Gold-Vision CRM
Click here to download the "10 Reasons Why You'll Love Gold-Vision v6" pdf.
Gold-Vision is a powerful Customer Relationship Management (CRM) application that builds on your existing investment and processes. Gold-Vision holds key relationship information, all within familiar Microsoft Outlook and Exchange. Users are soon at ease.
Account, Contact, Sales, Campaign, Project or Event Management are enhanced by automated e-mail tracking. Gold-Vision is easy to use and customise, yet highly functional and is ideal for 5-500 users.
Key Benefits
- 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®, Pocket PC® 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.
Features
- Account, Contact or Project centric
- Fully customisable
- Integration with Outlook, MS Exchange and MS Office
- Telephone system integration
- Utilised Outlook Calendaring
- Workflow and Process Automation
- Account Event History
- Marketing Campaigns and Mail Marge
- Sales and opportunity Management
- Quote Management including comprehensive products file
- Project and Events Management
- Delegate Booking
- Profiling and Help Desk
- Link any Gold-Vision item across accounts
- Security and Access Controls
- Hosted on MS SQL Server
- Integrated Microsoft SQL Reporting Services
- Hosted or in-house configuration
- Mobile/PDA Access
- Optional Gold-Vision Connect - e-mail marketing
Click here to download the "10 Reasons Why You'll Love Gold-Vision v6" pdf.
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