GoldMine Products - Customer Relationship Manager (CRM)
for Small and Medium-Sized Businesses and Organizations
GoldMine provides the tools businesses need to win - and more importantly - retain customers. Designed for workgroups, GoldMine collects and centralizes the information flowing through an organization, resulting in an internal structure that has every employee working at maximum effectiveness and efficiency. GoldMine gives you high-end results at an affordable price.
GoldMine Business Contact Manager software is a top-selling, award-winning contact manager for individuals and teams, specifically designed for small and mid-sized organizations to bridge the gap between traditional contact managers and complex CRM solutions. This affordable software enables you to automate sales, marketing and sales force operations while utilizing powerful features that help you centralize all your customer information and share important data with your team. GoldMine Business Contact Manager easily integrates with widely used desktop applications, such as popular accounting packages, providing a complete view of your customers. Additionally, calendar and contact information can be synchronized to PDA’s and other handheld devices. This practical, trusted software has received numerous industry awards—delivering results for more than 11 years.
View the Flash Product Walkthrough
For the data synchronization of small to medium-sized business that
have remote offices or outside sales people, GoldSync® provides a new GoldSync Administration
Center to provide automated data synchronization. GoldSync manages synchronization processing and simultaneously
updates added or changed information, including
customizations, data structures and lookup lists, in other
GoldSync enables sales and service teams to easily
share up-to-date customer information and improve
communication with remote staff, regardless of where they
are located. With GoldSync, you can keep your entire
team "in-the-loop" about vital customer-related information.
Whether your team is nationwide, or worldwide, GoldSync
keeps everyone connected.
PIP GoldMine® Services
PIP provides a comprehensive array of GoldMine related services,
from initial planning through follow-up project review, to ensure that
your business/organization utilizes the GoldMine product(s) to its full
potential. Our goal is to help you set realistic project goals and
objectives and then provide whatever assistance you need to be sure
that you reach them. As your solutions partner, PIP is committed to the
success of your project.
During the Strategic Planning stage, PIP’s certified GoldMine
professionals will work with you to establish the goals and objectives
for your CRM implementation and identify its anticipated benefits. This
information will be used later to measure project success.
Once we identify the project goals, we define the system
requirements, and the issues and obstacles that need to be dealt with
in order to produce an optimized solution and guarantee a successful
project implementation. We determine if the fields/screens should be
customized to capture the desired information. We recommend any third
party or market specific applications that may assist in achieving the
project goals. Next, we work with you to determine how the data needs
to be reported. Finally, we define the data security (who should see
what information) and the maintenance procedures. Generally several
planning sessions are required to identify all of this information.
At the end of the Strategic Planning phase, you will receive a
report that summarizes our conclusions and presents the following
- Software to be purchased/upgraded, including any third party
- Draft design of any GoldMine customizations, including fields and
- Detailed implementation plan,
- Advised security configurations, and
- Project estimates for implementation and training.
This document then becomes the blueprint for the implementation of
your CRM project. Let us tell you more about the importance of and need
for Strategic Planning.
PIP will meet with you to discuss the features of GoldMine you wish
to use, how you want it to interact with the system, and how it will
fit into your business processes. We will customize your system so that
GoldMine looks like you want it. We can change field labels to reflect
your terminology, advise you on values for lookup lists, design custom
screens to track information specific to your business, install custom
templates designed for your business, and write reports to fill your
needs for specific information. We can help design a system that
minimizes the data entry task, while minimizing the risk of entering
Whether you are currently using another contact management system,
have a custom application to track contact information, or are using
Microsoft Word, Microsoft Excel or a simple text file to keep contact
information, you will most likely want to transfer that information
into your GoldMine system. PIP has experience transferring data from
numerous applications and data formats, and if necessary, we can write
custom scripts to bring your important contact-related information into
Very often businesses and organizations want to integrate their
Customer Relationship Management system with other corporate database
applications they are using, such as accounting software. This can
provide your sales and marketing staff more complete customer
information. PIP has the knowledge and experience to help you and will
coordinate your project with other vendors when necessary.
One of PIP's Certified GoldMine Technicians will install GoldMine on
your system and make sure that it is running efficiently on your
network. We will also install it on laptops that interface with you
network, and provide a Certified GoldSync Technician to ensure that
users' synchronization sessions run smoothly.
One of GoldMine's most powerful features is the ability to define
processes to handle repetitive actions automatically. PIP has extensive
experience in designing Automated Processes to relieve the tedium of
such tasks as sending a welcome letter to each new customer, replying
to a request for information, or sending a reminder that a service
agreement is about to expire. If you can define a repetitive process, PIP
can help you automate that process using GoldMine’s Automated
Having difficulty getting your reports to look exactly like you want
them? Having trouble getting access to all the data you need? Let PIP
help you in the design and generation of custom reports.
Using GoldMine’s powerful automated processes and web integration
capabilities, you can capture information about prospects and/or
customers when they visit your web site. This information can
automatically be entered into your GoldMine database, literature
requests can be made, follow-up sales calls scheduled, etc. without any
need on your part for manual data entry. Let PIP help you.
Click here for more information about PIP’s
web site development services.
Still using an older version of GoldMine such as 5.0 or 4.0? Ready
to move over to the latest and greatest version of GoldMine software?
Choose PIP to purchase your upgrade and install your software. Need new
hardware? PIP can help. PIP is in the business of providing total
solutions. We sell software and hardware, including desktops, servers,
tape drives, routers, and more. Our GoldMine and Microsoft certified
specialists are ready to solve all of your technical challenges.
Approximately 60 – 90 days after project implementation is
complete, and periodically thereafter, we will help you assess your
progress against your goals and objectives. The purpose of this review
is to answer the questions “How are we doing?” and “Can we be
doing better?” At this time, the focus is the big picture. We review
usage and processes to determine if the system is meeting your goals.
What goals have we hit and which ones have we missed? We help you
define what course of action needs to be taken from here or what
changes need to be made before proceeding. We help you determine
whether other system or business process changes can further increase
profitability. This is the point where you discuss and plan your next
stage of the project.
GoldMine Add-On Products
Extend the functionality of our GoldMine software with the following add-on products:
there are many other add-on products that can increase the usability and
functionality of GoldMine. These products can be reviewed by visiting the
GoldMine Add-On store by clicking on the logo to the right.
Optimize Data Import and Export
GoldBox has earned two awards for its superior Data Management utilities. GoldMine's first add-on product,
GoldBox contains an easy to use set of features, including:
- Import into nearly all GoldMine tables,
- Update GoldMine’s main fields and selected tab fields,
- Export from GoldMine’s main and all tab files,
- Quickly merge-purge and dedupe any GoldMine table, and
- Build groups with nearly unlimited inclusion criteria.
Discover how you can better manage your GoldMine data using GoldBox!
Details Plus™ -
Extend GoldMine Details Tab Functionality
The GoldMine® add-on that everyone is talking about!
Details Plus™ runs alongside GoldMine providing greater flexibility and configurability of the Details Tab. Details Plus allows the Info Tab fields to hold
numeric or date fields, and character fields of different lengths.
Details Plus™ enables you to alter the layout of the Info Tab for every type of Detail, and enables you to change the labels and lookups.
Details Plus™ allows you to configure the Details Info Tab to store information in more then the 8 fields currently allowed in GoldMine, with
4 extra character fields and one extra Notes field.
Details Plus™ has powerful Detail search capabilities, letting you specify multiple criteria on which to search, video buttons to scan through Details meeting the criteria and also to automatically
build groups in GoldMine.
MasterMine Software -
Quick Data Analysis
Why do you need MasterMine for GoldMine?
- Because you need information from GoldMine, but have no time for report writers.
- Because finding and fixing bad or irregular data in GoldMine is important, but difficult without MasterMine.
- Because with accurate data and reports YOU create as needed, you could manage better and save time, money, and grief.
Stop wasting time building specialized Crystal or GoldMine reports when what you really want is quick answers, NOW.
Turn your GoldMine data into Management Information you can use!
Stonefield Query -
Reporting the Way it Should Be
Stonefield Query is an award-winning, easy to use, powerful query builder and report writer.
After selecting an available report, using Stonefield Query’s simple "wizard" interface, you can select sort order, enter filter conditions, and select where the output should go (printer, disk file, spreadsheet, screen preview, etc.).
In addition to running pre-defined reports, you can create "quick" reports in just a few minutes. Simply select the fields to report on from the available fields list (full English descriptions rather than cryptic names and symbols), and you're done!
Stonefield Query takes care of all the complex stuff for you.
For finer control, you can select how each field should appear from a "Field Properties" dialog, including column heading, grouping, and totaling. The easy-to-use query dialog allows you to include or exclude specific records. Use the sort page to order the information how you need it. Finally, save the report so you can edit it, copy it, or make it available to others to run.
Grabber Business -
Moving Contact Data Between Applications
Data-Entry Tool for Online Businesses
speeds-up handling Web-leads, Email Orders and Shipping.
Business enables companies that do business over the web and email
to get more work done with fewer people. It enables business owners
to increase profits per order - by reducing data-entry time and
eliminating costly shipping and order entry mistakes.
Enterprise Data Integration Tool for GoldMine
brings new levels of power, sophistication and ease of use to managing
GoldMine data, and linking GoldMine with other data sources in the
enterprise. Inaport provides Wizards to guide the user through
potentially complex operations. Using the Wizards, it is possible to
any ODBC data source, such as Excel, Access, dBase, SQL, most modern
accounting systems, mainframes, ...
editing operations to regularly scan your GoldMine database and flag or
fix problems such as bad email addresses, missing first names and many
building of Org Charts. Inaport can build Org Charts with multiple levels
and any degree of complexity
GoldMine data to Excel, SQL, Access, dBase or CSV
Quote Werks -
QuoteWerks sales, quoting, software enables users to create price
quotes for their customers using contact information retrieved from
GoldMine. The presentation of the quote can be customized, and emailed
to customers. Once the quote becomes an order, the order can be
exported to accounting software such as QuickBooks and Peachtree.
QuoteWerks is network capable desktop software that runs on Windows
GoldMine Plus Accounting allows you to integrate your QuickBooks Pro
accounting data directly into GoldMine to provide a single, unified record
for all customer transactions. GoldMine Plus Accounting provides the missing
link between the front and back office, placing mission-critical financial
information about your customers within GoldMine, without the need for users
to ever launch QuickBooks Pro.
1 only available with U.S. Versions of QuickBooks