Opera II Sales Pipeline Management

In today’s hectic 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.

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, Excel allowing easy customisation
• 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