GoldMine 4'0

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GoldMine 4.01-rated Workgroup Contact Manager
Demonstration for Internet
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Make the most of your Time Manage all of
your Relationships Experience better Teamwork Fore
cast, track and close Sales Use e-mail and
Web Communications
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Welcome
Rick Shaddock Authorized Solutions
Partner Computer Instructors Corporation 800-669-4
570 Rick_at_CICorp.com
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GoldMine Solution Partner Background

• In business since 1983
• ClientsUS GovernmentMilitaryFortune 500
  CorporationsNational AssociationsEmbassies

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Quick Overview

• Introduction to CIC
• The Problem Managing Customers
• The Solution GoldMine
• Key Benefits
• Corporate Backgrounder
• Market Positioning
• GoldMine 4.0
• Product Demonstration (Q A)

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Whats Wrong with this Picture?
Shared E-mail and Group Calendar
Customer database for Sales
Customer database for Accounting
Customer database for Support
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Duplicated Data and Team Miscommunication
Sales Rep.
Service Rep.
Accounting Mgr.
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Common Problems with Islands of Information

• Sales has no idea what Support is doing with the
  customer
• Support has no idea what Accounting is doing with
  the customer
• Accounting has no idea what Customer Service is
  doing with the customer
• Customer Service has no idea what Sales is doing
  with the customer

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Customers Fall between the Cracks
Marketing/Sales
Accounting/Shipping
Service/Support
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The Tragedy of Losing Customers

• On averageUS corporations lose of half their
  customers every five years.
• the longer a customer stays with a company, the
  more the customer is worth.
• reducing customer defections by as little as
  five points - from 15 to 10 per year - can
  double profits.

Source Harvard Business Review
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The Problem...
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The Solution...
Prospect/Customer Database(s)
Sales Force Automation Tools
Group Scheduling
Reports
Group Internet E-mail
Document Management
Knowledgebase
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Shared Customer Management Tools

• Implement a shared customer management tool to be
  used by every department
• Sales
• Service
• Accounting
• Administrative
• Management

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The GoldMine Vision

• Individuals need a tool that is as easy to use as
  todays contact managers
• Companies need a tool that incorporates team
  selling and opportunity management processes
• Nobody wants the associated costs and
  complexities of the high-end SFA and Groupware
  systems

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GoldMines Core Features

• Workgroup Contact Management
• Group Calendars/Network Scheduling
• Task Delegation with RSVP Notification
• Multi-level Security by User, Menu or Record

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GoldMines Core Features

• Sales Force Automation
• Sales Forecasting and Analysis
• Quota Tracking and Sales Reporting
• Automated Processes and Marketing Encyclopedia
  System (InfoCenter)

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GoldMines Core Features

• Internet Integration
• Sent/Received E-mail Automatically Linked to a
  Contacts Record
• Unlimited E-mail Templates
• Web Page Lead Capture

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GoldMines Core Features

• Internet Integration
• Synchronize GoldMine Data
• Make use of an existing highway
• Enjoy potential savings on communications costs

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Web Page Lead Capture

• Use existing Internet standards
• POP
• HTML
• PERL
• MIME
• Automate responses with
• E-mails
• Faxes
• Mailings

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Recent GoldMine Recognition
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GoldMines Product Background

• Established and proven products
• First Workgroup Contact Manager
• First to integrate sales automation tools
• First to offer remote synchronization
• First (and only) to win PC Magazines Editors
  Choice for 4 Consecutive Reviews

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About GoldMine Software Corporation

• Founded in 1989 to develop workgroup contact
  management for networked and distributed sales
  teams
• Based in Pacific Palisades, California
• Strong Sales Support Channel
• Over 1,000 Authorized Solutions Partners and
  Trainers worldwide

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GoldMines Market Growth

• Over 500,000 users
• Doubled revenues for 7 years straight (fastest
  growing)
• Internationally represented in over 15 countries
  and 6 languages

GoldMine was just recognized as one of the 500
fastest growing companies in the U.S. by Inc.
Magazine
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GoldMines Market Position
Functionality
High-end Systems
Price
Low-end Information Managers
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Welcome to GoldMine 4.0

• SQL dBASE IV Support
• 32-bit multi-threaded design
• 32-bit Synchronization
• Opportunity Management
• E-mail Center
• Net-Update
• Dozens of Enhancements

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The GoldMine 4.0 Product Family

• GoldMine 4.0 Standard Edition
• dBASE version only -- designed for standalone
  users, remote notebooks, and smaller networks.
• GoldMine 4.0 Client/Server Edition
• SQL dBASE version -- designed for Microsoft SQL
  Server (BackOffice), Oracle and Sybase, as well
  as Informix and Interbase.
• GoldSync 4.0 Synchronization Server

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GoldMine 4.0 Client/Server Edition

• Re-host to client/server database of choice
• Communicate using high-performance, native
  drivers
• Enjoy superior speed and functionality

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GoldMine 4.0 Client/Server Edition

• Re-host to any ODBC-compliant data source
• Synchronize databases residing on dBASE, SQL
  servers or mainframes
• Run GoldMine dBASE on notebooks

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32-bit, Multi-threaded Design

• GoldMine 4.0 is a modern, 32-bit Application
• First product in its class to support true,
  multi-threaded tasks
• First product in its class to offer Thread Safe
  transactions

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GoldMine 4.0 Synchronization Server

• 32-bit GoldSync offers simplified and enhanced
  synchronization
• Supports synchronization for all changes and all
  structures
• Handles synchronization across multiple,
  different back-end databases

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GoldMine 4.0 Synchronization Server

• Enjoy one-button access with the Synchronization
  Wizard
• Set up and administer users/sites with the
  Synchronization Manager
• Choose from 5 connection methods modem, LAN,
  WAN, e-mail Internet Protocol Tunneling

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Opportunity Management

• There is more to selling than calls, actions and
  appointments
• Sales People need to effectively manage a
  pipeline of sales
• In order to win these sales, Sales People have to
  build winning relationships

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Opportunity Management

• Bring discipline to opportunities and projects
• Track all the details
• Major Influences
• Strategies or Issues
• Results or History
• Products
• Competitors

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New E-mail Center

• Enjoy a simple-to-use, familiar and graphical
  folder interface
• Keep track of an unlimited number of User E-mail
  accounts
• Rely on GoldMine for a one-stop E-mail solution

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Net-Update

• GoldMine users can automatically update to the
  latest version via the Internet
• One-button access makes it quick and easy to get
  download all of the latest features and updates

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Enhanced Usability

• Interactive, online Getting Started tutorial
• New Wizards
• Restricted Menu Displays
• Updated and Simplified Manuals
• Industry-specific Templates for rapid
  customization

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Program Enhancements

• Dozens of enhancements to Automated Processes
• Expanded Other Contacts functionality
• New Territory Alignment Wizard

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New Product Summary

• GoldMine 4.0 delivers true scalability and
  portability, while extending and enhancing the
  core workgroup design
• GoldSync 4.0 delivers complete and robust remote
  synchronization thats simple to use

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New Product Summary

• GoldMine 4.0 for Windows 95/NT 4.0 continues
  GoldMines leadership role in automating
  workgroups and extends it to the Enterprise

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GoldMines Add-on Family

• Over 100 Third Party Products including
• Accounting
• Quoting
• Help Desk
• Mapping
• Expense Management

• Caller ID Links
• PDA Support
• Faxing
• Paging
• Business Card Scanning

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GoldMine Demonstration