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Gold-Vision Overview 19 November 2014

e-know.net Customer Open Day. Gold-Vision Overview 19 November 2014. Agenda. Introductions and Business Overview CRM issues and a Gold-Vision ™ Background Gold-Vision™ Introduction and Demonstration Q&A. About Us. Gold-Vision Author

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Gold-Vision Overview 19 November 2014

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  1. e-know.net Customer Open Day Gold-Vision Overview 19 November 2014

  2. Agenda • Introductions and Business Overview • CRM issues and a Gold-Vision™ Background • Gold-Vision™ Introduction and Demonstration • Q&A

  3. 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

  4. Your primary objectives for CRM? • 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

  5. Typical issues - Unified Information Management Marketing Customer Service Order Processing Customer Finance Outside Sales Sales Support (Yankee Group)

  6. Typical issues - Unified Information Management Marketing Customer Service Order Processing Customer Finance Outside Sales Sales Support (Yankee Group)

  7. Unified Information E-mails Internet Enquiries Documents Profiles Contacts Phone Calls / SMS Meeting Notes Faxes

  8. 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

  9. Key Design Priorities Priorities Why? • Work with and within Outlook Acceptance • Simple: • Pricing Understanding • Installation Independence • Implementation Quick benefit, Cost • Training Quick benefit, Cost • “One – click” Ease of use • Scaleable Investment protection • Web – enabled Universal access

  10. Gold-Vision Hierarchy

  11. Pre-install Preparation Installation Configuration 1 DAY System Pre-Install Req’ts Checklist OK  Data Import Install Tech Overview 1 DAY Simple Data  Data & Process Planning Document Data & Requirements Workshop Generic Gold-Vision Training 1 DAY Gold-Vision Configuration End-User Training Gold-Vision™ - Rapide Implementation 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.

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