Gold-Vision CRM

Comments: What makes it so perfect as my marketing tool, is the integration of CRM with Connect e-marketing. Great CRM segmentation functionality, no exporting / importing of data to 3rd party e-marketing systems and no manipulation of data in Excel spreadsheets before I can send out a campaign! And, at the end of the day, the CRM is constantly updating the campaign data for reporting purposes and most importantly ensures our company remains GDPR compliant!

Pros: Loved the system before but with the V8 upgrades which gives the CRM a new look and feel to menus and tool bars / views etc, it's even easier to use and without any detriment to its' already great functionality. Whether you need the system for pre-sales (leads), opportunities, marketing or something else, every screen is tailor-able making user input screens relatable and provides the facility to include terminology and fields more relevant to your business. I've worked with Gold-Vision CRM now for the last 8 years and still love using every bit of it!

Cons: No 'cons' for me - we are happy with Gold-Vision

Comments: Note only a great experience with the software but also with the team. Non pushy sales, understanding project managers, amazing training and a very knowledgeable support team.

Pros: Gold-Vision CRM has had the same reaction with all users in our company. That is simply how flexible it is and how powerful it is. The pros start with the team behind it. All departments work together in the office and make sure they all get involved in areas of the product so they are making what the users need not what they think will be "cool". This means Gold-Vision is a system that has been built up over the year to be a fully featured CRM. Account/Contact Management is simple, Opportunities are clear and can be cross linked to any other aspect of the data so you can include all stakeholders in the process. Lead Management is clear and makes sure you don't double up with duplicates.
The whole system though is driven with really powerful searching and filtering. So finding that single piece of data that is crucial to your process is fast and can be saved, making sure you can save time on repetitive tasks.
You can report all data into a a range of charts and graphs, all dynamic and easy to drill down into.
Applying the powerful filtering you can create lists for targeted marketing campaigns, quickly and easily. Then using the drag and drop template maker create stylish content templates. We also use a third party integration to track website visits.
When you get stuck you have a number of options to the reach the support team and this is part of the price so no extra spend on something you may not need. A great help site and a range of quick and simple help videos.

Cons: Honesty, haven't found anything yet that we found that is a Con. When we have had an issue with have found a workaround, or checked our workflow to see if we have been doing things a way that can be made better.

Comments: 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.

Pros: 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

Cons: 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

Comments: From ease of creating to extracting information, Gold-Vision is superb. It has transformed each part of our business with its plethora of functionality: from forecasting to managing literature requests...is there nothing it can't do? Probably not. I can't recommend this product enough.

Pros: Being able to create speedy e-shots and mailshots, logging client literature and colour swatch requests, manually adding emails to a Company/Contact.

Cons: Limited number of Categories available - we have a lot of radiators available in many different colour options. However, I believe that Gold-Vision 8 has a resolution to this, so watch this space!

Comments: 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.

Pros: 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.