8 steps to launch your sales enablement strategy

Sales enablement is one of the hot new phrases in the world of selling but what does it mean, and more importantly, how can you take advantage of it using your CRM?

Blog_ABM Journey
How to use CRM to accelerate your ABM journey

ABM and the use of ABM strategies have gained more traction since the introduction of GDPR in May 2018. This post should help you figure out where to start, and how you can use CRM to succeed where other’s may fail.

Social selling: focus your efforts

Social selling isn’t a new phenomenon however, many still don’t know what it is, how it works, and why it is the answer to many of their woes.

6 steps to a successful CRM implementation

Head of Customer Experience, Jiggy Patel, shares six vital steps that will ensure that your next CRM project is a success.

Customer data management best practice: keep your ‘dirty’ data separate

The final instalment in our CDM best practice mini-series – discover how keeping your dirty data separate can save you a lot of headaches.

Less is more – common CRM data myths, busted!

A true CRM allows businesses to get so much more benefit from their investment. Which is why it’s important to debunk some of the myths about data entry that many other solutions take pleasure in perpetuating.

Customer data management best practice: maintaining your data must be a collective responsibility

In the second instalment of our customer data management best practice mini-series, we look at why maintaining your data should be a collective responsibility.

Customer data management best practice: preparation is key!

Welcome to the first in our customer data management best practice mini-series: preparation is key! Read on to find out where to start with your customer data management journey.

Now is exactly the right time for CRM

Implementing effective, integrated CRM can be quick, cost-effective and can energise your virtual business. Read on to find out why now is exactly the right time to introduce CRM to your business.

5 lead scoring best practices

Implementing a strong plan will not only make a huge difference to your ROI, it will also give your business an undeniable advantage over your competitors. In this infographic, we share with you our top 5 best practice tips based on our own experiences.

CCPA vs GDPR: quick reference infographic

This CCPA vs GDPR infographic guide will help you to quickly identify and understand what the CCPA is and who it affects, as well as what the key similarities and differences between the two legislations are.

Birthday cake with one candle for GDPR's one year anniversary
One year later… did the GDPR stuff go away?

It’s been just over a year since GDPR came into force, and our resident GDPR guru, Nat Gorton, published her blog “GDPR 101: A Comprehensive Overview of the new Data Protection Regulation“. So, we thought it was high time for Nat to revisit the topic and give us all an update.

Blog_CRM integrations
5 vital CRM integrations to help your business succeed

CRM can – and many argue should – be your central data hub. From the MD through to your accounts team, a great solution can save everybody time, increase productivity and provide a 360-degree customer view. How? Through CRM integrations.

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How to use dashboards to beat your sales targets

Setting up a personal dashboard, whether you are a Sales Director or a new executive starting out, can be the instant check you need to find advantages and maximise them throughout the year.

Blog_Use CRM to set targets
How to use CRM to set targets and improve your sales pipeline

With a background in CRM implementation our Head of Customer Experience, Jiggy Patel, shares her advice on how you can improve your sales pipeline by using targets in your business.

Blog_Customer on-boarding success
4 essential tips for B2B customer onboarding success

How a successful onboarding plan plays a critical role in the early stages of the customer lifecycle, and your long term success.

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3 uses of marketing automation to make your life easier

Marketing Automation is more than just a trendy buzzword – it’s a tool that, utilised properly, enables businesses to truly align their sales and marketing.

Blog_Adobe Sign integration
Integrating Adobe eSignature software with CRM

eSignature empowers our customers to seamlessly create, send, sign and track all digitally sent documents all within Gold-Vision CRM.

Blog thumbnail_How Gold-Vision got GDPR ready
How Gold-Vision got GDPR-ready

After 2-years of waiting, and with the GDPR legislation now in place and in force, here’s an inside look at how we responded, and what it means for our customers.

Blog_GDPR 101
GDPR 101: A comprehensive overview of the EU’s new data protection regulation

GDPR can seem like a scary thing – but it’s not really– there are just a lot of myths and misunderstandings circulating.

Blog_Understanding CASL
Understanding CASL: Is email marketing still viable for Canadian businesses?

For the long answer, read on to find out exactly how you can ensure you remain compliant, and why it’s not only viable, but also really easy to do so with the right software.

Blog_10 common GDPR myths, busted
10 common GDPR myths, busted

Here at Gold-Vision, we are helping hundreds of companies to conquer their GDPR compliance challenge!

Blog_Overcome tender management with CRM
How CRM can tackle the biggest tender management challenges

In this post, we explore how CRM can help overcome such challenges and help drive better business decisions.