GoldMine CRM (discontinued) vs. LeadSquared

GoldMine brings some great Sales forecasting tools to the table. By using the set analytics business can properly be forecast and adjusted as new variables are added. Trends are easy to pick out once set up and running. The whole list of customization allows most businesses to make adjustments on the fly to produce better results in the field. From small operation on up GoldMine will scale to fit your needs.

Incentivized

Leadsquared is well suited for small to medium-sized enterprises where the team is small and you have a lot of areas to explore. Every team can have their suites/ accounts customised accordingly. I am not sure if I can compare it for bigger enterprises but I feel this best of best to get your work done more efficiently.

• Organizing trouble tickets or "cases" in customer profiles. They are associated with the customer, so you can go into any customer record and click the cases tab and sort them by any of their columns.
• The dashboard is invaluable as a support technician. It allows me to find my trouble tickets and sort them by the date they were last updated, allowing me to continuously follow up on older ones as time goes on.
• The integration of companies, contacts, and cases is essential, as it allows our departments to access the same pools of information efficiently.

Incentivized

• Call history is recorded like dialed calls, connected calls, total talktime in a daily, weekly, monthly, yearly, and on a custom basis.
• The activity history of both customers, and employees are shown clearly, which help us a lot in understanding the interest of the customer, and their communication history with the organization.
• Daily attendance history and man-days management can be done.
• Sales performance and their values are mapped clearly.

• GoldMine itself can be a little hard to use if editing the information within the program is not enabled. This comes into play if the main information storage is another system that is migrated to GoldMine
• Third party apps or software can be complicated to be moved into GoldMine history. It is possible, but requires some upkeep and maintenance.
• GoldMine takes A LOT of expertise to set up. If set up incorrectly by a bad representative, then it can affect the overall usage of the program in significant ways. Make sure you ask the Goldmine rep several questions and get recommendations for the rep as well as the product.

Incentivized

• LeadSquared is a little bit expensive compared to other slimmer products, so they need to think about it.
• Sometimes LeadSquared gets stuck when I use it to run a large campaign, I would like them to improve this.
• LeadSquared creates a problem in slow internet connections, so I guess this is also an improvement area for them.

Incentivized

If there were a product that would mean less on-site support/maintenance with comparable or not much more cost, I would seriously consider switching. Furthermore, going to a more mobile, paper-less application process would tip the scales in the favor of a competitor. I'd also like something that integrates web forms so that data entry is more stream-lined as is response time

It is an excellent value for money solution and is fulfilling all our needs quite efficiently. They keep working on the product and each month sees an update allowing for a bug free experience and faster incorporation of newer tools. I see no reason why I would not like to renew the subscription for this fabulous product.

Personally, perhaps I should give it a higher rating, but I do genuinely think it was very easy to pick up and run with, but I did have a full training session and of course was keen on using it. In my previous marketing role many years ago, I 'd tried to create an MS Access database and this has taken ages, so being introduced to the power of GoldMine really impressed. People have comments on it, but my opinion is its still fast and a great workhorse

1. The learning curve is not too steep; it is fairly simple. The UI albeit old looking, is fairly simple. 2. It has a lot of integrated apps using which you can directly access other systems under a single umbrella. 3. Processes and permission templates allow for role based access, thereby further simplifying the system by removing unnecessary element with respect to a specific group

For me, its always been there, no worries here about downtime or the internet being down or switched off. Having it on a laptop as well with Goldsync means I'm always able to updated my notes and then synchronise. This to me is one of the benefits of purchased on-premise software, it cant simply be turned off!.

Pretty good, Yes, there are occasions when i may think there should be an easier way to do things, but over the years, I've always found a way to get the information out that i want, sometimes just needing a bit of help from the technical team. Day to day,. it works for me very well.

Their customer support is spot on! We never feel like we're being made to wait, and when we email, they respond and offer assistance very quickly. It's the same response I'd expect from an in-house IT team down the corridor. Some support teams you know you're talking to the first line support chap who probably doesn't know how to resolve your issue, and you have to wait until they give up and pass it, but GM support people seem very knowledgable

Incentivized

Great to work with and also Easy to work with Do not just listen to the problem but provide upfront solutions Always available and are ready to support on holidays Considerate of user's knowledge and always ready to explain the smallest / dumbest doubt a user can ask Always available to help with the internal tasks as well like creating automations, drip creations etc

I was originally trained by the UK distributor and then subsequently trained my self and had access to GoldMine consultants. In the long run, this saved me a lot of time really since I knew the product on an advanced/administrator basis and able to perform day to day tasks. Some things, still needed the consultants. The trick was with the training, I knew when I was out of my depth

As I said earlier, to me now with all this experience, it is ensuring that you focus on two things:- 1/ Ensure core customisations only are required until you get users started and embedded in using the system. 2/ Ensuring users get some good level of dedicated training time, internal or external, but I feel this is best done in a group rather than at your own speed. Afterall, no one really customises their MS Word or MS Excel each time, they just ignore the bits they don't need or ask if they do need them

We use this with GoldMine when placing our orders, they both have there uses with in our company. We also use Zoom for automatic emails and calls, this tool is more for searching for the right contact within the companies I work with. I think GoldMine covers a lot more of my needs and [OSAS] Traverse [ERP] is just for billing purposes.

LeadSquared is a dedicated Sales CRM. Earlier we were using Freshdesk for sales following a ticket based model which was highly inconvenient as all customer activity used to get created as a separate ticket and overall effort tracking was a mess. With the Lead and Activity model, tracking became much easier and yes, Freshdesk is a support tool and Freshsales does exist but LeadSquared fulfilled our usecase at a much lesser price.

GoldMine, when maintained well has always been pretty reliable and in over 10 years, I don't think we've ever lost a day or more than an hour or so when we cant use it. Occasional a 'blip' will happen and you will have to log out, the only thing to bear in mind, which I'm not good at is ensuring you keep the mailbox to less than 2000 mails in your inbound box, I hover around 1800 and need to streamline this to get rid of my junk or notifications from LinkedIn groups for example when i mean to read, but never get round to it

• Documentation and easy access to documentation regarding a particular customer or contact.
• While utilities exist to re-align territories and other assignments in Goldmine they are not always well documented so even if you are savvy and want to implement some functions yourself you will likely need a VAR support person to do the job for you -- at least the first time.
• Typically, I have found support to be responsive and prompt. More importantly, even with drive failures, we rarely suffer any downtime with Goldmine.

• Lead leakage stopped, positively impacting the CPL.
• Customized Lead Stages helped the sales team to have a better follow up thus improving the conversion rates.
• Automations and Drip implementation helped in drawing direct/indirect conversions from dormant leads - Adding to LTV of a customer.