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Gold-Vision Overview 25 August 2014 e-know.net Customer Open Day.

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Presentation on theme: "Gold-Vision Overview 25 August 2014 e-know.net Customer Open Day."— Presentation transcript:

1 Gold-Vision Overview 25 August 2014 e-know.net Customer Open Day

2 Agenda Introductions and Business Overview CRM issues and a Gold-Vision™ Background Gold-Vision™ Introduction and Demonstration Q&A

3 About Us Gold-Vision Author Best practice and people at reasonable prices to the market. Born out of strong “big 5” and Microsoft “Outstanding Partner for Europe” track – record. Global enterprise client base

4 Improving: Improve teamwork and communications More effective selling Improving Networking Understanding client risks and activities Contact records and audit trail Process & cost efficiency Focusing marketing spend Your primary objectives for CRM?

5 Typical issues - Unified Information OrderProcessing ManagementMarketing CustomerService Finance OutsideSales SalesSupport Customer (Yankee Group)

6 Typical issues - Unified Information OrderProcessing ManagementMarketing CustomerService Finance OutsideSales SalesSupport (Yankee Group) Customer

7 Unified Information Phone Calls / SMS Meeting Notes Internet Enquiries s DocumentsProfiles Faxes Contacts

8 Gold-Vision and beyond.. Garden State Growers Critical sales period Inexperienced sales team Data analysis Sophisticated automated activities Rapid implementation Oxford Aviation Full automated internet process Large contact database with 300 contact fields Rapid implementation

9 PrioritiesWhy? Work with and within Outlook Acceptance Simple: Pricing Understanding Pricing Understanding Installation Independence Installation Independence Implementation Quick benefit, Cost Implementation Quick benefit, Cost Training Quick benefit, Cost Training Quick benefit, Cost “One – click” Ease of use Scaleable Investment protection Web – enabled Universal access Key Design Priorities

10 ACTIVITIESACTIVITIES PROFILESPROFILES Campaigns Gold-Vision Hierarchy

11 Gold-Vision™ - Rapide Implementation System Pre-Install Req’ts Data & Process Planning Document Pre-install Preparation Installation Install Tech Overview Data Import Checklist OK Simple Data Configuration Data & Requirements Workshop Generic Gold-Vision Training Gold-Vision Configuration End-User Training 1 DAY Rapide is suitable for those situations where you wish to realise benefits quickly. Data is likely to be already “clean” and simple. Although our planning and workshop may identify a sophisticated implementation roadmap, the initial implementation is based around standard processes and reporting.


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