CRM & Service Management
CRM is a fully integrated application of Opera 3 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.
By streamlining your marketing activity and sales cycle, Opera 3 gives you the power to manage 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 on the road.
Once a prospect becomes a customer, you can continue to log activity such as mailings, conversations, tasks and promotion. Opera 3 CRM integrates with Outlook, Excel and Word so that you can manage your communications.
Seamless integration with Supply Chain Management and Financials eliminates re-keying and ensures account information is always close at hand.
Opera 3 CRM makes it easy for you to generate specific quotations for a customer or prospect. You can also create tailored mailshots using contacts filtered by criteria or pre-defined groups, for more intelligent marketing. It analyse opportunities by referral method, type and competitor.
The Notification Services feature has been extended to the CRM application to improve Helpdesk Call communication. Notifications can be sent to users in the following scenarios; Creation of a new Helpdesk Call, the Status or Priority of an existing Helpdesk Call changing, the user receives ownership or is allocated an existing Helpdesk Call, and when a new or existing note on a Helpdesk Call has been added or amended.
CRM Remote – access on the road
When your sales team is out on the road, it is essential to be able to manage SPM data on the move.
CRM Remote allows users to work offline with CRM and other Opera 3 related data with synchronisation of the CRM data back to the main system via a virtual private network (VPN) or local area network (LAN) connection.