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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

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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

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

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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