Introducing Gold-Vision 8...

We’ve built on our existing strengths to deliver a ‘simple CRM’ that still allows you to manage your cross-function business processes - even better than ever before.

What is Gold-Vision 8?

Gold-Vision 8 is the major release that brings with it a whole host of new features and functionality – not to mention an entirely new look – to your existing Gold-Vision CRM solution.

Modern UI

Re-designed menus to give easy intuitive navigation. Flexible & powerful list options, plus a new Action Centre and Search. You will love the look and feel!

Mobile First

Fully mobile responsive for your teams. Access full functionality – from quick quotes to screen designer – on your mobile, tablet or desktop.

More Flexibility

Dynamic page display based on your team or process stage, making it simpler to work with just the information you need.

What's New in Gold-Vision 8?

Gold-Vision 8 has been designed to deliver the right information to the right people at the right time.  Here’s a quick look how it does it…



                    

Screens and lists that dynamically meet your needs

In Gold-Vision 8, lists and record screens can be more flexible - users only see the right information at the right time.

Features include:

  • Scrollable lists and screens for easy and fast navigation
  • Add graphs, counts, lists or fields onto a screen to get the information exactly where you want it
  • Add and remove,  resize or re-ordering columns based on personal preference
  • Floating in-line edit to help keep on top of editing records
  • Multi-select filtering that gives you the power to pick exactly what you want

Display different versions of the same screen based on rules that you determine

Use the new Screen Design Tool to show different teams a tailored view of the same record based on what they need to know, or customise the page view by specific criteria, such as account stage or opportunity stage.

You can also customise item screens to include multiple tabs or pages in any order, and add the following onto a single, scrollable page view:

  • Field sections
  • List, document, and correspondence sections
  • Widgets – such as quick overview counts showing how many contacts, opportunities, appointments there are
  • Charts – item view charts, such as sales forecast by month

Organising your day has never been so easy

Our new Action Centre combines everything you need to manage your day and stay on top of your workload.

Featuring one click access between your emails, to-do list, calendar and alerts, you will never miss an important update or meeting again. Gold-Vision 8’s Action Centre will also notify you when to-do list items are overdue, or when new alerts arrive:

  • Recent history
  • To-do lists
  • Alerts
  • Email
  • Calendar appointments

Finding what you need is easy with our new Global Search function

If you’re not sure where to search, Gold-Vision 8 includes a single search which examines the whole system, or targeted areas using item filters.

Gold-Vision administrators can define what items and custom fields are available for global search. For instance, project codes, keywords, postcodes or quote numbers can be made available - making items easier to find.

Colour-coding and other visual enhancements

In Gold-Vision 8, we've made it easier to identify key or valued information at a quick glance - particularly helpful when in meetings or on the move.

For example, within lists, fields such as financial values and up and coming, or overdue dates, can now be highlighted based on rules set up by administrators. As a result, you can now identify high-value opportunities by automatically highlighting opportunities above a certain value in a list in red (or any other colour of your choosing, for that matter).

On-screen prompts to nudge your team along the next action

At every step, Gold-Vision 8 has been developed with your ease of use as a key priority, and Gold-Vision lists and pages are now more powerful as a result.

Our intelligent 'What’s Next' prompts can help you get started with a new account in a matter of minutes. Suggesting logical next steps, the What’s Next area will help you progress the relationship without missing any vital information.

Latest Gold-Vision 8 News & Resources

Find out more about what’s coming, get acquainted with the new interface, and learn how to make the most out of Gold-Vision 8’s key features...

Available Now - New Gold-Vision Help Site

Our new Gold-Vision 8 Help Site is now available - check here for further details!




Arrange Your Upgrade

This is a major upgrade which will require careful planning from a user and technical perspective. Please complete the upgrade form and once we've received your details, we'll be in touch to confirm a time and date - as well as providing additional information specific to your implementation.

Gold-Vision 8 Webinar Schedule

Become an expert with our Gold-Vision 8 webinars. Take a look at our new webinar schedule and book your place today.



Frequently Asked Questions

How do I book my Gold-Vision Upgrade?

You need to submit the Gold-Vision 8 upgrade form which is available via our new Gold-Vision Help site. We will then review based on your preferred timing and requirements from a user and technical perspective and arrange a time with you.

Will we be updated automatically?

No. Unlike recent updates, we won’t automatically apply the v8 update to your Gold-Vision instance. Instead, we’ll arrange a time to schedule a full upgrade for you. This is to ensure that you can plan your upgrade and also so we can provide a good level of customer service to each customer as they upgrade.

Will I be able to upgrade from any current Gold-Vision version?

No. Due to the way some of the new features we’re bringing in with 8 work, we need to ensure that you are on the very latest version of Gold-Vision before we are able to apply the upgrade. Further information will be added to the Upgrading to Gold-Vision 8 section in due course.

What will happen to our current Gold-Vision system when we upgrade?

There is a direct upgrade path for your data, existing processes and settings. You will also be able to view your previous Gold-Vision 7 system via a “hybrid” mode. This will assist with your review of how best to optimise Gold-Vision 8 before you move your team fully to the new version.

Can I take this opportunity to improve my system?

Yes! You will be able to use our online resources to understand the new features available. We will also be offering service options for upgrade assistance and confirm associated costs as required.

What if I want to stay on version 7?

Customers who do not wish to upgrade to version 8 will be given the option to do so. However, we will no longer be developing further features for version 7 and although not defined at this time, there will inevitably be a future date when support will be limited to GV8.

What about my customisations or bespoke integrations?

We always endeavour to build future-proofed, upgrade-safe customisations for our customers but cannot provide a 100% guarantee here.  For each customer, we will assess what is fully upgradeable and advise if any additional work is required including associated cost.

Depending on the customisation that was developed for or by you, you may notice that some new features in Gold-Vision 8 remove the need for them or provide a similar solution.

Will I need extra training?

Yes and no! Anyone who is familiar with the concepts employed in version 7 will be able to use version 8 – it may look very different, but most functionality will feel familiar. We have put together a whole range of resources to help you:

- Gold-Vision 8 Help Site has resources to act as a guide for getting started with the new interface and features

- Gold-Vision 8 Webinars that will talk you through the key differences and areas that you need to be aware of.

- Upgrade Assistance Packs to assist your preparations for upgrade and take full advantage of Gold-Vision 8 feature options - these can be arranged either remotely or onsite.

Book a Gold-Vision 8 Webinar

Gold-Vision 8 webinars will talk you through the key differences and areas that you need to be aware of.
Visit our online schedule and book your place.

Will there be any changes to the licencing & subscription options?

For existing customers we are not planning changes in the short term. We will be updating our product features to offer Essentials and Professional licence options going forward. These are designed to provide a feature rich set of functionality at a competitive price. We will confirm how the new products will be applied for each customer and rest assured that any price increase will be reasonably set for existing customers. We will also be offering the option of a higher level of Club Support for customers who would like additional services as part of their agreement with us. Further information regarding new support options will be confirmed in due course.

If I am Hosted, how do I find out what Version of Gold-Vision I am on?

When logged into Gold-Vision, from any screen, in the bottom left hand corner, you will see a Version control, this is showing the Version of Gold-Vision that you are on.

I have more questions, what should I do?

We will be continuing to provide communications to showcase the features of Gold-Vision 8. Please keep a look out for further email updates but let us know if you have any specific queries that we can assist with.