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Lead Management
Gold-Vision Connect
Google Mapping
Eventbrite
LiveChat
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Additional Modules

Lead Management

The Lead Management module provides an ideal environment for working on data outside of the main Gold-Vision system. 
 

Gold-Vision Connect

Our fully integrated marketing solution contains all the expected email marketing features, and also immediately syncs email and contact data with Gold-Vision
 

Marketing Automation

Automate and schedule your Gold-Vision Connect Campaigns and fully automate phone activities or Lead call backs

Google Mapping

The Mapping Module is available as an optional module, which includes Google Map View and Route Planning

Eventbrite

An optional module which includes Importing Eventbrite Events to Gold-Vision and the automatic adding of Bookings and Attendees to Events

Post Code Look Up

Postcode look-ups can be set-up as an automated link from your Gold-Vision system utilising the PCA Predict service which is updated every day. Available with flexible payment options.

Data Enrichment

Data Enrichment helps you gain insight in your customer and saves time in research. Complete Lead, Contact & Account records with address details, contact persons and email addresses.

LiveChat Integration

Gold-Vision can now be integrated with LiveChat. Display CRM information in your chat window. Create new records directly from a chat, all chat transcripts are imported into Gold-Vision.
 
         

Lead Management

Gold-Vision’s optional Lead Management module is the ultimate tool to capture and streamline your customers to-be.
Generate new business quickly and efficiently without cluttering your CRM with incomplete data.

The Gold-Vision Lead Management module creates the ideal environment to work on your data outside of the account records.
For example you may wish to keep a number of lists for marketing and lead generation purposes.
Typically, this data may have come from a source (e.g. web enquiry form, exhibition list etc) that requires qualification prior to inclusion in to Gold-Vision.

• Automatically score leads based on the interest they show in your business
• Set your own pre-defined scores for every interaction leads have with you over various channels
• Generate B2B leads using integrated website analytics.
• Promote your leads into core Gold-Vision with ease
• Powerful de-duplication against Leads, Accounts and Contacts

 
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Gold-Vision Connect

Connect is Gold-Vision's integrated email marketing module, offering all the benefits of a professional high-volume email marketing application without the headaches of managing an extra database.

How it works:

1. Segment your list of recipients using any data field in Gold-Vision.

2. Run your campaign to send the list to Connect.

3. Design your email using the drag and drop editor, or upload a HTML template designed by an agency.

4. Send your mailshot.

5. See all click-through information, responses and unsubscribes straight in Gold-Vision.

 

Learn more about Gold-Vision Connect

Gold-Vision Connect Help

Google Mapping

Gold-Vision’s Google Maps integration allows users to visualise their CRM data in an entirely new way.
Customer, supplier and prospect records can now be displayed through an interactive map view. 
The view shows individual pins to help users visualise customer locations and will automatically group pins together in order to better visualise the density of customers in particular locations.

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Eventbrite

Once integrated, you will be able to benefit from all main Gold-Vision functionality such as:

Managing your Events in one place – fully integrated within the core CRM
Streamlining Event logistics and simplify scheduling
Exporting your Attendee lists to create badges etc.
Contacting your Attendees via Campaigns
Reporting via Dashboards

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