CRM for the Packaging & Container Industry

Flexibility of configuration & screen design

Companies in the Packaging & Container industry require the flexibility to input, or have data flow from the ERP to CRM, where information on product specifications is key to making accurate quotes, closing sales, and providing good customer service. Gold-Vision CRM provides all the flexibility you need with free form text, dropdowns, multi-select, numerical, and date fields so you never have to worry if your team is missing key insights and information to enable your business’ sales.

Gold-Vision is also perfect for customers who wish to connect their own or existing ERP and finance systems. The Gold-Vision Data Bridge allows scheduled or automated imports of mapped data to be fed into core areas of the system, keeping everything within one unified view. We also have a variety of integrations available, including Microsoft NAV, Xero, QuickBooks Online and Sage 50/200. Find out more about our integrations, here.

Opportunity to Project
transition

One of the most critical processes in the packaging industry is to have a smooth transition after a sales opportunity is won and closed. The ability to communicate product information for the manufacture and assembly stages at the packaging production plant is absolutely key. Gold-Vision lets you streamline this process with its powerful workflow and alerting system, so that your project team is notified of when a sale is closed. Another benefit of the system includes the ability to manage the full assembly process from initial approval of the specs, technical information, graphics and colouring, to trial sampling, final production and shipping with alerting and workflow engaging all the relevant personnel for the task at hand.

Quote Management

Gold-Vision’s integrated quote functionality allows for customization of your quote templates. The management of all your product lists and custom pricing is available directly within Gold-Vision, allowing for an easy exporting into your formatted template. Furthermore, our document templates help you present your quotes in a professional manner, with options such as product images and customized fonts.

Our eSignature integrations, including Adobe Sign and DocuSign, allow for your quotes stored in Gold-Vision to be signed off quickly and securely. This feature isn’t only time effective but gives your customers confidence when placing their order with you.

Customer Support & Portal

Gold-Vision CRM’s standard support ticket logging is a critical feature for recording any issues or customer support needed with packaging orders. Promptly address your customer support inquiries and record all information against the ticket so that your support team can be notified in a timely fashion.

Furthermore, with Gold-Vision’s integrated portal, your customers can self-serve and log a ticket without emailing or phoning you. Your support team can communicate directly through the portal with the customer and keep them abreast of the progress to their ticket.