Be patient with the learning curve, it will be fruitful in the end. Review collected by and hosted on G2.com.

We're able to track history much easier now, and the benefit is being able to consolidate all sorts of activity history, including emails, calls, and notes. Review collected by and hosted on G2.com.

Comfort working with computers and servers. Review collected by and hosted on G2.com.

Quick customer information response. Review collected by and hosted on G2.com.

For me, Goldmine is a client/server application. So it gets panned for not being a 100% web based. The UI is busy. Which is what makes it so great for a Sales professional. But also makes it seem out of step. Don't be fooled. GM is reliable and fast. It has the well conceived features that make a Sales professional productive. Senior Executives fall for the 'so-called' wonders of WEB based CRM reporting. But years after the CRM has been implemented, the Sr. VP of Sales is still walking around with an excel print out of the forecast in his pocket. If you know and love GM, you will sell more. Except for I.T. geeks, I am pretty sure that is the top priority for everyone. Oh yeah. One more thing. GM has a fine set of reporting for senior execs. Review collected by and hosted on G2.com.

Efficiency of running the territory. So much productivity. I am so much faster than my poor co-workers at getting volumes of business done. Sales is a numbers game for sure. I hate chewing up the time on metrics if it takes away from driving known prospects through the pipeline. Goldmine keeps the grind it out part of the job manageable. Goldmine is also indispensable for moving prospects and customer forward in the sales cycle by enforcing reminders to NOT miss a step and also to make sure I keep focus on the steps in a timely manner. Review collected by and hosted on G2.com.

Get a very detailed demo of all the functionality of the product before you begin. Make plenty of notes to yourself of what functions you will use. List those functions in order of importance and implement as you go. Allocate the time and resources to configure the system upfront based on how you are going to use it. Review collected by and hosted on G2.com.

As simple as it is having all your contact and their details quickly available is still the biggest benefit. I use the Project Tracking to help keep up with where I am and what step is next in managing SEO programs for customers. Review collected by and hosted on G2.com.

Make sure you get a good Goldmine partner at the very beginning. Switching partners is a difficult and expensive undertaking. Also, make sure Goldmine is the right software for your particular business application. Review collected by and hosted on G2.com.

We have been able to track our clients and their contracts fairly well. We have had to hire someone in-house to work directly with Goldmine on the reporting and database cleanup. We are progressing in our reporting and clean-up. We are also working on a new build for better contract and agent commission tracking. Review collected by and hosted on G2.com.

Make sure you are okay with a server based product before you make a commitment one way or another. Review collected by and hosted on G2.com.

We stay committed to providing the absolute best service in our industry. In doing so, with a team of 6, we need to be able to stay up to date with client requests, statuses of items, and all the various steps that we complete for a new or existing client. Goldmine allows us to do all of that in more in just a few clicks. We are able to keep our clients happy and bring on new relationships using this software. Review collected by and hosted on G2.com.

Go through the training but not all at once - spread it out. Review collected by and hosted on G2.com.

Staying in touch with customers based on reminders I have in place are most important. Obviously the benefits are that each client feels important because we are following up with them and based on our notes (both personal and business wise) they feel as if they are more like friends vs. customers. Review collected by and hosted on G2.com.

Goldmine used to be very difficult to use. It has become so much easier to use, to teach to new users also. I have tried demos of other software, hated it. Definitely go with GM, they have the solution, trust me! Review collected by and hosted on G2.com.

I'm the type of person who scribbles notes down while on the phone onto any paper I can find lying around. I've trained myself to automatically put all my notes/info into the system and I actually save time, and have increased productivity exponentially. Review collected by and hosted on G2.com.

I'm solving a lot of issues that deal with documentation. Being able to help sort and customize notes/memos, is a huge benefit for me. Review collected by and hosted on G2.com.

Original setup is very important, but it is easy to add or re-setup if needed. Review collected by and hosted on G2.com.

It helps us find vendors for unusual items when bidding or trying to solve a problem. Most of the time you may use a vendor in the past, put them into Goldmine, then you have them forever. Especially good for new younger employees that may not know the vendors. Review collected by and hosted on G2.com.