Data consistency is key to enabling filters and groups to be created accurately. We help you identify and correct discrepancies across the fields most important to you when preparing your target audience lists. Best practices are also recommended to help your company maintain better accuracy going forward.
Go Beyond The Data . . . Get Better Sales Results
Over the years, you gather a substantial amount of valuable information in your GoldMine system from your sales and marketing efforts. Taking full advantage of this information can often be challenging! The Data Diligence solution is designed to help you meet this challenge and further enhance your sales, marketing and customer support efforts.
Using our experience working with businesses across a broad range of industries, Business Automation Solutions offers a comprehensive approach to managing information in your CRM system. We help validate and streamline your existing data and provide ways to incorporate information from other data sources. This combination helps your company up-sell, cross-sell and accurately target different market segments.
Go even further by having your information automatically monitored. Messaging to customers and prospects, as well as alerts to your staff, can be triggered to make sure nothing falls through the cracks.
Here Is How We Help You Get It Done
The Data Diligence solution is a combination of consulting services, Microsoft SQL procedures, automated reporting and advanced GoldMine capabilities. We apply these to enhance the quality and integrity of your CRM information. Once completed, your company will have an optimized database that can include on-going automation and external data source integration. Click the feature(s) of interest below to view more details for each one.
For those GoldMine users who prefer to have a single company level view, we help identify and merge duplicate contact records. All pending and history is consolidated to the resulting company record.
This allows a streamlined approach to managing the sales, marketing and
customer service efforts for each account. If e-mail marketing is an important part of your digital strategy,
having valid e-mail addresses should be a high priority. We scrub your address list to verify which e-mails are no longer valid and flag them to be excluded from future mailings mailings*. We can help you apply e-mail merge codes
to be more targetted with
your campaigns. * Automated sending exclusion applies for users of the IntelliClick e-mail marketing solution
Keep customers and prospects engaged with timely e-mail messages.
Include your staff as well to automate sales, marketing and customer
service follow-up. Alerts can be triggered based upon your specific
company rules and conditions. Use reliable SQL processes for 24/7/365
monitoring to send internal / external e-mails and schedule actions to
your CRM users, ensuring
nothing falls through the cracks. View a more complete picture of your business relationships by
linking information from multiple key data sources. Accounting and/or ERP systems, integrated with your CRM, provides your company with more options for cross sell, up sell and target marketing. Existing or new web site forms can be used to add or update information in GoldMine. Automation to assign sales territories, respond to inquiries and alert your staff is applied as needed.
