Solution Ideas

So, you want to work with an expert because you know there is more you can do now that you have implemented a CRM tool?  Here is a list of mini-projects which can help you get more value out of your GoldMine or Microsoft CRM investment:

  • Jump Start: Motivating Users about CRM
  • Work Remotely with your Customer Database
  • Proactive Selling Strategies
  • Integration with your Customer Database
  • Telephony Integration
  • Cross Selling Strategies in GoldMine
  • Improving Productivity and Accuracy with Automation
  • Quoting Solutions
  • Automate Your Work Flow
  • Building A Clean Database
  • Marketing Campaigns with Reporting
  • Profile your Customers and Prospects 
  • Literature Fulfillment
  • E-mail Marketing Best Practices
  • Proactive Marketing Strategies
  • Capturing Prospect Data and Managing Your Lists
  • Securing your Data
  • Building a Useful Forecasting Model
  • Upgrade Your Customer’s Experience
  • Manage Territories
  • Sales Performance Management
  • Manage with Reporting, Innovate with Analytics
  • Disaster Recovery Planning

So, you want to work with an expert because you know there is more you can do now that you have implemented a CRM tool?  Here is a list of mini-projects which can help you get more value out of your GoldMine or Microsoft CRM investment:

  • Jump Start: Motivating Users about CRM
  • Work Remotely with your Customer Database
  • Proactive Selling Strategies
  • Integration with your Customer Database
  • Telephony Integration
  • Cross Selling Strategies in GoldMine
  • Improving Productivity and Accuracy with Automation
  • Quoting Solutions
  • Automate Your Work Flow
  • Building A Clean Database
  • Marketing Campaigns with Reporting
  • Profile your Customers and Prospects 
  • Literature Fulfillment
  • E-mail Marketing Best Practices
  • Proactive Marketing Strategies
  • Capturing Prospect Data and Managing Your Lists
  • Securing your Data
  • Building a Useful Forecasting Model
  • Upgrade Your Customer’s Experience
  • Manage Territories
  • Sales Performance Management
  • Manage with Reporting, Innovate with Analytics
  • Disaster Recovery Planning
 Specialties

Solutions for the Office Equipment Industry
Relevant Automation offers a number of solutions designed specifically for the Office Equipment industry.  Our relationship with Digital Gateway enables us to provide customized solutions that help you to maintain your customer base and win more new business!  read more...

Solutions for QuoteWerks
Relevant Automation offers custom development solutions for QuoteWerks that will help you get the most value from this industry leading tool.  read more...

 

 Latest News and Events

One of the biggest misconceptions we see in the use of CRM packages to connect with customers is that e-mail marketing is a cost-free way to reach out. 

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Sometimes an Automated Process can get you 95% of what you need, especially for processing a newly imported lead . . . and yet sometimes you need just a little more than it can provide.

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If you’re in the business of selling office equipment and use e-Automate, there’s a new product we’ve developed that you should check out.

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You can now take control of your security needs in GoldMine. Frequently customers want to curtain records by territories.  The User Group Security program can help!

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We will be showing off our e-automate and Digital Quote Manager (DQM) Connectors to Microsoft Dyanmics CRM and GoldMine. To be relased at this meeting will be our newest products: the DQM to GoldMine Connector and an e-automate Connector which works in a web browser (in other words, a Connector which is not dependant on any CRM solution)!

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Relevant Automation will be attending the Business Technology Association (BTA) Fall Colors Conference in Waynesville, NC on October 16-17, 2009.

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Relevant Automation has joined the Business Technology Association (BTA) to show our continued focus and dedication to the Office Equipment and Systems industry.

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The main focus for this release is to continue to improve stability and performance of GMPE 8.5 product features and functionality.  GMPE 8.5.1 contains 47 incident fixes, as well as adds several compatibility updates, including Windows Vista SP 2, Windows 2008 SP 2, and Microsoft Office 2007 SP 2.

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I have installed a great free add-in for Outlook which I absolutely love. It is called Xobni (Inbox spelled backwards).

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FrontRange Solutions recently released version 8.5 of GoldMine. Here are ten reasons why you should upgrade.

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