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GoldMine
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GoldMine
Corporate Ed. |
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Comparing Functionality
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Contact Management
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Sales Force Automation
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Opportunity Management
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Marketing Automation
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Point-to-Point Synchronization
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Synchronization with PDAs and other hand-held devices
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Automated Synchronization via GoldSync
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Optional
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Database Self-tuning and Management Capabilities
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Business Intelligence Tools
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.
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Higher Database Security, Scalability, and Availability
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Microsoft¨ Outlook¨ integration
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Account Roll-up
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Manager Console
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Answer Wizard
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Crystal Reports¨
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Web-enabled remote access
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Optional
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Purchase from the eStore
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Purchase from a Partner
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| Feature |
GoldMine® 6.5
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ACT!® 6.0
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| Quickly forecast sales and generate Leads Analysis to manage, track and measure revenues. |
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| Automatically send ongoing customer and prospect communication based on user-defined criteria with Automated Processes. |
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| Leverage the Web Data Capture to download every lead that visits your site directly to GoldMine for timely and consistent follow-up. |
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| Use the InfoCenter to centralize, manage and simplify access to all your critical business information. |
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| Develop Telemarketing Scripts to standardize and guide agents through qualification and survey calls. |
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| Contact Management | ||
| Create User-defined Fields and Profiles |
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Fields Only
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| Create User-defined Field and Profile Screens |
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Fields Only
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| Create HTML Formatted Screens with Embedded Contact Information |
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Limited
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| Apply HTML Formatted Screens based on User-defined Business Rules |
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| Dynamically Change Field Labels and Screens based on User-defined Business Rules |
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| Dynamically Change Field Labels and Data Color based on User-defined Business Rules |
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| Add Customizable Field Lookup Lists for All Fields |
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| Track Additional Phone Numbers per Contact |
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Configuration
Required |
| Track Additional Addresses per Contact |
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Configuration
Required |
| Store Merge Codes for Easy Mail List Management |
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| Track Additional E-mail Addresses per Contact |
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| Store E-mail Merge Codes for Easy Mail List Management |
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| Track Additional Contacts per Record |
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Configuration
Required |
| Setup Bi-directional Contact Referrals |
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| Attach Files to Contacts with Drag and Drop |
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| Secure Attached Files by User/User Group |
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| Log Complete Contact History |
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| Filter Contact History by Any History Field |
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Limited
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| Database Features | ||
| Display Dates Using Windows Regional Settings |
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| Ability to Display Dates in Word or Numerical Format |
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| Able to Select a Word Format for Display of Dates |
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| Enjoy 100% dBase Compatible Data Files |
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| Import/Export Contacts via ASCII, dBASE, SQL, SDF and XML Formats |
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Limited
(NO SQL/XML) |
| Import Calendar, Historical, and Supplemental Data from XML Source Files |
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| Export Calendar, Historical, and Supplemental Data to XML Format |
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| Save Export Profile using an XLS schema |
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| Built-in Backup and Restore Utility |
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| Use Import Profiles for Competitors |
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Limited
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| Add Unlimited Contact Records |
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50,000
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| Set up Server Agents to Automate Database Operations (Printing/Faxing, Outlook Synchronization, etc.) |
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| Set up Automatic Database Maintenance (Indexing/Packing) |
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(Reminders Only) |
| Day/Time Planning | ||
| View Calendar in Day/Week/Month Format |
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| View Calendar in Outline or Planner Format |
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| Save Day/Week Calendar in HTML Format |
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| Use Drag and Drop Scheduling |
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| Delete Multiple Activities at Once |
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| Complete (record) Multiple Activities at Once |
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| Schedule Unlinked Activities |
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| Schedule Contact-specific Occasions |
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| Schedule Multi-day Occasions |
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| Schedule Activities with Multiple Contacts |
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| Manage Sort-able To-dos and Prioritized Activities |
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| Use HTML Formatting to Emphasize Activity Details |
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| Spell Check Scheduled and Completed Activity Notes |
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| Set up Custom Activity Codes/Priorities |
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(3 Set Priority Types) |