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GoldMine CRM (discontinued)

Score2.7 out of 10

44 Reviews and Ratings

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What is GoldMine CRM (discontinued)?

GoldMine CRM was is a Customer Relationship Management (CRM) solutions for small businesses boasting at its peak over 1 millions users across verticals, a CRM solution for businesses running Windows, available for the Cloud, Mobile and on premise. The product was acquired by Ivanti, and currently is no longer available as a standalone application.

Categories & Use Cases

Reviews

What users are saying about GoldMine CRM (discontinued).
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GoldMine is an excellent CRM resource for medium to large size companies.

Incentivized
Daniel LampkinView profile
Technical Support in Customer Service at ConEst Software Systems (11-50 employees employees)

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.

Return on Investment

  • Our company prides itself on its responsiveness to customer requests. As a consequence of that, we need to be able to follow up consistently on issues until they are solved and goldmine helps us do that.
  • Because of its ease of use and wealth of information, it allows us to react to customer queries quickly and with a familiarity that instills confidence in our customers.
  • The lag on the other hand, since we have kind of choked it with too much information, slows us down. I understand we're using it for more than it was designed for, but as businesses grow and customer demands increase we need our technology to improve at the same rate.

Other Software Used

Microsoft Office 365, RingCentral, TeamViewer

GoldMine is inexpensive, accessible on mobile also.

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

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.

Most Important Features

  • Its reminder feature works excellently.
  • It is quite a reliable tool.
  • All the information related to a single person is readily available using history.

Return on Investment

  • Our relation with clients is strengthened.
  • Our communication has become more effective.
  • It helped us in organizing ourselves and we can have a history of our clients.
  • Its negative impact is that its system gets stuck sometimes.

Alternatives Considered

Freshworks CRM

Check this App out and catch a Goldmine!

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

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.

Most Important Features

  • Scalability to our growing needs
  • Cost effective analytics
  • Ease of use
  • Customization

Return on Investment

  • This product has allowed us to pick an application that scales to our growth saving us from picking up a new product as we push forward.
  • Cost effective and creating more efficiency from our salesforce has boosted our productivity.
  • I can't say enough on the ease of use and how quickly we were able to see results.

Alternatives Considered

Zendesk Sell (formerly Base CRM)

Other Software Used

Cisco Webex Meetings, Workday Human Capital Management, OneDrive

GoldMine Vault

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

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.

Return on Investment

  • It has been a good investment but when principals do not want to add bells and whistles the system remains basic.

Other Software Used

Redtail CRM, Redtail Imaging

GoldMine - easy to use!

Incentivized
Justin MooreView profile
Assistant Director Of Admissions at Oklahoma Baptist University (201-500 employees employees)

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.

Return on Investment

  • GoldMine has allowed our team of 15 to see immediately what impact we have on recruiting students - specifically we can track calls and messages
  • We can communicate more effectively and with more authority to students as we can be confident of what has been done for them in the past and immediately see what items they may have outstanding, with very few clicks (if any at all)
  • GoldMine allows our team to make changes to a student record in a user-friendly format and updates the record immediately. This ensures that incorrect information does not go out.

Alternatives Considered

Banner Student

Other Software Used

Wufoo, Banner Student, Google Drive