These filters can be based on any criteria desired such as organisation size, geographical location, company turnover or pretty much anything else.Īny emails sent to clients are also filed against their Goldmine record, providing an audit trail of communications and a source of reference for analysis of customer needs and sales opportunities. Goldmine provides an interface into Microsoft Word which allows the creation of useful document templates. These document templates can be used for mail merges or one-off letters, as well as emails for mailshots. Templates can also be created for a single Goldmine user or for use by the entire company and are stored in the “Document Center” – a repository for all templates.Īs you would hope, Goldmine is network-installed making the information contained therein accessible to all users within a company. centralised data means that all staff can access specific information on clients and in turn keep such data up-to-date. Goldmine also offers a synchronisation function allowing sales staff to keep a copy of the system on their laptop for use whilst on the road. Changes to the data made by travelling staff is periodically uploaded and synchronised with the central system back at head office ensuring that everyone is using the most accurate data at all times.
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