Gold-Vision CRM Software

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.

Pros

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.

Gold-Vision is now a company wide tool as it offers solutions for all of our internal departments including, sales, support, aftercare, installations and marketing.
It allows visibility of account managers, actions and communication throughout the business.

Pros

Gold Vision allows each area to interact with others, creating an overall account management tool. The Esteiro support helpdesk work around our business requirements and offer tailored solutions at affordable rates.

Cons

The output of the graphical reporting and editing flexibility is limited. However, this can be overcome using additional software.

Pros

The functions are intuitive with a shallow learning curve. Customer care team is always accessible and very helpful.

Cons

The drag and drop functionality for Gold-vision Connect design aspect is a bit clunky and makes it difficult to position and re-size the elements exactly how you want them to look.

Pros

Excellent support team, Email tracking abilities, Great dashboard once you know how to setup the charts!

Cons

Sometimes long winded to complete certain actions, some areas of the system are complicated and the ability to setup and run reports could be simplified.

Pros

Great deal of out-of-the-box functionality
Easy Customization
Great support team
Easy to extract data
Excellent campaign tools and marketing automation
Constant development
Integrates with other platforms

Cons

The interface is dated although understand new one imminent
Reporting could be improved both in the main GV CRM and GV Connect

Better and more integrated staff awareness. More up to date information about the businesses we work with and a more meaningful relationship with our customers.

Pros

The connectivity, easy functionality and versatility. It was easy to implement and staff training is straightforward and supplemented by many choices of ongoing support via webinars, online help and supported telephone calls. All staff are so helpful and friendly delivering complex detail in a calm and efficient manner.

Cons

Reporting, I would like to choose fields from all interfaces to make a report - This is possible in the main but not overall and depends on where you have decided to lodge specific data

Pros

Intuitive (for the experienced CRM user)
Ease of Customization
Great support
Easy to extract data
The dashboard is a great feature for statistical analysis

Cons

The GUI
Needs improvements to certain fields (phone numbers for example)
Reporting function could be improved (more customization and ability to edit charts)

Broad functionality, ability to bespoke certain areas, great support team, ever evolving and improving tool set.

Pros

It is a very broad piece of software which captures more functionality than a majority of more expensive and well known products. With an excellent account management and bespoke development/technical team backing up the system, it is hard to find fault.

Cons

Difficult to find anything of note to fault with this system! The only downside would be that it runs in Internet Explorer and isn't full functional in Chrome, but it's not really an issue and is more about my preference for browser.

Although our use of the software is still evolving, it is helping to be more green with using less paperwork. It has improved communication across teams both internal & externally. It has also helped improve our quote process along with enabling quotes to contain specific descriptions on products along with links to our website for literature downloads.

Pros

We most like the flexibility & ease in how we can customize the software to suit ourselves as & when the need arises which will allow us to continually improve how we use the software for the benefit of our business

Cons

Due to nature & set up of our business, we least like the dominance of the primary company. A project / opportunity for ourselves is an end user business where our correspondence / quotes would be for equipment only to individual contractors or distributors

Pros

Its capabilities are seemingly never-ending. The staff at GV are ALWAYS so helpful and patient. They offer a personal customer support services rather than the generic script reading call centre help. And they remember you too. Special thanks must go to customer servive agents who must see my name and take a sigh however are always so friendly and nothing ever seems too much trouble.

Cons

I find the system's appearance a bit fussy and unclear. And some of the areas of the system can be complicated to understand.

Pros

It is very easy to navigate and all relevant information is easy to find. I also like the ease of contacting customer support when any issues arise.

Cons

The software has been customized for our use and we have had an on-going issue with integration of Sage 200 but this is always quickly resolved.

Have been really impressed with the work done by Esteiro, particularly the Implementation Team who've been outstanding. Very knowledgeable & professional team, with a great approach to working, and a clear dedication to delivering excellent customer satisfaction. Implementation sessions with our account manager were always efficient and well-run. The level of support available from the project's outset has been really first-rate and, several months into deployment, we are really pleased with the support facilities available.

GV is a great product and costs much less than its competitors. The service we receive is excellent and the webinars are very worthwhile.

Pros

GV is easy to use, and very customisable - when you know how!

Cons

We are running MAC's are theres been a few minor glitches, but all resolved and deal with, so not a problem

Advice to Others

Pay the extra money and get GV set up from day1 by their team. We tried to save money and its meant much much more work for us that has been very timely. I also recommend doing all of the webinars.

We have been using the GV system for about 2 months now and find it works very well for us. The team are helpful and we are definitely getting there with it. Have already dumped some of our paper based systems and are very happy with how it is going.

Pros

That everything is in one place, at adapts well to our needs.

We struggled with obtaining CRM software as out business processes are very niche and we had very specific requirements. We were worried we'd never find a suitable solution. The software demo was exciting as it seemed that we could, in fact get what we needed - and we did! The software configuration and support are second to none. The fact that the team develop the software themselves means that they are super knowledgeable and that the system is really flexible to meet requirements. When introduced to the teams and departments with the company the feedback has been extremely positive once they saw how powerful the system was. The training alone generated lots of ideas on how we could build other processes and workflows into the system and we have a lot of development plans in the pipeline with the system at their core. I appreciate the responsiveness, power and flexibility and I actually find working on the system and tweaking it to make it more and more useful for my team quite enjoyable, sad but true. Finally, I can't sing the praises of the support highly enough. We've asked for some strange tweaks and custom configuration that they have always seen as a challenge and been as enthusiastic as us about, as well as really responsive to our needs.

We reviewed lots of CRM's out there but nothing had all of the functionality of Gold-Vision. We had specific requirements with regards to integrating with our ERP (Sage X3) but not a problem for these guys.
All functions work as they should and when we have had issues (caused by our side of the integration) the support team were quick to resolve. Highly recomend this product....best thing to do is see it in action for yourself.

Pros

Full of features, support very good

Cons

Front end a bit complicated but it is being reviewed

Advice to Others

Go see it in action at a live site, you wont be dissapointed. The email tracking is fantastic too.

gold vision is a very user friendly software that is suitable for personal of all abilities.
Day to day tasks within Gold Vision are simple to achieve, making account management extremely efficient.
Email tracking is very beneficial as allows records to be held automatically, without input from the user.
Gold vision support team are always willing to help with any enquiries. Although goldVision software was a large investment for our company, we would not turn away from it now and go back to our old system.

Pros

Records data easily for other members to review

Cons

some aspects of the system are limited when creating charts/graphs

Advice to Others

If unsure about anything call the support team as they are always willing to help.

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.

Pros

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

Cons

Filtering different objects can be difficult to set up.

The experience from first contact to last was exceptional. Everyone I came in contact with balanced professionalism with the personal touch.

My account Manager took the time to understand my needs and wants before progressing to the discussion on features and benefits. By doing that he was able to tailor them to what I needed immediately making my decision very easy.

The implementation went totally to plan from the initial contact through developing our instance of the software and the training of the sales managers. Very smooth process which was also completed to budget.

The software is very intuitive to use and although I only needed minimal customisation it was very easy to do. Setting up alerts to warn of unwanted activity is also easy to achieve.

I only have a small team but they are already seeing the benefits of having a professional CRM tool set (as opposed to a spreadsheet) and the CRM roadmap has development of lead management, customer issues log and integration of our web site as upcoming sub-projects.

There are some minor shortcomings in the analytics area but I am looking forward to the next issue of the software due in the first half of 2017 to see what that brings and I¿m optimistic that this will further develop on an excellent piece of software.
I wouldn't hesitate to recommend Gold-Vision CRM to small, medium or large businesses.

Andrew Burns
Sales & Marketing Director
Servowatch Systems Limited

Pros

Simple to configure to your businesses needs
Very little customisation required
Very cost effective solution
Great company to deal with

Cons

Some shortcomings in the reporting / dash boards but the next release of the software is due to address most of these

We have been Gold-Vision users for 12 years or so and we are utterly reliant upon it. We took a decision to move away from running G-V on our server to a hosted service in the Cloud and Esteiro managed this for us very efficiently and with no drama. We have a very complex implementation of G-V and a vast amount of data. The move was performed during our annual company meeting on a Thursday/Friday and we were up and running with new logins to the hosted version early the following Monday - so we lost no time at all. Great service.

Pros

Through Gold-Vision, we have a data-driven way of managing all aspects of sales, marketing, and support,

Cons

Pale blue text on white background?