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Articles tagged "product-sales" returned 147 results.
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DocuSign Integration Overview
...eSignature handles the most demanding customer requirements, helping you to streamline your sales and project management efforts with a simple sign-off process and delivering an experience simple enough for anyone...
Facebook Integration Overview
Close modal Integrating Gold-Vision CRM with Facebook allows you to turn your engagements into a valuable sales and lead generation source. If you are new to Facebook, sign up...
Data bridge import
...to find out more about Data Bridge email us on [email protected]. Features Close modal .CSV and API imports Data can be imported from either CSV files or via queries into...
Knowledge Hub Courses
...and shortcuts via the Action Centre. Getting Started Get started on your Gold-Vision journey in this beginners course Start course Close modal Sales 101 Our brand-new introductory Sales course is...
Engagement Overview
Engagement scoring is a great way to determine when the Sales team or Account Manager should get in contact with a Lead, Prospect or Customer. For example… The sales team...
Standardise documentation
...select a template and either Save to File, Download, Send as Email or Attach to Email: Close modal To find out more about Document Production click here. Send Proposals via...
Mobile Device Access
Gold-Vision 8 is fully mobile responsive When accessing the product on a mobile or tablet device the view will scale down accordingly and provide a collapsed version of the information...
Brand Overview
...multiple marketing elements such as emails and landing pages. You can create multiple brands within your workspace if needed; such as for marketing for different company identities or product ranges....
Using Sites
...Select the item type that you would like to link to the Site, select the Relationship then click Add: Close modal Using Site Template Tags for Document Production Site address...
Welcome new customers
...Marketing Automation solutions position themselves as a ‘lead only’ tool. The main reason for this is they run inside their own product database, separate to CRM. Once a lead has...
