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Gold-Vision - Outlook & Exchange Take an online product tourWatch or book a Gold-Vision demo
 

Automated e-mail tracking - get the full picture...

Gold-Vision doesn't just integrate with Outlook - it uses it! Wherever you are in Gold-Vision, you are usually just one click away from sending an e-mail to the right contact or group of contacts. Users are already familiar with the e-mail functionality - no need for re-training. All standard Outlook integration tools (e.g. Pocket PC) work as standard.

All e-mail, and faxes are automatically collated against accounts, contacts and other items so you get the full picture when you talk to the customer or prospect.

E-mails will be tracked as long as they pass though ExchangeŽ - it doesn't matter whether they were sent using Gold-Vision, Outlook, Web Outlook, or through a mobile device such as a BlackBerry.

Fully integrated with your Outlook® calendar

Gold-Vision fully integrates with your Outlook calendar.
Account related appointments are visible in Gold-Vision - and can be analysed - e.g. how many meetings has User X had with customer Y in the last 6 months?
Appointment information is portable through all standard devices (e.g. PDA, Phone etc.)
All the powerful invitation and availability functionality already available in Microsoft Exchange is utilised - no change. Invite any Exchange or external Contacts to meetings, not just the users of your CRM.
Meeting notes added, or changes made are visible in Gold-Vision.

  Contact Us to for a feature demo...
 

Gold-Vision CRM Overview
Outlook & Exchange
Scalable CRM Solution
Mobile / PDA Access
Connected Email Marketing
Customise & Integrate
CRM Benefits
Intranet or Hosted Options

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