Goldmine/CRM

DeSoto Consulting, LLC (DC) has been serving the Insurance community since 1999. We specialize in setting up your office with programs that enable you to effectively manage every facet of your business relationships. Opportunities to win and retain customers occur at every phase of the customer relationship lifecycle.

Goldmine and GoldMine Premium enables you to turn more of these opportunities into additional bottom-line value, often by leveraging data you already collect.

Using GoldMine software in conjunction with OmniRush by Z-Firm and Paperport provides an optimal paperless environment.

All of your Client/Prospects information at a QUICK glance!

What IF you could:

Automatically give full Activity Logs noting every:

Phone call in or out (how many were proactive outbound?)
Appointment or walk-in (how much face-to face time?)
E-mail or Fax sent, received, or handled (how much admin?)
Task Allocated (Where is your staff spending their time?)
Productivity (Are they productive or just “busy”?)

Save literally millions of pages on a single hard disk:

Scan a page into a GoldMine Client Record in 4 seconds!
Effortlessly save pertinent e-mail for each client
Stop searching desks for Activity files or folders
Quickly find any scan, fax, E-Mail, or note for any client
Print copies as needed.

Automatically manage the entire sales process:

Track quotes and apps

Automatically log starting, ending, and break times:

Print Time Clock reports for each staff and pay period
Simplify payroll by totaling hours worked
Reports actual hours and shows productivity
Mass mail, email, and fax your clients.

AND MUCH MORE!