Gold-Vision CRM
29 Case Studies
A Gold-Vision CRM Case Study
ATM Ltd is a privately owned business with more than 40 years of experience in vegetation management, fencing, landscaping and ecology contracting. Before implementing Gold-Vision CRM, the team was using an in-house system and spreadsheets, but struggled with visibility of bids, tracking bid status, understanding pipelines and coordinating next steps.
Gold-Vision CRM was used to support ATM Ltd’s bid management process with Opportunities, Quotes, Activities, Projects, Alerts and Email Tracking. The system gave the team clearer visibility of bids, key dates and forecasts, helped with reminders and follow-ups, and made it easier to keep records accurate; ATM Ltd also said it could “find any tender in 3 clicks.” The case study says ATM Ltd tripled their turnover in 2021.
Jiggy Patel
Account Manager