CRM Software Comparison Blog

Leading software company can double account load while maintaining relationships

Dublin, CA Tuesday, March 06, 2007

CrossTec Corporation, the Florida-based software company known for its exceptional, customized service and support, was recently in search of a customer relationship management (CRM) solution to handle a growing volume of data. With more than 2,000 reseller partners to track and 250,000 contacts total, CrossTec wanted to integrate its CRM application with other business applications to improve efficiency.

CrossTec selected GoldMine Corporate Edition from FrontRange Solutions for the easy-to-use interface and volume of data it could accommodate. With help from Connections for Business, CrossTec was able to integrate the company’s order processing software and tele-support solution. “In terms of how we relate to customers, GoldMine offers the speed, accuracy and depth that enables us to know and appropriately respond to our customers,” said Mark Krueger, sales support supervisor.

One of the biggest benefits to CrossTec has been the automation of customer communication. GoldMine allows CrossTec to automate ongoing communication with prospects and customers to deliver the right message at just the right time. Marketing and sales teams schedule hundreds of automated e-mail campaigns based on a contact’s status. Additionally, with features like GoldSync®, leads are seamlessly integrated from external sources like trade shows and marketing campaigns. Web import capabilities allow Web site leads to be routed to GoldMine. With these tools, new account managers easily ramp up on customer information.

Krueger has found configuration one of GoldMine software’s most valuable benefits. The company configures fields and filters easily in order to target communications to segments of the database. Krueger alone created more than 200 filters. CrossTec analyzes its efforts with a series of custom reports on factors such as white paper downloads, evaluations, evaluations turned to sales, and various sales reports.

“GoldMine automated processes alleviate administrative burdens and the time-consuming tasks that account managers have to perform so they can focus on selling and supporting clients,” Krueger said. “It takes the burden off the sales rep from having to send each communication manually.” CrossTec realizes a substantial return on its investment in GoldMine through reduced administrative overhead on account management.

“With GoldMine use, an account manager can take on double the amount of accounts while not losing contact,” Krueger said.
On the sales side, GoldMine executes regular communications, allowing sales reps to focus on personal interaction with contacts. Krueger believes that level of attention through sales and support contributes to the company’s growth and position as one of the largest software distri

Filed under: Goldmine