SALES AND REPORTING TRAINING

This practical full day workshop, run by an experienced Gold-Vision trainer, will guide you through the Sales, Quoting and Reporting functions of Gold-Vision.

At the end of the workshop you will leave with a sound understanding of Gold-Vision that will help you to improve management of sales opportunities, understand your sales cycle and produce professional quotations/ proposals effortlessly.

Focusing on Gold-Vision 6 you will learn how to:
• Manage the sales process from start to finish using Gold-Vision
• Create and manage Opportunities and Quotes
• Create a customer price list
• Work more effectively by focusing on your top opportunities
• Save time by creating lists, reports and charts
• Analyse your Sales and Opportunities
• Produce professional reports quickly

This workshop is aimed at Sales focused Gold-Vision users. Throughout the workshop you are encouraged to put forward your ideas, ask any questions or bring up any issues that you are hoping to resolve.

SCHEDULE

Course Overview/ Introduction
Opportunity Creation & Management
Coffee Break
Quote Creation & Management
Lunch
Reporting
- Standard Gold-Vision Reports
- User Defined Gold-Vision Reports
- SQL Service Reporting
- Example Reports
Question and Evaluation session

We've limited the number of attendees to 4, to enable everyone to participate in the practical elements of the course and get the most from the day.

Based at the Esteiro Offices - just off junction 18 of the M1

Register NOW

or call 01788 511110

or email
gvinfo@gold-vision.com