Services

Methodology

Our method has always been to make your organization’s talent as knowledgeable as possible to decrease your need for CRM Support.  The success of our implementations with this methodology have been extensive.

Our PLAN is started with the Training we provide to your  Technician on install Then the Training we provide to your Database Administrator to customize your database then the Training we provide to your Users so they know how to operate the software effectively. Our goal is to make everyone self sufficient in knowledge in the CRM platform you have selected.

We also provide custom services such as:

  • Custom Specific Dashboards
  • Custom Reports or Templates
  • Configuring an ERP system with GoldMine?
  • Integration of Microsoft Excel, Word and Outlook to work cohesively with GoldMine.
  • Custom Quote Integration
  • Email Marketing Integration

 

Features

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Our Services

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