Pegasus Opera II: CRM Solutions

Pegasus CRM Brochure (194kb) Pegasus Opera II Brochure (921kb) CRM In today’s hectic business environment, employees need more tools and information to win new customers and manage existing customer relationships. With Opera II’s CRM Solutions, you gain total control over customers and prospects, whatever your goal may be.

Opera II's CRM Solutions is a fully integrated module of Opera II 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.

• • Fully integrated module for Opera II - eliminating the need to maintain data on several systems.

  • New contacts can automatically update your Microsoft Outlook address book.

  • Record notes and history against a contact.

  • Record and track sales opportunities against a contact.

  • Send e-mails via Microsoft Outlook for a contact or group.

  • Flexible reporting system via CRM reports, Excel allowing easy customisation.

  • Activity Reports - including time based reports.

• • Maintain company details - single point of entry for new prospects or cross-reference existing customers/suppliers from the Sales / Purchase ledgers.

  • User definable fields and look ups for Contact, Company, and Opportunity forms.

  • Remote access available for sales people on the move.

  • Quotations can be generated for a customer or prospect and associated with a sales opportunity.

  • Generate mail shots (using Microsoft Word) for list of contacts / groups.

  • Sales funnel report.

• • Maintain unlimited contact details (including site addresses) within a company.

  • Send e-mail / e-shots and import incoming e-mail from Microsoft Outlook.

  • History automatically updated by activities that take place, e.g. letters, mail shots.

  • 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.

  • Convert prospect / quotation details to live customer / sales order.

  • Sales forecasting reports, adjusted for probability. Analysis of sales by status / user / contact / company for a given date range.