Selectable Components

Selecting and applying a group of Optima software components results in a proven rapid and economical means to meet the specific system needs of a business in a broad array of business areas. What appears to the business user as a custom solution is in fact a personalized blend of standard software. In this way Optima delivers benefits only matched by custom systems with the low cost and rapid implementation that comes with "out of the box" software. Solutions can span a broad spectrum of business needs or simply fill in functionality gaps or holes in a company's current system mix. The Optima client can always count on software that satisfies their specific needs, delivered rapidly and economically when compared to other alternatives.

The following summarizes the selectable components, the software building blocks, that provide the pieces available for assembly into your new Optima system.

Business Management

A comprehensive set of system components and analytics functions to assist in the understanding and management of business information. They include:

company and individual portals and dashboards,

a robust suite of business intelligence and reporting tools,

flexible alerting and notification,

human capital activity management,

recruiting and skills management,

field expense management,

sales forecasting,

key performance indicator tracking, and

improvement initiative management.

Contact Management

Contact Management components include:

Calendar management tools with ability to manage appointments, tasks, recurring events, group meetings, selectable links to other relevant content, alarms and alerts, outlook sync, daily, weekly and monthly views.

A security constrained ability to review other individual's calendars and activity analytics.

A flexible Encounters component available to capture all client and prospect interactions.

Components that include easily updateable and accessible repositories of company and contact profiles.

Sales Opportunity Management

Sales automation features including opportunity tracking, strategic business to business sales process management, forecasting and performance analytics, opportunity scoring, goal and quota tracking, pricing and quoting, and client organization tracking. Each of these functions are individually selectable and can be seamlessly integrated with the chosen Contact, Marketing, Service and Management components.

Marketing

Marketing automation including campaign management, lead management, product management, reference management, fulfillment, competitive data management and external web integration.

Customer Service

Capabilities include help desk and service ticket management, issue management and tracking, service contract management, service time reporting, project time and billing, escalation, alerting and auto response.

Tools for Understanding and Acting on Information

A comprehensive set of action tools for capitalizing on expanded information including email integration, web integration, document management and distribution, mail merge capabilities, information sharing, personalized short cuts and alerting, work flow and group effect agents, data integration tools, and management of information and function security and distribution across the enterprise. These action tools like each of the other components can be easily and selectably assembled to provide just the right set of capabilities to meet a business’ specific needs.

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