Bev W. Especialidade: Serviços financeiros Número de funcionários: 2-10 funcionários
What makes it so perfect as my marketing tool, is the integration of CRM with Connect e-marketing. Great CRM segmentation functionality, no exporting / importing of data to 3rd party e-marketing systems and no manipulation of data in Excel spreadsheets before I can send out a campaign! And, at the end of the day, the CRM is constantly updating the campaign data for reporting purposes and most importantly ensures our company remains GDPR compliant!
Loved the system before but with the V8 upgrades which gives the CRM a new look and feel to menus and tool bars / views etc, it's even easier to use and without any detriment to its' already great functionality. Whether you need the system for pre-sales (leads), opportunities, marketing or something else, every screen is tailor-able making user input screens relatable and provides the facility to include terminology and fields more relevant to your business. I've worked with Gold-Vision CRM now for the last 8 years and still love using every bit of it!
No 'cons' for me - we are happy with Gold-Vision
Resposta: Esteiro Business Solutions 26/11/2019
A big thank you for your excellent review about Gold-Vision.
It's great to hear that you find it to be the perfect CRM for marketing where you can create effective campaigns easily whilst learning from campaign reporting.
Lee H. Especialidade: Entretenimento Número de funcionários: 11-50 funcionários
Note only a great experience with the software but also with the team. Non pushy sales, understanding project managers, amazing training and a very knowledgeable support team.
Gold-Vision CRM has had the same reaction with all users in our company. That is simply how flexible it is and how powerful it is. The pros start with the team behind it. All departments work together in the office and make sure they all get involved in areas of the product so they are making what the users need not what they think will be "cool". This means Gold-Vision is a system that has been built up over the year to be a fully featured CRM.
Account/Contact Management is simple, Opportunities are clear and can be cross linked to any other aspect of the data so you can include all stakeholders in the process. Lead Management is clear and makes sure you don't double up with duplicates.
The whole system though is driven with really powerful searching and filtering. So finding that single piece of data that is crucial to your process is fast and can be saved, making sure you can save time on repetitive tasks.
You can report all data into a a range of charts and graphs, all dynamic and easy to drill down into.
Applying the powerful filtering you can create lists for targeted marketing campaigns, quickly and easily. Then using the drag and drop template maker create stylish content templates. We also use a third party integration to track website visits.
When you get stuck you have a number of options to the reach the support team and this is part of the price so no extra spend on something you may not need. A great help site and a range of quick and simple help videos.
Honesty, haven't found anything yet that we found that is a Con. When we have had an issue with have found a workaround, or checked our workflow to see if we have been doing things a way that can be made better.
Resposta: Esteiro Business Solutions 15/11/2019
Thank you Lee for your fantastic review.
We're so pleased to hear that Gold-Vision helps everyone in Ambersphere Solutions work together and that you find our product not only simple to use, but flexible and powerful too.
We're also happy to hear of the amazing training and support that you have received from our Gold-Vision teams.
Steve G. Especialidade: Fabricação elétrica/eletrônica Número de funcionários: 11-50 funcionários
It makes it easier for the team to see what's happening with various projects that often cross responsibility boundaries.
The GUI is the best feature - very good to use. Other aspects that are good are the ability to link accounts together and migrate contacts from one account to another.
Having to "page" in lists rather than scroll through them, especially in the quotes dialogue. That really annoying red "alerts" dialogue that crops up every couple of minutes - there really needs to be a way of cancelling that or at least making it less frequent.
Laura C. Especialidade: Construção Número de funcionários: 2-10 funcionários
Overall our experience has been great. Trying to develop a new system over video call seemed daunting at first however with the support of Gold-Vision the calls were easy and hands on. We worked through in a logical way but we were always given time to ask questions no matter how easy or complex. The online chat has been a great help during the first few weeks of use as team members can proactively sort issues they have come across. Would highly recommend Gold-Vision to anyone looking for a new CRM system. Taj was a great support throughout the development.
The system is easy to use and even easier to follow. Prompts suggest what to do next which made staff training even easier. The overall design makes the system more appealing than other systems used previously and has seen a higher uptake in daily use of the system.
We have come across a few small bugs but there are being looked into by the team and I am sure will be sorted soon enough.
Resposta: Esteiro Business Solutions 07/10/2020
Thank you for your fantastic review. We are very happy to hear that you find Gold-Vision easy to use and you received great support throughout the development!
Rachel D. Especialidade: Serviços de eventos Número de funcionários: 11-50 funcionários
The aesthetics, the ease of use and it is clear which step is next and I don't get frustrated working it out!
I didnt like the initial data upload and cleansing the data before going into the system as the duplicates were a nightmare
Resposta: Esteiro Business Solutions 28/11/2019
Thank you for your positive review. It's always nice to hear that Gold-Vision eliminates frustrations and you find it easy to use.
We're pleased that we could work with you to cleanse your data making your user experience much better.