Sales Pipeline Management
Sales Pipeline Management (SPM) allows you to win new customers as well as successfully looking after your existing ones and is essential in the current climate.
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
- Remote access available for sales people on the move
Available Downloads
