GoldMine Group feature - Join our Webinar on 1st July for a comprehensive guide!

Are you looking to streamline your contact management and boost your team's efficiency? Join us for an enlightening webinar on maximising the Groups feature in GoldMine CRM. Learn how to organise your contacts effectively and take your customer relationship management to the next level.

In this webinar, we'll cover:

1. The power of Groups in GoldMine
2. Creating and naming Groups strategically
3. Adding contacts manually - individual and bulk methods
4. Managing Group membership with ease
5. Practical applications for marketing, sales, and project management
6. Expert tips and tricks to enhance your workflow

Whether you're new to GoldMine or a seasoned user, this webinar will provide valuable insights to help you leverage the full potential of the Groups feature.

Don't miss this opportunity to refine your CRM skills and boost your productivity!

Date: 1st July 2024
Time: 14:00 BST
Duration: 20 minutes

Register now at: www.goldminecrm.co.uk/webinars/mastering-groups

Spaces are limited, so secure your spot today. We look forward to seeing you there!

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GoldMine CRM & Integrated E-mail Marketing – Go “Beyond The Click”

In today's fast-paced business environment, leveraging Customer Relationship Management (CRM) systems to their fullest potential is essential for maintaining a competitive edge. When combined with IntelliClick, GoldMine transforms into an even more powerful tool, enhancing your marketing and sales process through advanced email marketing automation. Let's dive into how IntelliClick for GoldMine can be a benefit to your business operations.

What is IntelliClick?

IntelliClick is an email marketing automation solution specifically designed to integrate with GoldMine. It enables businesses to easily send email marketing campaigns, track customer engagement, and gain deeper insights into their customer base. Web page visitor journey is tracked which helps your company get a detailed digital picture of your audience interests. This “digital body language” helps your sales team focus on the best opportunities and shorten your sales cycle.

Benefits of Using IntelliClick with GoldMine

1. Improved Customer Insights: The tight integration of email marketing data with CRM data provides a richer, more detailed understanding of customers. This holistic view helps businesses tailor their marketing efforts to better meet customer needs and preferences.
2. Higher Engagement and Conversion Rates: Targeted, personalized email campaigns are more likely to resonate with recipients, leading to higher engagement and conversion rates. IntelliClick’s advanced features ensure that each message is relevant and timely, maximizing its impact.
3. Streamlined Marketing Processes: Combining GoldMine’s CRM capabilities with IntelliClick’s email marketing automation streamlines marketing processes, reducing the need for multiple disparate tools. This integration engages your sales team with your audience.

Getting Started with IntelliClick for GoldMine

Wizard Systems is a long standing IntelliClick reseller partner who can help your company get the most from your GoldMine CRM system tied in with your e-mail marketing campaigns. All technical and training services are provided to insure a smooth deployment for your company. Your company can be up and running with a matter of a few days.

Conclusion

In an era where customer engagement and personalized communication are important to business success, leveraging tools like IntelliClick for GoldMine can provide a significant competitive advantage. By combining advanced email marketing automation with comprehensive CRM capabilities, businesses can streamline their marketing processes, gain deeper insights into their customers, and ultimately drive higher engagement and conversion rates. If you're looking to take your GoldMine CRM to the next level, IntelliClick is a powerful addition that can help you achieve your goals.

For more information on IntelliClick and how it can benefit your business, contact Wizard Systems to get started today.

Seamlessly Adjust Sales Territory Alignments in GoldMine - Event 14/6

Is your sales force battling inefficient territory setups due to organisational changes or growth? With GoldMine's powerful Territory Realignment tool, you can rapidly re-map your sales territories with just a few clicks whenever regions need reshuffling or new sales hires come aboard.

Join us on 14th June at 2pm for a live online event, walking you through the feature.  Register here

The Pain of Static Territory Alignments
Traditionally, realigning sales territories has been an enormously tedious administrative burden when things change, such as:

• Expanding into new geographic markets
• Restructuring sales verticals or product lines
• Onboarding new sales representatives

Without an easy way to reassign accounts, leads, and opportunities, your customer relationships and revenue prospects can suffer. Reps get overloaded in some areas while others are underutilised. Idle reps miss opportunities while stretched teammates provide sub-par customer service.

The Territory Realignment Advantage
GoldMine's Territory Realignment tool eliminates this territory management headache. With flexible rules for setting the alignment criteria, you can instantly redraw territory boundaries and re-distribute data based on factors like:

• Geographic regions or travel radius
• Product line or service offerings
• Account type, size, or industry
• Sales revenue potential
• Existing customer relationships

With a few simple clicks, GoldMine automatically reassigns all relevant records to the properly aligned reps according to your specified rules. No more manual data entry drudgery!

Streamlined Territory Transitions
Whether you've hired several new sales team members, expanded into different regions, or restructured your sales organisation, GoldMine's Territory Realignment tool allows you to proactively re-balance workloads with ease. Simply set up your new territory definitions, run a what-if analysis to preview the changes, then commit the realignment.

All impacted accounts, leads, opportunities, and customer details instantly reassign to the correct reps based on your own alignment criteria and business rules. New sales hires automatically receive their pre-defined book of business while veteran reps get rebalanced for optimal coverage and efficiency.

Don't let operational changes and growth pains disrupt your sales productivity. Keep your teams selling with seamless territory realignments using GoldMine's must-have tool. Optimise your sales resources today!