GoldMine database

GoldMine database often called CRM – Customer Relationship Management.  GoldMine is a range of CRM solutions from FrontRange Solutions.  Caltech are a platinum partner of FrontRange and provide GoldMine and HEAT call logging systems.

Caltech works to maximise GoldMine and have experience in ensuring that the GoldMine isn’t just a database! GoldMine CRM is an affordable system that is proved to make organisations that use it effectively, more profitable and gain a competitor advantage.

Caltech offer GoldMine systems, training and also support.  Over 1.75m people use GoldMine worldwide and they rely on it to manage and share crucial information, sales opportunities, customer service information and aid leaner processes.

Caltech offer GoldMine Premium which is an award winning solution that is aimed at 1-500 users, designed for small and medium enterprises and organisations.  Caltech have worked with GoldMine since 1999 and have installed it at hundreds of sites across many industries. 

GoldMine is also available via the web using options that may suit your organisation.

GoldMine CRM (database) is highly configurable so that means it can be tailored to talk your organisations language and it can do some pretty clever automation of processes.

GoldMine is a user friendly database system that allows easy segmentation of data and it can achieve great results.  Please have a look at our customer case study library to see the results it has given some small and large organisations worldwide.

GoldMine CRM database costs are very reasonable, making this solution very popular with small to medium businesses.

To find out more about GoldMine please contact George@caltech.co.uk to request a demonstration or free trial, or register for the Caltech Forum where FrontRange will be joining Caltech to talk about GoldMine, news and updates, new releases and also demonstrations.

Donor Management Software

The way that you work

 

Donor Management software will help to support your organisations goals and strategies and should work the way that you do – you won’t need to work the way that the system does!  The software should be one that makes your life easier, isn’t just another thing to do and helps you do more with less.

That’s where Microsoft CRM (xRM) can help.

xRM is anything relationship management and is tried and tested.  Microsoft CRM supports management of all sorts of relationships, processes and communications and is highly successful in the not for profit industry supporting donor management, fundraising management, events etc..

What you need it to do!

Start by thinking what you require of your donor management software.  What process would you like it to automate or aid?  In an ideal world what can it achieve for you?  Some ideas should include quick segmentation of the donor data, recording of donor activities, facilitation of communications such as direct mail, and quick easy reporting.  However Caltech advise to think wider and deeper about what your donor management software can do for you.  xRM will manage almost anything.  Caltech have worked with organisations that are matching donors with projects and web based queries that run directly through their systems, taking manual time consuming jobs and expediting them.

It is also important that your donor management software can give you crucial reporting so that you can monitor what works, are there any trends, who are you best supporters and so on…  In Microsoft CRM this reporting can be generated without an IT expert at hand!

Microsoft CRM is easily tailored so it speaks the same way as your organisation does, and it is a system used by small to very large organisation all over the world.  With this in mind it would be difficult to outgrow this donor management software choice.

Think about integration.  How can you integrate your donor management software to speak to other systems of requirement.  How can you maximise the data that you may want to incorporate?

Regular reviews will maximise the effects of using Microsoft CRM.

Costs

Microsoft CRM as a donor management system can be very cost effective.  If you organisation is a not for profit organisation, Caltech offer the licenses as a significantly reduced rate.  Contact us to find out more about our pricing tiers for not for profit organisations.

End User Uptake

Ensure that everyone in the organisation is on board.  Microsoft CRM has a high end user uptake as it is an extension of Microsoft Office Outlook.

Caltech have knowledge and expertise in working with the not for profit  sector which will aid your requirements and also ensure that you get the system you require without wasted time and money.

To find out more about donor management software or xRM, contact George@caltech.co.uk or register for our not for profit forum on 9^th March 2010 in Leeds City Centre.

FrontRange Solutions 2009 Product of the Year Award

FrontRange Solutions has won the 2009 Product of the Year Award from Technology Marketing Corporation’s (TMC) Customer Interaction Solutions magazine. 

FrontRange won this award through its Customer Service Management product that helps to reduce costs and get the most from its employees through technology software.

The solution optimizes each contact with every customer.  FrontRange have years of experience in providing award winning CRM and call logging solutions.

Caltech are Platinum Partners of FrontRange and have worked with them since 1999, providing GoldMine CRM and HEAT; both award winning solutions.

Customer Interaction Solutions (CIS) magazine has been a leading publisher of call centre and CRM editorials, reviews, industry voices and awards.  To find out more and see the Annual Product Award winners visit www.cismag.com.

GoldMine Software

GoldMine software is a family of award winning CRM solutions developed by FrontRange Solutions.  GoldMine Premium Edition is a powerful sales, marketing and customer service CRM system that are configurable to work to the way you do.

GoldMine automates marketing and sales force activities and provides service and administration support.  GoldMine Premium was generated for small medium enterprises or distributed enterprises. 

GoldMine Premium Edition features will empower users with information that will give a complete 360 degree customer view and boost customer productivity.

GoldMine software is easy to tailor to the processes that you want it to fit.  It is proven that it works.

GoldMine Premium is currently on release 8.5 software release, and version 9.0 is due to be released some time during 2010.

GoldMine software has been used by many industries over its life span and continues to excel.

Please see some benefits of GoldMine software:

• Relationship management that consolidates customer information in one place
• Enabler of the teams in your organisation to have important information aiding better and confident decisions
• Daily activity management features enables all users to effectively manage daily tasks
• Group calendars enable management to co-ordinate or view calendar information for their teams
• Manage consistent selling processes
• Effective reporting that will demonstrate which markets are most effective, competitor information, shorten the sales cycle
• Forecasting features that allow management to see the big picture and have an overview of their business
• Improved marketing campaigns and clever segmentation of targeted contacts
• Automation of processes
• Case management and customer support

 

To find out more about GoldMine contact George@caltech.co.uk

Join us at our Forum on 9^th March 2010 where we will be doing a spotlight on GoldMine during the morning session.

Microsoft CRM Marketing

Marketing Return on Investment.  How many times do we hear – well if you have done that campaign how much have you made the company?!  And how many marketers can answer that question?

How many marketers know if that advert you placed actually created any leads? 

Or if any of the contacts you made at that event you managed actually generated business?

Microsoft CRM can.

Microsoft CRM will support your marketing processes and tie them up with product development, sales and service.  Never again will teams not know what marketing activity is happening that will impact them.  Its seamless.

And it saves time and effort especially when you are trying to ensure budget going forward.

How does it work?

Microsoft CRM is an extension to Microsoft Outlook and its interface encourages end user uptake.  All the contact data is input into Microsoft CRM so the whole organisation can see who the prospects are, who is missing solutions that could be marketed to them.

Then it’s the exciting part.  Each marketing campaign that a marketer runs is then input into the system, and each time a lead is generated it is linked back to that campaign and to the customer or potential customer.

The lead is then tracked by sales through the system. 

So its simple – all details of campaigns with all the data that you will need to run that campaign are in the system.  So when marketers need to generate facts and figures about the ROI on marketing its a simple report from the system that will give the results.  No more intangibility that reduces your budget for next year; it’s clear.

These reports will also show you what is working, what can you do more of, what doesn’t work and how you can be more effective.

Being joined up with product development is also a must.  Microsoft CRM enables communication flow to ensure that you are working seamlessly and to one goal and vision.

Using Microsoft CRM gives you the assistance and help you need by simply having the information there at the ready.  This will make marketing information a lot more effective and prepared.

The benefits of Microsoft CRM for marketing teams can be found here, together with details of add ons to the system that can give extra functionality for marketing teams encouraging doing more with less, such as the event manager accelerator or the social media accelerator.

To find out more about Microsoft Dynamics CRM for marketing, email George@caltech.co.uk or join us at our Forum on 9^th March in Leeds.

Caltech to Exhibit at iT SHOWCASE Live event in Leeds

Caltech have announced that it will be exhibiting at iT SHOWCASE at the Royal Armouries in Leeds City Centre on 20th April 2010. 

iT SHOWCASE is a great show for IT Managers and Directors, Business Owners and other Management streams who are looking to source great suppliers.  It also is a great place to network and find out what else is going on the IT industry, including updates on solutions and the way that they are being used.

Caltech will be exhibiting award winning GoldMine CRM systems from FrontRange, HEAT call logging also from FrontRange and Microsoft Dynamics CRM, or xRM. 

xRM is “anything” relationship management and it focuses on the fact that the CRM systems can manage much, much more than CRM.

Phil Callaghan from Caltech stated “Exhibiting at iT SHOWCASE, in our home city, is a great opportunity for Caltech to display the great systems that Caltech can offer and the capability the solutions will give if implemented, and used correctly.  xRM is very exciting at the moment and we have several case studies to support xRM’s outputs.”

Caltech will be discussing the new features of GoldMine Premium Edition 9.0 and also showcasing Microsoft Dynamics CRM system and its functionality.

Phil Callaghan continues “We have been implementing CRM systems since 1999 and we are able to minimize risks and maximise the use of CRM getting the best results from CRM.”

To register or find out more about iT SHOWCASE please click here.

To find out more about CRM, or xRM please contact George@caltech.co.uk.  Hope to see you on 20th April at the Royal Armouries in Leeds City Centre!

Don’t forget, Caltech is holding its own Forum on 9th March 2010 also in Leeds City Centre.  click here to find out more and to register for free.

GoldMine Premium Edition v.9 GMPE v9

COMING SOON!

Caltech is pleased to announce that it has seen a preview of GoldMine Premium Edition v. 9 and it rocks! 

We cannot say too much, however we can confirm there is a new user interface, universal search, new Outlook integration, new dashboards and other features.  

To find out more about GoldMine Premium v9 contact George@caltech.co.uk or register for our Forum where FrontRange will be talking about GoldMine Premium v.9, and sharing their news and updates.

MS CRM Wiki – Caltech’s definition

Microsoft Dynamics CRM or MS CRM is a very powerful Relationship Management software package from Microsoft, of which Caltech are providers and implementers.  You will note that I haven’t referred to it as a Customer Relationship Management software package, as, although it is named CRM, MS CRM will manage anything – so calling it CRM is limiting. 

Microsoft are now referring to MS CRM as MS xRM - anything relationship management.

MS CRM without any tailoring, focuses on Sales, Service and Marketing however once the system is tailored it will manage almost anything.  Caltech has clients from many industries using MS CRM to do lots of amazing things such as mapping projects to the right people and automating processes, managing product data, managing leads, clients, employees, donors, supporters, students and much, much more!   Have  a look at our case study library in the industries tab, they are being added to all the time. 

Users can access MS CRM via their email interface, or by using a web application, which makes the solution feel like its not part of your usual systems.  Caltech find that users have their own preferences to the way that they use the system and it is best to let end users find the best way for them.  Its the same system so either way of using will give the same result and still give the fully joined up, central repository for information on “whatever” you are using MS CRM for!

The current version of MS CRM is 4.0 although Microsoft have announced that they will be launching MS CRM 5.0 late 2010 early 2011, it is currently being beta tested. 

MS CRM can be used as a hosted solution (in the cloud) or on premise.  This all is dependant on the organisation that is using the software, their situation, their needs etc.  Some say that MS CRM hosted option is great for smaller organisations, but Caltech do not find that is the case at all, as some industries will get a great deal on licensing costs so hosted would not be as cost effective for them.  This choice would also be based on their IT infrastructure.  Caltech have clients using Hosted and On Premise with many different reasons – they do what is right for them and Caltech can offer advice.

Either way, hosted or on premise, MS CRM delivers extraordinary capability and the results are exciting, if implemented correctly, if end users are engaged and using it, and when it is being tapped for management information. 

Accelerators

Accelerators offer additional capability to MS CRM.  They are free but will require some work to adapt to your organisation and the way you are using CRM.   

To find out more or if you would like to see a demo, please contact George@caltech.co.uk

Caltech Helps NFP Organisations with Launch of Brand New Technology White Paper

With not for profit organisations going through tough times like the rest of the UK, recruiting and maintaining volunteer bases and engaging with new audiences is a constant battle. So, to help, Caltech – one of the UK’s leading suppliers and implementers of Customer Relationship Management (CRM) systems – is this week launching a brand new white paper entitled Succeeding Beyond Recession: Five Priorities for Not-For-Profit Organisations which focuses on how technology can help not for profit organisations to achieve their goals.

The comprehensive document details how organisations of all sizes can influence supporters and gain trust using CRM. The system, which is widely used to great effect in the private sector, allows users to track and manage each and every contact; from supporters and volunteers to stakeholders. It can also automate repetitive tasks which in turn improves efficiency, allowing staff to spend more time on the critical matters of business. 

An effective and well managed CRM system can also ensure that NFP organisations speak to their contacts regularly – usually every 30 to 60 days – about topics that are relevant to them as messages can be quickly and easily segmented and sent. The main areas that will benefit from this white paper will be: fundraising management, volunteer management, special event management, membership management and donor/supporter management.

Phil Callaghan, managing director of Caltech and publisher of the white paper, commented; ‘Just like any private business, it is essential for NFP organisations to establish what it is that they want to achieve and then work out how CRM can make this happen – both now and for the future. 

Phil concluded; CRM implementation affects nearly everyone in the organisation, so it is essential to approach it in a structured manner to minimise risk, reduce costs, provide a high level of return on investment and give ongoing capability to raise more money going forward. The aim of the report is to provide an easy to use and practical guide that can be put into practice’.

Complimentary copies of Succeeding Beyond Recession: Five Priorities for Not-For-Profit Organisations can be sourced from Caltech by calling 01924 507 280 or by emailing George@caltech.co.uk.
- Ends -

For further media enquiries, please contact: Matt Neary @ Conker PR on T: 0161 902 9472 or E: matt@conkerpr.com
Notes to Editors: Caltech is one of the UK’s leading suppliers and implementers of Customer Relationship Management (CRM) software. It works with clients to manage their customer contact strategies, operational processes and daily business functions in order to maintain audience loyalty, increase awareness and ultimately drive sales. This is achieved by recommending, implementing and developing the very latest database technology including; Microsoft Dynamics CRM, GoldMine, HEAT and ACT! By Sage. Integration is at the heart of CRM so Caltech only implements systems that work hand in hand with a client’s existing software from accountants systems to telephony packages ensuring optimum benefits and results every time.

The Caltech Forum 2010

9 March 2010

 

Doing More with Less – The Key to Growth

Caltech are pleased to invite you to join us at our free, forum on 9th March at the Crowne Plaza Hotel, Wellington Street, Leeds, West Yorkshire.

There will be demonstrations and exhibition stands.

There will be customer case studies presented, industry leaders speaking and demonstrations from FrontRange and Microsoft. 

There will be an opportunity to ask questions and find out more from the experts.

Why Attend?

•  Find out what your peers are doing to get ahead of the competition
• See new product launches
• Compare and source new products, systems and services direct with suppliers
• Source new technology systems to deliver successful campaigns
• Gain strategic insight from industry leaders to achieve bigger results
• Network with peers and share ideas for future your future organisation
• Do more for the success of your campaigns in one day!

Please register for the relevant part of the conference, alternatively, please complete all sessions if you wish to stay for them all.

• GoldMine – Morning Session find out what is happening with GoldMine.  Hear one of our clients speak about GoldMine and network with other businesses who have profitted from GoldMine
• Microsoft – PM Session find out forthcoming news from Microsoft and hear one of our clients speak about the benefits of Microsoft CRM and how it helped their business get ahead of the competition.
• Not for Profit – For not for profit organisations looking at Microsoft CRM as a solution.  Please click here for more details.

Who should attend:

• Sales and Marketing Managers
• Managing Directors
• Customer Service and Customer Experience Managers
• IT Managers
• Strategy Managers
• Heads of CRM
• Database Managers
• Campaign Analysts

See the updated agenda

The event will be held at the Crowne Plaza, Wellington Street, Leeds.  LS1 4DL.

The Crowne Plaza Leeds Hotel enjoys a City Centre Location.  The hotel has parking for 120 cars, 3 coaches and is easily accessible from the M1/M621 and M62.  It is a short 5 minute walk from Leeds central train station. 

To get directions, click here.

To sign up for our quarterly newsletter click here.

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