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.
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.
Gold-Vision is installed on your server, your cloud or our secure cloud.
Review and discuss your project objectives with your Gold-Vision consultant.
Plan your processes and system requirements.
Your administrator and our consultant will configure Gold-Vision to fit your business. Set user roles, team permissions and security settings.
Convert and import your existing data into Gold-Vision.
Run through and test your new customised processes to ensure maximum results.
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.
Gold-Vision is installed on your server, your cloud or our secure cloud. Your project objectives and process requirements are defined in detail.
Your custom Gold-Vision settings are configured, existing data is converted and imported. Your new processes are tested.
We provide administrator and end-user training as required.
Gold-Vision goes live.
Whether your data is in an existing software application or in a variety of spreadsheets, our implementation team have seen it before.
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.
Our expert development team are available to all of our customers for individual projects, such as portals and custom integrations.
CHRIS HOPKIRK, SALES DIRECTORWESTBROOK INDUSTRIAL LTD.