Demo Free Trial
Services & support

Our services, your success

Our team of experts can ensure your CRM makes a real difference


More than ‘just a CRM provider’; a valuable business partner

Our happiest customers are those that work with us as their CRM partner, not just a software provider.  

Our services are designed around a thorough understanding of your organisation’s needs – both now and in the future – to ensure you have the best set-up, configuration and training for success.

Find out more about:

As we get to know you better, we’ll be able to discuss the best options to ensure that your installation is on time, as pain-free as possible, and that the relevant team members have had the right training to ensure you’re able to hit the ground running.

Take the stress out of your new software implementation

No two organisations are the same and Gold-Vision can easily adapt. We can offer personalised services to quickly build Gold-Vision around your requirements. This will typically involve:

  • Project scoping and process planning
  • Installation on your preferred hosting environment
  • System configuration – from simple to more advanced
  • Data conversion & import
  • User acceptance testing (UAT)
  • End-user training

Whether you need simple setup services or would like a more tailored approach, we can work with you to design the right implementation to optimise your CRM efficiently and successfully.

The support you need, when you need it

Our partnership approach doesn’t end at implementation. We’re here to support your ongoing success for as long as you choose to work with us.

Our highly skilled support team are Gold-Vision product experts and consistently achieve 5-star service ratings for their ability to resolve any issues that arise both quickly and efficiently.

Standard support is included with all Gold-Vision CRM subscriptions with additional packages available for those who want or need additional on-going support, as well as one-off flexible service packs.

If your system needs are straightforward then there is also a full Help Site resource and knowledge base for you to move ahead independently.

Standard

Our Standard support package includes access to our online Help Site and Customer Portal, along with email, phone and LiveChat support. All customers have automatic access to all upgrades and releases.

You’ll also get access to our Webinar Training programme and enjoy personal account management from our expert team.

Enhanced options

In addition to standard support, we offer a range of additional services including support for premium or custom integrations, enhanced account management, advanced support for workflow and API assistance from our technical team. You can also choose one of our Expert service packs which include advanced assistance with our team to enable you to optimise your Gold-Vision setup plus other options including data & training assistance.

Special projects

If we’re doing a deep integration or some heavily customised work for you, it’s likely you’ll want to upgrade to Special Projects support. Here you’ll be supported by a dedicated team that knows the detailed workings of your system and business processes.

Quotes__BCC logo

“We felt we’ve had a very personalised service as all the staff have always been approachable and ready to discuss our requirements. With technology projects if you don’t have that personal touch it’s easy for these projects to become complicated.”

Sarah Jarvis, Operations Manager – British Chambers of Commerce

Read full customer story
Demo Free Trial