Marketing automation introduction

...10,000 Connect Email credits. Gold-Vision’s Marketing Automation module consists of two key concepts: automating Gold-Vision Campaigns and Touch Point alerting: Campaign automation Automate your Gold-Vision Connect campaigns and use them...

Touch point automation

Use Touch Point Automation With touch point automation, you can automate your alerting based on touch points for any Gold-Vision account, contact or lead. You can then use this information...

Sales Automation

Upon Opportunity creation automatically create a series of activities for team members with defined due dates and follow up. Create an On-Save Alert for an Opportunity Conditions – When an...

Welcome new customers

Hurrah! After capturing a lead and nurturing it up to the crucial purchase decision, you’ve won a new customer! Great news! So, that’s that for marketing automation, right? Wrong! Many...

Managing data privacy

...resource, you can use automation to manage the heavy lifting. Automatically Managing Data Privacy Using Marketing Automation, you can set up a simple automated flow to ensure any new contacts...

Automated Connect campaign

...set up, click Start Automated Run. You can see what automation settings have been chosen for a campaign stage from the Campaign Stage Overview page: Close modal Stop automated Run...

Lead nurture

...Then, using marketing automation, you can enhance this process by setting up a workflow that will send your mail shot every hour to any new leads that have been added...

Lead capture

...modules for automated lead capture: Marketing Automation, Lead Management, Touch Points, web tracking, alerting How to set up Lead Capture Step 1 Set up your web tracking touch points in...

Campaigns & Connect

Gold-Vision On-Premise Technical Requirements

...Gate DLM automation Microsoft Shared Management Objects 2016 Microsoft System CLR Types 2016 Info In choosing to manage an on-premise installation of Gold-Vision, you are accepting responsibility for a range...