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Complete CRM integration

Class-leading integration gives access to all items with no need to manually import and export data.

Integration reimagined

One of the most powerful and important elements of Gold-Vision Marketing is how it integrates with Gold-Vision CRM.

As software authors of both products, we were able to build a first-class integration that not only removes any need to manually import/export data but also allows access to almost all levels of data in the system.

Gold-Vision Marketing allows for unlimited personalisation options by giving users full access to the CRM data fields.

360-degree data sources

Generate fully integrated, live data sources from anywhere within CRM. Including leads, prospects, customers, sales pipeline, projects, jobs, memberships – you name it! Combine data sources to build your e-mail recipients list using powerful include and exclude rules.

Any item, any field!

  • Create data sources from any CRM list
  • Use any field from any item to generate email marketing data
  • Creating emails for orders, quotes, projects, – you name it – is now possible!

Personalisation

  • Unlimited personalisation options
  • Build merge fields at a brand, template, or email level
  • Personalise landing pages with recipient data
  • Subscription and preference management

Live data

  • Use “live” data sources to drive automation
  • Changes in CRM automatically drive marketing events
  • Chain live data sources or emails together to create powerful automation

Lead capture

When you create a lead capture form on a landing page in Gold-Vision Marketing the leads are automatically and instantly injected into CRM. Workflow and notifications can be built on top of your CRM leads to assign leads or notify teams instantly – promoting that all-important rapid engagement. The integration also allows for integrated reporting.

Marketing insights

Marketing events and insight data are automatically visible in CRM.

  • New “Marketing Insights” view in CRM shows all engagement on a per-item basis
  • Updated touch point scoring system is simpler and more visual
  • In-line touch point history and trend analysis in contact lists
  • Use insights to drive sales engagement – focus on the right leads, and win more business

Explore what else Gold-Vision Marketing has to offer…

Get more leads, win more business

Generate leads and nurture prospects and customers with a range of different marketing automation options.

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Complete digital
campaign management

All of your digital marketing needs are met, with brand management, email and landing page design spaces and full campaign overviews.

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Want to know more?

When will Gold-Vision Marking be available?
We’re in the final stages of release for the product. Expect to see Gold-Vision Marketing at the beginning of 2024.
How do I access Gold-Vision Marketing?
The Marketing product will automatically be available to all Gold-Vision users and you will be able to log in using your existing account.
What is the pricing?
The “Starter” tier of Gold-Vision Marketing will be freely available to Gold-Vision CRM customers and offer the core functionality. There are “Plus” and “Ultimate” paid-for tiers available at launch. See more detailed pricing information here.
I’m an existing “Connect” customer – can I transfer?
Naturally we have a plan in place to aid customers of our existing marketing product Gold-Vision Connect.
Can I get a demo?
If you’d like a sneak-peak please contact us for a demo. We also have a pre-launch webinar coming soon where we’ll show more.
I can’t wait – can I get early access?
Yes – there are opportunities to gain early access to the product where appropriate. Please let us know if you’re interested in early access.

On-Demand: Pre-release showcase

Learn more about the upcoming release in our On-Demand Pre-Release Showcase webinar!

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Speak to a member of the team

Give us a call on +44 (0) 1788 511110 or arrange a call back using the form below.

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