Features & Benefits:
- Automated mail tracking with rapid call up of emails
- Improved decision making through the centralization of information
- Better customer service by integrating sales & service departments
- Increased lead generation & the maximization of sales conversions
- Focused marketing resulting in the cost effective optimisation of sales
- Successful project tracking and management of sales activities
- Company wide visibility over processes and communications
Modules
Fully integrated with your Outlook calendar
Gold-Vision doesn't just integrate with Outlook - it uses it!
Many CRM systems require you to move your users from their familiar Outlook calendars to the CRM calendar system. The result is all too often that the users fill in both - or don't keep your organisation’s system up to date.
- Gold-Vision - and can now be analysed - e.g. how many meetings has User X had with customer Y in the last 6 months?
- Since we are using Outlook, appointment information is portable through all standard devices (e.g. PDA, Phone etc.)
- All the powerful invitation and availability functionality already available in Microsoft Exchange is utilised - no change. Invite any Exchange or external Contacts to meetings, not just the users of your CRM.
- Meeting notes added, or changes made are visible in Gold-Vision.
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