Over a decade of GoldMine

Refreshment Systems, based in Bradford, has been using GoldMine for over a decade and have gained great benefits, more than it ever anticipated when it employed GoldMine.

Refreshment Systems has completed a case study to show how powerful the use of GoldMine has been for it and the advantages it has gained.

Refreshment Systems have recently upgraded to GoldMine Premium Edition 8.5 and were also one of the first users of GoldReach, an integrated email marketing tool for GoldMine CRM.

To find out more read the case study here.

GoldMine Leads

GoldMine helps to improve marketing effectiveness by targeting the right people for each marketing campaign.  By entering simple search criteria, your marketing team will quickly generate a list of contacts that is specific and the information is relevant.

For example if you have a special promotion on a certain item that one of your customers has purchased similar before, you can enter your criteria to find those people and market directly to them…

GoldMine users can manage leads for customers, contacts and prospects.  Lead features allow control of leads by assigning ownership of each lead, as well as a trackable history and information. 

To find out more about GoldMine and its lead facility, contact George@caltech.co.uk

GoldMine Premium

GoldMine Premium is currently working off edition 8.5.  GoldMine Premium Edition v. 9 or GMPE v9 is due to be launched later during 2010.

GoldMine is an exceptional CRM system.  It is easy to install and gives a fast return on investment.  The system will help you to retain your most valued customers and clients, and will help you gain efficiencies over your competition.

GMPE supports all your sales, marketing and customer service needs through powerful CRM features including relationship marketing, automation and administration.

GMPE 8.5 features empower the user with information, boost customer productivity and give a full 360 degree view of your base.  GoldMine helps to focus your efforts on sales, marketing and customer service efforts so you spend time doing what will help generate more for you.

To find out more about GoldMine Premium please contact George@caltech.co.uk or explore our site for more information.

Notes :Caltech are a platinum partner of FrontRange who supply GoldMine.  Caltech has been operating since 1999 and is based near Leeds in West Yorkshire.

MS CRM UK

Caltech provides MS CRM across the UK and even further afield.  Based in West Yorkshire it has been providing CRM solutions since 1999.

It provides MS CRM as hosted or on premise.  Working with many sectors it has the experience to help your organisation get more from the system and make it work for you.  Moreover Caltech can make it work the way you do and the way you need it to.

MS CRM works through Outlook so user take up is high as it has a familiar look and feel.

To find out more about MS CRM or specific industry case studies, please click here.

For a chat with one of our consultants, contact George@caltech.co.uk.

Charity Management

Catherine Carlyle, marketing manager for Caltech CRM, has outlined how charities can gain that differentiator using extended CRM.  XRM, extended CRM is an extension of CRM, taking the potential of customer relationship management further into all aspects of charities operations.  It’s an influential communication tool that will help to drive loyalty, increase awareness and ultimately aid success using the latest database technology.

CRM for charities is all about a united view – projects, sponsors, clients and donors.  Its all about how this information is then used, reported and managed to get the most from those audiences.

It needs to be process driven and managing everything for your charity as far as it possibly can.

The full article is available now from Charities Management.

To find out more about how XRM can help you do more with less, contact George@caltech.co.uk.

CRM for not for profits

Caltech CRM has been working with the third sector for many years.   Phil Callaghan, managing director of Caltech CRM has reviewed how CRM can help charities get more from their databases and have a better dialogue with their stakeholders in the recent edition of Caritas.  Caritas provides excellent leadership and management information for the third sector.

Phil’s report outlines where CRM came from and how during the 1990s there started to be a direct correlation between customer retention; and CRM started to be used as a method to target customers in a more relevant way, improving sales as well as customer service. 

Phil describes how CRM allows messages to be specified for various groups and how to drill down on that information to really start to understand who your key donors are, what you can do to generate more with them, and keep them engaged. 

Phil concludes, that information is what drives an organisation.  It’s how this data is used, tracked and enabled that will make the difference.

To find out more about CRM for not for profits, and the current offer of 50 free licenses for Microsoft CRM, please contact George@caltech.co.uk

Microsoft CRM best practises

There are many jobs that Microsoft CRM will cover and that is why it is often positioned as extended or XRM. 

Best practise for Microsoft CRM will be all about setting out your requirements and for the system to be configured to your needs and requirements.

The best way to achieve this is to set out your CRM objectives and have clear processes that will support these objectives.

Here is a guide for the kind of objectives (not limited to) that you may wish to achieve,

• A single view of the customer or client that is tracked.
• Provide your employees with access to customer information any time or anywhere, especially for home workers or sales teams.
• Ensure that the processes that the system supports and aids, is what is trained to the people that are using the system.
• You may wish to identify key groups – it could be sponsors, donors, clients, suppliers, referrals etc. so that you can be better equipped to market to them effectively or retain them.
• Take the best marketer, sales person and customer service employees, and duplicate what they do and make that the process so that the system will breed best practise.
• CRM at a basic level will supply a document library.  This ensures that all employees are sharing the same correct information and there are no out dated duplications.
• What else may you want CRM to work with?  Accounts packages, inventory, other processes…
• Once these objectives and processes are agreed, the next steps are all around monitoring and using the data that is in Microsoft CRM to really make a difference.

Microsoft CRM has sales force automation, marketing management and customer service management as out of the box functionality.