Integrate Gold-Vision with your key business processes with intelligent workflows & alerting
From simple alerting on notes or activities to more sophisticated alerting on data in your system, Gold-Vision’s workflow and alerting functionality will help you keep on top of your sales figures and manage your team’s workload.
The simple process builder allows you to automate key processes to create follow-up items, alerts, emails or trigger additional internal or external processes.
At any time you might have multiple teams working on the same project in different capacities. Using Gold-Vision, you can configure permission settings and workflow easily to ensure that your project is delivered on time and to the highest quality.
Using touch point alerts, Gold-Vision can help your sales team act fast and keep ahead of your competition when it comes to actioning promising leads.
For example, you can use touch point alerts to notify the lead owner when one of their leads reaches a score over a certain value. This equips each member of your sales team with the power to contact their leads at the moment they are most likely to convert.
These automatic alerts can reach your team in a variety of ways, such as raising an alert in Gold-Vision or automatically sending an email to the lead owner. Set it up based on your unique business needs.
Automate key customer support processes to reduce waiting times and improve the overall experience of your customers.
