Goldmine Premium CRM is a comprehensive customer relationship management software that is used by organizations of all sizes to manage the sales pipeline, marketing programs and deliver customer support.
Goldmine Premium Edition has a database system that is available at several tiered levels, each developed to fit organization based on size and usage. The Enterprise edition provides sales, marketing and customer support tools built on the .NET framework. Email integration allows you to track interactions with prospects directly from your email with no data input.
Goldmine Premium Edition offers sales automation, help desk, call center and CTI applications on a stand-alone basis. Businesses with more demanding software requirements can also supplement the system with marketing automation, customer service, web self-service, channel management, knowledge management and analytics.
sydney from iPaperless Document Management Solutions
Employees number: 11-50 employees
I was drawn to Goldmine due to a client I was consulting for in the enterprise sales market. Since then I have recommended the product to over 10 other small enterprise businesses. The first thing that makes this product highly valuable for long-term business needs is the core functionalities of having a sales, customer relationship management with a core knowledge base that makes use of the help desk functionalities for your key clients. Its a great product for scheduling sales pipelines from inception such as the first contact be it an email or phone conversations to the first estimate for the sale, with bold analytics for dashboard reviews.
Great sales pipeline dashboards and analytics. I loved the customization of reports based on marketing and product sales. Easy to understand for first time users.
As always, the biggest drawbacks are the licensing features, though it has no recurring monthly licensing, the bundled way of purchasing maintenance and licensing at the same time makes it confusing when all you need to do is the budget for the number of users.
Installation can also be a be a nightmare for those first-time users. You do need someone in IT to setup the product.
If you are having difficulties in producing reports based on different sales products, this is the product for you.
Marc from Resort Opportunities(tm)
Goldmine keeps our lead and customer database organized and accessible, almost 24/7/365 for close to 15 years. We're still running on Standard 6.7 server/client and cannot find a decent alternative to match it's capabilities. I like their licensing model, as there are no recurring monthlies, like SalesForce, and other cloud based CRM's. We have few issues with the email client. The WebImport is almost rock solid, once set up. Our initial database customization still models our business perfectly, with relatively few field additions. Understand that in 2001, there was nothing close in function or price. It is robust, and we have used around 25% of it's capabilities. It is wonderful software.
As others have said, their licensing, upgrading, and company support leave much to be desired. We run a 5 license office, that current only has two active seats. Any upgrades require purchasing a 5 seater, plus 5-seat annual maintenance plan. There are issues with synch, and with more modern web access, that are solvable at a relatively high add-on price. There is a significant learning curve (though once learned, it's a breeze) especially for administrators. Setting up user-defined fields and custom user screens is tedious, and takes much more than basic understanding of systems and data. Maintenance fees are excessive. Read the other comments.
I've looked at the alternatives. If you can find either a cloud or system based CRM that works for you "out of the box", whether it's GM or another package, double check them, makes sure it will function for you day to day, and compare initial and long term costs. If you need a CRM, and your business or office thrives, you will continue to use it for years and years. Add in the extended monthly, vs. software update costs. Make sure there are no hidden locks on your data, that would prevent you from accessing it. Make sure you can interface it in some fashion with your web sites, so you can automatically get leads into the system. Evaluate the ability of the CRM to model your business processes. Evaluate the training time. Layout all the fields of data, and types of data you will need. Pre-design your screens. Check all documentation prior to adding any user-defined fields, and make sure, specially with GM, that you understand the rules, including the rules for any "indexed" fields. Layout any automation and triggers you want the system to provide for you. Make sure that any system has the data types you need, and that any field can be added with those types. I'm thinking here of Jon Ferrarra's Nimble. Ferrarra started Goldmine and sold it. His Nimble is a decent cloud based, socially aware package... but he did not port the best of GM over. Things like the custom field types, and auto processes. You'll find different strokes for different folks out there. RedHorse is a licensed CRM. Salesforce, Sugar, Zoho, and others are "per seat - per month". Some have free and low cost trials. Your CRM is the structural backbone of your enterprise. Check them out. We still use a GM 6.7 Standard. Can't find a better solution at a decent price.
mike from acetec
Goldmine offers the ability to record potential sales opportunities and progress them from intial lead to the close of the sale. These Opportunities can be analysed and reported on to provide sales targets and focus future efforts for marketing and sales. The greatest strengths are probably maintaining a useful and comprehensive list of companies and employees
Expensive licensing model. I think it was about 3x of some of the other options i was looking at. uses the inefficient client-server model and data synchronisation for remote users.
If you are looking for a non web based software, I think you can really find much cheaper software that do the same or better job as goldmine
Jacqui from Roberts Wesleyan College
Organized, easy to access information quickly, and is connected to Outlook so all sources of communication can be tracked.
Would love a way to connect Gold Mine contacts to the telephone, so a call can be made directly from Gold Mine.
Once you learn how to use Gold Mine properly, it is a very efficient program to utilize that will link all forms of communication to outside sources in one location.
Jackie from Roberts Wesleyan College
Once I learned the process of what I was to be doing I found this product is very easy to use once you get use to it. The fields are self explanitory and information was easy to access.
When you are in the middle of doing data entry and it crashes unexpectantly. Also when you are using two screens when manuvering from one screen to another you tend to loose some of the data and have to start over with what you are doing. Mainly adress entering.
Just to be honest with how you evaluate this software
Alexis from Roberts Wesleyan College
All-in-one piece to it, records can include a variety of info.
Tends to crash a lot. We struggle when a lot of people are on it, tends to slow down and we have had problems with it kicking us out when we add records to the system
Could use an update but overall a functional software for storing data.
Jane from Roberts Wesleyan College
Easy to use with minimal training. I use this product for 30-60 minutes per day, and it's very easy to use. I like that it tracks the history (emails, etc.) so I can easily see what is happening with each prospect.
We have a limited number of licenses; after an hour of inactivity, I have to re-enter my password. However, this is just a minor inconvenience.
This is my first experience with admissions software. This system is easy to learn and I can always go to a few power users with questions.
Joy from Roberts Wesleyan College
I like that I can see the history of emails between admissions and students.
I feel it is too easy to slip between student records--if I use the roller on the mouse, it causes me to end up in another student's record. I wish there was a way to open up (maybe in another window?) just the student I want to review.
Use the software on a trial basis before purchasing.
Lisa from Roberts Wesleyan College
It has a relatively easy interface -- user-friendly. It's easy to understand.
It's a little overwhelming as to what the product is capable of doing -- it takes a lot of training.
Compare products and use what works best for your organization.
Ric from Ultimate Software
Specialty: Software / IT
The software is a good resource for the price. It's less expensive than some others and has some basic expansion capability.
The product has some operating system limitations and can be difficult to use if you're new to CRM systems.
Be conscious of your user base before making a final decision. Ease of use can mean less training costs, while product limitations can generate more cost.
Stephen from Roberts Wesleyan College
GoldMine is wonderful for campuses. The integration between systems used in different academic departments is huge for our college. It helps eliminate phone calls and emails because data is easy to pull between systems, so the customer service experience is seamless.
The software is a bit clunky in its design, so the learning curve can be steep.
Make sure your CRM service can keep track of everything you need, but also has the ability to create reports and lists like GoldMine does.
Joshuah from Roberts Wesleyan College
What I like best about the software is that it allows me to capture a lot of customer information. It also arranges it well. It also integrates well with other work applications. No bad experience with vendor.
As far as software goes, the layout of info is not user-friendly and does require a significant learning curve for some users. Building queries is also not an easy, step-by-step process. It would be helpful to have a wizard readily available for queries or similar functions. No complaints about vendor.
Ask the if the software does the job you want it do, and then ask how easily it allows you to do it.
Kristen from Roberts Wesleyan College
It has customizable features and tabs. I like that it also links to our email for history keeping.
The system is overly sensitive to things like scrolling, etc.
Learn about the different ways you can use it. Learn how to tie it to other software you use.
Nathan from Roberts Wesleyan College
I like the flexibility of the product, in that in can be customized to the needs of the particular office or business.
There GUI of the program is outdated and just looks old. It would be nice for an aesthetic update. It would also be wonderful if there were ways to more easily import certain lists and files. If the software could have an automatic bridge for upload, that would be helpful.
The most important thing about a CRM is the flexibility of its functions. Goldmine can be edited to meet the changing needs of a business, which is not true of all sales database software.
Tom from EMC
The price of this software is affordable compared to other software. Normally, it's 2/3 the price of others. Also with limited money spent on CRM software, work can be done by GoldMine very well.
So far so good. I like this software very much. The only disadvantage is that this software only runs on Windows. I am a Mac user, so that I need to have a virtual machine for this software.
First of all, I suggest people should check performance-price ratio. With limited money, this software is the best.
Ryan from Houghton College
For a small admission office, it fits most of our needs and is priced competitively. It's highly adaptable to your needs.
While adaptability is a plus, it requires a bit more on-site technical know-how than a SaaS approach. Some features that should be more intuitive are "clunky" (e.g. emailing features, etc.). It has some third-party connections with services like Constant Contact, but is a bit limited in this way.
It's important to know your values and priorities. If pricing is one, then this will quickly rise higher in your list.
Jason from Scality
Specialty: Software / IT
It's a cost effective way to get sales and marketing data in one place.
I felt like I always needed their support with something, because the product was hard to use.
If you can afford it, go get SFDC. The time/effort required to figure things out isn't worth it.
Lindsay from Strategis
Goldmine is an extensive tool and has many valuable features.
Although Goldmine has very valuable features, it is very difficult to learn to use and does not have the ease of use that other CRM systems boast. It is somewhat convoluted, and it is hard to best utilize the features the software does offer. Additionally, it is not on the cloud, and cannot be accessed from wherever you need to access it.
I would thoroughly look into what other CRM Systems have to offer and how their software works. I would definitely look for easier usability, less of a learning curve for being able to utilize the features, and a CRM System that is on the cloud that you can access remotely.
Jan from Kelli's Gift Shop Suppliers
As our company has grown, Goldmine has been quite expandable and customizable by our wonderful vendor For Him Consulting/John Neighbors.
There's nothing I dislike about For Him Consulting. Goldmine has been all that we'd hoped it would be and then some over the years.
I would always evaluate at least three different software packages carefully to ensure that the one you select can do what you need, is expandable, and can be customized to totally meet your company's needs.
Anthony from Anthony V. Ricci, CPA, Inc
It's a great workgroup CRM. It's extremely user-friendly and functional. We have 13 user licenses and have used this product in our business for over 18 years every day and we love it.
It no longer supports a DYMO label printer and needs API integration with RightSignature.
Contact a GoldMine solutions partner and install it correctly. This product is extremely robust and runs on a SQL platform.
Ana from Convergent Technologies Design Group, Inc
Very "clunky" in terms of programs. While it stores a lot of info, it also is difficult or tedious to go back and find it. Creating emails within the program is also a bit daunting. It's not a terrible program.
Holds a lot of information and does a relatively decent job at making it accessible/easy to find
Email group creator is quite old school. GoldMine doesn't always stay linked to my email. Program often slows down and freezes a lot. It has it's fair share of annoying quirks.
Shop around and decide whats really important to you, as GoldMine does have a lot of very cool features. My company just doesn't utilize the bells and whistles, which is unfortunate because its basic functions are, at times, lacking.
Greg from none
Get cost as installed. Otherwise you will incur high $/hr to install. Multiple 3rd party software needed to download and install. Very poor instructions, hidden files that only Techs can do. Great program but buy as installed basis. Not a out of the box program like older versions.
Great program, Does a lot.
Cannot install without pricey tech support
Get quote as installed.
Katrina from Harvest
What a wonderful product to help us keep track of our business and sales. Customer service is always helpful. Lots of different features and easy to use!
Ken from Home Office
Employees number: 51-200 employees
Goldmine have for quite a while had a stranglehold on CRM for the desktop. Their product is feature rich and amazingly customisable to your needs. Moving away from Firebird to SQL did bring some problems in the early version but now they seem to have a handle on it.
Unfortunately, they still have not improved their customer facing services very well. Very slow to respond to requests, or better still sell you a product without support from the developers.
I first went to Goldmine because it was recommended as the perfect fit for a small family business and I only needed to buy one licence. Then they lost their way and decided only big business was in their best interest. No more single licences and having to buy a minimum 5 licences when I was only ever going to use 1, and then having subscription on those five licences simply became uneconomic for us.
The product is great the back up, from my third party support people is great, the attitude and concern of Heat is not.
I will keep using the software because there is literally nothing else on the market that comes close to the capabilities of the product.
And Goldmine DOES NOT have to have an internet connection to work in it. A very big bonus for remote parts of Australia where internet is still a pipe dream.
The installation MUST be undertaken by a professional though as it is difficult, must be done this way and look out if you have problems.
I will still recommend this program for the company looking for a great, all in one, CRM system that can be a standalone or work with everyone in the company. Just look at your costs though, you can't support the product yourself.
All in one place CRM,
Very versatile and customisable.
Does not require Internet access.
Very stable and mature product with Sales automation.
Expensive to purchase.
Expensive to install
Expensive to maintain, must be a Goldmine Guru or Technician.
Best in class for this level.
Very versatile, fast and reliable.
Rob from MasterMine Software, Inc.
Employees number: 2-10 employees
GoldMine is the granddaddy of multiple-user, on-premisis CRM applications. GoldMine wrote the book on many of the features and the basic organization for CRM systems generally. I've been using GoldMine for over 20 years for business organization, sales management, and marketing. New CRM applications have come and gone, but no one has beat GoldMine for ease of navigation and capability to integrate with other applications.
Full-featured as any CRM application, more-so than most
Buy once, use forever
Easier navigation than the leading brands like Salesforce.com and Microsoft Dynamics CRM
Software and data are in your hands, not "up in the cloud"
Configurability can be limited
Like any CRM, requires you to think through your business processes before you can configure it properly
Configuration is best done through a dealer, which can be expensive