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Opera 3 CRM

Greater control at your fingertips

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.

About Opera 3 CRM

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.

CRM Remote: Access On The Road

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.

Notifications

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.

Customisation

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.

  • 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.

TMB Privacy Policy

Why do we hold personal data?

Like any business, TMB Group has to keep personal data about staff, clients and potential customers. When you fill in the contact form on our website, for example, we need to keep a record so we can get back to you. Data is also held so we can deliver our services and so we can provide useful information, such as security update news.

What data do we keep?
Depending on our relationship with you, we’ll hold information such as your first and last names, your email address, your phone number and your postal address. We will also possibly have details about your business and those who work for you. If you’re a customer, then we may have some of your banking detail so we’re able to accept payments for the services we provide.

How is your data stored?

As a responsible IT company, TMB stores personal data on secured computer systems. Anything that is archived will be placed on encrypted drives.

We do use third-party customer management software, Autotask, which means data may be stored on their servers, but only the data we need to deliver our services. The same goes for the Microsoft services we use, such as Word, Excel and PowerPoint, which store information on Microsoft’s cloud servers. We also use Mailchimp for marketing purposes: to send emails and to manage subscriber lists.

These third parties are not permitted to share your data or to use it for marketing purposes. You can find Autotask’s privacy policy here: https://www.autotask.com/privacy-policy. Microsoft’s privacy policy for Office 365 is here: https://www.microsoft.com/online/legal/v2/?docid=43. Mailchimp’s policy is here: https://mailchimp.com/legal/privacy.

How long do we keep your data?

We will keep your data in our systems until it is no longer relevant to our business, but you can request that we remove or update it at any time. We will also inform any relevant third parties of your request.

Access to your information

The key thing to remember is that your data belongs to you. That means you can request copies of your personal data any time you like, or to access and update it. You also have the right to be forgotten, so if you ask that we delete your data, we will do so or provide a valid reason why we are unable to. We will, of course, require proof of your identity before addressing any such request.

Depending on your request, your information may be provided to you electronically. In such cases, it will be provided in a commonly used format.

Unsubscribing and deletion

Unsubscribing is not the same as a request for us to delete personal data. If, for example, you unsubscribe from a mailing list, it is necessary to keep your email address on record to prevent marketing email from being sent to you. If we were to delete that information, we would have no way to tell if you have unsubscribed. Nevertheless, you still have the right to request erasure of your personal data.

Your right to complain

If, for any reason, you are unhappy with the way your personal data is treated by us, you have the right to complain to a supervisory authority. In the UK, that would be the Information Commissioner’s Office (ICO).

Website analytics

Anyone who visits our website will automatically have data about them collected via Google Analytics. This gives us broad information about what people are doing on our website and which pages they are looking at. It does not provide us with personal information that could be used to identify individuals.

Cookies

Cookies are small text files that web browsers receive from websites. They are stored on your computer, and they enable sites to do things like remember if you’ve visited before, if you’re a customer, what your preferences are and so on. You are entitled to view our website without them, but you may lose this kind of functionality if you do so.

International data transfers

Information that we collect may be stored and processed in and transferred between any of the countries in which we operate in order to enable us to use the information in accordance with this privacy policy.

Data controllers and processors

TMB is the controller for marketing activity and personal data/special category data we hold on our own employees, but we are the processor when processing our customers’ personal data (e.g. buying a licence for a named individual).  We  may use sub-processors for processing data given to us by customers.

What we won’t ever do is sell your data. And if you sign up to our mailing list, you’ll only receive marketing material from TMB as a result – no one else.

For any questions regarding your data, contact TMB’s technical director, Richard Shuker, at info@tmb.co.uk or write to us at A1 Endeavour Business Park, Penner Road, Havant, Hampshire, PO9 1QN..