Pegasus Opera 3 CRM by Applied Business

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About Pegasus Opera 3 CRM

Opera 3 Customer Relationship management (CRM) integrates seamlessly with Opera 3 Financials and Supply Chain applications and can be accessed by authorised remote workers.

Opera 3 CRM provides employees with the tools and information to win new customers and manage existing customer relationships. Opera 3 Customer Relationship Management (CRM) helps your business to gain total control over customers and prospects, whatever your goal.

CRM is a fully integrated application of the Opera 3 software suite that gives you clear visibility into all stages of your business sales process. From the first point of contact; you can manage prospects, convert prospects to customers, manage your customer’s relationship, report on their profitability and increase your business potential with them, all from one management solution.

Opera 3 CRM provides support for your sales team when they are out on the road and provides SPM data management on the move.The Opera 3 CRM, 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 Opera 3 system via a virtual private network (VPN) or local area network (LAN) connection.

To arrange a consultation call us on 01767 677071 or use the contact form.

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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

Working with Applied Business

Applied Business Computers will examine your current business processes in order to make recommendations with the growth and development of your business in mind.

Once we have a template to work with we will install and service a suite of products that will grow with your business for the long-term. Consistently delivering real competitive advantage by reducing the risks and errors that crop up within a business that can cause a breakdown in communication, both internally and externally.

Your clients, customers and consumers will all see vital improvements in the way you operate, deliver and communicate, which can only have a positive impact on your sales and relationships.

Call us now on 01767 677 071, or get in touch using the form.

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