DF

Don F.

CERTIFIED PUBLIC ACCOUNTANT

Accounting

Small-Business (50 or fewer emp.)

8/25/2016

"Have used Goldmine since 1996 - Very Frustrated - Looking for an alternative"

2.5/5

What do you like best about GoldMine?

Automated Processes,

Macro's when working (depends on the version of Windows, currently Marco's are not working) Review collected by and hosted on G2.com.

What do you dislike about GoldMine?

1) AICPA seminar presenters no longer recommend Goldmine (Currently, Goldmine is a stay away from product.)

2) Goldmine reports are horrible, time wasting, and several only work depending on the release, Currently, there is no training videos, webinars, etc. for Goldmine reports.

3) Customer Service/Support is horrible (do not know where to start),

4) Goldmines competitors have passed by the product technically,

Review collected by and hosted on G2.com.

CC

Verified User in Computer Software

Small-Business (50 or fewer emp.)

12/13/2016

"Used GoldMine since 1995 and it has been critical to my business"

3.5/5

What do you like best about GoldMine?

Ability to link everything I need to know from contacts, documents, interaction history, email to a company and know exactly where we stand Review collected by and hosted on G2.com.

What do you dislike about GoldMine?

Need more flexibility to customize screens for scheduling and history entry Review collected by and hosted on G2.com.

KH

Kenneth H.

Internal Systems Specialist

Information Technology and Services

Small-Business (50 or fewer emp.)

8/25/2016

"Goldmine Review"

3.5/5

What do you like best about GoldMine?

The history tracking is superb and well organized. Being able to filter by sender from within an account really make finding that needle in the haystack easier Review collected by and hosted on G2.com.

What do you dislike about GoldMine?

It's very robust but fairly complicated to configure on the back-end unless you're familiar with SQL. Review collected by and hosted on G2.com.

Recommendations to others considering GoldMine:

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

What problems is GoldMine solving and how is that benefiting you?

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.

BT

Bill T.

Director Of Sales

Small-Business (50 or fewer emp.)

8/25/2016

"Golmine CRM"

4/5

What do you like best about GoldMine?

I love the integration between the word Document templates and the contact information allowing me to develop approved branded quoted templates for myself and the sales team. In addition I love the template emails as we sell multiple product lines each with specific sell sheets that can have PDF attachments

I like that we can generate and customize lists and reports Review collected by and hosted on G2.com.

What do you dislike about GoldMine?

The cost of upgrades

The help section could be better Review collected by and hosted on G2.com.

UI

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

8/31/2016

"Goldmine makes me the CEO of my own business"

4.5/5

What do you like best about GoldMine?

Speed. Can get to any contact, any phone number, any task at lightning speed then auto dialing or emailing or whatever the task is at hand. Goldmine makes me the CEO of my own business. Love the document management, templates and the ease of managing email merges. Review collected by and hosted on G2.com.

What do you dislike about GoldMine?

The maintenance policy. I am only one man. Having to pay for four seats every year is an annual chance to be annoyed and drop coverage and change the company's standard fair web based thing. Review collected by and hosted on G2.com.

Recommendations to others considering GoldMine:

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.

What problems is GoldMine solving and how is that benefiting you?

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.

UI

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

8/25/2016

"Very Mature = Highly Functional CRM"

4/5

What do you like best about GoldMine?

Goldmine has been around for a long time. There is so much functionality available in the software that is not available in more recent entries into the CRM market. Review collected by and hosted on G2.com.

What do you dislike about GoldMine?

Still sometimes confusing of how to use a Contact vs Additional Contacts. Just have to think through it before you commit to what your organization's standard will be. Review collected by and hosted on G2.com.

Recommendations to others considering GoldMine:

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.

What problems is GoldMine solving and how is that benefiting you?

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.

AC

Verified User in Consumer Services

Small-Business (50 or fewer emp.)

8/25/2016

"Goldmine CRM - For Better or Worse"

2.5/5

What do you like best about GoldMine?

Goldmine is a powerful CRM allowing users flexibility and options. It is straightforward and, depending on the level of information and reporting, easy for the end user to master. The Outlook plug-in is helpful. Review collected by and hosted on G2.com.

What do you dislike about GoldMine?

The Goldmine Mail Client is very poor. We had to create g-mail accounts for everyone because Goldmine was stripping all our attachments off the emails when they were opened. Gmail saved them.

Goldmine's Outlook plug-in, while helpful, is limited in its capabilities. Every business is different and in ours, we need to link outlook emails using fields that aren't available with the plug-in.

While Frontrange support is available, there is at least one first line technician who is extremely rude. I will not speak to him when I call in. Our Goldmine partner, while knowledgeable about many aspects of Goldmine, doesn't know how to handle some of our questions. Review collected by and hosted on G2.com.

Recommendations to others considering GoldMine:

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.

What problems is GoldMine solving and how is that benefiting you?

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.

UF

Verified User in Financial Services

Small-Business (50 or fewer emp.)

8/25/2016

"Great software, very versatile and customizable"

4.5/5

What do you like best about GoldMine?

We love how easy it is to customize Goldmine. We use this CRM extensively in our office and appreciate that it's server based, versus internet based like a lot of new software. It moves quickly, keeps everyone in the office up to date all the time and we are able to provide excellent service to our clients. Review collected by and hosted on G2.com.

What do you dislike about GoldMine?

The only major dislike is we haven't figured out how to use cloud syncing so we can access our database easily from a mobile device. Review collected by and hosted on G2.com.

Recommendations to others considering GoldMine:

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.

What problems is GoldMine solving and how is that benefiting you?

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.

EW

Eric W.

President / VP Sales

Automotive

Small-Business (50 or fewer emp.)

8/25/2016

"Goldmine has been my contact managmenet software for the last 10 years."

4/5

What do you like best about GoldMine?

It allows me to build all sorts of files and I can sort them in a variety of ways depending on the need of the day. Review collected by and hosted on G2.com.

What do you dislike about GoldMine?

It almost has too much functionality and given that I know I do not use more than 30% of its capability. Review collected by and hosted on G2.com.

Recommendations to others considering GoldMine:

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

What problems is GoldMine solving and how is that benefiting you?

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.

RB

Ryan B.

Sr VP of Operations

Facilities Services

Small-Business (50 or fewer emp.)

8/30/2016

"Gets better with age"

5/5

What do you like best about GoldMine?

Goldmine has become more user friendly, much easier to navigate. Review collected by and hosted on G2.com.

What do you dislike about GoldMine?

I cannot say that there's really anything I "dislike". Great product. Review collected by and hosted on G2.com.

Recommendations to others considering GoldMine:

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. Definately go with GM, they have the solution, trust me! Review collected by and hosted on G2.com.

What problems is GoldMine solving and how is that benefiting you?

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.