For more information, download the GoldMine CustomerIQ Product Brochure (.pdf)
Unprecedented CRM Capabilities
GoldMine® CustomerIQ™ provides unprecedented, out-of-the box CRM functionality that is uniquely adapted to meet specific industry needs. Its customization tools enable users to further adapt to meet the unique processes within their individual environments.
Key capabilities of GoldMine® CustomerIQ™
- Adaptability: Uniquely designed to accommodate specific industry processes, enabling intuitive user collaboration and immediate system familiarity.
- Interoperability: Conveniently integrate with back-office systems as well as disparate internal data sources to increase customer visibility and employee efficiency.
- Usability: Exceptional ease of use to support quick user acceptance and business results throughout the organization.
- Accessibility: Support local and remote users, minimizing duplication of efforts and increasing the consistency of sales and services activities.
- Security: Authorize user access based on field-level security.
- Configuration Management: Ability to display globally via a web browser.
GoldMine CustomerIQ is the affordable solution that helps you manage every facet of your prospect and customer relationships. Finally, you have access to a powerful information and relationship management solution that’s easy to deploy, easy to use—and built for the way you do business.
| Data Model | Business Rules | User Interface | Events |
| New Tables | Collaboration Engine | New Forms | Automation |
| New Fields | Business Process Rules | Navigation | Validation |
| External Linkage | Relationships | Web Services | Web Services |
| Web Services | |||
| Adapted for Business Wealth Management | |||
| Contacts | Households | Account Relationships | Portfolio Alerts |
| Accounts | Portfolio Management | Navigate Portfolio | Auto "To-Do" |
| Portfolios | Activity Lists | View Accounts | |
| Home Page | |||
| Adapted for Business Discrete Manufacturing | |||
| Contacts | Opportunities | Opportunities | Quote Alerts |
| Products | Sales Processes | Orders/Quotes | Order Status |
| ERP Integration (orders) | Orders | Pipeline | Auto "To-Do" |
| Home Page | |||
Built for Your Industry
Unlike others, GoldMine® CustomerIQ™ was built with your business in mind. Uniquely adaptable and flexible, GoldMine CustomerIQ delivers unparalleled industry functionality. No more "vanilla" applications designed for business at large, but specific processes and terminology that businesses in your industry use. And even better, GoldMine CustomerIQ can be further customized to truly reflect the way your individual organization interacts with and manages your prospects and customers.
Take a look at how businesses can now address their unique CRM needs with GoldMine CustomerIQ, and how customers just like you can start achieving measurable results right away.
Finally, a CRM solution that works the way you do!
