Implementation

Our experienced implementation team are here to help you successfully install CRM on time and pain-free. We will recommend online or face-to-face sessions, to guarantee you make the most of Gold-Vision.

 

Whichever package you choose, our team will lead you to CRM success.

 
Face-to-Face
Online
 
Welcome Pack

At the start of your implementation, we give you the information and tools you need for setting up and managing a successful CRM project. We provide your IT team with documentation regarding the technical setup required.

Installation & Planning
Gold-Vision Installation

Gold-Vision is installed on your server, your cloud or our secure cloud.

Project Scoping

Review and discuss your project objectives with your Gold-Vision consultant.

Process Planning

Plan your processes and system requirements.

Configuration & Data
Gold-Vision Configuration

Your administrator and our consultant will configure Gold-Vision to fit your business. Set user roles, team­ permissions and security settings.

Data Conversion & Import

Convert and import your existing data into Gold-Vision.

User Acceptance Testing

Run through and test your new customised processes to ensure maximum results.

Go-Live
End User Training

End-users receive hands-on training at the end of the implementation. After project go-live, users can attend free webinars and have access to our help site for ongoing support.

Pre-Installation

At the start of your implementation, we give you the information and tools you need for setting up and managing a successful CRM project. We provide your IT team with documentation regarding the technical setup required.

Installation & Planning

Gold-Vision is installed on your server, your cloud or our secure cloud. Your project objectives and process requirements are defined in detail.

Configuration & Data

Your custom Gold-Vision settings are configured, existing data is converted and imported. Your new processes are tested.

Go-Live

We provide administrator and end-user training as required.
Gold-Vision goes live.

Data import

Whether your data is in an existing software application or in a variety of spreadsheets, our implementation team have seen it before.  

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Gold-Vision configuration

Configuration provides you with all the tools to set up Gold-Vision to fit your existing processes and goals.
Work with an experienced Gold-Vision consultant to shape your new CRM.

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Custom work

Our expert development team are available to all of our customers for individual projects, such as portals and custom integrations.

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“The implementation was made extremely easy and was carried out successfully
during what was our companies busiest period ever.”

CHRIS HOPKIRK, SALES DIRECTOR
WESTBROOK INDUSTRIAL LTD.