DMPro CRM & Service Management
A fully integrated CRM module for Pegasus Operations II, Opera II that eliminates the need to maintain data on two business systems.
Manage your prospects, contacts and sales leads. Convert prospects to live OII customers and quotations to sales orders at the touch of a button. Track the sales process from initial lead to closure. Optional modules are also available for DMPro Contact Management including, Helpdesk, Equipment Register and Contract Service & Billing.
Extensive flexibility and reporting options
- A flexible reporting system built into the CRM system ensures customisation is straightfordwaed and easy
- Add appointments to yourMicrosoft Outlook diary.
- Sales forecasting reports, adjusted for probability.
- Analysis of sales by status / user / contact / company for a given date range.
- Sales funnel report.
Extend CRM with a range of optional modules
CRM helpdesk module enables you to log calls against a company and individual contact and track them through to resolution.
Add our optional modules which include Helpdesk, Equipment Register and Contract Service & Billing and your business can benefit from a full Customer Relationship Management and Service solution that will help you improve customer services and your bottom line.
Use the Equipment register to maintain a register of individual products that are covered by service contracts. Enables tracking of components exchanged onsite and generates relevant stock transactions.
The Contract Service & Billing module enables you to maintain a record of service contracts you have with your customers. All calls, visits etc. are logged against the relevant contract. Integrates to Pegasus Opera II.
Key product benefits
- Maintain company details single point of entry for new companies (e.g. Prospects) or cross-reference existing companies from the Sales / Purchase ledgers.
- Maintain individual contact details within a company and record notes and history against a contact.
- New contacts can be automatically added to your Outlook address book. Import contacts from Outlook address book and Send emails via Microsoft Outlook for a contact or group
- User definable fields for a contact.
- History will also be automatically updated by certain activities that take place, e.g. mail shot.
- Record and track sales opportunities against a contact.
- Operations quotations can be generated for a customer or prospect and associated with a sales opportunity.
- Document Management - attach documents to a contact or for a more sophisticated solution integrate with DMPro Document Management.
- Book appointments with a contact. These can be added to your Outlook diary and recorded against the contacts history. Log 'to do' tasks against a contact.
- Generate mail shots (using MS Word) for list of contacts / groups.
- Convert prospect / quotation details to live customer / sales order.
- Flexible reporting system allowing easy customisation. Activity reports - including time based reports.
- Sales forecasting reports, adjusted for probability. Analysis of sales by status / user / contact / company for a given date range. Also Sales funnel report.
- Remote working - ability to download certain data to laptops and synchronize with main system.
