Sales & Marketing, CRM and Service Management Software

Pegasus Opera II Accounting Software development for Sales & Marketing, CRM and Service Management is our speciality. Pegasus Opera II “look & feel” is present in all our systems, obtained by using the Opera II toolkit to produce software which runs under the Opera II menu and password structure, integrated into the single Opera II database and operating environment ie fully integrated company-wide Opera II based systems which have a clear cost/benefit in terms of installation, training, support and enhancement, as well as being compatible with Opera II’s Reporter facility.

Touchpoint - all organisations have their “touch points” where customers, prospects, suppliers and others encounter an organisation’s staff or presence. Our range of software - Sales & Marketing, CRM and Service Management - supports these areas, helping to provide ready answers and information at the right time, every time. It does this by integrating the “front end” ie Sales & Marketing and CRM with the accounting software, Pegasus Opera II, and with the post sales function of Service Management, giving access to current sales and marketing activity, sales history, account details and service performance. An integrated business system from which appropriate modules can be selected as needed.

Overture - Sales & Marketing and CRM for Pegasus Opera II. Opera’s account and sales information can be considered to be a sub-set of the name and address database central to Overture’s operation. Multiple contacts per address are supported. Against addresses and contacts are held criteria supporting selection for marketing. These criteria also include access to sales history. Cleaning routines help to maintain the integrity of the database, against which mailing exercises and automatic generation of calls can be performed. All calls are logged in the sales diary and progressed, supporting sales forecasting; documents can be raised and recorded for full correspondence history.

Empathy - Service Management for Pegasus Opera II users, fully integrated with Opera II and with our Sales & Marketing/CRM package Overture, if appropriate. The system is based on a central name and address database, linked to Pegasus Opera II sales accounts where relevant. An equipment register records items at each site. Empathy’s contract (SLA) management records contracted items, with renewals and invoicing. Calls are logged in the service diary with field communication to engineers supported, and calls are progressed against response times and escalation if appropriate. Planned Maintenance is provided. Costs can be entered against calls and appropriate calls billed.

Telepathy - Mobile Data for Pegasus Opera II users. This facility integrates personnel who are in the field (engineers or sales staff, for example) with their Touchpoint office system. In the case of service management, call details can be despatched to engineers with PDA’s on an “always on” basis ie it is a push system. Call acknowledgements, ETA’s, arrivals and completions are transmitted back to Empathy along with parts used, time spent and miles travelled, as required. Our standard template forms on the hand-held devices can be tailored simply to suit. The whole communications network is provided through Cognito Limited and enables voice as well as data management.

Develop Sales Relationships

• Comprehensive marketing database
• Precise selection for targeted marketing
• Monitor campaign effectiveness
• Tracking of leads and communications
• Maintain diary of actions pending
• Develop forecasts (values & quantities)
• Prepare quotations
• Analyse conversions and losses
• Register associated documents
• View sales history, accounts, orders etc
• View service activity & product history

Satisfy Customer Service Requirements

• Right parts, right place, right time
• Maintain diary of actions pending
• Identify contract and warranty calls
• Automate contract renewal & invoicing
• Cost & bill calls accurately
• Closely monitor response performance
• Generate planned maintenance calls
• Control parts usage and restocking
• Timely invoicing and ledger update
• Monitor call and contract profitability
• Mobile data for real time call status

All within one single integrated sales, marketing, service and accounting suite of programs.