Gold-Vision CRMの概要

Gold-Vision is an affordable, fully customisable Sales & Marketing CRM for mid-market business looking to improve their efficiencies.

Gold-Vision CRMの詳細

良いポイント:

GV delivers a sensibly priced solution that has been rapidly intergrated by our various teams very efficently. Flexible, transparent and simple to use are key attributes.

改善してほしい点:

Limited number of Categories available - we have a lot of radiators available in many different colour options.

Gold-Vision CRMの評価

評価ポイント

使いやすさ
4.5
カスタマーサービス
4.8
機能
4.5
価格の妥当性
4.5

おすすめ度

9.1/10

Gold-Vision CRMの総合評価は4.7/5星です。 (キャプテラに寄せられた95件のレビューより集計)。

Gold-Vision CRMを使用したことがありますか?

あなたのレビューを投稿しませんか?

レビューを絞り込む (95件)

Donna L.
英国のMarketing Executive
機械・産業工学, 51-200の従業員数
ツール使用期間: 2年以上
投稿者のソース

A super-functional CRM system

5 先月 新着

製品を使ってみた感想: An excellent team, really know the product, friendly, helpful and just like the system itself, very flexible in terms of how you implement the system , training and ongoing support. The system is very powerful.

良いポイント:

Thea ability to see a holistic view of accounts and interactions and also the integrated email markting software

改善してほしい点:

Nothing I really dislike... Be prepared for it to hook you into wanting to try all the useful tricks and clever configurations though. You'll always have a list of things to do as an admin!

Esteiro Business Solutionsからの返信

先月

Thank you Donna for your fantastic review! I have passed on your positive comments to our team. And we are so pleased to hear that you find Gold-Vision to be super-functional and powerful that meets your business needs. Kind regards, Zoe

Paul M.
英国のGeneral Manager
情報技術、情報サービス, 11-50の従業員数
ツール使用期間: 2年以上
投稿者のソース

検討した類似製品:

Gold-Vision User

5 6 か月前

製品を使ってみた感想: Gold-Vision has streamlined our pre-sales processes and is used every day by our Sales team. Being able to track correspondence, meeting notes, etc. allows us to respond to customer enquiries in the most efficient way possible and enables us to maintain a high-level of customer experience.

良いポイント:

Simple business integration Easy to use Communication tracking, specifically Microsoft Exchange integration Sales pipeline tracking Opportunity/prospect tracking Excellent customer support High-level of customisation

改善してほしい点:

Setting up of custom reports could be simpler It would be preferable if the recent change to the Home Page setup would be optional

Esteiro Business Solutionsからの返信

6 か月前

Hi Paul, Fantastic to hear Gold-Vision is a integral part of your sales process and you are delivering an excellent CX experience. Thank you for your 5 star review! Kind regards, Zoe

Jason R.
Jason R.
英国のtechnical director
認証済みLinkedInユーザー
通信, 11-50の従業員数
ツール使用期間: 1年以上
投稿者のソース
ソース:GetApp

Small minded and technically limited in there approach to email campaigns

3 昨年

良いポイント:

they have come along way with the ease of using the product , however its a crm and like everything else you get out what you put in

改善してほしい点:

Amusingly as a CRM and Marketing tool they go against industry practice and essentially encourage you to Phish emails from another domain as they don't have ability to create a sub domain (like most companies use) for emailing marketing purposes without losing all functionality and control for that domain. i.e if you own the domain mycompany.com they want you to create a new domain similar for sending out marketing emails - isnt this want phishing is - Crazy and to think you have to pay for the pleasure !! Also dont hold your breath for support or your account manager to get back to you unless you chase and chase and chase and chase !!

Esteiro Business Solutionsからの返信

昨年

Thank you for providing feedback. It was good to discuss this with you to confirm that our solution does allow you to use your sub-domains for marketing mailing. Also, using dedicated mailing domains is common practice, protects your primary domain from potential blacklisting and not related to phishing. Our strong mail delivery performance is testament to this. Although the common view is that primary domains are unaffected by the reputation of sub-domains, this view is not shared by organisations that manage the blacklists who are clear that poor sub domain reputation can affect a primary domain reputation. We are happy to support the sub domain approach, on the understanding that you accept the risks. Our team had been trying to make contact with you and your colleagues on this matter. We have since spoken and we look forward to working with you and your team.

Andrew K.
英国のManaging Director
イベント企画運営, 11-50の従業員数
ツール使用期間: 6~12か月
投稿者のソース

An excellent CRM system with fantastic customer support

5 先週 新着

製品を使ってみた感想: 5* Experience.
Implementing Gold Vision was probably the best business decision I've made in the last 12 months.

良いポイント:

I have been using GV for around 12 months now and it has genuinely had a transformational impact on our business. The setup process (implementation and customization) was incredibly straightforward and led by GV's friendly team. We started seeing improved results almost instantly compared to previous solutions. Gold Vision CRM is now an integral part of our business operations and I would highly recommend it. Two best things about Gold Vision from our point of view; 1. Customer service is outstanding - The team is very responsive and great at helping us get the most out of the system 2. There is so much to discover - We are probably only using around 30% of the capability of the system right now and are getting huge value from it. There are so many facets to the system that you can constantly be unlocking new areas for better performance, automation and analysis.

改善してほしい点:

Haven't come across anything we are unhappy with yet.

Esteiro Business Solutionsからの返信

6 日前

Hi Andrew, Thank you for your wonderful review about Gold-Vision and the fantastic customer support that you and your team have received. I shall certainly pass on your comments. Kind regards, Zoe

Alice L.
英国のTechnical & Commercial Manager
バイオテクノロジー, 51-200の従業員数
ツール使用期間: 2年以上
投稿者のソース

検討した類似製品:

GoldVision 8 CRM

4 6 か月前

製品を使ってみた感想: Our account manager has been on hand every step of our upgrade process and provided plenty of support and training in setting up GoldVision 8 CRM. The system is clean and easy to use, has allowed us to simplify some of our internal processes and create easy to view dashboard charts of key information.

良いポイント:

We use GoldVision 8 CRM for all aspects of our customer management, sales processes (website lead qualification, quote generation and opportunity progression) and support ticketing. The system is very intuitive to use, provide good functionality ‘out of the box’, but also allows easy customization to match our internal processes.

改善してほしい点:

A few of our business specific processes cannot be set up in the system, although most areas can be re-configured easily or via additional customization.

Esteiro Business Solutionsからの返信

6 か月前

Thank you Alice for your fantastic review of Gold-Vision and the team. Kind regards, Zoe

Rob J.
英国のTechnical Sales Consultant
建設, 11-50の従業員数
ツール使用期間: 1~5か月
投稿者のソース

検討した類似製品:

Great product with fantastic support

5 6 か月前

製品を使ってみた感想: With Gold-Vision we have managed to amalgamate several systems into a single place improving our overall efficiency as well as the visibility of data.

良いポイント:

From the start, it was made very clear that we could customise the software to suit our requirements, of all the CRM systems we have used this is definitely the one that best suits our requirements. Best of all everything is very intuitive so training new staff members is very simple.

改善してほしい点:

The Sage plugin we use often takes far too long and it would be nice if we could automate this. We use the map view for a couple of lists and it would be nice if you could edit the records from this view.

Esteiro Business Solutionsからの返信

5 か月前

Hi Rob, Thank you for your great review and I will pass your comments on to our team! Kind regards, Zoe

Kim A.
英国のProduct Manager
健康、ウェルネス、フィットネス, 11-50の従業員数
ツール使用期間: 1~5か月
投稿者のソース

Great CRM

5 6 か月前

製品を使ってみた感想: Gold Vision is super easy to use and is enabling the sales teams to update the system much quicker and easier than the previous CRM. data is more easy to visualise which is supporting and driving sales activities

良いポイント:

Super easy to use and configure for sales and account management activities. The reporting and dashboards are interactive and provide an easy way to see what is needed, quickly

改善してほしい点:

There are some basic features missing, such as copying or cloning opportunities and quotes and auto-updates that could be improved.

Esteiro Business Solutionsからの返信

5 か月前

Hi Kim, Thank you for you fantastic 10/10 review. We're so pleased to hear that you find Gold-Vision super easy to use and configure for sales and account management. Kind regards, Zoe

Mark S.
英国のAccount Manager
運輸、トラック、鉄道, 51-200の従業員数
ツール使用期間: 2年以上
投稿者のソース

Feature Rich and Highly Customisable

5 2 か月前

製品を使ってみた感想: Overall very good- helpful team, responsive help desk and regular updates, they are even open to product upgrade suggestions

良いポイント:

We have specific quarterly targets in terms of revenue and other objectives. We are able to create customised dashboards to monitor our progress against these targets and help to create focus on the key deals that will make the difference

改善してほしい点:

Sometimes we find the 255 character limit an issue on text fields. Larger or a warning that you have reached the limit, or even just preventing you from trying to type more would be helpful.

Esteiro Business Solutionsからの返信

2 か月前

Hi Mark, Thank you for your positive feedback, and we shall certainly take on board your comment about the 255 character limit. Kind regards, Zoe

Darren B.
英国のSales Director
消費財, 11-50の従業員数
ツール使用期間: 2年以上
投稿者のソース

Great CRM

5 2 か月前 新着

良いポイント:

Gold-Vision allows us to manage our international customer database with great ease. Tracking emails is a great function also.

改善してほしい点:

The design function for E-newsletters could be better. It would be nice to have a little more scope.

Esteiro Business Solutionsからの返信

先月

Hi Darren, Thank you for your great review! We're glad you're enjoying Gold-Vision and are making the most of the ability to track emails! Best wishes, Molly

Claire S.
英国のAssociate Director - Consultancy & Mobilisation
不動産, 11-50の従業員数
ツール使用期間: 1~5か月
投稿者のソース

Powerful CRM & Marketing tool

5 2 か月前 新着

製品を使ってみた感想: Very good. [SENSITIVE CONTENT] has been exceptional with training delivery, guidance and extremely patient!

良いポイント:

Marketing automation and tracking Customisable widgets and reports

改善してほしい点:

Importing data, campaigns and follow ups can be a bit fiddly however I am sure this will get easier the more I use the system.

Esteiro Business Solutionsからの返信

2 か月前

Hi Claire, Thank you for your excellent review. It's great to hear that your find GV to be a powerful CRM and you received excellent training and guidance from our team! Kind regards, Zoe

Shaun S.
英国のCustomer Experience Lead
卸売, 51-200の従業員数
ツール使用期間: 6~12か月
投稿者のソース

検討した類似製品:

Yewdale - Customer Experience Review

4 昨年

製品を使ってみた感想: Goldvision is helping us to keep a track of all of our customer contact and complaints. It allows us to to open tickets and follow the tickets through to resolution. The email tracking system is great so you can view all of the email contacts for each ticket at once. It allows us to add any photos or notes to view on each ticket and also integrates with our phone system outbound to leave call notes. This allows for a detailed investigation for each ticket and all of the tools we need to complete a thorough investigation through to a resolution. It also allows us to tag individual products and issues leading to more detailed and easily accessible reporting.

良いポイント:

Integrated with our business easily and is now a go-to function for us in Customer Care. We use this regularly every day and is now used as our CRM for all customer contact with us. The ticketing system is excellent and the integration allows you to track your emails via the ticket reference to keep a record of all contact for each ticket. There is also a dashboard function which helps you to monitor and analyse incoming tickets and trends to report on.

改善してほしい点:

There are still some more advanced features I would like to see from Goldvision in the future. This would include more advanced reporting for tickets, particularly for our Customer Care aspect and further integration with some of the other platforms we use would prove very handy too.

Esteiro Business Solutionsからの返信

昨年

Hi Shaun, Thank you for your great review and we are so pleased to hear that Gold-Vision was the best overall package when seeking a better CRM. It's also great to hear that it is now your go-to function for your Customer Care to improve you service and customer management. Kind regards, Zoe

Bev W.
英国のMarketing Manager
金融サービス, 2-10の従業員数
ツール使用期間: 2年以上
投稿者のソース

検討した類似製品:

Solid system now upgraded beautifully!

5 2 年前

製品を使ってみた感想: 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!

良いポイント:

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!

改善してほしい点:

No 'cons' for me - we are happy with Gold-Vision

Esteiro Business Solutionsからの返信

2 年前

Hi Bev, 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. Kind regards, Zoe

Lee H.
英国のMarketing Manager
エンタテインメント, 11-50の従業員数
ツール使用期間: 1~5か月
投稿者のソース

検討した類似製品:

A CRM that can flex and fit to your companies needs.

5 3 年前

製品を使ってみた感想: 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.

良いポイント:

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.

改善してほしい点:

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.

Esteiro Business Solutionsからの返信

3 年前

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. Kind regards, Zoe

Ross W.
英国のBusiness Developmnet Manager
航空会社/航空産業, 51-200の従業員数
ツール使用期間: 1~5か月
投稿者のソース

検討した類似製品:

Great CRM tool with Great Customer Support

4 昨年

製品を使ってみた感想: I am some what reticent to change any systems (bit of a tech dinosaur), however, once I was shown GV and got used to it, which didn't take long (and if I can use it, anyone can!) it is a great tool. Easy to customize the layout & fields with fab customers support from GV [SENSITIVE CONTENT HIDDEN]. GV provides a LOT of functionality, most of which I personally won't/ don't need to use in my current role, however, I can see the immense benefits it will bring to the rest of the wider teams, our Division and parent company. Can't live with out it now :-)

良いポイント:

The level of detail it provides, from opportunity to project delivery is great and provides all the data I need to track opportunities and projects, coupled with easy to use reports. Customisable layouts/pages/widgets etc and various ways to get to the data you want, quickly.

改善してほしい点:

Some minor work rounds required and some process steps when entering certain data could be improved.

Esteiro Business Solutionsからの返信

昨年

Hi Ross, Thank you for you positive review. We are so pleased you are finding GV easy to use and you can create reports, opportunities and obtain data quickly! Kind regards, Zoe

Helen B.
英国のMarketing Manager
家具, 51-200の従業員数
ツール使用期間: 1年以上
投稿者のソース

Improves with Regular Daily Use

4 3 年前

製品を使ってみた感想: An improving picture, the more we learn the more we use it. Although I still feel we don't use it to it's full potential
Switching over to any new software package is going to be a challenge, when everyone was happy with the old system but over time and with more support & training from Gold Vision we now wouldn't be without it.

良いポイント:

Brings all our customer data into one place, quick and easy access for all users. Very easy to manage our GDPR compliance. Provides clear and accurate daily reports, which appear live on your own dashboard You can customise the software, which we've now done and it works much better for our business

改善してほしい点:

Initially, it was over complicated, far to many steps and options on each screen Terminology was difficult to understand, which made keying data into some fields a challenge. People were putting the same data into different fields because they didn't understand the titles Over time, we have customised each screen and made the software work for our business

Esteiro Business Solutionsからの返信

3 年前

Thank you for your great review Helen. We're pleased to hear that with additional support and training you wouldn't be without Gold-Vision. To address your user interface point we would love to upgrade you to our latest version. Please do get in touch when you are ready. Many thanks, Zoe

Richard B.
英国のSales Director
建築資材, 2-10の従業員数
ツール使用期間: 6~12か月
投稿者のソース

検討した類似製品:

Goldvision helps us manage our pipeline.

5 2 年前

製品を使ってみた感想: Goldvision talked us through the process with clarity at every stage, and the product has delivered to and beyond our expectations. Goldvision's after sales / implementation support has been exemplary.

良いポイント:

Goldvision has vastly increased our productivity, the accuracy of our opportunity tracking and critically the ability for us to speak with decision makers at the right time. As an organisation we can now forecast more precisely, monitor conversion rates and overall have much better control over our pipeline.

改善してほしい点:

There is little to dislike about the software, some of the quotation interface has taken a while to understand but there have been no issues.

Debbi M.
英国のCustomer service team leader
食品製造, 11-50の従業員数
ツール使用期間: 2年以上
投稿者のソース

A brilliant CRM system built to suit different companies needs!

5 5 か月前

製品を使ってみた感想: The gold-vision team have not only been so helpful throughout the implementation of our CRM system but our support tickets have always been quickly addressed in a professional and friendly way. Our teams use the CRM system for marketing campaigns, sales leads, customer account management and email tracking as well as complaints handling and communication within the wider teams but most importantly us, gold-vision created a bespoke customer portal to allow our customers complete access to their account information including managing their contacts details, billing and shipping information, raising support tickets and even ordering our products, which has been vital to the every day success of our business.

良いポイント:

Gold-vision has been flexible right from the start of our CRM integration, which is something that was key to us as we are part of a very unique industry. The integration with our software was smooth and despite having lots of bespoke items in our current software that could cause issues, the gold-vision team have found ways to marry the two systems harmoniously.

改善してほしい点:

Nothing as yet although we have been using the CRM system for a while I feel like there is a lot more that we can learn to properly utilise it!

Esteiro Business Solutionsからの返信

5 か月前

Hi Debbi, We are so pleased to receive your excellent review. I shall certainly pass on your positive comments to all teams at GV. Thank you, Zoe

Adam W.
英国のTechnical Sales Engineer
航空宇宙産業, 51-200の従業員数
ツール使用期間: 2年以上
投稿者のソース

Gold-Vision CRM

5 6 か月前

製品を使ってみた感想: It well worth the investment. Gold-Vision are very good at support, training and webinars. So anything you don't understand can be easily understood!

良いポイント:

Its a great way for multiple people, who all work remotely to access a single database where everything is stated and clear. The way the quote numbers, quote templates and the whole sales process is covered, has really helped us improve our overall efficiency. The email and calendar tracking is a useful feature and is a super way of gathering information. We really like the email marketing side of the software, which is something as a company is new to us. Since having Gold-Vision we have been able to send out multiple marketing emails a month to push our name and products further than ever before.

改善してほしい点:

Before we updated to 8.0 the software was a little confusing and tricky to use. That said, the new version is far easier, with a colour coded approach its visually simpler.

Esteiro Business Solutionsからの返信

6 か月前

Hi Adam, Thank you for you excellent review. We are really pleased to hear that Gold-Vision brings your teams together whilst working remotely and you find you have a great range of support tools should you and your team need it! Kind regards, Zoe

Rachel D.
英国のEvents Executive
イベント企画運営, 11-50の従業員数
ツール使用期間: 1~5か月
投稿者のソース

検討した類似製品:

Gold-Vision CRM review

5 3 年前

良いポイント:

The aesthetics, the ease of use and it is clear which step is next and I don't get frustrated working it out!

改善してほしい点:

I didnt like the initial data upload and cleansing the data before going into the system as the duplicates were a nightmare

Esteiro Business Solutionsからの返信

2 年前

Hi Rachel, 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. Kind regards Zoe

Karen B.
英国のBusiness Development Co-ordinator
建設, 51-200の従業員数
ツール使用期間: 2年以上
投稿者のソース

Quite Simply - Ticks Every CRM Box

5 3 年前

製品を使ってみた感想: From ease of creating to extracting information, Gold-Vision is superb. It has transformed each part of our business with its plethora of functionality: from forecasting to managing literature requests...is there nothing it can't do? Probably not. I can't recommend this product enough.

良いポイント:

Being able to create speedy e-shots and mailshots, logging client literature and colour swatch requests, manually adding emails to a Company/Contact.

改善してほしい点:

Limited number of Categories available - we have a lot of radiators available in many different colour options. However, I believe that Gold-Vision 8 has a resolution to this, so watch this space!

Esteiro Business Solutionsからの返信

2 年前

Hi Karen, Thank you so much for your excellent Capterra review. We are so pleased to hear that as a business you use all features of Gold-Vision, and you cannot recommend our product enough! With regards to categories Gold-Vision 8 introduces a new field type which offers multi select drop down options, and you can create as many of these as you need. We can also help you manage multiple fields from your current categories. Alternatively, categories can be extended but now offer colour options too in Gold-Vision 8. Kind regards, Zoe

Laura C.
英国のMarketing Manager
建設, 2-10の従業員数
ツール使用期間: 1~5か月
投稿者のソース

検討した類似製品:

Easily developed even during a pandemic!

5 2 年前

製品を使ってみた感想: 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.

良いポイント:

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.

改善してほしい点:

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.

Esteiro Business Solutionsからの返信

2 年前

Hi Laura, 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! Kind regards, Zoe

Stephanie B.
英国のBusiness Development Manager
建設, 11-50の従業員数
ツール使用期間: 2年以上
投稿者のソース

Flexible user friendly software with excellent customer support

5 5 年前

製品を使ってみた感想: We're able to report quickly on so many different areas of our business that we had no visibility of before having Gold Vision. This allows us to react almost immediately to issues that we were unaware of in the past. As we've recently implemented a pervasive upgrade, which has allowed us to carry out a long overdue update to the latest version of GV, we've been incredibly impressed with the lead management, campaign and event management improvements. We're about to enter a period of expansion for our business, and this would have been far more challenging without the flexibility of GV.

良いポイント:

Over the six years that we've been running several instances of GV, we've been extremely impressed by the flexibility of the system, enabling us to tailor screens and processes to meet our businesses varying requirements. Our in-house administrators have a large amount of scope for making changes quickly and easily without needing to wait for support from the rep, but when needed, this is fast and helpful. Our users, especially new joiners, say how easy the system is to use.

Linda M.
アメリカのVP Sales & Marketing
包装と容器, 51-200の従業員数
ツール使用期間: 6~12か月
投稿者のソース

A truly custom-built CRM with a phenomenal team at Gold Vision backing it.

5 9 か月前

製品を使ってみた感想: Gold Vision has provided us with a 360 degree view of our ongoing customer and prospective customer interactions. With full visibility is it easy to see at a glance what is going on from full sales pipeline viewing right down to the notes captured within an opportunity.

良いポイント:

The fact that just about every aspect of it is customizable. With the help of a very talented and conscientious team at GV we were able to re-create our entire project workflow system within Gold Vision with a seamless integration. The ability to easily navigate it is incredible, it's a very intuitive system.

改善してほしい点:

It's inability at this time to interface with LinkedIn, although this may have changed or may be integrated at some point.

Esteiro Business Solutionsからの返信

9 か月前

Hi Linda, Thank you for your brilliant 10 out of 10 review. We are thrilled to hear that we were able to develop an intuitive system that exceeds your expectations and provides you will full visibility across the board. Kind regards, Kim

Kirsty H.
英国のAssistant Marketing Manager
法律サービス, 51-200の従業員数
ツール使用期間: 2年以上
投稿者のソース

A great CRM system with an excellent team behind it

5 6 年前

製品を使ってみた感想: I've been working with GoldVision's CRM system since I joined Coffin Mew in 2008 and have knowledge of it from a user perspective within a team and now from a Marketing and Business Development perspective. The system is flexible, which allows the Marketing team to edit the platform to get the best use out of it without having to contact GoldVision. We use the system for recording all Marketing and Business Development activity including events, mailshots, campaign management and pipeline management. The GoldVision Connect mailshot system is intuitive to use and has a great HTML drag and drop function for creating professional looking mailshots. It also provides a good reporting function to get the best out of your campaigns. GoldVision also works well with other systems and can integrate Twitter, Facebook, Lead Forensics and EventBrite. I always find the team at GoldVision easy to work with, especially our account manager Jiggy. The support team are also quick to help with any questions about the system. I would be happy to recommend GoldVision.

良いポイント:

Easy to use Constant development Integration with other platforms

John R.
英国のIT Manager
Eラーニング, 11-50の従業員数
ツール使用期間: 1年以上
投稿者のソース

A highly versatile CRM with great support

4 5 年前

製品を使ってみた感想: We have used Gold-Vision for over a year now and have found that it has revolutionised our business operations. Gold-Vision comes with a huge number of CRM tools out-of-the-box; many of which are usually add-ons in other CRMs. Because of this, there are many features that are used a lot, and some that we are still yet to leverage. Users can easily create their own dashboards and reports - but what really shines about Gold-Vision is it's approach to how it allows users to create lists of any items within the main UI, giving easy sortable and searchable live data. My only gripe of Gold-Vision is it can be difficult to pull in data across different hierarchys in this manner - and depending on if you are self-hosted or cloud-based, you might need additional support to get those connections working. Esteiro are very knowledgable about their product and their support is invaluable in our use of Gold-Vision. With the cost of licensing and the software and support you receive, I cannot fault the value for money at all. Overall an affordable powerful tool for your business that you should definitely consider if you are looking for a new CRM.

良いポイント:

Powerful list views. Excellent mail campaign tools. Flexible views and lists for each user.

改善してほしい点:

Filtering different objects can be difficult to set up.