FrontRange Case Study

Smith Barney

Prior to using GoldMine, the new account process could take up to one hour to complete. Hein would handwrite the new account form as he interviewed the client, then hand it to his assistant who would type it out on a typewriter. Today this is a ten-minute process because it's done in one step. "To open twenty accounts the old way would have taken 20 hours, now it takes three. Just that alone has helped us incredibly", states Hein. Recently, this new account process was tested on a grand scale. A company that Hein works with bought another company. Suddenly, 5,000 new accounts needed to be opened. A process that would have taken months the old way, took days using GoldMine!

Tags: CRM, Information Management

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