Building GoldMine relationship trees with Inaport
Guest blogger Gail Darling of leading GoldMine partner infoSpectrum describes how she used Inaport to automatically build and update GoldMine relationship trees for a manufacturing customer. Relationship trees are very useful to provide navigation around complex account/contact structures, but they can be difficult to set up and maintain. Over to Gail…
InfoSpectrum’s client had a problem. It was using GoldMine to manage clients and the sales process, but was finding it difficult to view customers from an account perspective.
A leading manufacturer and supplier of antibodies, antigens and critical assay reagents, this client’s customer base includes many large organizations with contacts in different locations. Being able to view activities and relationships from a customer account perspective is imperative for winning and maintaining business. The solution lay with Inaport’s Relationship Builder.