GoldMine Case Study - Fall River Capital

GoldMine Software provided the tools necessary for Fall River Capital to begin doing business in an efficient and organized manner.

Fall River services investors with specific results goals and multi-layered investment relationships, often requiring special reporting to various government agencies.

A Contact Management program was needed not only to efficiently store the contact information, but also to maintain the integral relationships between investor, the referring agencies, and the banking institutions.

Separate marketing materials and campaigns were needed depending on the customer classification, and full documentation needed to be maintained to know who received what and when.

An efficient method of scheduled follow-ups was considered essential in their marketing strategy. GoldMine Software not only was able to handle these elements, but gave Fall River advantages they didn't expect, such as:

• Broadcast e-mail capability to keep all customers in touch with the latest financial news.
• Filtering capability to send specific targeted documents to only select sets of clients.
• Field customization to establish a hierarchical order of relationships between customer, agency, and institution.
• Easy synchronization with a hand-held PDA to be in constant contact with the latest client information.

In addition Fall River chose GoldMine's E-mail center, replacing Outlook and making the office even more efficient, networking into one program everyone in the organization to share calendars, schedule conference-calls, and view all client activity in one simple location. GoldMine software and TSR Solutions - the answer!

For more information or to sign up for service, please contact:

TSR Solutions, Inc.
Goldmine Representative
ccampbell@tsrnet.com
(262) 512-4100