Gold-Vision CRM
29 Case Studies
A Gold-Vision CRM Case Study
OTSA (Overseas Trade Show Agencies) faced fragmented contact data across individual spreadsheets, which made marketing chaotic, led to duplicate mailings, and prevented clear tracking of who had received or interacted with event communications. To solve this they implemented Gold-Vision CRM, using its Connect email marketing and Outlook integration to create a single, centralised platform for exhibitors, visitors and industry contacts.
Gold-Vision CRM consolidated OTSA’s contact records, enabled fast import of exhibition lists, and applied deduplication so each contact receives only one communication. With segmentation and integrated Connect email marketing, OTSA can send highly targeted campaigns and track all mailshot interactions, while Outlook integration provides a full customer-journey view. As a result, OTSA streamlined and sped up its lead-to-sale process, eliminated duplicate mailings, improved campaign targeting and now has reliable tracking and reporting for events and sales.
Kimberly Carsok
Project Manager