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11 of 11 people found the following review helpful:
4.0 out of 5 stars
Robust Customer Managment Software - Ideal for Small Biz, September 13, 2006
This review is from: Goldmine Standard Edition V6.7 Single Box (CD-ROM)
I have used Goldmine for five years and find it to be invaluable for managing contacts and projects for my consulting business.
Best Features:
#1) Organization Charts can be created that can include other organizations as a subset. This is the feature that I utilize the most and don't know of any other product that has this capability. To manage projects, I include vendors that I have contacted under the client organization chart that they support, yet can tie them to other clients as well and maintain their own independent org charts.
#2) All phone calls are logged under my contacts as are emails. You can file relevant documents such as Word and Excel documents under a contact also but this is not a feature that I make use of.
#3) There is sales forecasting feature that I've worked with that is another important capabiity but I'm not taking full advantage of that yet.
Other Comments:
Another reveiwer found the syncronization and learning curve to be a problem. I was syncing Goldmine with my Palm Pilot and it was a two step process - first syncing to Outlook and then another step to sync to the Palm. I have stopped using this feature as I'm generally in the field and didn't have the cradle available for the Palm. I'm looking at using a smartphone as my PDA that has a USB connection, so I expect to go back to syncing. The two-step process is inconvenient but like other workarounds with technology, I've gotten use to it. Goldmine definitely has a learning curve but there are a lot of features and is a very powerful program, so I expect that.
Tip:
I recently started to keep four quadrants open in the program at all times: 1) Contact Records, 2) Calendar, 3) Contact Search Center, and 4) E-mail Center. I read about this technique and it greatly speeds up my use of the application.
Things Goldmine Could Do Better:
#1) I would like to see a To Do List similar to Franklin Planner method whereby you could assign priorities along with the suspense date that you want them to show up on instead showing future items before they are needed.
#2) Have a more flexible method of showing more phone numbers under a contact - I have contacts with multiple work numbers (as they work at multiple locations), two cell phones (work and personal), home phone, fax numbers (work and home)and the list goes on. As I recall, ACT does a better job at handling this issue but I find Goldmine's other features to offset this.
I totally depend on this program to manage my contacts and feel that it is an ideal program for small businesses. While it isn't perfect, I can recommend that you seriously consider it. I give it four stars as while it is quite robust - it can benefit from further improvement.
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7 of 7 people found the following review helpful:
4.0 out of 5 stars
Goldmine Std - Discontinued, August 7, 2007
This review is from: Goldmine Standard Edition V6.7 Single Box (CD-ROM)
Just to let users know, Frontrange (creators of Goldmine) has discontinued the Goldmine Std(dBase) version. Although it was/is a very good CRM solution, the new versions are quite costly for a very small business(< 5 users).
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18 of 22 people found the following review helpful:
1.0 out of 5 stars
If allowed I would give it ZERO STARS!, October 20, 2006
This review is from: Goldmine Standard Edition V6.7 Single Box (CD-ROM)
This is by far the worst product I ever had the displeasure and unfortunate circumstance of purchasing. I'm very computer savvy and have been in the graphic design field for over 7 years using many different software programs and systems with no problem. Due to an "optional" password I had to install and uninstall this program 3 times before I could even open the program. Once I had it installed I tried to import a .csv contact list only to find no option listed for that. Then I found that I could import the list using Goldmine and Excel. I clicked the link and found I needed additional software from Microsoft which I downloaded. After that, I opened my list in Excel and clicked on Export to Goldmine to which I received an error about target tags. It said to use the help screen in Excel and of course there is no mention of target tags except to say that they are needed to export to Goldmine. I tried EVERY single other option to import my data list into Goldmine and sometime the program did nothing but freeze up or do nothing at all. Other times half a list would import or just names but no addresses would import. Even if I got the list into Goldmine correctly, the program is confusing and filled with bells and whistles that 99% of users will never use. I use contact software to manage my current and potential client list, schedule new calls, keep notes on clients and mail merge to print envelopes. I have used a program called ACT for years and loved it. It's simple and user friendly but I had an old version so I figured I would try Goldmine since their website touted that it was such a great product. It is HORRIBLE! They also offer no support for their product. Their website says to use its support forums for advice on the product but the links to that forum on their website are broken. They offer no support UNLESS YOU PAY $60 PER HALF HOUR OF PHONE SUPPORT. The fact that they know you will need support and then bilk you for $120 an hour to get it should tell you what kind of company this is, the quality of software they sell, and how they conduct business. Buy ACT or any other product under the sun but DON'T BUY THIS PRODUCT! You are better off writing all of your contacts down on toilet paper with a crayon than using any product by FrontRange.
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