Gold-Vision is a fully featured CRM solution for sales and marketing. Manage and strengthen your relationships at every stage of the business lifecycle.

Powerful. Affordable. Intuitive.

SALES

SALES TARGETS & PIPELINE

MOBILE SALES

AUTOMATED WORKFLOW

TEAM VISIBILITY

MOBILE SALES

DRIVE SALES

360 Customer View

Account & Contact Management

Gold-Vision account overview screens provide a real-time 360 snapshot of your accounts. You now have an up-to-date picture of each prospect and customer, drawing together data & documents from a wide variety of sources and making it available to many users in sales and marketing departments.

Centralise account and contact information in a relational database integrated with Microsoft Outlook. Gold-Vision’s integration with Outlook allows the user to easily import new contacts and tasks into Gold-Vision accounts without any technical assistance. All communications and activities are tracked in Gold-Vision, making it easy to find your important emails, quotes, attachments and notes.

Our unique and highly praised Outlook Exchange integration at server level automatically synchronises emails and appointments from Outlook to the right account and contact records in Gold-Vision and vice versa. The integration at server level allows tracking regardless of which device you are using. Automated email tracking gives you a wider perspective of contact between Gold-Vision users and account contacts. Email sent through Gold-Vision, Outlook, Web Outlook or your phone will get tracked. Gold-Vision can also track at the domain level, so email to or from contacts not yet set up are easy to identify. Tracked emails can also be linked to items to show key emails related to an opportunity, a support activity, etc. Not an Outlook user? Google emails are also automatically integrated.

Email & Appointment Integration

Powerful. Affordable. Intuitive.

“Gold-Vision is extremely easy to use and all information needed is in one place.”

- Belinda H.Read Case Study

Mobile

Access your accounts, tasks & appointments online, on mobile or tablet.Using the Outlook and Exchange workflow, remote workers are always in immediate touch with their tasks & appointments. This means no duplication data or synchronisation issues. Changes made centrally are synchronised when reconnecting to the internet.

AUTOMATED WORKFLOW

Activities

See your customer’s complete activity history in a simple click. All activities are tracked by date and time to make it easy for team members with appropriate security clearance to have all the background information available at their fingertips. Drill-down to activities by account, contact, opportunity, marketing campaign or project. Link relevant accounts, contacts, documents, tracked emails etc. to activities or choose to set user-defined fields against your activity records. You can create as many activity types as you like to ensure detailed analysis across your business.

CRM is not a plug and play solution. Think carefully about your current business processes & workflow and use Gold-Vision to automate and enhance them. Gold-Vision alerting and workflow allows you to automate daily office tasks, keep on top of your job, your team and your organisation. From simple reminder alerts (e.g. remind me 1 month before contract renewal date) to sophisticated processes (e.g. alert me if an open opportunity has been inactive for a period, or create automatic follow-up activities). No technical knowledge is required, alerts and workflow can be set up in the simple process builder.

Workflow & Alerting

SALES TARGETS & PIPELINE

Opportunities & Quotes

Powerful. Affordable. Intuitive.

Gold-Vision allows sophisticated yet simple sales opportunity recording. Enter estimates to begin with and refine later using quotes. Opportunity stages and activities are fully definable, enhancing your own business process.Gold-Vision provides sales teams with a simple multi-currency quotes system using standard or custom-built templates, which can be mailed as a Microsoft Word document. Items to be included in quotes are simply selected from your pricelists – set pricelists by customer if you choose. One click to standard template documents that are centrally located including the ability to assign Gold-Vision contact fields so that data will be entered automatically.

DRIVE SALES

Dashboards & Reporting

Use dashboards to display important sales information in a real-time, dynamic view. Assess what's in the pipeline, analyse your sales activity efforts and refine your strategy. Analyse current and historical sales data so that you can see changes and patterns as they arise. Complete visibility means your managers know precisely what their teams are working on, so they can work together more effectively.Gold-Vision enables you to forecast revenues accurately. Track the

sales stage and revenue opportunity of each lead. Follow each deal through the pipeline. Understand where problems occur, and why. Stay on top of key sales metrics that determine your organisation's success such as sales forecasting, and performance over competitors.Choose from a wealth of standard reports and charts or create your own easily. Gold-Vision has an inbuilt charting facility with automatic data selection to help you choose the most appropriate data for the type of report. Add in fields and filters to refine reports and charts even further. A comprehensive view of both current and historical events within accounts is available, together with pre-set and custom reports that provide you with the information you need to make better business decisions. Dashboards can be private or you can share them across your business. Reports can be exported in a single click into Excel, Word, PDF, HTML or CSV files. Possess a clear, well-informed understanding of near-term future events to enable you focus resources effectively.

TEAM VISIBILITY

Powerful. Affordable. Intuitive.DRIVE SALES

Dashboards for Teams

Complete visibility means managers know precisely what their teams are working on, so they can work together more effectively.Gold-Vision enables you to forecast revenues accurately. Track the sales stage and revenue opportunity of each lead. Follow each deal through the pipeline. Understand where problems occur, and why. Stay on top of key sales metrics that determine your organisation's success such as sales forecasting, and performance over competitors.Choose from a wealth of standard reports and charts or create your own easily. Gold-Vision has an inbuilt charting facility with automatic data selection to help you choose the most appropriate data for the type of report. Add in fields and filters to refine reports and charts even further. A comprehensive view of both current and historical events within accounts is available, together with pre-set and custom reports that provide you with the information you need to make better business decisions. Dashboards can be private or you can share them across your business. Reports can be exported in a single click into Excel, Word, PDF, HTML or CSV files. Possess a clear, well-informed understanding of near-term future events to enable you focus resources effectively. Your Gold-Vision database is completely transparent and continually updated in real time.

Appointments by Sales TeamSales by Product & Sales member

Customisation, User & Account Security

Gold-Vision Security prevents unauthorised access to your account details. A security hierarchy provides 5 security levels that are user definable: Users, Managers, Executives, Support and Administrators. This allows managers and team access to the performance and activity on their particular accounts.Choose who has access to what in Gold-Vision. Sales teams and customer support staff may require different access levels. Therefore, set up different access permissions per team. Un-checking a box will remove the relevant icon or area from that user or team.

“The increased visibility of workloads and active opportunities is a massive improvement to our sales process. You can report on almost anything, and it’s exactly the same tool no matter what area of Gold-Vision you are using.”

- Simon D.

Read Case Study

Powerful. Affordable. Intuitive.

Contact us:

UK & Europe: +44 (0) 1788 511 110North America: +1 (647) 494-9870

+1 (877) 673-1230 (Toll-Free)