Pegasus CRM Software
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Pegasus CRM is a fully integrated module of Pegasus Opera II that gives you clear visibility into all stages of the sales process. |
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When your sales team is out on the road, it is essential to be able to manage SPM data on the move.
Pegasus CRM Remote allows users to work offline with SPM and other Opera II related data with synchronisation of the SPM data back to the main system via a virtual private network (VPN) or local area network (LAN) connection.
Key features include:
- Fully integrated CRM module for Pegasus Opera
- Single point of entry for new prospects
- 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
- 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.
- Integration with your Microsoft Outlook for "To Do's" etc...
- Create opportunities, quotes and once the order has been received THEN create the new customer!
- Generate mail shots (using Microsoft Word) for list of contacts.
- Analysis of sales by status / user / contact / company for a given date range. Activity Reports - including time based reports
What to do now?
Speak to one of our consultants and let us analyse your business needs and advise you. 1800 303 363
