frontrange and goldmine update kevin smith, frontrange solutions, account manager geoff boulden,...
TRANSCRIPT
FrontRange and GoldMine update
Kevin Smith, FrontRange Solutions, Account Manager
Geoff Boulden, Twelve Three Marketing
Agenda Company Overview
GoldMine Premium Edition
GoldMine Mobile
GoldMine Enterprise
GoldMine Roadmap
Wrap up
Helps customers increase revenues and improve customer satisfaction by identifying and acquiring profitable new customers, while streamlining operational efficiencies
FrontRange Solutions – GoldMine16+ years experience in creating solutions for SMEFrontRange Solutions – GoldMine16+ years experience in creating solutions for SME
“We have increased our sales by 106% in three years. We contribute this greatly to being able to track and analyze our Boat Show leads and our
advertising leads, reply to customers on their time line, use special e-mail to select customers, send direct mail to others, and order inventory based on what
our customers are thinking about buying,” - Sailor’s Wharf
“…automated activity report cuts the time to prepare weekly reports up to 50 percent, or by two to three hours – giving reps
more time to sell.” - Standard Motor Products
“We’ve seen a 50% slash in real time and money savings because programmers are no longer needed,” says Williams. “The ease of pulling the information out of the program is so much better.
Before, we had to hire a programmer to set up a report—and that was expensive. Now, I can make my own report. I can pull the exact information we want in the format we want and that has
been a great benefit to us.” - California-Hawaii Elks Major Project, Inc
Corporate Facts Global presence, headquartered in Dublin, California
– WW operations including Australia, Canada, China, France, Germany, India, Italy, Russian, Spain, and UK
16+ Years experience: Service Management, Voice, and CRM
9,000+ Service Management and Help Desk customers
130,000+ CRM customers
590+ employees
Strong financial performance– 16 consecutive quarters of revenue and earnings growth
Strong leadership team
Global Presence
76%of FTSE 100
Leadingbrands
80vertical markets50%
of Fortune 100
44%of Fortune 500
Partners/ Distributors in
40+countries
Global Partner NetworkOver 200 Certified CRM Partners in 40+ countries
FrontRange Offices
GoldMine Partners
HEAT/ITSM Partners
GM/HEAT Partners
GoldMine Product Overview
Global Market leading CRM Solution for mid-sized companies– Proven in over 130,000 companies
– Quick to implement and highly flexible
– Full customer relationship support
– Calendar and email support
– Robust, integrated sales process support
– Unique market coverage with 4 products in the brand
Featured as the sales and marketing solution in Windows Vista
Vista Featured
CRM Customers in More Than 70 Industries
BMW Paarlberg Motors (Pty) Ltd.Car Mart MexicoeNissan.com Mack TrucksWesco Manufacturing Volvo Cars Of North America, LLC
Automotive (10)
Avid Technologies, Inc.Applied Control Engineering, Inc.Centerbeam, Inc.Digitek SolutionsBelden, Inc.
Engineering/Management (124)
Steinway & SonsYamaha Corp. of AmericaMichigan First Aid & Safety Co.Mallory CompanyGroupComm Systems, Inc.
Durable Goods (230)
Banta Book GroupChicago TribuneJohn Wiley & Sons, Inc.
Publishing and Printing (51)
AT&T Broadband Digital World ServicesSprint PCS
Telecommunications(51)
Bank of AmericaFirst Federal Bank of CaliforniaFirst National Bank of ColoradoFirst National Bank of Omaha
Banking/Credit (94)
Bell & Howell Compaq ComputerPC MagazineIngram MicroLockheed Martin
Computers/Periph/Software& Related Services (802)
American Institute of Mgmt.BeNow, Inc.Innovative Technology Application, Inc.iMedia ProSynchronicityMonster.com
Management Consulting Services (157)
Office Depot, IncMen's Warehouse Saks Fifth Avenue
Retail (49)
American Lung Association of Illinois American Red Cross Girl Scouts of the USA
Civic/Social/MembershipOrganizations (51)
AdministaffAll Temps PersonnelKelly Services
Personal Services (12)
American Health Care Partnership, Inc.CHSI of Nevada Data MaxIDG World ExpoSSI Group
Business Services (500)
HEAT, GoldMine, IPCC:Award-Winning Tradition (cont.)
Continued Award Success 2006
GoldMine Product Family
GoldMine Corporate Edition is designed for businesses who need robust functionality, low total cost of ownership, capability to integrate with other systems and some configuration capabilities.
GoldMine CE
GoldMine Premium Edition is designed for organizations who need enterprise class robust CRM functionality, including Service and Support and interaction management with quick ROI
GoldMine PE
GoldMine Enterprise Edition is designed for organizations who need enterprise class functionality with quick time to benefit and low total cost of ownership. GMEE can be tailored to your business to provide a holistic view of customer information so your users can more productive, drive revenue and provide better insight into your business.
GoldMine EE
GoldMine® Premium Edition
Copyright © 2007 FrontRange Solutions USA Inc.
New Intuitive Interface with Navigation enhancements Flexibility to position fields anywhere on screen Customer Service Module Quick Action buttons in core modules Auto Complete which improves data quality Notes Stored Independently Double click searching on all fields (not just primary fields) See Additional Contacts in History and Pending tabs New Relationship tab Emailing direct from Knowledge base to existing contact New Redesigned Search centre (complex searching and Data
Mining made easy) Grouping capability for instant data analysis in core modules
(search centre, history tab, pending tab etc) Preview Pane ……Many other productivity enhancements…..
Summary of Enhancements and FeaturesSummary of Enhancements and Features
GoldMine Premium EditionCompleting the Customer Lifecycle
GoldMine® Premium Edition
Demo
Copyright © 2007 FrontRange Solutions USA Inc.
GoldMine Mobile
GoldMine Mobile Edition v3.0
Providing real-time mobile access to GoldMine Corporate Edition with wireless synch for the latest Blackberry devices
GoldMine SolutionGoldMine Solution Real-Time Wireless Synch Off line access Lease Key Security Contact Management Activity/Calendar Management Opportunity Management Phone Integration Email Integration Search Capabilities Configuration Options
Key Features Key Features
Fast real time access – 1 – 2 second Application response time.– Simple and intuitive to use based on Blackberry navigation.– Patented Sync process is 15x faster than other sync technologies
Low Cost Implementation & Maintenance Application– Uses your Blackberry Enterprise Server – no other pieces to buy.– Uses standard Blackberry development tools for other customization
Centralized Platform provides – One “Control Panel” for all Mobile Applications– One Development and Security Model for all Mobile Applications– Data is secure when the device is on and off the wireless network
Benefits of GoldMine Mobile -Benefits of GoldMine Mobile -
Architecture
GoldMineDatabase
Mobile Application
Server
BES/MDSCorporate Firewall
Wireless Network
Real-TimeWireless Synch
GoldMine Enterprise Overview
FrontRange Solutions – GoldMine EnterpriseDifferentiation
The next generation of CRM!!!!!! Adaptability – “Click to Configuration” at all levels (not
customization) Open Data Model including links to external systems Ability to define the relationships that are important to you. Enterprise wide workflow and reporting Extensibility Modular approach allows you to deploy only needed functionality Common platform for all solutions Options for Deployment – Smart Client, Web Client &
Disconnected Client
Featured as the sales and marketing solution in Windows Vista Launch
Value through Uniquely Integrated Solutions
•Incident•Change•Problem•Release•Availability•Configuration•SLM•HEAT & HPD•SM ASP
•Network•Patch•Inventory•Asset•S/W
Distribution•Compliance•O/S
Deployment•PM•IM ASP
•Contact Mgt•Entitlement•Workflow•Incident•Knowledge•Content•Voice SS•Web SS•CS ASP
•IP Contact Center•Interaction Mgt•Self Service•Reporting•Contact Mgt•Analytics•Knowledge•FCC ASP
•Lead Mgt •Quoting•Campaign Mgt•Sales Mgt•Forecasting•Analytics•GoldMine CE•GoldMine
Enterprise•GoldMine
Premium
GoldMine SolutionGoldMine Solution Account/Contact Centric Ability to define your own relationships Outlook Calendaring and email Communication center Territory management Literature fulfillment Quick actions Search center Smart client or Web Client
BenefitsBenefits Track all facets of a client relationship including social network and activities Improve customer retention through a more complete understanding of your customers Access information your need to make real time business decisions More effective team collaboration across your company
GMEE - Relationship ManagementGMEE - Relationship Management
GoldMine SolutionGoldMine Solution Opportunity management Real-time Forecasting/Pipeline
management Sales methodologies Integration with external data sources Quota management Quoting Quoting approval
BenefitsBenefits Convert more leads to sales with the use of sales methodologies Increase Productivity by automating routine tasks and business processes Greater visibility into pipeline allows you to be proactive rather than reactive
GMEE - Sales ManagementGMEE - Sales Management
GoldMine SolutionGoldMine Solution Campaign execution Campaign analysis Lead import Lead distribution Lead analysis Automated marketing processes Holistic view of marketing activities
BenefitsBenefits Manage and execute more effective and repeatable marketing campaigns through the generation
and distribution of qualified leads to your sales force Convert more leads to sales by simplifying and automating the lead incubation and maturation with
Business Process Improve overall campaign effectiveness by monitoring campaign results in real-time while making
adjustments to campaign activities
GMEE - Marketing AutomationGMEE - Marketing Automation
GoldMine SolutionGoldMine Solution Case Tracking History/Activity tracking Visibility by sales force Product catalog integration
GMEE - Customer ServiceGMEE - Customer Service
BenefitsBenefits Reduce manual intervention by automating routine and repetitive tasks and other business
processes Increase efficiency through the utilization of predefined actions for use on all contacts or a group of
contacts
GoldMine SolutionGoldMine Solution Predefined Reports
Forecast analysis
Sales analysis
Lead analysis
Campaign analysis
Create your own dashboards
Cross-application reporting
BenefitsBenefits Concentrate your efforts on delivering results with useful reporting and analytics Gain pipeline insight from built-in analysis and reporting capabilities Get real-time updates for your pipeline and track products, prospects, revenue potential, and closing
rates in real time
GMEE - Management CapabilitiesGMEE - Management Capabilities
GoldMine SolutionGoldMine Solution Trigger definition Activity creation Event monitoring Configurable procession options Automated tracks Three levels
– Quick Actions– Business Rules– Business Process designer and engine
GMEE - Business ProcessGMEE - Business Process
BenefitsBenefits Reduce manual intervention by automating routine and repetitive tasks and other business
processes Increase efficiency through the utilization of predefined actions for use on all contacts or a group of
contacts
GoldMine Enterprise Demo
GoldMine Roadmap
GoldMine Roadmap
GMPE Patch
GoldMine Premium Edition
DescriptionQ1Q1 Q2Q2 Q3Q3 Q4Q4CalendarCalendar
GMPE
Case Mgmt
New grid support
Improved workflow
Productivity enhc
Vista support
GMPE
Enhance Mrkt
Conditional F2
Workflow enhc
Vista compatibility
Office 2007 support
Drag/drop org chart
GoldMine Enterprise Edition
GMEE 6.0
Relationship mgmt
Sales Mgmt
Marketing Mgmt
Support
Interaction Mgmt
Outlook Intengration
GMEE 6.X
Enhanced Mrkting
Lotus Notes support
Mobile
Analytics
SaaS
GMEE 6.0X
Service Pack
Moving to the Solution….
GMEE looks good if: Over 50 users Account centric Lots of integration Highly values configuration, flexibility Centralization a key International .net a requirement Web Hosting Dashboards a requirement Using ITSM Complex business processes
GM PE Looks Good if: Below 50 seats Limited budget Just wants central database or basic
contact management Simple now but wants to be able to
grow later Need limited configuration Need limited integration
Questions
Thankyou
Receive an additional 10% off promotional pricing until Sept 30 for attending today’s seminar!Please speak to Geoff from Twelve Three