The client, a provider of fitness equipment and programs, was often beholden to a busy schedule of trade shows and outreach efforts. However, without a system for tracking prospects and follow-ups, the company found its hard work often didn’t pay off as anticipated. The client then integrated GoldMine Corporate Edition with QuickBooks and their UPS shipping program to enable single data entry, and brought in QuoteWerks software to take the place of Excel spreadsheets for creating and storing quotes. As a result, GoldMine has become the single interface for everything the company does, with information easily pulled into the client’s other critical business applications. Today, nearly every employee in the client organization actively uses GoldMine, from sales to shipping. Seven remote sales reps stay connected with the rest of the team with regular synching of customer data. The company logs every detail about prospects and customers in the software, and can access it in seconds when needed.
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