GoldMine can be and should be the central source of customer and prospect information within your organization. Therefore, integration with other business systems may be a critical piece of maintaining a single customer record across your organization. Here are some of the most common integration points with GoldMine.
1) Exchanging customer data with the financial system.
Admit it. You’re not a small business anymore. You’ve been successful. You’ve grown, and now the pain of managing the day to day tasks like a small business is rearing its ugly head. But there is good news.
It doesn’t matter what Customer Relationship Management (CRM) software you are using, the same best practices are still alive today that drove the initial boom of CRM in the mid 90’s. It never hurts to review these core principles and make sure they are still the foundation of your CRM strategy.
