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CRM

stockGold Vision CRM that Makes a difference...

Gold-Vision is a powerful Customer Relationship Management application that builds on your existing investment and processes.

Benefits to you

  • Work as a team – see a unified view of each customer accessible  across your organisation.
  • Understand what’s going on – Gold-Vision includes unique  technology that automatically assigns outgoing and incoming  emails to the right account and contact record.  These can be  further linked to specific opportunities, projects, etc.
  • Maximise sales conversion - get a clear vision of your pipeline and  where to focus effort for greatest reward.
  • Improve your decision making – make decisions on opportunities and projects with the confidence that you know the latest facts.
  • Understand your customers – have valuable information at your fingertips enabling you to respond quickly to customer opportunities and issues.
  • Improve your marketing focus and generate smarter campaigns using Gold-Vision templates.  Understand where your business  actually comes from, and therefore where to invest.
  • Easy but powerful reporting – turn data into understanding  using integrated Microsoft SQL Reporting Services® in Gold-Vision, or through direct links    with Excel®.
  • Integrate business processes – sales, support, service and marketing teams can all use Gold-Vision.  Your customers will notice how informed your team has become!
  • Maximise your existing Microsoft® investment – build on familiar Microsoft® Outlook® functionality and make users feel at ease with CRM.  Or use the mobile version with your Blackberry®, Windows Mobile or Palm device.
  • Integrate with other systems to avoid duplication of input and streamline processes. Gold-Vision has been integrated with several accounting or business solutions.

List of Available Modules

Customer service and support

Integrate sales and service teams with a unified view of all customer information – your team can see first-hand the customer service, correspondence and activity history.

Marketing & Campaigns

Optimise your Marketing processes.  Use Gold-Vision to generate effective campaigns and measure the success of marketing activities to focus strategy.

Sales & Quotations

Maximise lead conversion - track leads through the sales cycle and plan resources effectively.  Gold-Vision provides the tools for your sales team to quickly identify and prioritise hot prospects whilst ensuring that sales activities are not being missed.

Project & Event Management

Create and track projects to manage focused internal or customer activity.  Set your own project stages and design the fields to record the information important  to your teams.

Account & Contact Management

Centralise your Account and Contact information in a relational database integrated with Microsoft Outlook®.