Wiley GoldMine 8 For Dummies 978-0-764-59834-0 ユーザーズマニュアル

In This Chapter

Understanding what GoldMine can do

Examining some things that GoldMine isn’t designed to do

Preparing for a successful project

Providing training

G

oldMine 8 (also called GoldMine Premium) is a tool for sales, marketing,
and customer support and is one of many CRM (Customer Relationship

Management) systems available today. GoldMine is for you if you ever have
contact with customers or with business prospects. Right out of the box,
GoldMine lets you track all the basic information to manage your client rela-
tionships. And with a little effort or money, you can customize it to your 
specific needs.

In the late 1980s, my company was growing a bit too fast and was getting a
little out of control. I began searching for some kind of tool that could help us
sustain our growth without causing additional pain. I chose GoldMine
because it

 Won’t let us forget to return a phone call
 Ensures that we remember all our appointments and we never double-

or triple-book ourselves

 Provides a central place to store all client information
 Links all our documents to clients’ records so that we can’t lose proposals
 Makes sure that we all get home for dinner on time every night

The developers at FrontRange Solutions, Inc (formerly GoldMine Software
Corporation) don’t really know the special needs of your organization; your
work may require some fields or functions that just don’t come in the box
with GoldMine. For example, you may want to track each client’s anniversary
so that GoldMine can automatically send flowers to your client’s wife. The
bad news is that GoldMine doesn’t come out of the box knowing how to do
this. The goods news is that you can easily add an anniversary field and a
process to completely automate this activity.

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