PEGASUS OPERA 3 CRM

Pegasus 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.

GREAT FOR SALES & MARKETING

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. Once a prospect becomes a customer, you can continue to log activity such as mailings, conversations, tasks and promotions.

PERFECT FOR CUSTOMER SERVICE

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 appointment.

IDEAL FOR ACCOUNT MANAGEMENT

Seamless integration with Supply Chain Management and Financials eliminates re-keying and ensures account information is always close to hand. Opera 3 CRM makes it easy for you to generate quotations and 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 for a given date range by opportunity status, user, contact or company.

Pegasus CRM Highlights

Send e-mail and e-shits, attach incoming e-mail from MS Outlook and add new contacts automatically to your Outlook address book
Send meeting requests to both internal and external contacts
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
History is automatically updated by activities such as letters, mailshots and appointments
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
Maintain individual contact details (including separate site addresses) within a company
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
Integration with Financials, Supply Chain Management, XRL, Document Management and the Task Scheduler