Gold-Vision CRM
29 Case Studies
A Gold-Vision CRM Case Study
ABCUL (The Association of British Credit Unions Ltd), the leading trade association for credit unions in England, Scotland and Wales, needed to replace a legacy CRM to improve email tracking, reporting and integration with Microsoft Exchange while keeping costs down. After evaluating alternatives they chose Gold-Vision CRM (including its Connect email module) because it offered Exchange integration, reduced administration, easy reporting and strong support.
Gold-Vision CRM centralised member records, automated email tracking to store communications against the correct accounts, and provided integrated project and event management and Connect-driven bulletins. As a result ABCUL has increased visibility across customer interactions, reduced internal emails and administrative effort, improved reporting and simplified bookings and activity management — delivering more efficient member relationship management.
Phil Davies
IT Manager