Who is it aimed at? Anyone looking to manage the Sales Process in Gold-Vision. What does it cover? During this webinar we will cover lead management & webform integrations, managing opportunities, creating quotes, using appointments and diary views and sales targets and reports.
Map Opportunities / Sales or Leads Go to the list of your Opportunities and select the Maps View
Here are some examples of Sale Charts you might find useful, with steps on how to create them. Historical overview of Product Sales From Product Sales List, filter all Closed - Won Product Sales, clear all dates and create a Column chart
Gold-Vision has built-in reporting which makes creating reports, charts and home pages simple for your sales reporting. Create Sales Reports Within various lists in the system you can create reports using the Actions Icon.
There are dedicated Sales lists available, depending on User Access Options, on the View menu. The purpose of the lists is to allow for listing and reporting on the sales data that is currently held in multiple different areas of the system: Opportunities with and without Quotes, Quotes themselves and confirmed Seminar Bookings.
Using Gold-Vision for your Sales Meetings saves time when preparing for the meeting, no need for everyone to produce spreadsheets and send them to you prior to the meeting. Sales Meetings Dashboards In the meeting click through to segments of a chart or click on individual items on a list and update records as you…
Pipeline management Set performance targets for your entire organisation, per team or per person. The Opportunities module provides a central hub for quotes and activities, allowing you to work more effectively Drill down with one click for full opportunity details: who’s involved, recent emails, where the opportunity came from and what’s happening next Click here…
Charts, tables and counts are known as Widgets and can be created from lists or Home Pages.Target charts are a special type of chart that show performance against User or Product Group targets.