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I want my system to share key information across all departments.


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

Managing opportunities and converting them into sales: that's what running a business is all about. Opera 3 CRM allows you to not only generate prospects, but also to effectively manage your relationship with these prospects so that they become customers. It then goes on to give you all you need to retain those new customers through effective account management and marketing.

Streamlined Sales and Marketing
By streamlining your marketing activity and sales cycle, Opera 3 gives you the power to manage the progression from prospect to customer. It helps make sure you never miss an opportunity or lose sight of a customer, and gives the sales team vital access to all prospect and customer information, even when they are on the road.

New depths of Relationship Management
Once a prospect becomes a customer, you can continue to log activity such as mailings, conversations, tasks and promotions. Opera 3 CRM integrates with MS Outlook®, Excel® and Word® so that you can manage your customer and prospect communications. It maintains individual contact details (including separate site addresses) within a company, automatically adds new contacts to your Outlook address book and continuously updates the history of contacts with every letter, mailshot and Outlook appointment. Seamless integration with Supply Chain Management and Financials eliminates re-keying and ensures account information is always close to hand.

Analysis for Tailored Contact
Opera 3 CRM makes it easy for you to generate specific quotations for a customer or prospect and to create tailored mailshots using contacts filtered by multiple criteria or pre-defined groups. It analyses opportunities by referral method, type and competitor, and it assesses sales by opportunity status, user, contact or company for a given date range.

CRM Highlights
  • Maintain individual contact details (including separate site addresses) within a company
  • Send e-mail and e-shots, attach incoming e-mail from MS Outlook and add new contacts automatically to your Outlook address book
  • History is automatically updated by activities such as letters, mailshots and appointments
  • Generate quotations for a customer or prospect and associate with a sales opportunity
  • Generate mailshots using contacts filtered by multiple criteria or pre-defined groups
  • Analyse opportunities by referral method, type and competitor
  • Sales forecasting reports, optionally adjusted for probability
  • Analysis of sales by opportunity status, user, contact or company for a given date range
  • Reports can be published straight into MS Excel, and can be viewed non-exclusively
  • Customers and suppliers: import or update existing records from the Sales and Purchase Ledgers or from an Excel spreadsheet.
  • Remote access for the sales team on the road with Opera 3 CRM Remote

Once we know your business aims and budget allowances we will provide Opera 3 as one system and one solution for your company. If you would like further information on Opera 3, please download the brochure from the More Information box on the left, check if there are any webinars currently running or if not please request a webinar, or contact us.

 

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