GoldMine Add-Ons

Add ons are software options that can be added to the CRM solution.  Add ons give our customers exceptional capability for their individual needs.  We will give advice to the customer of what we feel will work for them based on their needs and requirements. 

GoldReach is a simple, professional and effective way to create and send visual email campaigns in a solution that integrates with GoldMine.  GoldReach makes email marketing as simple as possible and seamless with GoldMine.

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A GoldMine integrated business intelligence tool which allows the user to easily build flexible reports, lists and graphs using information from GoldMine.

 

Papillon Technology CTI suite including telephony integration, screen popping, call recording and power dialling.  

Tapi Link for GoldMine  

Enables GoldMine users to dial calls automatically and to present a caller’s contact details when the phone rings (CTi capabilities).  Once installed, Tapi Link becomes an integral part of GoldMine and enables users to dial directly from within GoldMine using a variety of methods, and to present calling party contact details when the phone is ringing.  It searches not only the main telephone number (Phone1) but any other telephone number associated with that record (Phone2, Phone3) as well as all numbers listed under the Additional Contacts Tab.  This process is entirely automatic, which means that it doesn’t matter whether your contact is calling from their business office, their mobile phone or even their home office.  If you have their number listed on the GoldMine record, Tapi Link will present the information you require.

Call recorder for GoldMine

Integrated call recording functionality for GoldMine that provides complete tracking of customer interactions on-demand and at a fraction of the cost of other call recording solutions.

Powerdialer for GoldMine

The ultimate telemarketing tool for GoldMine that doubles your agent call rates and more. The “personal predictive dialer” for GoldMine teams and individuals.

Tapi Link for GoldMine

Enables GoldMine users to dial calls automatically and to present a caller’s contact details when the phone rings (CTi capabilities).  Once installed, Tapi Link becomes an integral part of GoldMine and enables users to dial directly from within GoldMine using a variety of methods, and to present calling party contact details when the phone is ringing.  It searches not only the main telephone number (Phone1) but any other telephone number associated with that record (Phone2, Phone3) as well as all numbers listed under the Additional Contacts Tab.  This process is entirely automatic, which means that it doesn’t matter whether your contact is calling from their business office, their mobile phone or even their home office.  If you have their number listed on the GoldMine record, Tapi Link will present the information you require.

Call recorder for GoldMine

Integrated call recording functionality for GoldMine that provides complete tracking of customer interactions on-demand and at a fraction of the cost of other call recording solutions.

Powerdialer for GoldMine

The ultimate telemarketing tool for GoldMine that doubles your agent call rates and more. The “personal predictive dialer” for GoldMine teams and individuals.

 

Quoting software – simple and easy to use.  Without doubt the greatest quoting software available!  QuoteWerks  seamlessly uses contact information in a CRM system – Microsoft Dynamics, GoldMine, Act or many others. 

QuoteWerks can create quotes so quickly and accurately the quote can be with your customer while they are still on the phone!  Once a quote has been created, QuoteWerks sends this to your customer in pdf format by email either through its own email client or through Outlook.  Not only can it produce quotes, but these can be transferred into Sales Orders, Purchase Orders or invoices.  This information can then be input automatically into many accounting systems reducing the need for double data entry.

Quotations can be synchronised between sales people and the main office ensuring everyone is up to date.  Using a CRM system with QuoteWerks not only populates the contact details in the quote but it also schedules a forecasted sale or opportunity and schedules a follow up call.  This is all done automatically.  The actual quotation can be viewed within QuoteWerks but also within the CRM system of your choice.

Crystal reports is part of a suite of integrated technologies that ensure data can be accessed, analysed, reported and delivered to any stakeholder anytime, anywhere, by any device.  

Crystal Reports Professional gives the ability to manipulate the data in GoldMine. With Crystal Reports, you can create sophisticated reports displaying the activity now, what is pending and what has been accomplished.

Crystal Reports provides dozens of built-in functions for analysing and presenting your data. Crystal can create graphs, charts and crosstabs with the powerful Report Expert, and there is a choice of many output options, ranging from simple printing to creating a web page with the results.

Create virtually any report sub-reports, conditional, summary, cross-tab, form, drill down, OLAP, Top N, multiple details, and mailing labels.

 

Inaport for GoldMine helps companies link and integrate data across their entire business, regardless of its format and source.  Inaport v6.0 has an interactive component design that allows it to deliver exceptional results, quickly.

• Profile Editor guides the building of the desired data transformations and source target mappings
• Expression Editor offers almost unlimited potential for data manipulation and correction
• Connector Manager provides extensive links to multiple sources
• Scheduling allows transparent, frequent data transfer

Inaport’s innovative approach to data consolidation ensures an ease of use that belies its underlying power. Used to consolidate information in GoldMine, Inaport keeps integration costs minimal and helps to deliver better service and services.

The benefits of customer loyalty and retention are increasingly valued.  The professionalism and personalization needed to achieve them, however, depends in no small part on having all the right information to hand – as and when it is needed.

Data integration is, therefore, a key part of any successful business. Integration solutions must have the flexibility to cope with almost any requirement to ensure that the required data views are easily available, regardless of where data resides.  Inaport, from InaPlex, meets these requirements with its unique approach to data integration.

More than simply a string of functions, Inaport provides a carefully designed set of interactive and complimentary tools. This offers tremendous breadth of capability, and allows Inaport to manage almost any integration, migration or data cleansing task that may be required.

Inaport is unique in offering an uncomplicated solution for complex integration problems involving essentially any data sources and ACCPAC CRM, GoldMine, HEAT or SalesLogix.  Inaport will make sure your client views are complete and up-to-date, and your service and services the best they can be.

OmniRush is a GoldMine integrated merge fax server for send and receive. Link received faxes to GoldMine contacts, and send faxes. 

 

WMobile

Wireless Mobile Access to GoldMine that works on any wireless data device.  

The benefits are:

• Live access to information beyond “name and number”
• Immediate communication with office resources
• Increase sales productivity with CRM tools available
• Sales administration done in the field in real time rather than time delayed in the home office
• Real time team calendar

WMobile is:

• A software product not a service
• Sold not rented
• Installed on your own server not ours
• Offers users wireless interaction with your GoldMine CRM software WITHOUT synchronization
• Works on any telephone web browser, no software needs to be installed on the phone, no data resides on the phone
• Completely wireless and does not need any cables or docking station to work

Solica Details Plus™

GoldMine ‘details’ allow data to be captured on a ‘one-to-many’ basis against a contact record.  This is ideal for holding information such as event attendance, equipment or licence management, subscriptions etc.

Bouncelinker : A mass email marketing tool.  BounceLinker manages undelivered mails and relinks them to the original contact record, allowing easy correction or removal of the email address.  

BounceLinker: the most comprehensive add-on tool for GoldMine that will handle your bounceback emails

When an email is sent out with a “bad” address, the SMTP server mail administrator sends it back with the bad email address somewhere in the body of the message.

Because the “From” address is the mail administrator and not the bad email address, GoldMine can’t link it to the original contact.

Usually that means visually looking for the email address in the body and then searching GoldMine for it. For a mass mailing, that could take forever!

With BounceLinker, there is no need to search for email addresses in GoldMine.

BounceLinker can do it all for you!

• Automate the linking of bounceback emails to the correct contact in GoldMine
• Update fields, update email merge codes, schedule a pending activity or attach a track to notify users that the records need attention.
• It is no longer necessary to manually search email text to try to find the contact in GoldMine. Everything is done automatically.

Contact Caltech to find out more about any of the Add Ons we have on offer or email us for an information sheet.

Registered Address : Caltech IT Ltd, Unit 66, Annexe 4, Batley Business Park, Grange Road, Batley. West Yorkshire. WF17 6ER Registered in England Company Number 03701887