Simple to use, powerful reporting, and designed around your unique business processes.
Intelligent touch point & lead scoring so you know where to focus your time and effort.
Fast, accurate insights into sales pipelines and performance with unlimited dashboards & reports.
A complete CRM on your phone so you’re never without key info or functionality on the road.
Save time, improve the quality of your leads and increase revenue.
Remove the guesswork and and take control of your pipeline
Protect data integrity and simplify user experience
Reduce administration and increase efficiency
Gain competitive advantage using touch point data
Full functionality any time, on any device
Multi-currency pricing and quotes made easy
Get a live view of your position to quickly understand the value and type of actual and forecast sales with Gold-Vision.
Granular-level team security settings mean you can show individual teams as much or as little of your CRM as you want. Dynamic pages ensure that only the relevant information is displayed to the right people at the right time.
Gold-Vision’s workflow and alerts allow you to automate and enhance your current sales process. From simple reminder alerts through to fully automated and sophisticated processes, let Gold-Vision help you spend more time doing what you do best.
Set up scoring for your website, allowing you to match visits to known leads, prospects and customers. Prioritise your team’s follow-up efforts for maximum results and align sales and marketing.
Sell, contact and manage your relationships on the go. Get access to your live CRM information on any device, including integrated data from operational systems.
Use one central database for your products and price lists. Gold-Vision includes multi-currency quoting functionality out-of-the-box. From simple, one-off quotes, to phased or serial quoting, Gold-Vision will keep track and auto-generate reference numbers reducing the admin burden on your teams.
With Gold-Vision’s dedicated lead management tool you can capture, deduplicate, score, qualify and allocate your leads with ease.
Automatically capture leads from web forms, inbound IP tracking or live chat tools. Plus, you can import your trade show contacts, (purchased) lead lists and other prospect data, then allocate to your sales reps based on infographic criteria or lead scores.
These simple lead processes make marketing or telemarketing follow up easy, and marketing automation means that managing nurture campaigns become a cinch.
Learn more about lead management
Using Gold-Vision’s workflows to build in approval processes and deliver high-quality quotes and proposals from any device will help to keep you one step ahead of your competitors.
Create template documents by team, ensuring your teams work to agreed standards of presentation. If quotes are not relevant to your process, then they simply disappear from Gold-Vision.
Plus, you can manage the process to sales order with the simplicity and flexibility that you need; with product and pricing lists working as stand-alone, or driven by your other business systems.
Learn more about quote management
It couldn’t be easier to create function or team specific dashboards and reports for quick and regular access. You can use dashboards in real-time to carry out sales meetings, allowing you to update targets as you go and reduce time-consuming meeting preparation and follow-up.
Choose from a range of standard charts for easy adoption, or generate your own to get fast and accurate insights on sales performance and see exactly what is relevant to you.
Learn more about dashboards & reporting
Robert Bowden, Sales Account Manager
Read the customer story
