Integrations

Gold-Vision CRM is regularly integrated with back-office, front office, financial, ERP, operational systems, content management or website forms. Gold-Vision can be integrated with your existing finance or other systems, unifying your data. From simple contact and account address synchronisation to powerful billing and invoice procedures, all is possible using Gold-Vision's adaptable API.

Gold-Vision integrates automatically with the following applications:

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Pegasus Opera

With the Gold-Vision Pegasus Opera 3 integration you are able to connect customer, sales order and product data with CRM. Convert won quotes into sales orders without the need to manually re-input the details, and decrease the chances of human errors significantly.

How it works..
Create Pegasus Opera 3 customers from Gold-Vision accounts. Existing customers can be linked at the time of your implementation.

Sales teams can add Opera 3 approved products to Gold-Vision quotes. When the sale is made and the quote won, the integration will automatically create a sales order in Pegasus Opera 3.

The integration can find your new products in Opera 3 and will set them up in Gold-Vison. Updates to existing product details are equally imported into CRM.

Please contact us for more information

Glenigan

The Gold-Vision integration with Glenigan reduces your manual data input and will allow you to track construction and building project progress from lead to won contract in CRM.
New Glenigan leads are imported into Gold-Vision so your team can pick them up instantly and get to work.

How it works..
Your new Glenigan sales leads are picked up by the import tool. Gold-Vision creates opportunities, accounts and contacts for you.

New construction project leads can be assigned to a specific member or sales team.

Our Glenigan integration means your lead-to-contract process becomes fully measurable in CRM, and significantly reduces manual data input.

Keep a full history of all interactions with your contractors, architects and suppliers with Outlook synchronisation.

What's next?

Use Gold-Vision projects and opportunities to keep track of your process and win the contract. Keep track of your relationships with associated contractors, architects and suppliers. Stay on schedule with alerting and customise workflow to fit the way you work. See which contracts are won, lost and who was involved.

Please contact us for more information

Barbour API

Import Barbour ABI leads into Gold-Vision and assign them to your sales team. Follow the progress and sales pipeline of your construction and building project efforts from within Gold-Vision. See quickly which projects were won, lost and which contractors were involved.

How it works..
The Gold-Vision import tool will pick up new Barbour ABI leads and create opportunities, accounts and contacts in CRM.

You decide who in your business picks up which construction project leads, and the integration automatically assigns them.

The integration significantly reduces manual data input and makes your Barbour ABI lead-to-contract process fully measurable in CRM.

All communications with your Barbour ABI leads are automatically tracked in Gold-Vision, providing you with a clear picture of the projects.

What's next?

Once your project leads have imported into Gold-Vision, our project and opportunity tools will help you follow up and win the contract. Keep track of which contractors, architects and suppliers are associated with your projects. Alerts ensure your projects stay on schedule and workflow can be customised to fit the way you work.

Please contact us for more information

Google Analytics

Track inbound traffic on your website that originates from your email campaigns. The Google Analytics connector automatically adds campaign tracking code to your email marketing links, when using Gold-Vision Connect.

How it works..

Tick one box in Connect to include Google tracking information in your email links.

Connect will automatically create a custom link for all the links in your mailshots.

Track source, medium, content and campaigns in Google Analytics and monitor the success of your email campaigns.

Compare results and conversions from email to those from your other digital marketing sources.

Please contact us for more information

Custom Integrations

Expanding Gold-Vision beyond CRM

Sometimes our customers have specialist requirements to extend their use of Gold-Vision. Our in-house development team have a wealth of experience both in designing Gold-Vision itself, and creating customised integrations, portals and specialised reporting.

Should you need to integrate Gold-Vision with another system you use, push or pull data into a portal or require help designing a portal from scratch; our team are able to help.

Our specialities

Portals

We’ve created web applications for our customers which can be used by their customers, external employees and their Gold-Vision users. Typically these applications are used to show Gold-Vision data, or to update the data in Gold-Vision without accessing CRM. Some examples:
Customer portal recording and updating customer visit details into Gold-Vision
Dealer portal allowing non-head office employees specific rights to view and enter data
Event management portal segmenting access to user groups, such as assessors and trainers, for assessment and certification process

Integrations

Every organisation is different, and each industry has different mission critical data and procedures. We offer a great range of standard integrations, but if you have a unique integration requirement we’re happy to help. Here’s a few we have done in the past:
Automatic text-message sending when a category in Gold-Vision is edited
Custom booking system integration enabling booking and resource data to be pulled into CRM
Two-way integration with an industry specific financial system, maintaining the correct data in both systems automatically

Reporting

Occasionally we have come across customers with highly specialised reporting requirements. Our team have become experts at combining data from multiple sources into specialised lists right in CRM, or specific SSRS reports. Examples include complete event preparation documents detailing full resource and employee requirements, and colour coded opportunity reports highlighting changes since the previous report.

Please contact us for more information