Gold-Vision is designed to be simple to use for admin and day-to-day use alike.

To ensure you get the most from your investment, we can provide expert advice before you start working with us to plan how best to implement your CRM system. We have a great track record of delivering successful CRM projects and you can choose from a range of services that are provided by our expert team.

Getting started with CRM

Speed of implementation can be the key to a successful CRM system. We provide quick-start packages for smaller projects or more in-depth training for larger teams. Training can also be focused on a super-user team who will champion your CRM and ensure that Gold-Vision is efficiently adapted as your business requires.

Additional training for all end-users, or specific training by area, such as marketing or sales, can also be arranged. Our training services are flexible based on what suits you best.

Get advice from our implementation experts to help you figure out what is most important for your business now, and in the future, so you can be sure that you’re ready to scale as needed.

If you’re not sure what the answer is to these questions, we can help:

  • What does your sales process look like?
  • Have you got any confidentiality or security considerations for your data?
  • How will you comply with local data privacy laws?
  • What level of on-going support will your team need?
  • What are your hosting requirements?
Get in touch

Online or face-to-face

Your teams may be based in one location or in offices around the world. We offer training packages depending on your budget, team availability and the depth of training required. For example:

  • Online sessions that are personalised for your business requirements
  • Face-to-face training for individuals and teams at your offices with our project team who have a wealth of CRM experience
  • Face-to-face training at our own offices where you can meet the Gold-Vision team

Help yourself

Visit the Gold-Vision Help Site to to find introductions and scenario based descriptions on all things CRM, from how to create a contact right through to setting up sales dashboards. A wide range of web clips give clear ‘how-to’ instructions, allowing you to train yourself in new areas or get a quick refresher where you need it.

All customers are also eligible to join our free weekly training webinars. Lasting around 30 minutes, they cover a wide range of topics. Train new employees with ‘Getting Started’, pick up some tips for marketing, or brush up on key business processes.


Scoping session

One-to-one exploration review with one of our CRM experts, delivered via webinar.

Lasting approx. 2 hours and available to all customers, our remote scoping sessions are designed to help you get the most from your Gold-Vision CRM.

Face to face option also available.

Data Review

Data review

One-to-one consultancy with one of our implementations experts, delivered via webinar.

Lasting approx. 2 hours and available to all customers, our remote data review sessions are designed to help you understand your data.

On-site training

On-site training

Face-to-face delivery at our offices or yours.

Arrange an on-site training session with a Gold-Vision expert to cover anything you need.

Other services include: Detailed business requirement review, System configuration, Data import assistance, Bespoke system & Integration services, Quick-Start & Expert advice packages

Need help but not sure what package is right for you?

Have a chat with one of our experts to find out

Arrange a call