Customer Relationship Management
As organisations constantly look for competitive advantages in today’s rapidly changing business world, managing your customers and sales processes effectively has become essential. Our CRM suite provides a solution that can be easily tailored to suit most businesses, with seamless integration into the core Greentree financial and distribution modules and secure workgroup-based access to sensitive information.
“We are pushing the boundaries of CRM. We have extremely complicated CRM, fund raising and booking requirements. Our experience in the field means we require a sophisticated product but the integrated system we wanted has been achieved.“
John Cross, Director of Business & Finance - Anglican Youthworks
Contacts & Relationships
All organisations that you deal with including customers, suppliers, prospects or competitors, can be maintained in a single place. Organisations can have unlimited hierarchical relationships, so you can record details of branches, groups or subsidiaries together. Horizontal relationships between organisations can also be defined, for example linking a prospect to their various professional or technical advisors record.
In addition to the usual name, phone and address details, the reporting structure within an organisation can be defined, so that you can better understand how any one contact fits into the picture. Greentree’s standard user-defined fields and trees also enable unlimited information to be captured against a contact
Sales & Marketing
Effectively managing your leads, prospects and customer quotes is a key part of any sales-focussed organisation. Greentree’s Sales & Marketing module provides a range of tools for full sales cycle and campaign management, pipeline reporting, quote creation and automated invoice or sales order creation.With on-line access to inventory products, prices and availability, your sales staff will be able to create accurate quotes and automatically produce these using Microsoft Word or Excel.
Customer Support Desk
Providing excellent service, while maintaining problems and ensuring solutions are provided in an effective and timely manner is a critical process that requires careful resource planning and effective IT systems. The Greentree Customer Support suite is deal for providing solutions to these issues, with a proven methodology and highly effective approach for organisations of any size.
Contracts & Service Level Agreements
The Contracts & Service Level Agreements module allows specific customer support or maintenance contracts to be defined and managed. This includes the products they cover, the contract period and the cost per contract period. Parent/Child contracts are supported for more complex organisations with either multiple contracts or multiple sites.
Asset Management
Greentree’s Asset Management module caters for the tracking of physical assets, including those within your organisation and optionally any that are serviced at external locations. External assets may include your own items, or those that you have sold and now maintain under a warranty or service contract agreed with your customer. Greentree gives you the flexibility and potential to do more with your business and provide a higher standard of service to your customers.
Bookings Management
A key part of your marketing may include the requirement to organise and manage different types of events. Greentree Bookings Management is a comprehensive and efficient solution for organisations that require co-ordination of events or booking of resources. Greentree even has the facility to invoice attendees, making this module applicable to training courses, seminars and other revenue generating events.
Greentree’s Bookings module provides a management and planning solution that will ensure double bookings are managed while maximising resource capacity and revenue. The integrated booking planner is a visual, calendar-style representation of your organisation’s current and future bookings. The planner has full drag-and-drop functionality, making it simple to use for any operator.
Integrated into the bookings system is a flexible billing structure that allows daily, weekly or monthly rates to be defined. Invoices can be raised automatically, either for the entire booking or on a progressive basis. Quotes can be automatically created for tentative bookings and contract documentation can be produced directly from the booking.
Fund Raising
Fund Raising allows charity organisations that receive pledges and donations to capture whom the pledge/donation is from, what it relates to and the amount involved. It also allows for the processing of money received. Pledges and Donations can be revised ensuring a full audit trail of all revisions is maintained. This is performed with the use of a version number, which reflects the original Pledge/Donation.
Over the Counter Sales
The Greentree Counter Sales module caters for ‘over the counter’ sales transactions, providing customers with prompt and accurate sales details at the counter. The powerful integration into the Greentree financial module means as soon as payment is received the item is processed, giving Sales personnel real-time information at the time of the sale.
