Gold-Vision CRM

A super-functional CRM system

Kommentare: An excellent team, really know the product, friendly, helpful and just like the system itself, very flexible in terms of how you implement the system , training and ongoing support. The system is very powerful.

Vorteile:

Thea ability to see a holistic view of accounts and interactions and also the integrated email markting software

Nachteile:

Nothing I really dislike... Be prepared for it to hook you into wanting to try all the useful tricks and clever configurations though. You'll always have a list of things to do as an admin!

Solid system now upgraded beautifully!

Kommentare: 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!

Vorteile:

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!

Nachteile:

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

Small minded and technically limited in there approach to email campaigns

Vorteile:

they have come along way with the ease of using the product , however its a crm and like everything else you get out what you put in

Nachteile:

Amusingly as a CRM and Marketing tool they go against industry practice and essentially encourage you to Phish emails from another domain as they don't have ability to create a sub domain (like most companies use) for emailing marketing purposes without losing all functionality and control for that domain. i.e if you own the domain mycompany.com they want you to create a new domain similar for sending out marketing emails - isnt this want phishing is - Crazy and to think you have to pay for the pleasure !! Also dont hold your breath for support or your account manager to get back to you unless you chase and chase and chase and chase !!

Feature Rich and Highly Customisable

Kommentare: Overall very good- helpful team, responsive help desk and regular updates, they are even open to product upgrade suggestions

Vorteile:

We have specific quarterly targets in terms of revenue and other objectives. We are able to create customised dashboards to monitor our progress against these targets and help to create focus on the key deals that will make the difference

Nachteile:

Sometimes we find the 255 character limit an issue on text fields. Larger or a warning that you have reached the limit, or even just preventing you from trying to type more would be helpful.

Gold-Vision User

Kommentare: Gold-Vision has streamlined our pre-sales processes and is used every day by our Sales team. Being able to track correspondence, meeting notes, etc. allows us to respond to customer enquiries in the most efficient way possible and enables us to maintain a high-level of customer experience.

Vorteile:

Simple business integration Easy to use Communication tracking, specifically Microsoft Exchange integration Sales pipeline tracking Opportunity/prospect tracking Excellent customer support High-level of customisation

Nachteile:

Setting up of custom reports could be simpler It would be preferable if the recent change to the Home Page setup would be optional