Artificial intelligence (AI) is transforming CRM systems, allowing them to automate repetitive tasks and provide intelligent recommendations. While GoldMine may not have flashy chatbots or complex machine learning algorithms, it does have one incredibly powerful AI feature - Automated Processes.
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Automated Processes allow users to set up triggers and actions that happen automatically based on predetermined rules and criteria. It's like having a robot assistant inside GoldMine, continually working in the background to enforce best practices and optimize workflows.
For example, you could create an Automated Process that automatically assigns new leads to sales reps based on territory, sends introduction emails, and schedules follow-up calls after a set period of inactivity. Or build a process that alerts support agents of pending sales or sends a thank you email after an order.
The possibilities are endless. With a bit of planning, the majority of repetitive administrative tasks like data organization, email triggers, appointment scheduling, and more can happen behind the scenes without any human input needed. This allows the GoldMine user to focus on higher value activities.
Automated Processes serve as the central nervous system of GoldMine, connecting disparate activities across areas like sales, marketing, customer service, and fulfilment. Setting up these automated workflows is like programming rules and logic right into GoldMine that shape how it functions.
Most other CRM platforms offer workflow automation, but what makes GoldMine stand out is its robust tools for highly customizable real-time process automation that is accessible for users without technical backgrounds. Configuring your own intelligent processes is simple and intuitive.
So while GoldMine may lack the flashy AI capabilities of newer cloud-based platforms, its Automated Processes tool delivers exceptionally powerful and user-friendly workflow automation for optimizing CRM usage. Any organization leveraging GoldMine owes it to itself to harness automation and let an artificially intelligent robot assistant work 24/7 to enforce best practices!
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