Thursday, August 2, 2012

Everything you ever wanted to know about Remote Access for GoldMIne

With nearly 2 million GoldMine users, and more and more wanting to access their data from anywhere, we get lot's of questions about remote access.


Can I access it on my laptop, on my Mac, on my smartphone? And of course can I use my iPad? Well with the right additions to your GoldMine CE or Premium systems all of the requests can be met with WMobile, GoldMine Mobile, or iGoldMine!



Option 1 is WMobile. WMobile comes with two interfaces; WMobile Phone (for Smartphones with a browser - basically all of them) WMobile Desktop for an in browser experience that looks very similar to the GoldMine Premium desktop. 


New WMobile Desktop 3.0 running on a Mac. You are looking at the preview window on the right. Great stuff!

Without installing any software users access everything in GoldMine including, customer info, calendar, opportunities email and now teh Customer service CASES module.


It's important to note that WMobile is a live connection to your database. All updates on the remote are immediately on the office network and vice versa. Schedule field calls or new leads for the remotes. There is no more syncing!! Now schedule and complete service calls with the Cases module. 

For access from your iPhone or other SmartPhone, use WMobile Phone. A special streamlined menu makes everything easy, including getting directions to your next stop. 


WMobile phone menu includes all GoldMine functions
WMobile Contact record single clicks to get anything done. 

For more mobile coolness, you can click a phone number and dial , click an email to send, even click and address to get direction. 
WMobile is $295 one time for both phone and desktop interfaces. There is also a nominal maintenance fee which covers upgrades and support questions.


Recently GoldMine has introduced their own mobile APP for the iPhone and ipad. 
GoldMine Mobile Edition 9.0 is a mobile CRM application that allows mobile users to access their critical customer and contact information, forecasted sales, case details, and daily calendaring activities while they are disconnected from the office environment. The easy to use and easy to install mobile application allows mobile agents to continue their customer engagement efforts that help drive better customer relationships and increase customer satisfaction.
Find out more about GoldMine Mobile Edition by downloading the GoldMine Mobile Edition 9.0 product brochure.

Features and Functionality of GoldMine Mobile Edition 9.0



  • Log contacts and track activities
  • Attach time-stamped notes of phone conversations, meetings and ideas, as well as view histories and activities for any contact.
  • Manage revenue-related activities
    Help manage and identify forecasted sales, increase sales productivity and drive additional revenue through available mobile sales functionality.
  • Perform service engagements
    Provide service technicians and other field service workers with instant access to customer, case and service activities for them to perform their field based problem to resolution processes.
  • Manage mobile activities
    Actual screen shot from my iPhone
     
    See all of your calls, meetings and to-do entries in the activities list available on the mobile device. In real-time update the activity record and associated CRM data so no information is lost and all teams are kept up to date on any activity performed in the field. SMS reminders ensure no activity is missed while you’re on the road.

Minimum System Requirements

  • GoldMine® Premium Edition 9.0.3






IGoldMine provides access to GoldMine CE or PE and up to 18 other programs from any PC or Mac and now even the iPad with a new App.
Logging into iGoldmine using Windows Server Security brings up a Program Manager window.
Users can select any programs set up as shown above. The programs run in a window on their desktop all their features. Here is GoldMine Premium on a Mac Desktop. 
Goldmine PE accessed via Igoldmine on a MAC
Users can print to their local printer, use the clipboard to copy and paste and even save files locally or on the server.
Here is a shot of the actual iPad app for iGoldMine.
Ipad app. Note the A on the top of screen which brings up the keypad.
Holding finger on screen allows user to drape or scroll. 
iGoldMine has a one time price of $295 per concurrent user plus annual maintenance and upgrade fee. 5 packs are $995.00 plus maint. 
Learn more about WMobile or IGoldMine at our website. Or shoot me an email and we can chat or let you take a personal look.

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