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Gold Vision CRM Key Features

CRM Packed Full of Functionality

Gold Vision CRM is packed full of functionality that can be moulded to meet the needs of almost any business. Here we provide an outline of some of the key features

Contact Management – Ability to track and record contact with individuals or businesses, add notes, activities and record meetings

Document Linking – Link associated files, folders, documents or URL’s to people or companies for easy reference purposes

eMail Tracking – Linked directly to your email server, Gold Vision can track all inbound and outbound emails and link them to contacts or companies in the system, making them visible to other users

Workflow and Alerting – A fully configurable set of alerts and rules based on activities, exceptions or proactive events in the system

Products, Sales and Quoting – Gold Vision can hold or replicate (from an integrated system) your product data and prices so you can raise quotes and complete orders in the system which are linked to specific people or companies and which then feed directly into your opportunity and revenue pipeline

Pipeline Management – Gold Vision allows you to determine your own stages, probabilities, values and reporting mechanisms for quoted business, revisions of quotes and ultimately ‘closed’ sales whether won or lost

Mail Merge – Create frequently used document templates inside the system for instant mail merges drawing individual, company, project or other information from the system and merging it for a complete letter, directly to the printer

Seminar/Event Management – A full module dedicated to helping you create, promote and manage an event or seminar

Project Management – Combined with the workflow and alerts the project management module allows you to stay on top of projects which are related to your clients or orders which may have been generated in the system for services or installations or your products

eMail Marketing – Fully integrated email marketing tool to make campaign delivery simple and straightforward and automatically update contact records with bounces, unsubscribes and results

Dynamic Reporting – From onscreen drill down and interrogation to easily created user defined reports that can be viewed on screen or exported in a number of different formats

Fully Customisable – From renaming entire modules to individual fields, Gold Vision allows the user to define screen layout and the format and content of fields

Integration – Gold Vision is fully integrated to Sage 50 and other leading accounting solutions. Due to its MS SQL base it is also easily linked to other contemporary business systems

Links to Other Systems – Gold Vision is MAPI (e mail) & TAPI (phone) compliant making it easy to e mail or dial numbers directly from the records inside the system. It also links with internet browsers for websites, Google Maps for pinpointing clients locations and Post Code lookup utilities for rapid data entry

For a full demonstration of Gold Vision either online or at your offices, please contact a member of our sales team today.