Gold-Vision at BDG.

Welcome to Gold-Vision CRM
True integration with Outlook & Exchange.

Manage and report on sales opportunity
  
Where is your future business coming from? Gold-Vision allows you to simply identify and analyse opportunities by account and contact. Opportunities provide a focus for notes, activities and related quotations, allowing you to work more effectively.
  
   Opportunity stages and activities types can be optimised for your business processes and terminology.

   Incorporate formal processes (e.g. opportunity assessment) into user-defined areas. Or keep it very simple by simply adding notes.
   Use the power of workflow and alerting to ensure that you are in control of your own, your team's or your organisations pipeline.
   Our integrated (zero cost) Microsoft SQL Reporting Services solution provides powerful reporting to back up the day-to-day effectiveness. Report on revenue pipeline, not just order pipeline.

Create professional quotations in minutes
  
There are many factors that determine your success at winning business, but providing a professional, accurate quote quickly does you no harm at all! Gold-Vision Quotes are equally suitable for professional service organisations.
  
   Multiple or serial quotes per opportunity. Auto- numbering allows proper version control.

   Quotes can be automatically e-mailed as HTML, faxed or integrated into standard WordŽ documents, allowing you to create simple quotes, or more sophisticated proposals..
   Gold-Vision includes a full product database which can be integrated with your back office system.
Gold-Vision quotes are full multi-currency, and allow you to schedule the revenue timeframe, and add optional items.
   Customer Pricelists are automatically selected when adding products to Quotes.

Click here to find out about Gold-Vision Mobile and Reporting

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