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We are running a series of webinars to introduce Gold-Vision 8. Please see our Gold-Vision 8 Help Site for more details. Gold-Vision Webinars are designed to provide introductory training for our Gold-Vision Customers. Please contact us if there are any webinars you require. We also offer Personalised Web Sessions
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Who is it aimed at? Anyone interested in finding out about our integrated email marketing platform Gold-Vision Connect.
What does it cover? Segmenting data,creating a Campaign and a template using the drag and drop tool, personalising emails, how to measure ROI and include Google analytics to all links, reviewing the data which is synchronised back to Gold-Vision and creating follow up campaigns.
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Who is it aimed at? Anyone interested in finding out about our Connect Drag and Drop Editor
What does it cover? Overview of using the editor to design professional looking, fully mobile responsive emails. Create templates from scratch or from our new range of stock templates.
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Who is it aimed at? Gold-Vision users who would like to know more about GDPR functionality in Gold-Vision.
What does it cover? Identifying personal data, defining data purposes, configuring privacy rules. Also, managing and monitoring subject access and erasure requests.
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Who is it aimed at? New users, users needing a refresher, users who have not had any formal Gold-Vision training.
What does it cover? Navigating Gold-Vision, searching in Gold-Vision for example searching for contacts, creating lists, creating and editing Accounts and Contacts.
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Who is it aimed at? Gold-Vision users who would like an overview of the reporting and Dashboard functionality in Gold-Vision.
What does it cover? Creating a report, dynamic chart style report, Homepage Dashboards, Creating Sales Targets & Sales Target Charts. Watch recorded webinar
Who is it aimed at? Gold-Vision users who would like an overview of the alerting and workflow functionality in Gold-Vision.
What does it cover?
Learn how to create and manage simple Alerts on Notes or Activities or more sophisticated alerting on data in your system.
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Who is it aimed at? Anyone interested in finding out about more about Marketing Automation, how it can free up time for your Sales and Marketing teams, allowing them to generate more leads and produce more sales!
What does it cover? We will cover a range of scenarios including Lead Capture and Lead Nurture, sending a Welcome Series of emails to new customers and automatic renewal emails.
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Who is it aimed at? Gold-Vision Administrators and data Management users who required the ability to import large amounts of data into Gold-Vision and advice on managing data in Gold-Vision.
What does it cover? Installing the Data Import Tool, Getting your Data ready for Import, Data Mapping and Data Matching, Importing Data, Managing and viewing your imported Data. Data Management tips - Bulk replace, Duplicate Accounts and Contact reports, Un-Deleting data, Data Validation, Merging Accounts and Contacts, Searching and Filtering tips.
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Who is it aimed at? New Gold-Vision System Administrators or management team members, who would like an overview of the Administration Console functionality.
What does it cover? Navigating the Administration Console, User Interface options - Screen design – change the layout of screens, configure the names of fields, List Design – update the fields that are searchable on list views.
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Who is it aimed at? New Gold-Vision System Administrators or management team members, who would like an overview of the Administration Console functionality.
What does it cover? Merging Accounts and Contacts, Un-delete function, User set up, setting up Teams and Team Membership.
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Who is it aimed at? Anyone interested in finding out about how to get the most out of Projects in Gold-Vision
What does it cover? Creating and managing Projects, setting up automation and workflow, dashboards and reporting.
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Who is it aimed at? Gold-Vision users who would like to know how to set and manage a sales pipeline
What does it cover? How to set up a sales pipeline and a Gold-Vision 'bloodboard' you can trust in under 2 minutes.
How to use nurture campaigns to build trust and convert customers quicker.
How your sales team can use Gold-Vision on the road.
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Who is it aimed at? Gold-Vision users who would like to know how to set Sales, Activities, Leads and Appointments targets
for their sales team
What does it cover? Creating Targets, Target Charts and Dashboards.
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Who is it aimed at? Anyone interested in finding out how to use Gold-Vision to manage your Sales Team
What does it cover? Creating Dashboards for your team, automating your sales process, creating standard templates, configuring appointments, using Google Mapping, setting up teams and security and setting targets.
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Who is it aimed at? Gold-Vision users who would like to know to improve your customer experience from the moment new customers are closed-won, through to offering outstanding continuous support.
What does it cover? 5 quick wins to improve your new customer experience
How to create an onboarding series to welcome new customers in 3 minutes
How to use LiveChat so your helpdesk can offer faster and better support.
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Who is it aimed at? Anyone interested in finding out more about using Events in Gold-Vision and how Eventbrite integrates with Gold-Vision, creating Events, Sessions and Bookings, freeing up valuable time for your team.
What does it cover? Creating and managing Events, Sessions and Bookings in Gold-Vision. We will also look at how Eventbrite can be used to automatically create Event, Sessions and Bookings.
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Flexible Web Training Sessions are designed to enable customers to improve the use of their systems and enable training in a flexible way. These sessions are tailored for your specific needs using your Gold-Vision system configuration (remote access permitting).
This session is designed to get a new user familiar with Gold-Vision quickly. It includes finding your way around Gold-Vision, creating and managing Account and Contact records, followed by correspondence and Activity management. Also good as a refresher session.
Ideal for marketing or communications end users, providing you with the understanding of how to create Campaign Sources, Stages and associated template campaign documents or e-mails. Create letter, telephone or email campaigns. Learn how to create and monitor campaign activities and measure the ROI of your campaign.
An introduction on how to use Gold-Vision Connect. Design a basic email newsletter, create action links which allows you to track and report on your campaign and create targeted follow-up campaigns.
Do you need to be able to add new users, make changes to screen and list design? This sessions will show you how to manage and make changes to your Gold-Vision. This personalised session is for Gold-Vision Administrators.
Do you have users who need to be made aware of activities by a colleague in another team or do users need to take actions in response to those activities? The Alerting module in Gold-Vision allows you to do this. Learn how to create and manage simple Alerts on Notes or Activities or more sophisticated alerting on data in your system. This personalised session is for Gold-Vision Administrators.
This session allows you to understand and make best use of Gold-Vision Reporting using the integrated Microsoft SQL Reporting Services. Learn to produce professional looking charts and reports.
Understand how to import, export and manage your data.
This session will show you how to create and manage Word and Email Templates in Gold-Vision. You will learn how to use Gold-Vision "tags" and understand how to store the templates for use in Gold-Vision.
