Sales Pipeline Management coming to Opera 3 SQL SE
We are thrilled to reveal that the popular Sales Pipeline Management application is coming to Opera 3 SQL SE soon.
What is Sales Pipeline Management?
Sales Pipeline Management helps you track the entire sales cycle giving you complete visibility into every prospect, and the profitability and progression of every customer. You will never lose an opportunity or customer again!
Why Opera 3 SQL SE?
As with all applications in Opera 3 SQL SE, Sales Pipeline Management runs on the industry standard SQL Server database which provides far greater robustness and security.
What else do you get with Opera 3 SQL SE?
- Future-proofed with ongoing development, defined roadmap and new functionality
- Built on the latest 64bit Microsoft .NET framework technologies, using C# as the programming language and SQL Server
- Designed following Microsoft’s best practice for modern ‘client-server’ applications
- Data security: only the Pegasus Opera Service can access the data
- Smaller implementations can run on Microsoft SQL Server Express (which is free of charge)
Key benefits of Sales Pipeline Management
- Eliminates the need to maintain data on several systems.
- Single point of entry for new prospects and existing customers and suppliers, which can be cross-referenced from the Sales/Purchase ledgers.
- Integrates with Sales Ledger, Purchase Ledger, Sales Order Processing, Purchase Order Processing and Stock Control.
- 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 and import incoming e-mail from Microsoft Outlook.
- Record notes and history against a contact.
- History is automatically updated by activities that take place, such as letters and mailshots.
- Record and track sales opportunities against a contact.
- Generate quotations against a sales opportunity.
- Book appointments with a contact. Send meeting requests via Outlook to internal/external contacts and automatically update your Outlook calendar. Log 'To do' tasks against contacts, opportunities or contracts.
- E-mail merge e-mails via Microsoft Outlook for a contact or group.
- Generate mailshots (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 3 SQL SE Sales and Purchase Ledgers.
- Remote access, for salespeople on the move.
- Integration with Excel for sales pipeline reporting, and with Business Intelligence tools such as Pegasus XRL, PIM and Pegasus Dashboards for analysis.
- Integration with Document Management.
For more information in Sales Pipeline Management for Opera 3 SQL SE contact us today, or existing customers can contact your accredited Pegasus Partner.
Posted On: April 20, 2023
