Case Study: AB Orthodontics achieves better sales communication and management with GoldMine

AB Orthodontics Straightens Business with Goldmine

AB Orthodontics, a Melbourne-based supplier of orthodontic products across Australia and New Zealand, needed a better way to manage communication and reporting across three remote sales territories. Their daily client reports were being handled in Microsoft Excel spreadsheets, creating cumbersome filing, limited visibility into territory planning, and inconsistent submission of field reports. GoldMine CRM was selected to improve collaboration and sales management.

AB Orthodontics implemented GoldMine with support from a systems integrator and consulting partner, giving sales and head office staff shared access to notes, calendars, and territory data. GoldMine helped streamline planning, support statistical analysis, and improve visibility into appointments and performance. According to AB Orthodontics, the system delivered “pretty instant” payback, had no downtime for over three years, and became central to managing relationships and sales operations.

AB Orthodontics

Andrew Binns

Managing Director