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.
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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. |
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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. |
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Fully integrated with your Outlook® calendar
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Gold-Vision fully integrates with your Outlook
calendar. |
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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? |
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Appointment information is portable through
all standard devices (e.g. PDA, Phone etc.) |
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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. |
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Meeting notes added, or changes made are
visible in Gold-Vision. |
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