for GoldMine Improves Speed of Business
enabled hundreds of companies including Financial Advisors,
Insurance Agents and Real Estate Agents to improve the speed and
efficiency with which they do business.
Want to find out if it can help you in the same way?
If one of the following scenarios sounds familiar to you, the
answer to this question should be Yes.
One You use a
number of PDF forms which you send to your clients or prospective
clients to fill out. You then enter this information into your GoldMine system
manually. In GoldMine, the
multiple screens may cause you to miss input of data or users may input
it wrong. With Formwerks
you can create a form and e-mail it to your new client.
The client then completes the form and clicks on a submit button
which will email the completed form back to you. When you receive it,
you can open it and create a new record in GoldMine automatically.
Two You need to
collect a large amount of data when creating a new client record, which
may require you to utilize multiple screens within GoldMine.
With FormWerks you can create a form that contains all the
required information on one screen.
Users can then click on one button and create the new record
filling in the required fields, no matter where they are located in the
You frequently need to create form documents from data you already have
in GoldMine. With non-integrated form software, you need to manually type
the information into the form. Using
Formwerks you can pull up a Formwerks form and automatically have the
information fill into the correct places.
Formwerks works with Acrobat
6.0. Please contact the
Beachwood Systems CRM Team for more information on this or other add-on
products for GoldMine.