More about this software

View a breakdown of what your selected software includes and any additional services available from the supplier.

Gold-Vision Sales Professional - Cloud

Gold-Vision Sales Professional combines our user-intuitive interface with intelligent processes and reporting options. Your sales team can get to work straight away with generating leads and managing opportunities, whilst having a clear understanding of forecast revenue and team performance. This package also gives you access to our full B2B CRM suite, including modules such as marketing, customer support and projects.

Key features of our Sales Professional package include lead and opportunity management tools, sales pipeline views, quoting and order management. All tasks can be managed quickly and easily with full visibility, enhanced further by features including Notes & Correspondence tracking, standard integration with your office email and calendar, and reporting and dashboard options.

Gold-Vision is data-compliant and secure, allowing your teams to focus on the job at hand whilst protecting data integrity, and improving user experience. Gold-Vision is fully accessible on your phone or tablet so you’re never without key information or functionality on the road.

Features, support & compatibility

This section explains key features, compatibility and the support that’s included as standard.

Key features

Offer Management

Communications Management

Service Analysis

Notification and Alert Management

Product Management

Workflow Management & Process Automation

Service Level Agreement (SLA) Management

Contract Management

Assignment Management

Comms Preferences

Event Management

Territory Management

Quote Management

Correspondence Management

Document Management

Document Templates

Contract Management

Order Management

Personalisation

Next Best Action (X-Sell / Upsell)

Offer Management
Order Management
Contract Management
Document Templates
Document Management
Correspondence Management
Quote Management
Territory Management
Invoice Management
Event Management
Comms Preferences
Brand Management
Deployment & supported platforms

Gold-Vision Sales Professional - Cloud

Vendor Cloud/SaaS - multi-tenant (public)

Supported browser - Edge

Supported browser - Chrome

Supported browser - Safari

Supported browser - Firefox

Server-based / private cloud - Windows

Mobile - Android

Mobile - iOS-iPhone

Compatibility

Gold-Vision Sales Professional - Cloud

Permission based RESTful API available to customers with 10+ users.

We have an Accounting Integration Framework to accelerate integrations with ERP / Accounting solutions.

Our DataBridge tool interacts with our API to speed up the implementation of custom integrations.

SSO (Single Sign On) available across the product range, and can be integrated with your Azure AD login - assists user integration experience.
Product support

Gold-Vision Sales Professional - Cloud

Email

Phone support

Chat

Web form

Social media

FAQs

Knowledge base

Training

Gold-Vision Sales Professional - Cloud

In-person

Live online

Webinars

Documentation

Videos

Pricing

Here you can find details of what you’ll pay before the Help to Grow: Digital discount has been applied, how long you’ll pay this fee for, and if this product includes a free trial.

Minimum contract term

12 months

Payment term

Per month, per user

Minimum number of licences

5

Free trial

Yes, 1 month

Price (excl. VAT)

From £45.00, Per month for 1 user

Contract discount

None

Additional supplier discounts

These are offered by the software provider.

Per number of licences

25 to 49 users £2.50 off per user
50 to 99 users £5.00 off per user
100 to 250 users £10.00 off per user
What’s included
Account manager for specified duration:

£12.00 Months

Per globalisation options (Relates to multiple languages / currencies / regional product variants)

Multi-currency Multi-language Multi-cultural (time, date, numeric formats)

Data storage volume 10 users plus (per user)

£0.20 GB

Disk (file) storage volume up to 10 users (per instance)

£10.00 GB

Disk (file) storage volume 10 users plus (per user)

£1.00 GB

Data storage volume up to 10 users (per instance)

£2.00 GB

Per active contacts (marketing)

Unlimited

Per number of customers or other type of data record - (e.g invoice)

Unlimited

Per enhanced security and auditing options

Unlimited

Per customisation options Relates to ability to create custom objects or extend the database/fields for standard objects incl. Branded comms

Unlimited fields / pages

Per included number of emails (per month)

General e-mail unlimited via O365/Gmail. Marketing e-mails - additional options available

Per number of updates

Unlimited

Per number of API calls

10+ Users: Based on customer  Fair Usage Requirements 

Enhanced support and services

Various Service Packs available

Per sales bills

Unlimited

Additional costs

These are extra services the supplier may offer that are not discounted by Help to Grow: Digital. All costs exclude VAT.

  • 1 Day Start Up Pack :
    £850.00 one off
    Mandatory
  • 2 Day Start Up Pack:
    £1,650.00 one off
    Optional
  • 3 Day Start Up Pack:
    £2,450.00 one off
    Optional
  • 4 Day Start Up Pack:
    £3,250.00 one off
    Optional
  • 5,000 Email Credit Pack Upgrade :
    £75.00 monthly
    Optional
  • 10,000 Email Credit Pack Upgrade :
    £125.00 monthly
    Optional
  • 20,000 Email Credit Pack Upgrade :
    £200.00 monthly
    Optional