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Opera 3 Sales Pipeline Management (SPM)

Opera 3 CRM integrates fully with Financials and Supply Chain applications and can be accessed by remote workers.

In today’s hectic business environment, employees need more tools and information to win new customers and manage existing customer relationships. With Customer Relationship Management (CRM) you gain total control over customers and prospects, whatever your goal. CRM is a fully integrated application of Opera 3 that gives you clear visibility into all stages of the sales process. From the first point of contact, you can manage prospects, convert prospects to customers, manage the customer relationship, report on their profitability and increase your business potential with them, all from one solution.

When your sales team is out on the road, it is essential to be able to manage SPM data on the move.
SPM Remote allows users to work offline with SPM and other Opera 3 related data with synchronisation of the SPM data back to the main system via a virtual private network (VPN) or local area network (LAN) connection.

Opera 3 CRM Functionality Summary

  • Fully integrated application for Opera 3 eliminating the need to maintain data on several systems
  • Maintain company details: single point of entry for new prospects or cross-reference existing customers/suppliers from the Sales/Purchase ledgers
  • Maintain unlimited contact details (including site addresses) within a company
  • New contacts can automatically update your Microsoft Outlook address book
  • User definable fields and look ups for Contact, Company, and Opportunity forms
  • Send e-mail/e-shots and import incoming e-mail from Microsoft Outlook 2003
  • Record notes and history against a contact
  • Remote access available for sales people on the move
  • History automatically updated by activities that take place such as letters and mailshots
  • Record and track sales opportunities against a contact
  • Quotations can be generated for a customer or prospect and associated with a sales opportunity
  • Book appointments with a contact. These can be added automatically to your Outlook diary and recorded against the contacts history. Log 'to do' tasks against a contacts, opportunities, helpdesk calls or contracts.
  • Send e-mails via Microsoft Outlook for a contact or group
  • Generate mail shots (using Microsoft Word) for list of contacts/groups
  • Convert prospect/quotation details to live customer/sales order
  • Flexible reporting system via CRM reports, Excel allowing easy customisation
  • Sales funnel report
  • Sales forecasting reports, adjusted for probability. Analysis of sales by status/user/contact/company for a given date range.
  • Activity Reports, including time based reports

Pegasus Opera 3 Modules

Pegasus Software Opera 3 is a modular solution, comprising:
For more details, view the Pegasus Opera 3 Video, and look at the reasons why you should choose Opera 3.

Contact Quorum Business Systems


If you require further information regarding Pegasus Opera 3 software, please contact us.

Quorum Business Systems
 are one of Pegasus Software's leading Business Partners, and with offices in both Watford and Edinburgh, we are well placed to provide a service to customers throughout the country.

Quorum has specialised in Pegasus Software solutions for over 18 years, while offering the associated services to provide a complete IT service for hundreds of satisfied customers during that time.  

With accolades such as Pegasus Software Best Service Award and Partner Excellence Award 2009 and 2010, you should look no further than Quorum Business Systems when choosing your business software.
 

Quorum Business Systems Product and Service Overview

Remember, Quorum Business Systems provide complete IT solutions for your business.

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