Gold-Vision

Gold-Vision

Sales, marketing & support CRM

4.7/5 (58 avis)

Gold-Vision - Présentation

Gold-Vision is a highly configurable CRM solution that will unify your sales & marketing teams. Fully featured and covering all aspects that a modern business needs, you can also integrate Gold-Vision with a number of your day-to-day essentials such as Outlook, Exchange, Gmail, LiveChat, Eventbrite and social media networks.

With Gold-Vision CRM you have access to various sales tools that provide visibility on how your leads are performing. Capture data automatically from website forms, live chats or IP tracking tools, define touch points to score leads, and get a live view of your pipeline. Plus, sales automation features enhance the sales process with reminder alerts, defined due dates, follow ups, and much more.

Use Gold-Vision’s integrated email marketing features to blend your website visitor data with email marketing and interactions so that you can score leads and contacts accurately. You can also use targeted marketing campaigns and configure multi-stage automations for lead nurture or new customer campaigns and understand your ROI quickly with built in reporting.

Decrease waiting times for customers and improve their satisfaction with Gold-Vision’s automated customer support features. All historic support data is logged whether conversations took place via phone or web chat, helping you to track and search customer exchanges, including any linked support tickets.

Project management features keep projects organized and on schedule with automated to-do lists, project reporting, due date alerting, appointment tracking, collaboration tools, and more. Users are also able to manage events, conferences and training courses as well as create invitations and take bookings.

Prix

À partir de
21,50 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Canada, Europe, Royaume-Uni, États-Unis

Langues

anglais, français, allemand

Gold-Vision - Avis

Note globale
4.7/5
97% d'avis positifs
40
Excellent
16
Très bien
2
Moyen
0
Médiocre
0
Mauvais
Helen B.
Traduire avec Google Translate

Improves with Regular Daily Use

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 04/10/2019
Provenance de l'avis : Capterra

An improving picture, the more we learn the more we use it. Although I still feel we don't use it to it's full potential
Switching over to any new software package is going to be a challenge, when everyone was happy with the old system but over time and with more support & training from Gold Vision we now wouldn't be without it.

Avantages

Brings all our customer data into one place, quick and easy access for all users.
Very easy to manage our GDPR compliance.
Provides clear and accurate daily reports, which appear live on your own dashboard
You can customise the software, which we've now done and it works much better for our business

Inconvénients

Initially, it was over complicated, far to many steps and options on each screen
Terminology was difficult to understand, which made keying data into some fields a challenge. People were putting the same data into different fields because they didn't understand the titles
Over time, we have customised each screen and made the software work for our business

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

7.0/10
Stephanie B.
Traduire avec Google Translate

Flexible user friendly software with excellent customer support

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 12/07/2017
Provenance de l'avis : Capterra

We're able to report quickly on so many different areas of our business that we had no visibility of before having Gold Vision. This allows us to react almost immediately to issues that we were unaware of in the past. As we've recently implemented a pervasive upgrade, which has allowed us to carry out a long overdue update to the latest version of GV, we've been incredibly impressed with the lead management, campaign and event management improvements. We're about to enter a period of expansion for our business, and this would have been far more challenging without the flexibility of GV.

Avantages

Over the six years that we've been running several instances of GV, we've been extremely impressed by the flexibility of the system, enabling us to tailor screens and processes to meet our businesses varying requirements. Our in-house administrators have a large amount of scope for making changes quickly and easily without needing to wait for support from the rep, but when needed, this is fast and helpful. Our users, especially new joiners, say how easy the system is to use.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Kirsty H.
Traduire avec Google Translate

A great CRM system with an excellent team behind it

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 26/10/2016
Provenance de l'avis : Capterra

I've been working with GoldVision's CRM system since I joined Coffin Mew in 2008 and have knowledge of it from a user perspective within a team and now from a Marketing and Business Development perspective.

The system is flexible, which allows the Marketing team to edit the platform to get the best use out of it without having to contact GoldVision. We use the system for recording all Marketing and Business Development activity including events, mailshots, campaign management and pipeline management.

The GoldVision Connect mailshot system is intuitive to use and has a great HTML drag and drop function for creating professional looking mailshots. It also provides a good reporting function to get the best out of your campaigns.

GoldVision also works well with other systems and can integrate Twitter, Facebook, Lead Forensics and EventBrite.

I always find the team at GoldVision easy to work with, especially our account manager Jiggy. The support team are also quick to help with any questions about the system.

I would be happy to recommend GoldVision.

Avantages

Easy to use
Constant development
Integration with other platforms

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
John R.
Traduire avec Google Translate

A highly versatile CRM with great support

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 25/01/2017
Provenance de l'avis : Capterra

We have used Gold-Vision for over a year now and have found that it has revolutionised our business operations.

Gold-Vision comes with a huge number of CRM tools out-of-the-box; many of which are usually add-ons in other CRMs. Because of this, there are many features that are used a lot, and some that we are still yet to leverage.

Users can easily create their own dashboards and reports - but what really shines about Gold-Vision is it's approach to how it allows users to create lists of any items within the main UI, giving easy sortable and searchable live data.

My only gripe of Gold-Vision is it can be difficult to pull in data across different hierarchys in this manner - and depending on if you are self-hosted or cloud-based, you might need additional support to get those connections working.

Esteiro are very knowledgable about their product and their support is invaluable in our use of Gold-Vision.

With the cost of licensing and the software and support you receive, I cannot fault the value for money at all.

Overall an affordable powerful tool for your business that you should definitely consider if you are looking for a new CRM.

Avantages

Powerful list views.
Excellent mail campaign tools.
Flexible views and lists for each user.

Inconvénients

Filtering different objects can be difficult to set up.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Phil brown B.
Traduire avec Google Translate

The most useful of business software

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 28/11/2016
Provenance de l'avis : Capterra

We have been using Gold Vision for many years now and are very happy with its functionality, we don't use all aspects of the software but do find the automatic email tracking and sorting to be fantastic and a real advantage. Having the ability to quickly search all of your colleagues emails to and from customers is so helpful. We currently have 427691 emails cross referenced and stored, MS Outlook struggles to give meaningful results with just a few thousand. The emails can be very quickly and easily searched using wild cards etc. Of course we use the contacts features with the usual company and phone details. Not only do our Sales Team use it to store customer information but also our Logistics Team use Gold Vision to store supplier information and track all suppliers emails. In fact all the teams across the business are using Gold Vision, it is wonderful tool and one I would recommend to any business small or large.

Avantages

Easy to use.
Email tracking quick and deals with huge volumes quickly and easily.

Inconvénients

Nothing, its really very good.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10

Gold-Vision - Prix

À partir de
21,50 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Subscriptions include support, maintenance and software updates

Gold-Vision - Fonctionnalités

  • API
  • Gestion des calendriers
  • Intégration de tiers
  • Intégration des médias sociaux
  • Intégration mobile
  • Rappels
  • Rapports personnalisables
  • Suivi des activités
  • Tableau de bord d'activités

  • Base de données de clients
  • Base de données de contacts
  • Champs personnalisables
  • Importation et exportation de données
  • Intégration CRM
  • Intégration des e-mails
  • Modèles personnalisables
  • Notifications automatiques
  • Paiements électroniques
  • Rapports et statistiques
  • Stratégie de marque personnalisable

Plus d'informations sur Gold-Vision

Gold-Vision - Principales fonctionnalités

  • API
  • Access control
  • Analytics
  • Appointment tracking
  • Automated reminders
  • Automated to-do lists
  • Automatic distribution
  • Booking management
  • CRM integration
  • Call management
  • Campaign management
  • Communication management
  • Custom integrations
  • Customer service analytics
  • Customer service tools
  • Customer support
  • Customer support tracking
  • Customizable workflows
  • Delegate management
  • Document storing
  • Due date alerting
  • Email response control
  • Event marketing
  • Forecasting
  • Intelligent data segmentation
  • Interaction tracking
  • List management
  • Live chat
  • Live dashboards
  • Mail server integration
  • Marketing automation
  • Mobile sales
  • Multi-currency
  • Performance tracking
  • Pipeline
  • Progress tracking
  • Project management
  • Quotes / proposals
  • ROI reporting
  • Real-time reports
  • Request escalation
  • Security levels
  • Standard or custom reporting
  • Support history
  • Task management
  • Team collaboration
  • Third party integrations
  • Touch point scoring

Avantages

  • The CRM helps reduce administration and increase efficiency with built-in sales automation and workflows, together with alerts and reminders, defined due dates, follow ups, and more.

  • Integration with Outlook and Gmail allows users to track emails and appointments, and automatically store them against accounts.

  • Gold-Vision helps users focus on the right leads as well as reach out at exactly the right moment using intelligent touch point lead scoring.

  • Support features help increase customer satisfaction by providing all customer data in a single location to efficiently track and search through all historical interactions.

  • Gold-Vision's dashboards and analytics provide real-time insight on sales, marketing, events and more, through a range of standard or custom charts and graphs.

  • Gold-Vision - FAQ

    Voici quelques-unes des questions fréquentes sur Gold-Vision.

    Q. Quels sont les types de licence disponibles pour Gold-Vision ?

    Types de licences disponibles pour Gold-Vision :

    À partir de: 21,50 $US/mois

    Type de licence: Abonnement

    version d'essai gratuite: Disponible

    Subscriptions include support, maintenance and software updates

    Q. Quelles sont les principales fonctionnalités du logiciel Gold-Vision ?

    Fonctionnalités du logiciel Gold-Vision :

    • API
    • Access control
    • Analytics
    • Appointment tracking
    • Automated reminders
    • Automated to-do lists
    • Automatic distribution
    • Booking management
    • CRM integration
    • Call management
    • Campaign management
    • Communication management
    • Custom integrations
    • Customer service analytics
    • Customer service tools
    • Customer support
    • Customer support tracking
    • Customizable workflows
    • Delegate management
    • Document storing
    • Due date alerting
    • Email response control
    • Event marketing
    • Forecasting
    • Intelligent data segmentation
    • Interaction tracking
    • List management
    • Live chat
    • Live dashboards
    • Mail server integration
    • Marketing automation
    • Mobile sales
    • Multi-currency
    • Performance tracking
    • Pipeline
    • Progress tracking
    • Project management
    • Quotes / proposals
    • ROI reporting
    • Real-time reports
    • Request escalation
    • Security levels
    • Standard or custom reporting
    • Support history
    • Task management
    • Team collaboration
    • Third party integrations
    • Touch point scoring

    Q. Qui utilise Gold-Vision ?

    Utilisateurs habituels du logiciel Gold-Vision :

    Entreprises de taille moyenne

    Q. Dans quelles langues Gold-Vision est-il disponible ?

    Langues dans lesquelles Gold-Vision est disponible :

    anglais, français, allemand

    Q. Quels sont les types de licence disponibles pour Gold-Vision ?

    Types de licences disponibles pour Gold-Vision:

    Abonnement

    Q. Gold-Vision prend-il en charge les appareils mobiles ?

    Nous n'avons pas d'informations sur les appareils pris en charge par Gold-Vision.

    Q. Avec quelles applications Gold-Vision peut-il s'intégrer ?

    Applications s'intégrant à Gold-Vision :

    Adobe Sign, Eventbrite, Facebook, Google Analytics, LiveChat, LiveChat, Microsoft Outlook, Office 365, Sage 50cloud, Twitter

    Q. Quelles sont les ressources d'aide disponibles pour Gold-Vision ?

    Ressources d'aide disponibles pour Gold-Vision :

    FAQ, Base de connaissances, Support en ligne, Support en ligne, Support téléphonique, Support téléphonique, Tutoriels vidéo

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