GoldMine^® provides the tools to automate your sales force. As with any automation of systems you must first have a working “manual” model in place. Marketing strategies need to be developed and a clear set of objectives will need to be defined for the sales force. This will be critical to the success of any sales force automation system.

• Contact record information is very important. GoldMine^® provides the template to ensure that complete and accurate information is gathered and stored in an accessible manner. This means that all parties involved in providing customer service have the information they need, when they need it.



• Group Scheduling is also provided, allowing a Sales Manager to schedule calls or appointments to a group of customers to be delivered by multiple sales representatives. Statistical reports can be generated to track efficiency and monitor success rates.



• Contacting the customer on a regular basis is important to maintain a healthy relationship. GoldMine^® provides a method to categorize contacts into different groups, assign account managers, and classify the products and services they purchase. These things allow the sales team to define whom the customer is, what needs they have, and how frequently they need to be contacted.



• Recording pertinent information about interaction with the customer is at the heart of the sales effort. Before contacting the customer the sales representative needs to know everything he or she can know. GoldMine^® provides a quick easy way to record this information in the contact history. At a glance the sales rep can get all the latest information about the customers. For example, when did they last talk to customer service, or billing, or what was the latest literature they were sent. History reports may be generated and sorted based on this history information.



• Automated Processes allow the sales team to contact the customer on a regular interval via e-mail, direct mail, phone, fax, and in person. Process tracks can be as simple as sending a thank you card following a sale. Each customer can be assigned multiple process tracks. The triggers for the automatic processes are easily defined, and the actions can be to e-mail a template, print a template, schedule a call back, schedule an appointment, schedule a next action, or update a history record. All of this means less work for the sales team member and very effective follow up with the customer.



• Marketing Scripts are a useful tool. Scripts reduce training time and ensure that the right questions are asked and the correct information is recorded.