Gold-Vision CRM

Great System, Great Service!

Comments: We're very happy with the system! It's great, easy to use and quick to find information about our customers. The Gold-Vision team are fantastic and are always friendly and happy to help!

Pros:

Its ease of use and the fact the team are so easy to get hold of for any support enquiries our team may have

Cons:

We're struggling slightly with getting the Sage configuration to send relevant information over to crm, I think we'll need some training on this.

GoldVision 8 CRM

Comments: Our account manager has been on hand every step of our upgrade process and provided plenty of support and training in setting up GoldVision 8 CRM. The system is clean and easy to use, has allowed us to simplify some of our internal processes and create easy to view dashboard charts of key information.

Pros:

We use GoldVision 8 CRM for all aspects of our customer management, sales processes (website lead qualification, quote generation and opportunity progression) and support ticketing. The system is very intuitive to use, provide good functionality ‘out of the box’, but also allows easy customization to match our internal processes.

Cons:

A few of our business specific processes cannot be set up in the system, although most areas can be re-configured easily or via additional customization.

Easy software

Comments: Good - no issues and [sensitive content hidden] was helpful

Pros:

It's a easy system to use whether you are a 2 man band or a 50 employee company

Cons:

Seems a little bulky - could look better

Yewdale - Customer Experience Review

Comments: Goldvision is helping us to keep a track of all of our customer contact and complaints. It allows us to to open tickets and follow the tickets through to resolution. The email tracking system is great so you can view all of the email contacts for each ticket at once. It allows us to add any photos or notes to view on each ticket and also integrates with our phone system outbound to leave call notes. This allows for a detailed investigation for each ticket and all of the tools we need to complete a thorough investigation through to a resolution. It also allows us to tag individual products and issues leading to more detailed and easily accessible reporting.

Pros:

Integrated with our business easily and is now a go-to function for us in Customer Care. We use this regularly every day and is now used as our CRM for all customer contact with us. The ticketing system is excellent and the integration allows you to track your emails via the ticket reference to keep a record of all contact for each ticket. There is also a dashboard function which helps you to monitor and analyse incoming tickets and trends to report on.

Cons:

There are still some more advanced features I would like to see from Goldvision in the future. This would include more advanced reporting for tickets, particularly for our Customer Care aspect and further integration with some of the other platforms we use would prove very handy too.

A CRM that can flex and fit to your companies needs.

Comments: Note only a great experience with the software but also with the team. Non pushy sales, understanding project managers, amazing training and a very knowledgeable support team.

Pros:

Gold-Vision CRM has had the same reaction with all users in our company. That is simply how flexible it is and how powerful it is. The pros start with the team behind it. All departments work together in the office and make sure they all get involved in areas of the product so they are making what the users need not what they think will be "cool". This means Gold-Vision is a system that has been built up over the year to be a fully featured CRM. Account/Contact Management is simple, Opportunities are clear and can be cross linked to any other aspect of the data so you can include all stakeholders in the process. Lead Management is clear and makes sure you don't double up with duplicates. The whole system though is driven with really powerful searching and filtering. So finding that single piece of data that is crucial to your process is fast and can be saved, making sure you can save time on repetitive tasks. You can report all data into a a range of charts and graphs, all dynamic and easy to drill down into. Applying the powerful filtering you can create lists for targeted marketing campaigns, quickly and easily. Then using the drag and drop template maker create stylish content templates. We also use a third party integration to track website visits. When you get stuck you have a number of options to the reach the support team and this is part of the price so no extra spend on something you may not need. A great help site and a range of quick and simple help videos.

Cons:

Honesty, haven't found anything yet that we found that is a Con. When we have had an issue with have found a workaround, or checked our workflow to see if we have been doing things a way that can be made better.

Solid system now upgraded beautifully!

Comments: 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!

Pros:

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!

Cons:

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

Great product with fantastic support

Comments: With Gold-Vision we have managed to amalgamate several systems into a single place improving our overall efficiency as well as the visibility of data.

Pros:

From the start, it was made very clear that we could customise the software to suit our requirements, of all the CRM systems we have used this is definitely the one that best suits our requirements. Best of all everything is very intuitive so training new staff members is very simple.

Cons:

The Sage plugin we use often takes far too long and it would be nice if we could automate this. We use the map view for a couple of lists and it would be nice if you could edit the records from this view.

Great CRM tool with Great Customer Support

Comments: I am some what reticent to change any systems (bit of a tech dinosaur), however, once I was shown GV and got used to it, which didn't take long (and if I can use it, anyone can!) it is a great tool. Easy to customize the layout & fields with fab customers support from GV [SENSITIVE CONTENT HIDDEN]. GV provides a LOT of functionality, most of which I personally won't/ don't need to use in my current role, however, I can see the immense benefits it will bring to the rest of the wider teams, our Division and parent company. Can't live with out it now :-)

Pros:

The level of detail it provides, from opportunity to project delivery is great and provides all the data I need to track opportunities and projects, coupled with easy to use reports. Customisable layouts/pages/widgets etc and various ways to get to the data you want, quickly.

Cons:

Some minor work rounds required and some process steps when entering certain data could be improved.

A flexible and user friendly system

Comments: Very positive - we've improved efficient within the team and staff at all levels have a clear view of business standing and performance

Pros:

We particularly like the fact that we can adapt the back system to meet our specific business needs, we've been able to create a database of all client information and requirements that we can easily report from.

Cons:

Integration was time consuming but this was more to do with our old system than Goldvision!

Solid, configurable system

Comments: The abilities of the system are pretty impressive, it would seem to you can configure it to do pretty much whatever you need. Special mention to [sensitive content hidden] who has managed our implementation with a great deal of patience.

Pros:

My favourite thing is the ability to configure most of the screens to suit your requirements.

Cons:

The harder bit of moving to GoldVision has been moving our current call logging process over as I think the system has been designed more as a CRM but we've got there

Ashfield Event Experiences

Comments: I’d like to take this opportunity to say that our experience of using GoldVision – both the system and the customer experience – has been faultless. You helped us create a system which perfectly matched our needs, in a very bespoke way, and this was really essential for us in managing the reporting during Covid when all eyes were on our pipeline and business development. A personal thank you from me also because I had no clue what I was doing at the start, and the GV team were very patient and supportive and guided me through everything so carefully.

Pros:

The customer service is fantastic and being able to have such a bespoke set up was perfect for us.

Cons:

We had no issues at all with Gold-Vision CRM, everything was just as we needed it

Simple to use and deploy CRM system

Pros:

It's great on Gold Vision that you are able to create bespoke pages for what you exactly need to be shown for different sections of the business. The way that the different parts of the CRM system work together also help in reducing clicks around the site

Cons:

It would be even better if events section could be linked with the opportunities section specifically for our business so that we can link our sale of an event day to the actual event.

Gold Vision Review

Comments: Exciting, Technical & Efficient

Pros:

The user interface has a simplicity to it where the user can view the basic needs for their work flow. Anything from account look up to order processing can be viewed within a few clicks. The different views provided for the business related object types (Accounts, Orders, Contacts) make it easy to go through the entire customer database. It's very user friendly and takes almost no time to learn.

Cons:

This software is so good that there's not really a least favorite list. Just a feature list, if we could change the pop out so that there's only one feature I could request. A right click "Open Link in New Tab" addition. Everything else is so user friendly that there is nothing that I could say I like least.

Great, adaptable system

Comments: Having used Gold-Vision for 8 years for CRM and pre-sales management, we have now implemented a number of post-sales processes, such as project management and Return Merchandise Authorisation (RMA). The team at Gold-Vision have been excellent in understanding our needs and working with our team to implement the features we need to develop our business.

Pros:

Automation of workflow - automatically setting up opportunities/quotes/projects with key activities means our team can start working directly. Customisation - we are able to develop UI design, dashboard, reports, etc. that enable users to tailor the system to their individual working practices whilst maintaining corporate processes. Third-party integration - we have integrated our system with SharePoint to provide direct interaction between documentation and contacts/activities. Marketing - we are able to directly create, monitor and report on e-marketing activities against specific customer/prospect groups or by product/service.

Cons:

We currently have no issues with Gold-Vision.

Gold-Vision CRM

Comments: It well worth the investment. Gold-Vision are very good at support, training and webinars. So anything you don't understand can be easily understood!

Pros:

Its a great way for multiple people, who all work remotely to access a single database where everything is stated and clear. The way the quote numbers, quote templates and the whole sales process is covered, has really helped us improve our overall efficiency. The email and calendar tracking is a useful feature and is a super way of gathering information. We really like the email marketing side of the software, which is something as a company is new to us. Since having Gold-Vision we have been able to send out multiple marketing emails a month to push our name and products further than ever before.

Cons:

Before we updated to 8.0 the software was a little confusing and tricky to use. That said, the new version is far easier, with a colour coded approach its visually simpler.

Improves with Regular Daily Use

Comments: An improving picture, the more we learn the more we use it. Although I still feel we don't use it to it's full potential
Switching over to any new software package is going to be a challenge, when everyone was happy with the old system but over time and with more support & training from Gold Vision we now wouldn't be without it.

Pros:

Brings all our customer data into one place, quick and easy access for all users. Very easy to manage our GDPR compliance. Provides clear and accurate daily reports, which appear live on your own dashboard You can customise the software, which we've now done and it works much better for our business

Cons:

Initially, it was over complicated, far to many steps and options on each screen Terminology was difficult to understand, which made keying data into some fields a challenge. People were putting the same data into different fields because they didn't understand the titles Over time, we have customised each screen and made the software work for our business

Ease of use

Comments: overall its good captures everything we need and works well within the business

Pros:

everything is easily accessible and easily changeable to achieve accurate information so all users have all the information required

Cons:

sometimes doesnt work 100% have to keep refreshing

Gold-Vision Review 2021

Comments: WE have used Gold-Vision for many years and the support function and team have always been very helpful which is much appreciated

Pros:

The ability and flexibility Gold-Vision offers to change screen design and add new fields is very helpful in the management of data

Cons:

Sometimes having multiple ways of doing the same thing can be difficult for new users as it isn't always intuitive

Intuitive, flexible, and easy to use software

Comments: Our overall experience has been positive. We are a small, but expanding firm, and GoldVision gives us the flexibility we need at a fair cost. We receive excellent customer support and the team are responsive and knowledgeable.

Pros:

The software is easy to use, and the interface is intuitive and well laid out. It's an excellent application for tracking emails and documenting notes. It's easy to share notes will colleagues. We like that information can be restricted according to job roles and responsibilities.

Cons:

I can't think of any improvements. The software is easy to use and fulfils our current requirements.

GV implementation review

Comments: Overall hits everything we need. Support is great.

Pros:

The software features everything we need for our business from contact management, quoting, and reporting

Cons:

Because it is so customisable it can take some time to decide exactly how to configure it and what you want it to show you.

A great CRM system with an excellent team behind it

Comments: I've been working with GoldVision's CRM system since I joined Coffin Mew in 2008 and have knowledge of it from a user perspective within a team and now from a Marketing and Business Development perspective. The system is flexible, which allows the Marketing team to edit the platform to get the best use out of it without having to contact GoldVision. We use the system for recording all Marketing and Business Development activity including events, mailshots, campaign management and pipeline management. The GoldVision Connect mailshot system is intuitive to use and has a great HTML drag and drop function for creating professional looking mailshots. It also provides a good reporting function to get the best out of your campaigns. GoldVision also works well with other systems and can integrate Twitter, Facebook, Lead Forensics and EventBrite. I always find the team at GoldVision easy to work with, especially our account manager Jiggy. The support team are also quick to help with any questions about the system. I would be happy to recommend GoldVision.

Pros:

Easy to use Constant development Integration with other platforms

The most useful of business software

Comments: We have been using Gold Vision for many years now and are very happy with its functionality, we don't use all aspects of the software but do find the automatic email tracking and sorting to be fantastic and a real advantage. Having the ability to quickly search all of your colleagues emails to and from customers is so helpful. We currently have 427691 emails cross referenced and stored, MS Outlook struggles to give meaningful results with just a few thousand. The emails can be very quickly and easily searched using wild cards etc. Of course we use the contacts features with the usual company and phone details. Not only do our Sales Team use it to store customer information but also our Logistics Team use Gold Vision to store supplier information and track all suppliers emails. In fact all the teams across the business are using Gold Vision, it is wonderful tool and one I would recommend to any business small or large.

Pros:

Easy to use. Email tracking quick and deals with huge volumes quickly and easily.

Cons:

Nothing, its really very good.

Gold-Vision CRM implementation at Servowatch Systems Ltd

Comments: The experience from first contact to last was exceptional. Everyone I came in contact with balanced professionalism with the personal touch. My account Manager took the time to understand my needs and wants before progressing to the discussion on features and benefits. By doing that he was able to tailor them to what I needed immediately making my decision very easy. The implementation went totally to plan from the initial contact through developing our instance of the software and the training of the sales managers. Very smooth process which was also completed to budget. The software is very intuitive to use and although I only needed minimal customisation it was very easy to do. Setting up alerts to warn of unwanted activity is also easy to achieve. I only have a small team but they are already seeing the benefits of having a professional CRM tool set (as opposed to a spreadsheet) and the CRM roadmap has development of lead management, customer issues log and integration of our web site as upcoming sub-projects. There are some minor shortcomings in the analytics area but I am looking forward to the next issue of the software due in the first half of 2017 to see what that brings and I'm optimistic that this will further develop on an excellent piece of software.
I wouldn't hesitate to recommend Gold-Vision CRM to small, medium or large businesses. Andrew Burns
Sales & Marketing Director
Servowatch Systems Limited

Pros:

Simple to configure to your businesses needs Very little customisation required Very cost effective solution Great company to deal with

Cons:

Some shortcomings in the reporting / dash boards but the next release of the software is due to address most of these

Great CRM

Pros:

Gold-Vision allows us to manage our international customer database with great ease. Tracking emails is a great function also.

Cons:

The design function for E-newsletters could be better. It would be nice to have a little more scope.

All good

Comments: So far v good

Pros:

More modern than v 7 and more accessible.

Cons:

Not sure yet. As we have only being using v 8 for a few hours.