Gold-Vision CRM
29 Case Studies
A Gold-Vision CRM Case Study
Salts Healthcare, a long-established UK manufacturer of ostomy and orthotic products, needed to better control contacts, communications and appointment results as its sales team grew while keeping sensitive data on-premises. They chose Gold-Vision CRM’s on-premises CRM with Outlook integration because it met their security requirements, was mobile-friendly and intuitive for the sales team, and kept the learning curve to a minimum.
Gold-Vision CRM implemented a customized, on-premises solution (including Outlook integration, tablet access, alerts and workflow automation) that the Salts team adapted using the screen designer. The result was secure, accurate sales data, meaningful reporting and full visibility of sales activity and appointments; Salts Healthcare has begun targeted marketing from its reliable database, and the project was delivered on time and to budget.
Stephen Perkins
ERP Development Manager