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New dates available for Reporter and XRL training courses.
Sales Pipeline Management
The sales cycle can be a long and complicated process and it's easy to lose prospects in the sheer volume of activity your sales and marketing people are generating in order to find new customers. Opera II Sales Pipeline Management (SPM) helps to streamline your procedures and manage the progression from prospect to customer, so that you will never lose sight of an opportunity or customer again.
Features include
- Eliminates the need to maintain data on several systems
- Maintains company details: single point of entry for new prospects and existing customers/ suppliers
- can be cross-referenced from the Sales/Purchase ledgers
- Maintains 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-mails/e-shots and import incoming e-mail from Microsoft® Outlook 2003
- Record notes and history against a contact
- History is automatically updated by activities that take place such as letters and mail shots
- Record and track sales opportunities against a contact
- Quotations can be generated and associated with a sales opportunity
- Book appointments with a contact. These can be added automatically to your Outlook diary and recorded against the contact’s history. Log 'to do' tasks against contacts, opportunities or contracts
- Send e-mails via Microsoft® Outlook for a contact or group
- Generate mail shots (using Microsoft® Word) for lists of contacts/groups
- Convert prospect/quotation details to live customer/sales orders
- Sales and Activity reports
- Import or update existing customer and supplier records from the Opera II Sales and Purchase Ledgers
- Remote access, for salespeople on the move
Why not download our information sheet or speak to our product specialist
