Gold-Vision OverviewApril 11, 2023

e-know.net Customer Open Day

Agenda

• Introductions and Business Overview• CRM issues and a Gold-Vision™

Background• Gold-Vision™ Introduction and

Demonstration• Q&A

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

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?

Typical issues - Unified Information

OrderOrderProcessingProcessing

ManagementManagement MarketingMarketing

CustomerCustomerServiceService

FinanceFinance

OutsideOutsideSalesSales

SalesSalesSupportSupport

CustomerCustomer

(Yankee Group)

Typical issues - Unified Information

OrderOrderProcessingProcessing

ManagementManagement MarketingMarketing

CustomerCustomerServiceService

FinanceFinance

OutsideOutsideSalesSales

SalesSalesSupportSupport

(Yankee Group)

CustomerCustomer

Unified Information

Phone Calls / SMS

Meeting Notes

Internet Enquiries

E-mailsDocuments Profiles

Faxes

Contacts

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

Priorities Why?

Work with and within Outlook Acceptance Work with and within Outlook Acceptance Simple:Simple:

PricingPricing Understanding Understanding InstallationInstallation Independence Independence ImplementationImplementation Quick benefit, Cost Quick benefit, Cost TrainingTraining Quick benefit, Cost Quick benefit, Cost

““One – click”One – click” Ease of use Ease of useScaleableScaleable Investment protection Investment protectionWeb – enabledWeb – enabled Universal access Universal access

Key Design Priorities

Accounts

ContactsOpportunities

Projects

Quotations

ACTIVITIES

PROFILES

Campaigns

Gold-Vision Hierarchy

Gold-Vision™ - Rapide Implementation

System Pre-Install

Req’ts

Data &ProcessPlanning

Document

Pre-installPreparation Installation

InstallTech

OverviewData Import

Checklist OK

Simple Data

Configuration

Data & Requirements

Workshop

GenericGold-Vision

Training

Gold-VisionConfiguration

End-UserTraining

1 DAY

1 DAY

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.