Security and Permissions Now we will admit that having all this information centralised and all staff being able to access it can offer up some interesting security concerns. You need the collaboration and efficiency of centralised information, but you also need to protect it. Gold-Vision CRM has this covered as well.

Security and Permissions give you the ability to make sure only necessary users have access to certain areas of your CRM Solution. With Gold-Vision CRM, this can even be down to the record level.

A great example is a customer of ours who promote a very healthy competition between sales people. This does however mean that they need to be able to isolate each sales persons account list so that they can only see their own accounts. Not a problem in Gold-Vision CRM.

At the same time though, internal sales and marketing people need access to multiple sales persons account lists, but based on the geographical areas they are responsible for. This isn’t a problem in Gold-Vision CRM either.

Security and Permissions within Gold-Vision CRM is as simple as grouping together users and allowing users to exist in multiple groups. This simple drag and drop innovation not only makes Security and Permissions more functional, but it means that changes can be made by an administrator within seconds if required.

It’s not just accounts though, within Gold-Vision CRM you can use Security and Permissions to control access and functionality of all areas of the software. We think this is incredibly important in today’s fast paced and security conscious times and our very happy customer base agrees.