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.
Available Dates:
12th February, 2nd April 2009
9.30am – 4.00pm (includes a light lunch)
Cost: £350
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 2008 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 focussing 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.
