Resources

With countless features, pricing tiers, and configurations, choosing the right CRM often feels like solving a puzzle without all the pieces. This guide breaks it down into six simple steps to help you define your goals, identify key features, and avoid costly mistakes.

CRM vs ERP: Which is right for you? Discover key differences, benefits, and integration tips to streamline business operations and drive growth. Dive in to make an informed choice!

Looking to create high-converting emails? This guide covers everything you need, from segmenting your audience and writing compelling subject lines to designing visually engaging emails and optimizing your calls to action.

Discover how CRM can help overcome the three most common tender management challenges to streamline your processes and improve project outcomes

After speaking with our customers, we’ve picked three of the most common scenarios that will hopefully help to inspire your own ideas on how you could put marketing automation to work.

CRM (Customer Relationship Management) can be a tricky thing to get your head around, but don’t worry – we’re here to go back to basics and explain everything you need to know!

Analytics is something that you either love to dig into or find as interesting as watching paint dry. Either way, you can’t avoid it – so hopefully with the help of this blog you’ll realise that focusing on four of the most interesting metrics will yield results and save you time wading through every available statistic

Discover how to keep your brand top-of-mind, address the needs of your lead, and gradually move them toward becoming loyal customers.

In this blog we run through some simple changes you can make to your landing pages to make them high converting, lead generation power houses!

Find out how you can improve your lead nurturing efforts by taking a deep dive into the buyer’s journey!

Achieving B2B sales productivity isn’t just a case of hiring more sales executives and hoping that more people will equal more productivity. Instead, with the right CRM solution you can take real steps towards boosting productivity and generating more sales.

By incorporating a CRM system into a company’s Revenue Enablement strategy, organisations can gain a more complete understanding of their customers and improve the effectiveness of their revenue-generating activities.  Read on to find out more.

We are very pleased to announce that we have achieved ISO 27001 certification for the seventh year running following a successful audit in January 2023!

With great CRM comes great responsibility, which is why it’s important to make the right choice between hosting your system in the cloud or on-premises. This infographic runs through key considerations to help you make the right decision for your business.

Explore how you can connect with, engage with and nurture leads and sales with social selling.

Find out how Gold-Vision supports the Software & IT industry’s unique needs and processes in our latest infographic!

Find out how a good CRM system can improve companywide productivity with intelligent features, streamlined processes and unified views in our latest blog!

Find out how Gold-Vision supports the Fire Protection industry’s unique needs and processes in our latest infographic.

Mark Vernon reflects on crucial sales skills learned from a career in Product Development.

Some believe that a sales focussed business has little care for their customers, but you can have the best of both worlds. Find out how in our latest infographic!

If there’s one customer experience trend that has intensified over the last two years, it’s social CX. Discover our 6 social selling inspired lessons that will enhance your social CX strategy.

Explore how you can improve and personalise your approach towards a great customer experience with the help of your CRM system.

With so much choice out there, the need to personalise your CX has become crucial. Read on to discover six simple steps to achieve just that.

ABM and the use of ABM strategies have gained more traction since the introduction of GDPR in May 2018. This post should help you figure out where to start, and how you can use CRM to succeed where other’s may fail.

Sales enablement. You may have heard of it, but what is it? What can it do for you? And how can CRM help? Read on to find out…

Head of Customer Experience, Jiggy Patel, shares six vital steps that will ensure that your next CRM project is a success.

The final instalment in our CRM best practice mini-series – discover how keeping your dirty data separate can save you a lot of headaches.

A true CRM allows businesses to get so much more benefit from their investment. Which is why it’s important to debunk some of the myths about data entry that many other solutions take pleasure in perpetuating.

CRM can – and many argue should – be your central data hub. From the MD through to your accounts team, a great solution can save everybody time, increase productivity and provide a 360-degree customer view. How? Through CRM integrations.

Setting up a personal dashboard, whether you are a Sales Director or a new executive starting out, can be the instant check you need to find advantages and maximise them throughout the year.

With a background in CRM implementation our Sales Director, Jiggy Patel, shares her advice on how you can improve your sales pipeline by using targets in your business.

A successful b2b customer onboarding plan plays a critical role in the early stages of the customer lifecycle, and your long term success. Read our tried and tested tips for success.

For the long answer, read on to find out exactly how you can ensure you remain compliant, and why it’s not only viable, but also really easy to do so with the right software.