Search Results

Search Results

Articles tagged "product-sales" returned 148 results.

Page 9 of 15

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...

How Do I Export Data?

You may wish to export data from Gold-Vision, for example to produce a monthly sales report to review with your sales team, this can be done by creating a report,...

Adobe Sign Integration Overview

...work securely with signed papers. Adobe Sign Integration for Gold-Vision CRM You’ve already made a great first impression – why stop there? Streamline your sales and project management processes with...