GoldLink+

GoldLink+ « Scroll over image for detail or click to expand.

When it comes to customer data, finance and sales share significant overlap. That's why we developed GoldLink+. This productivity tool empowers your salespeople to carry out tasks usually left to finance, such as creating customer records, entering quotes and managing orders. Here's an overview of the activities that you can carry out - all from the familiar GoldMine interface.

Quote/order entry

GoldLink+ allows quotes, pro formas and orders to be entered from within the GoldMine interface, empowering salespeople to action orders more quickly and saving duplication in other departments. 

The Quote Entry function allows salespeople to create opportunities directly in GoldMine, so saving re-keying into Dimensions. This not only saves time but improves the accuracy of pipeline reporting and management. If you choose, you can also allow your salespeople to control invoice and delivery address details within the software.

To help with ease and speed of entry, previous orders and quotes can be duplicated from the main window. All quotes, order confirmations and management reports can also be deployed into the software in a menu format. This allows easy access to information in GoldMine, Dimensions, Service Manager and other systems, all from within GoldMine.

GoldLink+ is fully compatible with multi-currency options and allows you to choose stock records, prices and text entries without having to log into Dimensions. Previous orders and quotes can be viewed and amended from within GoldMine.

Sales order workflow

Workflow of sales orders can be easily managed from within the GoldMine interface. For example, your salesperson could enter a sales order with a 'Hold' status; once approved, an alert would then tell a manager to release the order. 

Creating/updating records

Integration between the customer creation windows within GoldMine and your sales ledger in Dimensions allow your salespeople to easily update active contact records. In addition, customer details can be amended in Dimensions while being logged into GoldMine.

We can also configure your field mappings so that company information captured within GoldMine can automatically be updated into Dimensions. To ensure your account records are kept clean and duplication minimised, customer code formats can also be controlled within the software.

Viewing customer history

Credit information

Financial information relating to your customers can also be integrated back into GoldMine and actioned. For example, stop status, stock records and credit limit warnings can be configured within the module.

With full access to this information, salespeople can easily check availability before committing to an order and quickly view the customers' credit situation to ensure they're not selling to a customer on stop. 

Gain visibility of cross and up-sell opportunities

With full access to customer order history from within GoldMine, sales (and marketing) can take advantage of up- and cross-selling opportunities, basing promotions and pitches on your customers' very latest buying patterns.

Run reports

Allow all your CRM users to report on Dimensions information directly from the GoldLink+ window - without the need to log into Dimensions. Provide configured Crystal reports through an intuitive, configurable and logical menu structure. Goldlink+ allows you to dynamically run reports without needing to enter complex parameters. For example, you can show a customer order history report for an active customer in GoldMine.

Act on opportunities, 24:7

Utilising GoldMine's optional browser-based interface, your salesforce can carry out all of the above at any time of day, wherever they happen to be.