• Marketing Automation streamlines the way you distribute your key product or service messages and tracks the effectiveness of your campaigns.



• Automated Process™ intelligently distribute sales and marketing messages 24-hours day, 365-days a year.



• Targeting with Filters allow us to isolate contact records by phone number area code, zip code, state or country. Targeting regions or territories can be accomplished by using a combination of filter statements to define a very narrow target. For example, include all contacts in USA, and IN WASHINGTON STATE, and IN ZIP CODE 99202, and with the PHONE PREFIX 535.



• Targeting with Groups give a manager the ability to create subsets of contacts based on information that is not stored in a field. For example a group of prospects that have been sent the form letter “INTRODUCING OUR NEW PRODUCT LINE”. Once a group is established it can be used as a method for tracking the effectiveness of the marketing effort via reports on data from just that group.



• Marketing managers can also control the “Message” being delivered to the prospect or customer with Scripts for telephone calls, Templates for Direct Mail, E-mail, and Faxes. These templates are stored and distributed from the Document Management Center. Policies and Procedures are easily implemented, giving the sales team the ease of use while providing the process of development and authorization to the Marketing Manager.



• Lead tracking by source is provided in GoldMine^® as well. The system tracks how much money was spent on advertising and how many leads were developed as a result. You can also print a cost per lead and per sales report.



• Nurturing Marketing is easily handled with Automated Process Tracks. Prospects and Customers can be automatically assigned to process tracks. The process tracks ensure that you continually reach out and “Touch” the contact on a consistent basis, keeping your business “Top of Mind”.



• Referrals can be used as an incentive. There are components to support this. As each new referral is received a new contact is created and linked to the referring contact record. This method creates a list of referred contacts under the referring contact record. Reports may be generated from this information and incentives dispersed.



• The Literature fulfillment center allows marketing to package and distribute materials as requested by the sales representatives and to easily modify materials and packaging in one location for ease of administration. Distribution of all materials can be tracked because a history record may be created for each item distributed. The history created allows tracking of customers who have received items and analysis of sales generated from the activity.

You will find a great deal of flexibility in the software. It is possible to meet almost any need by customizing user-defined fields, screens, and key indexes.