Lead Management CRM Marketing Automation Powerful. Affordable. Intuitive. gold-vision

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1 Unify your communications with Gold-Vision, a fully featured CRM solution with customer Contact, Sales, Marketing, Projects and Events. Gold-Vision stands out from the crowd with interactive dashboard reporting, market leading tracking and device independent mobile access. Take advantage of our Lead Management and Enhanced Marketing modules to manage your relationships at every stage of the business lifecycle in one solution. Use Gold-Vision either in the cloud or on-premise and implement with the software authors and experts. Lead Management CRM Marketing Automation A truly integrated approach to managing customer and supplier communications, leads and opportunities, projects, support tickets, and more - highly recommended. Powerful. Affordable. Intuitive. Gold-Vision has by far, exceeded my expectations in terms of the system capabilities, the ease of use and without question, the very personal support.

2 Overview Gold-Vision is a fully functional CRM with integrated Lead Management, Enhanced Marketing & Mapping modules. CRM > Account Management > Appointments & Activities > Marketing Campaigns > Opportunities > Quotes > Projects > Events > Documents > Notes > Tracking > Dashboards > Analytics > Workflow > Social CRM > Mobile CRM Outlook Integration Exchange Integration G-mail & Google Calendar Office 365 Integration Import Wizard Website Integration Plus...Optional Fully Integrated Modules: Lead Management Enhanced Marketing Mapping Services > Integrated Platform > Lead Nurturing & Scoring > Website Analytics > Integrated Web Forms > Automated Multi-stage & Multi-channel Campaigns > Marketing > Social Marketing > Integrated Google Map View > Drill-down Analysis > Route Planning > Automatic Record Geocoding Why choose Gold-Vision > Deal directly with software authors & experts > Fast, flexible deployment cloud or on-premise > Device independent mobile access > Innovative functionality across the full customer lifecycle > Integrated Marketing Automation > Integrated Lead Management > Social Media integration > Sales & Marketing alignment > Customisable to suit your business terminology > Exceptional value for money > Long term, mutually beneficial partnership > Custom integrations available > Scalable solution to accommodate growth Powerful. Affordable. Intuitive.

3 CRM Unify Communications & Increase Visibility Centralise your customer & contact information and achieve a 360 degree view of your business. > Gain a single view of your customers and share data across the whole organisation. > Ensure that you have a full audit trail of all traffic between you and your customers with automatic tracking. > Foster communication and collaboration between teams with the ability to broadcast notes from all Gold-Vision records. > Access your information at any time Gold-Vision offers device independent mobile access. > Find important s, attachments, documents and notes quickly and easily. > Perform social look-ups to gain additional information about your contacts and set up custom alerts about their social activities. Automate Key Processes Save time by automating key business processes. > Generate simple alerting on notes and activities, or more sophisticated alerting on data in your system. > Fully automatic tracking and appointment setting means you no longer need to manually attach s or synchronise appointments. Gold-Vision does this for you via our market leading Exchange, Office 365 and Google integrations. > Create customer specific documents with ease, either to a standard Word template or your preferred document app. > Analyse business performance using real time interactive dashboards and powerful reporting. Manage Key Projects & Events Take advantage of our fully integrated Project & Event management capabilities. > Manage complex projects in one place fully integrated within the core CRM. > Add project members from multiple teams with the ability to create activities and notes to enhance collaboration. > Automate the generation of project activities and link key documents. > Create events with single or multiple sessions and manage delegate bookings to ensure that sessions are not overbooked. > Forecast event revenues and analyse return on investment. > Configure Projects and Events to suit your terminology. Improve Customer Service Utilise Gold-Vision to ensure customer satisfaction and loyalty. > Increase the productivity of customer support representatives with powerful helpdesk functionality. > Raise support requests and queries through a sophisticated ticketing system so that nothing slips through the net. > Track Account Management and Support Desk performance through highly visual dashboards and automated s. > Gain a deeper understanding of your customers and build stronger relationships. Key Features for all Users > Accounts & Contact Management > Calendar & Activity Management > Fully Customisable Interactive Dashboards > Powerful Reporting Capabilities > Advanced Customisation Capabilities > Project Management > Event Management > Marketing Campaigns > Automatic Tracking > Automatic Appointment Tracking > Helpdesk > Workflow & Alerting > Documents > Social CRM > Mobile CRM CRM that makes a difference

4 CRM for Sales Drive Revenue Growth Utilise Gold-Vision to drive growth & track sales performance efficiently. > Create and customise your own dashboards to report on the sales analytics that are important to you. > Track performance in real time with instant access to Actual vs. Target data. > Gain a visual view of your pipeline and forecast demand accurately. > Search and filter your data using any field and gain insight at company, team, individual and product level. Manage your Leads & Opportunities Manage your sales pipeline effectively & close more deals. > Prioritise your leads and opportunities and add notes, activities and quotations. > Optimise opportunity stages so they align with your business processes and terminology. > Create professional and accurate quotes which can be ed or integrated into standard Word documents. > Utilise our integrated Lead Management module to hold and work on basic data outside of the full CRM system. > Identify new, quality sales leads through integrated website analytics. Track which companies have been on your site and work on leads that have been automatically generated. > Gain closer alignment with Marketing using automated lead scoring ensure that you are working on sales ready leads. Enable a Mobile & Social Sales Team Access up-to-date information when visiting customers and prospects. > Equip your mobile team with the power of Gold-Vision at their fingertips. > Update notes on the go using voice recognition. > Access Google map data from within your CRM and quickly plan the most optimal journey to your customers. > Leverage important customer insights and foster a culture of Social Selling with Social Profile Look-ups & Social Alerting. Automate Key Sales Processes Automate key sales processes & increase productivity. > Use workflow and alerting to create either simple or sophisticated follow up items, alerts and s. > Keep on top of prospect communications with automatic tracking. > Create professional looking quotes and proposals in a matter of moments. > Integrate your preferred sales methodology. Core CRM Optional Modules > Opportunity Management > Quote Management > Dynamic Dashboards > Sales Forecasting > Sales Targets > Performance Analysis > Notes & Documents > Proposals > Mobile CRM > Social CRM > Calendar & Activity Management > Product Database with Pricelists > Multi-currency Lead Management: > Lead Scoring > Lead Promotion > Single Screen Layout > List Import Wizard > Powerful De-duplication Checks Mapping Services: > Google Map View > Drill-down Analysis > Route Planning > Customer Grouping > Automatic Record Geocoding

5 CRM for Marketing Manage the full customer lifecycle - with one piece of software Revolutionise your Lead Management process Optional Lead Management module for automated lead generation, scoring & nurturing. > Generate B2B leads using integrated website analytics. Track which companies have visited your website and follow these up within the Lead Management module. > Automatically score leads based on their company profile and the interest they show in your business. Set your own pre-defined scores for every interaction your lead has with you across various channels. View this touchpoint data from one visual screen within Gold-Vision. > Create lead nurturing campaigns without technical skills. Website Analytics Social Capabilities Campaign Analytics > Company Name & Website > Date & Time of Visit > Search Engine & Keyword > The Number of Pages Viewed > Duration of Pages Viewed > Social Profile Look-ups > Social Alerts > Social Listening > Social Sharing > Social Analytics > Performance & ROI Analysis > - Open, Click & Bounce Rate Tracking > Social - Shares, Re-tweets & Link Clicking Enhance your Marketing Campaigns Execute automated multi-channel campaigns. > Create sophisticated Trigger and Drip marketing campaigns. > Segment your contacts using multiple custom or user defined fields to create highly targeted communications. > Automate campaign phases using workflows across multiple channels including , direct mail, social and telesales. > Create professional high-volume campaigns with our fully integrated marketing platform. > Design your own templates using our intuitive WYSIWYG editor and template library, or upload your own templates. > Automatic synchronisation with your Gold-Vision database allows contacts to update their details keeping your data fresh with minimum effort. > Measure and enhance your campaigns with key analytics. Core CRM Optional Modules > Multi-channel Campaigns > List Management > Segmentation > Targeting > Performance & ROI Analysis > Social: > Profile Look-ups > Social Alerting Enhanced Marketing: > Automated Campaigns > Marketing > Social: > Listening > Sharing > Analytics Lead Management: > Lead Scoring > Lead Nurturing > Website Analytics > Touchpoint

6 Implementation & Support Choose from a range of implementation packages designed to ensure your system is implemented effectively & efficiently. Our implementation team will work with you to ensure that your Gold-Vision installation and implementation are planned and executed successfully. We have a wealth of experience implementing CRM and change projects with various degrees of complexity. Installation Options - Choose from fully Hosted in our cloud or On-Premise using your own servers or other hosted servers. Implementation Services - Follow our clearly designed process to ensure your Gold-Vision implementation is successful from initial planning stages through to go-live and beyond. Training - Full range of training is available including tailored training at your offices, webinars and online resources including video tutorials. Data Management & Import - Control your data in Gold- Vision to ensure a consistent database that is central to your team s activities. System Administration - Manage your system from our powerful Administration Console to ensure your user interface matches your business needs. Pricing - Gold-Vision pricing is aimed to give you maximum flexibility. Opt for a subscription payment or purchase permanent licences at a one-off cost with annual support and maintenance. Gold-Vision Support - Support of our customers is paramount to us and we aim to build a solid relationship that continues following your implementation. We have a dedicated UK based Technical and Support team plus you will be allocated a personal Account Manager who will keep in regular contact with you. This is a dynamic CRM Marketing now has system which can an integrated package be customised with available to all members relative ease. of the team. Call us today +44 (0) to see how Gold-Vision can make a difference for your organisation. Experience the difference and see the [email protected]