Gold-Vision at BDG.
Welcome to Gold-Vision CRM
True integration with Outlook & Exchange.
Automated Outlook e-mail tracking
  
Gold-Vision doesn't just integrate with Outlook - it uses it! Wherever you are in Gold-Vision, you are usually just one click away from sending an e-mail to the right contact or group of contacts. Users are already familiar with the e-mail functionality - no need for re-training. All standard Outlook integration tools (e.g. Pocket PC) work as standard.
  
   All e-mail, and faxes are automatically collated in the account so you get the full picture when you talk to the customer or prospect.

   E-mails will be tracked as long as they pass though ExchangeŽ - it doesn't matter whether they were sent using Gold-Vision, Outlook, Web Outlook, or through a mobile device.
   Of course, each account is subject to access rights, and Gold-Vision includes confidentiality options.
   Manage complex group relationships simply with powerful but simple links.
   Integrated "Broadcast" facility to effortlessly make the "right" colleagues aware of important issues. Create an account note linked to any item and broadcast by email. Call us to discuss why Gold-Vision e-mail tracking is different to other systems in the market.
Fully integrated with your Outlook calendar
  
Gold-Vision doesn't just integrate with Outlook - it uses it! Many CRM systems require you to move your users from their familiar Outlook calendars to the CRM calendar system. The result is all too often that the users fill in both - or don't keep your organisations system up to date.
  
   Account related appointments are visible in Gold-Vision - and can now be analysed - e.g. how many meetings has User X had with customer Y in the last 6 months?

   Since we are using Outlook, appointment information is portable through all standard devices (e.g. PDA, Phone etc.)
   All the powerful invitation and availability functionality already available in Microsoft Exchange is utilised - no change. Invite any Exchange or external Contacts to meetings, not just the users of your CRM.
   Meeting notes added, or changes made are visible in Gold-Vision.
Click here to find out about Gold-Vision Word Templates and Team Management

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