Using the Pegasus Opera 3 Integration
With the Gold-Vision Pegasus Opera 3 integration, you are able to connect customer, sales order and product data with CRM. Convert won quotes into sales orders without the need to manually re-input the details, and decrease the chances of human errors significantly.
- Create Pegasus Opera 3 customers from Gold-Vision accounts. Existing customers can be linked at the time of your implementation
- Sales teams can add Opera 3 approved products to Gold-Vision quotes. When the sale is made and the quote won, the integration will automatically create a sales order in Pegasus Opera 3
- The integration can find your new products in Opera 3 and will set them up in Gold-Vison. Updates to existing product details are equally imported into CRM