GoldMine CRM (discontinued) Reviews and Ratings

Rating: 2.7 out of 10

Score

2.7 out of 10

Reviews

14 Reviews

GoldMine is inexpensive, accessible on mobile also.

Rating: 8 out of 10

Incentivized

October 4, 2022

Use Cases and Deployment Scope

GoldMine is used by our company to keep track of things. Using this software we can manage our customer relations in a very professional manner. It has benefited us in keeping our all emails and essential notes in one place and helped us in bypassing the risk of their loss. it has also assisted us in keeping all the contacts in one single place.

Pros

Its reports and forecasting are also phenomenal.
Keeping contacts in one place and reduces the risk of loss of contact.
Its email marketing feature also works very well.
It is professional in the management of customer relations.

Cons

Price should be reduced.
Customer service necessitates being more responsive.
Its dashboard is not so good.

Likelihood to Recommend

GoldMine is a great and ideal tool for the management and strengthening of relations with clients. It helps us in setting reminders and we can also check our contact history using GoldMine. It has made it efficient for us to track our emails and maintain our entire information. Its price needs to be reduced.

Kayla Risher

Analyst in Marketing at Social Finance (51-200 employees)

Vetted Review

1 year of experience

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GoldMine will make your life so much easier!

Rating: 10 out of 10

Incentivized

November 9, 2021

Use Cases and Deployment Scope

We use GoldMine as a CRM to keep track of customers orders and email communications. This is a great tool to set automatic calls or emails to keep track of several hundred customers easily. We use GoldMine for our sales team mostly but we all have access to it to check on customer requests.

Pros

Automatic calls/email alerts
customer notes
Keeping Track of Customer Orders

Cons

Ease of Use
Training for GoldMine or tutorial
Ability to find duplicate leads automatically

Likelihood to Recommend

I believe GoldMine is well suited to keep track of customer contact automatically, so your customers needs are met. I also like keeping track of my emails and customer contact notes, this way I always know what they need quickly. I like to keep reminders on certain customer request or pricing for certain items. We use GoldMine in unison with Traverse for placing orders . I would love GoldMine more if they had the abilities to place orders through the app , rather than using an additional tool.

Verified User

Account Manager in Sales (1-10 employees)

Vetted Review

4 years of experience

Check this App out and catch a Goldmine!

Rating: 10 out of 10

Incentivized

May 30, 2021

Use Cases and Deployment Scope

Currently, we use GoldMine for our marketing content management. This allows us to see each individual campaign and how they are performing. Analytics becomes easier and pushing the right marketing becomes more focused as we drive forward. Our Sales staff can easily provide input as to what is working and what isn't. This allows us to adjust on the fly and be successful. GoldMine [gives] us the right tools when we need them to perform at our best.

Pros

GoldMine is easy to set up and get running fast.
Cost effective for all of the tools and resources you get.
Very intuitive application that has an easy learning curve.

Cons

Some of the customization could use more details.
Some features are a bit harder to master and take extra attention.
Training video links could be better.

Likelihood to Recommend

GoldMine brings some great Sales forecasting tools to the table. By using the set analytics business can properly be forecast and adjusted as new variables are added. Trends are easy to pick out once set up and running. The whole list of customization allows most businesses to make adjustments on the fly to produce better results in the field. From small operation on up GoldMine will scale to fit your needs.

Eric Krueger

North America IT Field Services Manager in Information Technology at MBO Partners (501-1000 employees)

Vetted Review

4 years of experience

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Great product!

Rating: 9 out of 10

Incentivized

April 24, 2020

Use Cases and Deployment Scope

We used GoldMine in a unique way. We retrofitted the product for our admissions process. This worked really well and was easy to use. The recruitment process was much easier using GoldMine. We created an API process to bring over the data we needed to our administrative system and left the non matriculated students in the GM database.

Pros

Ease of use for all involved.
Data was easy to export and report on.
Adding and removing fields when something new came up was easy.

Cons

The table structure could be made easier.

Likelihood to Recommend

Even though this was not specifically built for a recruitment tool, it is built for a sales tool. The cost is a lot less than some of the other prodcuts out there.

Verified User

Director in Information Technology (201-500 employees)

Vetted Review

10 years of experience

GoldMine Vault

Rating: 6 out of 10

Incentivized

April 24, 2020

Use Cases and Deployment Scope

GoldMine is an excellent tool to use to track CRM and keep notes and do follow up. It has the ability to work with planners and administrators to keep records of client interactions and a storehouse for their information for future references.

Pros

It can be used from simply basic to upgrading for more sophisticated clients.
It is easy to use when compared to other CRM systems.
Found to be reliable and customer support is generally prompt.

Cons

Would like to see reminders done, set up in more priority system.
Adding additional information such as personal document vault that the client can access.
Add the edocusign feature somehow.

Likelihood to Recommend

GoldMine is well suited as a client information library and easy reference system that most offices can adapt to. It should be promoted for company officers and principals to use more often than just support or administrative personnel to enter information into.

Ann Raineri

Registered Para Planner & Notary Public in Professional Services at Michael MacDonald Financial (1-10 employees)

Vetted Review

5 years of experience

Great Contact Dabase, even when you're on the road!

Rating: 7 out of 10

Incentivized

January 10, 2020

Use Cases and Deployment Scope

GoldMine being used by several departments in our business from the development team who contact customers to our sales team who refer to GoldMind when going into a sale with a customer. It addresses our record keeping for liaising with customers. Our BDT team can log when they call, so they aren't annoying anyone!

Pros

Reminders for calling contacts.
Remote access capabilities - staff can look back on notes before meeting.

Cons

More modern design - looks a little aged.
Easier API integration.

Likelihood to Recommend

GoldMine is excellent for large scale contact record keeping. We have tens of thousands of records, and it handles this just fine. It has an SQL back end. It's well suited for call center agents who need reminders of who to call and when, plus what was said in the previous conversations. I would say it's less appropriate for project managing. Once our sale has moved from sales to installation, we use other applications for this.

Verified User

Manager in Information Technology (51-200 employees)

Vetted Review

8 years of experience

GoldMine is an excellent CRM resource for medium to large size companies.

Rating: 3 out of 10

Incentivized

March 1, 2019

Use Cases and Deployment Scope

We originally used GoldMine as a full CRM System, for everything from customer contact information, sales, and technical support ticketing. Since our acquisition by another company, we have moved to a new support ticketing system, but still use GoldMine for everything else. It has been an invaluable tool.

Pros

Organizing trouble tickets or "cases" in customer profiles. They are associated with the customer, so you can go into any customer record and click the cases tab and sort them by any of their columns.
The dashboard is invaluable as a support technician. It allows me to find my trouble tickets and sort them by the date they were last updated, allowing me to continuously follow up on older ones as time goes on.
The integration of companies, contacts, and cases is essential, as it allows our departments to access the same pools of information efficiently.

Cons

GoldMine can get quite slow when you stuff it with thousands upon thousands of records, like we have.
Navigation with the mouse is awful, more often than not if you try to scroll up and down a list of items within a company record instead of the list, moving it switches to another customer record.
Integration with Outlook could be cleaner. A lot of times I have found myself having to refresh the GoldMine connection to attach emails.

Likelihood to Recommend

It's great for older companies that have lots of customers, and who have multiple departments working together, but is optimized for a single central office environment. Requires virtualization if everyone works remotely.

Also, this would be overkill for a smaller or newer company. There are smaller more lightweight CRM systems out there that would be appropriate for that.

Daniel Lampkin

Technical Support in Customer Service at ConEst Software Systems (11-50 employees)

Vetted Review

6 years of experience

View profile

GoldMine - easy to use!

Rating: 2 out of 10

Incentivized

June 21, 2018

Use Cases and Deployment Scope

GoldMine is currently being used by only the admissions department at our university. The university as a whole utilizes a different program that does not function as a Customer Relationship Management system. GoldMine allows our team to track and maintain all information with students we are recruiting and counselling as they make their decision for college. It allows us to set reminders to contact, see all contact history in one place, and see progress toward matriculation.

Pros

History - All items related to each individual are easily accessible in one spot
Succinct - All information pertaining to each student/client is available in one spot, or with very few clicks
Updates - GoldMine can be set to update as often as needed, which is especially useful when information is being migrated from another system

Cons

GoldMine itself can be a little hard to use if editing the information within the program is not enabled. This comes into play if the main information storage is another system that is migrated to GoldMine
Third party apps or software can be complicated to be moved into GoldMine history. It is possible, but requires some upkeep and maintenance.
GoldMine takes A LOT of expertise to set up. If set up incorrectly by a bad representative, then it can affect the overall usage of the program in significant ways. Make sure you ask the Goldmine rep several questions and get recommendations for the rep as well as the product.

Likelihood to Recommend

We use GoldMine for customer (student) tracking toward college enrolment and it works perfectly for our scenario. We can track a student's process from before applying all the way through moving onto campus, no matter how long that process takes. GoldMine can log calls and messages in real time so that multiple users can see contact history immediately, which is largely beneficial for larger teams.

Justin Moore

Assistant Director Of Admissions at Oklahoma Baptist University (201-500 employees)

Vetted Review

2 years of experience

View profile

Goldmine Review

Rating: 7 out of 10

Incentivized

May 17, 2018

Use Cases and Deployment Scope

It is used across the whole organization as a CRM. We log all customer calls and activities in the system. It allows anyone at the company to see the entire history of a customer and all interactions with the customer by tracking calls and emails.

Pros

Easy to edit. You can always edit any entry after the interaction which helps with accuracy and allows you to add as much detail as you could ever want.
Integrates with outlook so all emails are logged automatically.
You can set alarms and reminders easily.
You can track all personal history or scheduled interactions easily with a calendar.

Cons

The email integration slows down your email software.
It crashes frequently.
A person can easily forget to log a call with a customer.
If you do not complete a scheduled interaction, it adds all them up so it can lead to someone being overwhelmed with scheduled interactions.

Likelihood to Recommend

It is well suited for a simple CRM and can provide a lot of data. The reports are cumbersome though and I didn't know of any way to save reports or export them to another software.

Skylar Davis

Account Manager in Sales at Winsupply (11-50 employees)

Vetted Review

2 years of experience

View profile

GoldMine Ease of Use

Rating: 6 out of 10

Incentivized

October 27, 2016

Use Cases and Deployment Scope

Goldmine is our company's CRM tool for tracking communications to customers and storing contact information for each person we work with at the organizations we support. We also use it to schedule individual task and calendar appointments. It does provide an easy way for every employee to be able to see communications other employees have had with customers.

Pros

Communication history for each contact
Easy to update contact information for each individual contact
Easy to look up and do a search for contacts

Cons

The opportunity tracking could be updated to make it automatically entered into history
Feature to allow you to make changes to customer status or primary contact option
Feature to allow better tracking of employee contact tree

Likelihood to Recommend

It is good for small organizations who primarily just want to be able to easily track communications and store contact information. It does not work very well if you have multiple sales people contacting the same customers as a way to easily track each opportunity each employee is working.

Benny Luera

Client Account Manager in Sales at NonProfit Technologies, Inc. (11-50 employees)

Vetted Review

3 years of experience

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Reviews and Ratings

GoldMine - easy to use!

Rating: 2 out of 10

Incentivized

June 21, 2018

Use Cases and Deployment Scope

Pros

History - All items related to each individual are easily accessible in one spot
Succinct - All information pertaining to each student/client is available in one spot, or with very few clicks
Updates - GoldMine can be set to update as often as needed, which is especially useful when information is being migrated from another system

Cons

GoldMine itself can be a little hard to use if editing the information within the program is not enabled. This comes into play if the main information storage is another system that is migrated to GoldMine
Third party apps or software can be complicated to be moved into GoldMine history. It is possible, but requires some upkeep and maintenance.
GoldMine takes A LOT of expertise to set up. If set up incorrectly by a bad representative, then it can affect the overall usage of the program in significant ways. Make sure you ask the Goldmine rep several questions and get recommendations for the rep as well as the product.

Likelihood to Recommend

Justin Moore

Assistant Director Of Admissions at Oklahoma Baptist University (201-500 employees)

Vetted Review

2 years of experience

View profile