Tour

SALES

 

Mobile sales

Use Gold-Vision wherever you are. Sell, contact and manage your relationships on the go.
Our highly praised Microsoft Exchange integration immediately syncs your emails and calendar from your phone or tablet to CRM. Gold-Vision will automatically update account and contact records.

NEXT: LEAD MANAGEMENT

Lead management

Assign your leads for quick and simple follow-up in the lead management module. Click to find additional company and contact information. Qualify your leads and find out quickly which ones are ready to progress. Gold-Vision alerts you to ensure no lead goes unnoticed. Keep on top of your leads with clear dashboards and reporting.

NEXT: OPPORTUNITIES & QUOTES

Opportunities & quotes

Identify, manage and track your sales opportunities. Gold-Vision is equally at home in a small company with simple quotes or an international enterprise with sophisticated multi-currency proposals. Improve the speed, quality and consistency of quoting in your business. Product lists can be integrated with your existing solutions.

NEXT: TARGETS & PIPELINE

Sales targets & pipeline

Take out the guesswork and stay in total control of your pipeline. Gold-Vision shows you a live view of your position. You can drill down with one click to focus on those key sales opportunities.
Performance targets can be set for your entire organisation, per team or per person.

NEXT: TOUCH POINT SCORING
 

MARKETING

 

Touch point scoring

Score your leads and prospects to focus on those most likely to convert. Assign hot leads and prospects manually or automatically to sales so they can make the call at the right time. Touch points include website visits, email marketing responses and social interactions on Twitter and Facebook.

NEXT: EMAIL MARKETING

Email marketing

Join up your email marketing with CRM. Don't settle for incomplete marketing data; choose the Gold-Vision fully integrated approach. All response and click-through data from your Connect marketing emails is immediately visible in CRM, ready for action by sales or customer service teams. Report and analyse campaign performance from Connect.

NEXT: MARKETING AUTOMATION

Marketing automation

Scale up with marketing automation. The integration within CRM allows you to automate workflows based on Connect email marketing information, or CRM data. Gold-Vision is the true all-in-one solution. Automation empowers you to reach out to the right people, at the right time.

NEXT: MARKETING ROI

Marketing ROI

Measure your marketing effectiveness from real follow-up activity in CRM. Phone calls, event bookings and sales opportunities can be linked to your marketing campaigns and give you an immediate picture of the return on your investment. Analyse the return on marketing per campaign, or even per mailshot.

NEXT: IMPROVE BUSINESS PROCESSES
 

BUSINESS PROCESS

 

Improve business processes

CRM will strengthen, simplify and enhance your existing business processes. Built-in workflow can automate daily admin tasks, reminders or more sophisticated business functions. Customise your processes easily in Gold-Vision without IT knowledge.

NEXT: PROJECT MANAGEMENT

Project management

Close integration with your CRM is crucial to manage your client or internal projects successfully. Gold-Vision projects are the ideal platform to do exactly that. Our all-in-one integrated approach will enhance collaboration between all your business departments.

NEXT: INTEGRATIONS

Integrations

We offer a variety of third party technology integrations, written and supported by our in-house development team, to enhance your business workflow. Use our API to integrate Gold-Vision with additional applications or websites or contact us for custom work.

NEXT: FULL VISIBILITY
 

RELATIONSHIPS

 

Full visibility

Have a complete and up-to-date view of your accounts in Gold-Vision. See all key contacts, communications, recent activities, event bookings, sales and marketing data in one central location. This ensures colleagues with the right permission can pick up where you left off. Gone are the days of storing information in different places across your business.

NEXT: IMPROVED COMMUNICATIONS

Improved team communications

Full visibility across your whole client base makes internal communications infinitely better. Broadcast notes from Gold-Vision to colleagues in order to improve team collaboration even further. Gold-Vision gives you a clear overview of your team’s activities, appointments and deadlines. Live dashboards allow you to run more informed and faster team meetings.

NEXT: CUSTOMER SERVICE TOOLS

Customer service tools

Offer better and faster customer support using Gold-Vision. Automate your processes to significantly reduce waiting times for your customers. Our mail server integration automatically links support emails to the correct ticket in CRM. Monitor your customer service helpdesk day-to-day.

NEXT: REAL-TIME REPORTS
 

EXECUTIVES

 

Real-time reports

Gold-Vision offers fast reporting, live dashboards and pipeline. Drill-down with one click to dig deeper and analyse your data further. Essential reports can be generated automatically and sent to team members as often as needed. Keep your management team up to date with minimal effort.

NEXT: ENTERPRISE FEATURES

Enterprise features

Manage security levels across your enterprise. Team-based security allows you to categorise users by their teams and restrict access accordingly. Multi-currency quotes are seamlessly converted in single-currency charts for top-level reporting. Performance can be measured by territory, business, product sector or team.

NEXT: SUCCESSFUL CRM

Successful CRM

The key to a successful CRM is the quality of implementation. Gold-Vision is fitted to your business, rather than the other way round. See and measure increased productivity and user buy-in. Your prospects and customers will notice your team's improved customer knowledge and service, leading to higher sales and customer retention. 

NEXT: DEMO GOLD-VISION TODAY

Find out for yourself

We understand your company has its specific requirements. Find out how we can meet your business needs during a personalised demo built just for you.

Contact us for a personalised demo today.

 

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Gold-Vision demo

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Personalised to your priorities, at a time to suit you.

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