Situation - An employee services company needed a system to keep up with their customer's and prospect's information such as phone calls, literature sent, commitments, E-mails and much more. Another need was to have the ability to communicate information inside the company. They needed to be able to let employees know when they had calls and have the ability to send out company wide There was a need create Microsoft Word merge documents so they could be personalized for each of the recipients.
Results - After implementing GoldMine they had a comprehensive inter-company communications system as well as a the ability to have a complete history of all E-mails, phone calls, letters, appointments and actions that need to be done for each of their customers and prospects. At any time, they can look at a contact's record and determine who talked to them last and what needs to be done next.
