Total Business Solutions from Profile...

WELCOME to The Profile Group of companies. No matter what line of business you are in, with increasingly demanding and global marketplaces, you will need effective business management and IT systems to enable you to remain competitive and profitable. Profile can help you. We provide hardware, software, networking, consultancy, training, maintenance and support services of the highest quality, which will constitute a total business solution for your organisation...

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Opera 3 CRM integrates fully with Financials and Supply Chain applications and can be accessed by remote workers.

In today’s hectic business environment, employees need more tools and information to win new customers and manage existing customer relationships. With Customer Relationship Management (CRM) you gain total control over customers and prospects, whatever your goal.

>>> See it in action Watch the pre-recorded CRM webinar.

  • CRM is a fully integrated application of Opera 3 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.

    By streamlining your marketing activity and sales cycle, Opera 3 gives you the power to manage progression from prospect to customer. It helps make sure you never miss an opportunity or lose sight of a customer, and gives the sales team vital access to all prospect and customer information, even when on the road.

    Once a prospect becomes a customer, you can continue to log actvity such as mailings, conversations, tasks and promotion. Opera 3 CRM integrates with Outlook, Excel and Word so that you can manage your communications.

    Seamless integration with Supply Chain Management and Financials eliminates re-keying and ensures account information is always close at hand.

    Opera 3 CRM pipeline report

    Opera 3 CRM makes it easy for you to generate specific quotations for a customer or prospect. You can also create tailored mailshots using contacts filtered by criteria or pre-defined groups, for more intelligent marketing. It analyse opportunities by referral method, type and competitor.

    Opera 3 CRM Today

    The Notification Services feature has been extended to the CRM application to improve Helpdesk Call communication. Notifications can be sent to users in the following scenarios; Creation of a new Helpdesk Call, the Status or Priority of an existing Helpdesk Call changing, the user receives ownership or is allocated an existing Helpdesk Call, and when a new or existing note on a Helpdesk Call has been added or amended.

    CRM Remote - access on the road

    CRM Remote

    When your sales team is out on the road, it is essential to be able to manage SPM data on the move.

    CRM Remote allows users to work offline with CRM and other Opera 3 related data with synchronisation of the CRM data back to the main system via a virtual private network (VPN) or local area network (LAN) connection.

    • Fully integrated application for Opera 3 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
    • History automatically updated by activities that take place such as letters and mailshots
    • 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. These can be added automatically to your Outlook diary and recorded against the contacts history. Log 'to do' tasks against a contacts, opportunities, helpdesk calls or contracts.
    • Send e-mails via Microsoft Outlook for a contact or group
    • Generate mail shots (using Microsoft Word) for list of contacts/groups
    • Convert prospect/quotation details to live customer/sales order
    • Flexible reporting system via CRM reports, Excel allowing easy customisation
    • Sales funnel report
    • Sales forecasting reports, adjusted for probability. Analysis of sales by status/user/contact/company for a given date range.
    • Activity Reports, including time based reports
    • Set up call templates which also allows the automatic creation of Sales Opportunities when logging new Helpdesk Calls. Opportunities are added into the pipeline instantly; all linked back to the Helpdesk Call
    • Update all staff Outlook calendars via Outlook Meeting Request. All activities throughout CRM, and also any meeting requests to engineering/external staff through both the Summary and Resource Scheduler; can be added. What’s more, meeting invitations can be sent to one or more internal or external contacts. The recipients of the e-mail can then either accept the invitation, or reject it

With Opera 3, your documents are stored electronically and can be accessed as quickly as you need them.

A place for everything and everything in its place. With Opera 3 your documents are stored electronically, and can be accessed quickly as you need them. It integrates seamlessly with Opera 3 and will drive significant cost savings to any organisation.

Customer orders, supplier invoices, credit notes, signed delivery notes, job costing timesheets, Payroll & HR documents and general correspondence can all be captured and stored. Stored documents can be easily accessed using friendly, easy-to-use retrieval software, and can even be reported on.

Ease of use is built in. Documents can be captured and indexed individually, in batches or by barcode. Captures are automatically tracked, with full auditability from individual files to system level. Reporting can be done by date or user range.

    • Fully integrated application of Opera 3
    • Captures any file type
    • Instant Retrieval
    • Manual or Barcode Indexing
    • Content Indexing and Deferred Indexing
    • Reduces paper waste and helps your business 'go green'
    • High level of security down to individual data level
    • Ability to set up user roles with access rights
    • Transactions tracked, with full auditability from individual files to system level
    • Reporting by date or user range
    • Available as a desktop version for other employees not using Opera 3

    Opera 3 Document Management

    A complete document imaging and file management solution, Document Management handles all key business information: general correspondence, customer purchase orders, supplier documentation including delivery notes, invoices and credit notes, job costing paperwork, such as timesheets and requisitions, payroll & HR documents and many others. And you'll never lose paperwork again.
  • Easy to use

    You'll find Document Management easy to use and also has user configerable screens. Images held within the system can be accessed using friendly, easy to use retrieval software for instant access. Your staff can be up and running straight away - and start utilising your investment.

    Five Primary Functions
    • Capture
    • Indexing
    • Retrieval
    • Archive
    • Reporting

    Content Indexing

    Content Indexing captures words from machine typed text, scanned images, .txt and .doc file types and uses the text to index the document. This automated method of indexing documents is in addition to Manual Indexing and Barcode Indexing, making it even easier to retrieve documents.

    Content Indexing enhances the use of captured data within Document Management with:
    • Inclusion and exclusion dictionaries which allow you to manage the words that are used to index the document
    • Improved retrieval and analysis of data which allows for cross reference of documents using any combination of words and terms

    Deferred Indexing

    Captured data can either be indexed at the point of capture, or at a later stage with Deferred Indexing. Users will enjoy greater flexibility including:
    • Documents can initially be captured as a batch with a name without being indexed, and can optionally be assigned to a user for future indexing
    • Ability to browse, create and index a batch from images created by multi-function devices such as large photocopiers that 'scan' to a path on the network

Opera 3

Pegasus Opera 3

Pegasus Opera 3 is a complete business solution: it can be fully integrated throughout your business, removing the need to run separate finance, payroll, CRM or service systems.

Dynamics Nav

Microsoft Dynamics Nav

Microsoft Dynamics NAV is a very powerful, flexible and affordable complete business management solution for small and mid-sized organisations that helps to simplify and streamline highly specialised business processes.

Sage 200

Sage 200

Sage 200 is a business wide software solution for your growing business. It manages your finances, customers and business insight in one solution.

Prospectsoft

Prospectsoft

Customer Relationship Management Software Solutions (CRM Software) from ProspectSoft Ltd provided by Profile offers market leading flexibility, integration and mobility.

Business Hours

Our support Hotline is
available over 8 hours a day

Monday-Friday: 9am to 5:30pm
Weekend: Closed

Contact Us

Sales and Solutions enquiries
Tel: 08000 195101 / 01442 236311
Fax: 01442 236337
email: info@profile.co.uk

Support and Technical enquiries
Tel: 0845 066 0099
Fax: 0845 066 0090
email: support@profile.co.uk

Our Office

  • Hemmel

    Profile

    9 Progression Centre
    Mark Road
    Hemel Hempstead, Hertfordshire
    HP2 7DW
    Tel: 01442 236311
    Fax: 01442 236337

Demo

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