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In today's dynamic business environment, employees need more tools
and information to win new customers and manage existing customer
relationships. With Sales Pipeline Management (SPM), you gain total
control over customers and prospects, whatever your goal.
SPM 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.
Latest SPM Release – SPM Remote
With the announcement of Opera II version 6.12, the latest SPM module
has also been released - SPM Remote, which will allow users to work
offline with SPM and other Opera II data. This provides great potential
for remote users on laptops or PDA’s, as they can have access to
vital information whilst away from the office, increasing their
productivity and efficiency. They can then synchronise their SPM
data back to the main system so that the whole company is sharing
the same customer information. If you would like further information
on this, please refer to the SPM
Datasheet, or contact
us for further information.
Functionality Summary
- Fully integrated module for Opera II - 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
- History automatically updated by activities that take place,
e.g. letters, mail shots
- 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, or XRL
allowing easy customization
- 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
Once armed with your business aims and budget allowances we will
recommend the solution options most suitable for you. If you would
like further information on Opera II SPM, please download
the PDFs from the More Information box on the left, or contact
us.
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