Customer Relationship Manager

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.

Service and Help Desk provide you with a comprehensive picture of customer contracts, from quote and order right through to delivery, installation, service and billing. Activities such as site visits and help desk calls can be logged against the relevant contract so that a full history is compiled and stored for easy access when needed.

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, mail shots and appointments

• Generate quotations for a customer or prospect and associate with a sales opportunity

• Generate mail shots 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