Within Gold-Vision CRM Activities are goals. A Sales person needs to create a quote or complete a proposal, a marketing person needs to get an appointment with a prospect or maybe a Manager needs to remind themselves to check a key account.

It’s common for other CRM Software packages to create an Activity for every call someone makes and for every little process that your staff go through to achieve a goal on an account. What does this mean? long lists of activities that overwhelm the user and never actually get completed.

Gold-Vision CRM takes a different approach to your Activities List. Making Activities and end goal means that you can register all your calls, your notes, appropriate documentation and e-mails to that one activity. This means staff spend less time looking around the system to find information to help them complete the goal, and more time actually completing it.

Each Activity also gets its own staging process, so your staff can look at their Activities list and see what is getting close to deadline and what progress has been made.

Gold-Vision CRM allows your staff to complete goals quicker and makes sure no deadline is missed or forgotten. There’s a simple yet hugely beneficial bi-product of Gold-Vision CRM’s Activities lists, happier customers and higher conversion rates.