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Honest answers to all your CRM questions

Bread Crumb

Mobile CRM frees your sales representatives to be far more productive where ever they happen to be located (on-road, office, airport, lunchroom, or gym, anywhere with cellular coverage!).

Overview

The Goldmine CRM suite is a multi-industry proven CRM solution. It is comprehensive and supports busy mobile users by utilising the fully integrated Goldmine mobile module. Now you can connect sales representatives on the move with their vital customer information and they will enjoy using the easy-to-use, rich functionality and real-time convenience of mobile CRM.

Goldmine Mobile CRM is fully featured. (It is not a Mobile CRM Lite!)

The Goldmine Mobile CRM features enables:

  • Sales, case history and service information.
  • Account & Contact Management.
  • Calendar & Activity Management.
  • Opportunity Management.
  • Ticket Management.
  • One-Click Dialing.
  • Handwriting Recognition.
  • Pocket Outlook Integration.
  • Multiple Synchronization Options.
  • Lookups & Groups.
  • Team Collaboration.
  • Rich user interface. Designed with the look and feel of a native smartphone app.
  • Security. License keys, login policies and access controls.
  • Fast Deployment. (GoldMine® Premium Edition 9.0.3 currently supports Apple® iPhone® or iPad® devices).

Goldmine Mobile CRM provides customization and visual drag-and-drop design tools to tailor the screen real-estate to show the most important information foremost. Save time and reduce complexity by tailoring Goldmine Mobile CRM to your business processes by combining Goldmine Mobile CRM with your custom and AppExchange mobile apps (including mapping, dialling and email) in just one click. Turn your mobile devices into a complete portable sales office to log calls, respond to hot deals and manage work opportunities.

Get More Info

Want to know more about Goldmine sales software? Get a first look at just some of the benefits Goldmine Mobile CRM has to offer:

Goldmine Mobile Feature Tour

Goldmine Mobile

GoldMine Mobile Edition gives customers instant access to the latest customer information ensuring you never miss a sales activity or customer service engagement.

On the move…

GoldMine Mobile Edition puts contact details, daily activities, as well as sales and service information into one, easy-to-use integrated application – providing your mobile employees with instant access to vital information. Never be surprised or be caught unaware during a client meeting because you lack client knowledge.

In the office…

Integration into the mobile environment provides you increased control and visibility of your sales pipeline, customer interactions and service activities, as they happen. This integration improves sales team collaboration and delivers better performance from service teams on the front line.

In your hands…

GoldMine Mobile Edition enables you to start on the right foot. Gain the sales advantage you need to close more deals since mobile teams will have client information, including customer issues on hand, while your service team can improve customer retention levels by performing high value service activities.

Business Relationships

Improve Business Relationships, from Anywhere, Anytime
  • Empower your workforce with mobile access
    Today’s tough business environment favours those who tightly track their client activities and are quick to respond to all types of customer needs. Having the right information in the palm of your hand puts you in control.
  • Provide vital data to your service teams out on the road
    It is important to build customer satisfaction and loyalty through service engagements. Provide all your service team members instant access to their case, customer and service activities while they are working on client service requests.

Sales

  • Improve your sales performance
    Real time information increases sales agility. Improve overall sales efficiencies by providing users with contact and forecasted sales information while on the road and in front of customers. Gather the most recently updated sales data available from the field, providing you with a current snapshot for analysis and action.
  • Work more efficiently by managing your calendar on the go
    When using the GoldMine Mobile Edition activity features you can plan your schedule, be reminded of schedules, and update your activity list on the move. Users can leverage mapping technology to plan their visits to be more efficient.
  • Streamline communications with up to date information
    Addresses, phone numbers, e-mails and other client touch points enable users to make the best use of their time away from their desks and interacting with clients.
  • Improve inside and outside team collaboration
    You can send emails through GoldMine Mobile Edition so colleagues back in the office can view customer related communications when sent from a mobile device.
  • Manage revenue related activities
    Help manage and identify forecasted sales, increase sales productivity and drive additional revenue through available mobile sales functionality.

Activites

  • View and edit information
    Everything you need for your contacts including addresses, telephone numbers, e-mail addresses and those special details which manage relationships.
  • Perform service engagements
    Provide service technicians and other field service workers with instant access to customer, case and service activities for them to perform their field based problem to resolution processes.
  • Log contacts and track activities
    Attach time- stamped notes of phone conversations, meetings and ideas, as well as view histories and activities for any contact.
  • Manage mobile activities
    See all of your calls, meetings and to-do entries in the activities list available on the mobile device. In real-time update the activity record and associated CRM data so no information is lost and all teams are kept up to date on any activity performed in the field. SMS reminders ensure no activity is missed while you’re on the road.

Technology

  • Real-Time wireless connection
    Instant, wireless access to data enables the mobile workforce to view, retrieve and update client information via smartphone or tablet browser. Leverage personal hotspots for more cost effective mobile access points.
  • Rich user interface
    GoldMine Mobile Edition user interface is designed with the look and feel of a native smartphone application. This UI makes the application easier to learn and use by the mobile users and supports standard touchscreen gestures.
  • Security
    Security features such as license keys and login policies provide security from the mobile device, and certain access controls established in GoldMine Premium Edition are respected in the mobile application.
  • System Requirements
    GoldMine® Premium Edition 9.0.3. Apple® iPhone® or iPad®. Microsoft® Windows Server® 2008 R2, Windows Server® 2008, or Windows Server® 2003 R2

The above information is from the GoldMine Mobile software specification page.

Book Demonstration

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