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Install & configure
GoldMine CRM.
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Review an existing CRM installation to verify that it was
done properly.
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Install & configure Microsoft Dynamics CRM with Exchange so
that all appropriate emails get automatically tracked in
CRM.
-
Migrate existing client and prospect data from various
sources such as Act!, Salesforce.com and Excel into GoldMine
CRM.
-
Create custom fields, custom screens and workflow (automated
processes) to tailor GoldMine CRM to their business.
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Analyze,
refine and automate your best business practices so that you
can reduce the gap between your top performers and your
average performers.
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Create custom CRM dashboards to provide real time business
analytics.
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Integrate GoldMine CRM with your PDAs to give your people
who are often out of the office complete access to all of
their company CRM data without the burden of having to use
their laptops.
-
Write custom reports (using both GoldMine and Crystal
Reports).
-
Extend the functionality of GoldMIne CRM either by
selecting, installing and configuring a viable third party
add-on product (many are not!) or if one does not exist by
writing custom code
-
Install and configure GoldSync to allow the synchronization
of GoldMine data.
-
Use CRM to implement a customer loyalty program.
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Provide
training for their team members.
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Provide both on-site and remote ongoing support.
