GoldMine 4.0 #1-rated Workgroup Contact Manager Demonstration for Internet

Make the most of your Time Manage all of your Relationships Experience better Teamwork Forecast, track and close Sales Use and Web Communications

Rick Shaddock Authorized Solutions Partner Computer Instructors Corporation Welcome

GoldMine Solution Partner Background u In business since 1983 u Clients US Government Military Fortune 500 Corporations National Associations Embassies

Quick Overview u Introduction to CIC u The Problem: Managing Customers u The Solution: GoldMine u Key Benefits u Corporate Backgrounder u Market Positioning u GoldMine 4.0 u Product Demonstration (Q & A)

Customer database for Sales Shared and Group Calendar Customer database for Accounting Customer database for Support What’s Wrong with this Picture?

Duplicated Data and Team Miscommunication Sales Rep. Service Rep. Accounting Mgr.

Common Problems with “Islands of Information” u Sales has no idea what Support is doing with the customer u Support has no idea what Accounting is doing with the customer u Accounting has no idea what Customer Service is doing with the customer u Customer Service has no idea what Sales is doing with the customer

Customers Fall between the Cracks Marketing/Sales Service/Support Accounting/Shipping

The Tragedy of Losing Customers u “On average…US corporations lose of half their customers every five years.” u “…the longer a customer stays with a company, the more the customer is worth.” u “…reducing customer defections by as little as five points - from 15% to 10% per year - can double profits.” Source: Harvard Business Review

The Problem... Prospect/Customer Database(s) Spreadsheets for Forecasts/Quotas Knowledgebase(s) Systems Group Schedulers Report Engines Document Managers

The Solution... Group Scheduling Group & Internet Prospect/Customer Database(s) Sales Force Automation Tools Sales Force Automation Tools Workgroup Contact Management Knowledgebase Reports Document Management

Shared Customer Management Tools u Implement a shared customer management tool to be used by every department: – Sales – Service – Accounting – Administrative – Management

The GoldMine Vision u Individuals need a tool that is as easy to use as today’s contact managers u Companies need a tool that incorporates team selling and opportunity management processes u Nobody wants the associated costs and complexities of the high-end SFA and Groupware systems

GoldMine’s Core Features u Workgroup Contact Management u Group Calendars/Network Scheduling u Task Delegation with RSVP Notification u Multi-level Security by User, Menu or Record

GoldMine’s Core Features u Sales Force Automation u Sales Forecasting and Analysis u Quota Tracking and Sales Reporting u Automated Processes and Marketing Encyclopedia System (InfoCenter)

GoldMine’s Core Features u Internet Integration u Sent/Received Automatically Linked to a Contact’s Record u Unlimited Templates u Web Page Lead Capture

GoldMine’s Core Features u Internet Integration u Synchronize GoldMine Data u Make use of an existing highway u Enjoy potential savings on communications costs

Web Page Lead Capture u Use existing Internet standards: u POP u HTML u PERL u MIME u Automate responses with: u s u Faxes u Mailings

Recent GoldMine Recognition

GoldMine’s Product Background u Established and proven products: u First Workgroup Contact Manager u First to integrate sales automation tools u First to offer remote synchronization u First (and only) to win PC Magazine’s Editors’ Choice for 4 Consecutive Reviews

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

GoldMine’s Market Growth u Over 500,000 users u Doubled revenues for 7 years straight (fastest growing) u 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

GoldMine’s Market Position ContactManagers Price Functionality Low-end Information Managers PIMs SFA SFA (Groupware) High-end Systems GoldMine: GoldMine: Workgroup Contact Management (Middle-market Leader)

Welcome to GoldMine 4.0 u SQL & dBASE IV Support u 32-bit multi-threaded design u 32-bit Synchronization u Opportunity Management u Center u Net-Update u Dozens of Enhancements

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

GoldMine 4.0 Client/Server Edition u Re-host to client/server database of choice u Communicate using high-performance, native drivers u Enjoy superior speed and functionality

GoldMine 4.0 Client/Server Edition u Re-host to any ODBC-compliant data source u Synchronize databases residing on dBASE, SQL servers or mainframes u Run GoldMine dBASE on notebooks

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

GoldMine 4.0 Synchronization Server u 32-bit GoldSync offers simplified and enhanced synchronization u Supports synchronization for all changes and all structures u Handles synchronization across multiple, different back-end databases

GoldMine 4.0 Synchronization Server u Enjoy one-button access with the Synchronization Wizard u Set up and administer users/sites with the Synchronization Manager u Choose from 5 connection methods: modem, LAN, WAN, & Internet Protocol Tunneling

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

Opportunity Management u Bring discipline to opportunities and projects u Track all the details: u Major Influences u Strategies or Issues u Results or History u Products u Competitors

New Center u Enjoy a simple-to-use, familiar and graphical folder interface u Keep track of an unlimited number of User accounts u Rely on GoldMine for a “one-stop” solution

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

Enhanced Usability u Interactive, online “Getting Started” tutorial u New Wizards u Restricted Menu Displays u Updated and Simplified Manuals u Industry-specific Templates for rapid customization

Program Enhancements u Dozens of enhancements to Automated Processes u Expanded Other Contacts functionality u New Territory Alignment Wizard

New Product Summary u GoldMine 4.0 delivers true scalability and portability, while extending and enhancing the core workgroup design u GoldSync 4.0 delivers complete and robust remote synchronization that’s simple to use

New Product Summary u GoldMine 4.0 for Windows 95/NT 4.0 continues GoldMine’s leadership role in automating workgroups and extends it to the Enterprise

GoldMine’s Add-on Family Over 100 Third Party Products including: u Accounting u Quoting u Help Desk u Mapping u Expense Management u Caller ID Links u PDA Support u Faxing u Paging u Business Card Scanning

GoldMine Demonstration