OptiPro ERP

OptiProERP’s Sales and Order Management

OptiProERP’s Sales and CRM Functionality

• Track all sales opportunities and lead activities throughout the sales cycle
• Create, manage, and analyze marketing activities to turn prospects into customers
• Store all critical customer data in one place, with dashboard views of all relevant information
• Craft and manage warranty contracts and service agreements
• Create detailed reports on every aspect of the sales process, including sales forecasting, pipeline tracking, and lead metrics
• Empower your entire sales organization to manage up-to-date information and close deals on the move anytime, anywhere, from any mobile device
• Provide a web-based, two-way portal for your customers to access account, order, payment, and service/support information
• Bring in sales orders and customer data from all channels and enable a connected omnichannel experience across mobile, online, and brick-and-mortar channels
• Synchronize and manage customer contacts and email quotes and invoices with full Microsoft Outlook integration
• Integrate data bi-directionally with Salesforce or your preferred CRM system