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Articles tagged "product-sales" returned 149 results.
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Tips, Web Clips & More
CRM & Marketing Strategies Introducing the all-new Gold-Vision Marketing 16th April 2024 by Explore Gold-Vision Marketing in its entirety, from initial research through to development and product features – this...
List Stats
...from Product Sales list, click on the 3 dots against the column heading then click on ‘View Stats’ then select which Stats you would like to see : Close modal...
Lead capture
By using web tracking touch points in Gold-Vision you can identify when your leads visit important pages on your website. These may be specific product pages, your pricing page, or...
Lead nurture
Nurturing leads properly is all about ensuring that your product/service stays at the top of their minds. Lead nurture series can be as simple or as complicated as you like,...
Financial Entities
...Financial Entity, the External ID is a unique 3rd party code for integrations. Tip Tip: Financial Entities can be set against Products, Currencies and Price Lists, Accounts, Opportunities and Quotes....
What’s New in Gold-Vision 8
...offers a range of integrated framework forms and portal tools that will enhance your business processes and maximise sales performance and customer satisfaction. Use our standard web form integration, such...
Managing Opportunities
Opportunities are where you manage the sales process. Opportunities are typically potential sales or business development opportunities and provide a focus for notes, activities and related quotes. Close modal...
Set targets
Create user targets In the Settings area, create user targets for Sales, Leads, Appointments or Activities. These targets can then be used in the reporting area in lists such as...
Touch Points introduction
...Gold-Vision touch points with the lead management module to create a comprehensive marketing lead scoring system, resulting in fully qualified leads. Alerting can then assign these to sales automatically if...
Item Reports
...an Account Summary report which shows Address and Contact details, Opportunities, Activities, Recent Events and Notes. A useful report for a sales person to print off before a sales meeting...
