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Efiniti Solutions Ltd.
Efiniti Solutions Ltd.
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Goldmine CRM Implementation Services

Expert IT Consulting Services for Your Business

We implement your Goldmine CRM Solution to support fine-tuned and interactive communication with customers, and to align the system to your customer policy, procedures and marketing strategy allow you to meet the changing needs of customers

We offer:

  • Customer Built CRM solutions and modules
  • Goldmine Premium Edition CRM
  • Goldmine Mobile CRM

GoldMine is a leading customer relationship management (CRM) provider for Windows-based businesses. Whether the size of your business is small, medium or large, we have a solution for every stage of your company's growth.

Contact Us Today

Ready to take your business to the next level? Contact us today to schedule a consultation with one of our IT experts.

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Goldmine CRM Features

Customer Relationship & Daily Activity Management

Customer Relationship & Daily Activity Management

Customer Relationship & Daily Activity Management

  

View  customer relationships, maintain account and contact history, and handle  daily activities

Sales & Opportunity Management

Customer Relationship & Daily Activity Management

Customer Relationship & Daily Activity Management

  •  Schedule follow-up tasks and track customer information (competitor, influencer data, etc.)
  • Use powerful forecasting, quota assignment, and opportunity-tracking tools for accurate sales analysis

Marketing Automation

Customer Relationship & Daily Activity Management

Calendar & Communication Management

  •  Run customized marketing campaigns
  • Integrate campaigns with popular email marketing tools
  • Automate workflows to streamline marketing processes

Calendar & Communication Management

Analytics, Reporting & Knowledge-Base

Calendar & Communication Management

  •   Schedule calls, meetings, appointments, follow-ups, and requests
  • View activities via a shared group calendar or interactive lists
  • Integrate with Outlook for seamless email and contacts management

Customer Service & Support

Analytics, Reporting & Knowledge-Base

Analytics, Reporting & Knowledge-Base

  Use customer-service center functionality to track, resolve, and report on service requests in real time

Analytics, Reporting & Knowledge-Base

Analytics, Reporting & Knowledge-Base

Analytics, Reporting & Knowledge-Base

  •   Built-in dashboards for marketing, sales opportunities, activity tracking, and customer service
  • Option to create custom dashboards and a configurable knowledge base
  • Extensive reporting capabilities with dozens of built-in analytics tools

Our Goldmine CRM Implementation Approach

 

Our CRM implementation approach follows a structured, end-to-end methodology designed to ensure a smooth and successful deployment. The process begins with Initial Training, where your team becomes familiar with the CRM features. We then move into Requirements Gathering, using workshops and guided documentation to define the functionality your business needs.


Next, System Design Consulting transforms these requirements into a tailored CRM blueprint. Once approved, we configure the system—building custom fields, integrating external systems, automating processes, and creating reports and templates. A prototype is then tested to validate the configuration.


After testing, we integrate GoldMine with live external systems and perform data migration and cleansing. We then deliver final user training to ensure effective adoption. The process concludes with Project Review and Go-Live Support, ensuring your CRM is fully optimized and your team is confident using it.

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