Gold-Vision CRM
29 Case Studies
A Gold-Vision CRM Case Study
MHS Radiators, part of The Modular Heating Group, was struggling with multiple manual systems—sales “black books,” disparate spreadsheets and databases—that made managing quotes, tenders, reporting and pipeline visibility difficult. To unify processes and keep CRM terminology familiar to users during a culture change, MHS selected Gold-Vision CRM as their group-wide solution.
Gold-Vision CRM was configured for each team, centralising contacts, opportunities and tender management, and integrating with Outlook and Exchequer; MHS also adopted Gold-Vision’s Connect marketing automation and GDPR Privacy Dashboard with training. The Gold-Vision implementation streamlined processes, improved reporting (now available at board level), boosted sales effectiveness and brand activity, and contributed to a measurable 50% increase in turnover in 2017.
Stephanie Bailey
Managing Director