Real-World Case Studies and Customer Success Stories with Gold-Vision CRM

Portco Packaging needed a CRM solution due to challenges with remote work during COVID-19. They struggled with managing customer data... and sales processes using spreadsheets. Gold-Vision CRM provided a tailored solution, offering real-time access to sales activities and customizable dashboards. This improved data consolidation and visibility. Initial results show streamlined processes and better communication, leading to time savings and more focus on customer interactions.
Show More..

Carlton Packaging, a leading UK packaging and design company, needed a CRM system to replace their paper-based processes. They implemented Gold-Vision... CRM to improve productivity and efficiency. The CRM provided real-time visibility, lead management, and integrated email marketing. This helped Carlton Packaging streamline operations and enhance customer experience. They now track customer insights and communication effectively, leading to better service and potential customer conversion.
Show More..

Salts Healthcare needed a CRM system to manage contacts, communications, and appointment results as their sales team grew. They required a... system with robust security and the ability to track and store client communications. Gold-Vision CRM was installed on-premises, allowing Salts Healthcare to control their data. The CRM integrated well with Outlook and was easy for the sales team to adopt. It was mobile-friendly, allowing sales representatives to use it on tablets. The CRM provided accurate sales data, meaningful reports, and full visibility of the sales team's activities.
Show More..

T-T Pumps Ltd needed a CRM system to manage service tickets and integrate with their finance solution. They chose Gold-Vision... CRM for its flexibility and accessibility. The system allows engineers to manage service jobs from any location and provides efficient activity delegation. T-T Pumps also uses Gold-Vision for email tracking and marketing. The CRM upgrade to the cloud version offers more security and less maintenance. T-T Pumps plans to integrate Gold-Vision with Microsoft Dynamics NAV for better sales and financial visibility.
Show More..

Campbell Scientific needed a centralized system to manage sales interactions and improve customer satisfaction. They chose Gold-Vision CRM to track... enquiries and manage sales, loans, and training. The CRM's email tracking and reporting features were particularly beneficial. Marketing efforts improved with easier email campaigns and lead management. The IT team integrated Gold-Vision with their ERP system, reducing time spent on the ERP. Overall, the CRM enhanced lead management, sales visibility, and standardized processes across remote offices.
Show More..

Burgess Petcare, a leading UK pet food manufacturer, faced challenges in measuring sales team performance and product distribution. They needed a... CRM system to audit store performance and manage customer relationships. Gold-Vision CRM was customized to meet these needs, providing a tool for auditing stores and managing customer data. The CRM system improved sales management and customer insights, helping Burgess Petcare better support their retailers.
Show More..

Rhoco ES Ltd, a UK-based engineering and service company, needed a CRM system to centralize data and align sales and marketing. They chose Gold-Vision... CRM, which was customized to their needs. This led to a significant increase in project success rates, from 22% to 61% in the first year. The CRM provided full visibility of sales and marketing activities, improved reporting, and facilitated better lead management.
Show More..

Paragon Design Joinery needed a CRM system to improve their quoting process and make it easier for their sales team to update information on mobile devices. They upgraded to... Gold-Vision CRM, which allowed them to create quick and professional quotes using document templates. The CRM also helped them reduce spreadsheet use with reporting tools and create dashboards for live sales information. The user-friendly interface saved time by allowing easy screen design changes without consultants.
Show More..

Gold-Vision CRM helped Rhoco ES Ltd align their sales and marketing. Their project success rate grew from 22% to 61%... in the first year. Rhoco ES is a UK-based engineering and service company. They offer services to the contracting and plumbing industries. The CRM system provided a centralised view of data and improved reporting.
Show More..

Novus Property Solutions needed a new CRM system to replace their outdated in-house solution. They chose Gold-Vision CRM in May... 2022 to help multiple departments manage client and opportunity information. Novus required a flexible and configurable system to streamline processes and improve pipeline visibility. Gold-Vision's easy configuration, visibility features, and tender management process helped Novus meet their goals. Novus plans to expand their CRM usage by integrating financial systems and website forms.
Show More..

Schenk UK needed a CRM system to enhance customer service and provide live insights for account managers. They chose Gold-Vision... CRM to centralize customer information, improve sales forecasting, and ensure document storage. The CRM helped account managers access unified data, manage pipelines, and store documents efficiently. Schenk UK now has better insights, improved pipeline management, and easy document access, enhancing their service quality.
Show More..

Palletline, a UK-based freight distribution company, used Gold-Vision CRM to improve their communication and efficiency. The CRM helped manage customer... relationships, track sales, and analyze data. Palletline integrated Lead Forensics to manage leads and used dynamic dashboards for insights. The CRM improved collaboration and allowed mobile access, enhancing sales and marketing strategies.
Show More..

ABCUL needed a new CRM system to replace their legacy solution. They wanted better email tracking, improved reporting, and good... value for money. They chose Gold-Vision CRM for its integration with Microsoft Exchange and easy-to-use reporting. The new system centralized their operations, reduced internal emails, and improved visibility. ABCUL uses Gold-Vision to manage member relationships and send email bulletins.
Show More..

The Fine Cheese Co. upgraded to Gold-Vision 8 CRM to improve communication and efficiency. They moved from an on-premise system... to a cloud-based solution. This change made the system easier to navigate and more user-friendly. It also improved prospect to customer conversions and user engagement. The company uses features like email tracking and to-do lists to manage accounts and ensure seamless service.
Show More..

T I Midwood needed a CRM to manage digital marketing, handle data, and improve operational efficiency. Gold-Vision provided a solution... that improved growth by 20% in the first year. The CRM allowed TIMco to target different customer groups with relevant messages and track interactions. This led to faster follow-ups and better customer engagement.
Show More..

The British Chambers of Commerce needed a CRM system to manage their vast range of stakeholders effectively. They chose Gold-Vision... for its configurability and ability to capture different types of information. The CRM system improved stakeholder management, task management, and team communication. It also enhanced external communications and provided accurate sales forecasting. The staff found it easy to use, and it enabled data-driven decision-making.
Show More..

The American World Trade Chamber of Commerce (AWTCC) needed a CRM solution to manage partner memberships and track relationships. They chose Gold-Vision... CRM after a personalized demo showed it met their needs. Gold-Vision helped AWTCC improve member grouping and expand their membership. AWTCC appreciated Gold-Vision's personalized implementation and support. They plan to use Gold-Vision's marketing module and integrate their certification process in the future.
Show More..

Insource Ltd, a healthcare software company, needed a new CRM system as their existing one was not suitable for their growing business. They chose Gold-Vision... CRM to unify lead generation, sales, and project delivery processes. The solution provided a complete view of the customer journey, project tracking, and Microsoft Suite integration. As a result, Insource streamlined processes, improved sales automation, and enhanced project management. They also benefited from webform integration for capturing leads.
Show More..

ATM Ltd is a privately owned business with over 40 years of experience in vegetation management, fencing, landscaping, and ecology contracting. They used an... in-house solution for CRM but faced challenges with visibility, tracking, and coordination. Gold-Vision CRM was recommended by Phil Townsend, leading to its implementation. The CRM helped ATM manage bids, track activities, and set alerts, improving productivity and efficiency. ATM plans to integrate web forms and use marketing tools to enhance their sales and marketing efforts.
Show More..

Gold-Vision helped British Chambers of Commerce centralize contacts and manage events. They improved stakeholder management and team communication. The CRM... system allows for data-driven decision making. Staff found it easy to use and moved to reporting and dashboards.
Show More..