketing Project Management Human Resources

10. © W-Systems Corp. | www.w-systems.com Use the GoldMine Service Center

    to track customer issues, requests and problems (Cases) ➔ Track Cases from beginning to resolution; all activities (calls, meetings, emails, etc.) ➔ Manages inventory of open Cases still to be resolved ➔ Provides history of all Cases for all of your customers – useful for sales & support ➔ Mobility offering for Field Service staff Use the GoldMine Knowledge Base to maintain info about troubleshooting and resolving customer issues ➔ Maintain info to help guide your Customer Service Reps in resolving Cases ➔ Email and web form integration (Self Service) Customer Service

11. © W-Systems Corp. | www.w-systems.com ➔ Track and analyze lead

    sources ➔ Use GoldMine’s campaign manager to create marketing campaigns with multiple touches to your prospects. ➔ Use integration to Constant Contact to track ‘opens, clicks, forwards’ for any of your Constant Contact marketing campaigns. ➔ Track visitors to your website with GoldMine’s built in Web Import capability. Marketing

12. © W-Systems Corp. | www.w-systems.com ➔ Use the GoldMine Alerts

    to notify Sales people of delinquent or overdue accounts. ➔ Provide a portal of order data and other key customer accounting data via your CRM tool. This eliminates the need to give Salespeople access to your Accounting Software ➔ Schedule follow up calls, send out emails, notices automatically for any delinquent accounts using GoldMine’s automated processes. Accounting

13. © W-Systems Corp. | www.w-systems.com ➔ GoldMine’s built in Project

    Manager is ideal for logistics tracking on any project or event where lots of company interaction is required. ➔ In a Manufacturing environment GoldMine can be an asset in Production Control (all major tasks and Critical Path can be outlined… see the GoldMine GANTT chart) ➔ For Event Management GoldMine provides an easy to user interface to manage all correspondence, contracts (or any other important documents/specs) and key individuals. Project Management

14. © W-Systems Corp. | www.w-systems.com ➔ By creating contacts for

    your employees, you can turn GoldMine into a mini HR system. ➔ Keep a complete record of Employee statistic (start date, birthday, certifications, Sick Days, Benefits accrued, etc.) ➔ Using Automated Processes you can send out reminders for a variety of HR requirements (401k notifications, birthday greetings, expiry of certifications etc.) ➔ Using the GoldMine Knowledgebase, you can provide a secure up to date library for all employee reference materials (benefits, vacation policy, etc.) Human Resources

15. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Demo

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    Q&A

17. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Thanks!