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Transcript of customer_relationship_management_sales_&_marketing
8/7/2019 customer_relationship_management_sales_&_marketing
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CUSTOMER RELATIONSHIP MANAGEMENTSALES & MARKETING
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CUSTOMER RELATIONSHIP MANAGEMENT | SALES & MARKETING
“Very, very exible!” www.greentree.com 2
Greentree® Sales & Marketing
Eectively managing your leads, prospects and customer quotes is a key part o any sales-ocussed organisation.
Greentree’s Sales & Marketing module provides a range o tools or ull sales c ycle 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 sta will be able to create accurate quotes and automatically produce these using
Microsot Oice Word® or Microsot Oice Excel®.
Sales cycle management
The Greentree Sales & Marketing module allows you to
manage the entire sales lie cycle, rom the initial enquiry
through to a completed order. Key inormation can
optionally be captured about competitors, key players
and the prospect’s business issues and needs, to help youbuild a more complete picture.
Each prospect can be allocated to a sales person, plus
a sales team and manager or even a reseller. Leads can
be automatically assigned based on sales territories,
customer account managers or product lines. Win/Loss
analysis is captured and condence ratings are recorded
or accurate pipeline orecasting.
Quotations
Quotations can be attached to a sales lead, or directly
against a contact or organisation. As quotes are revised, aull audit trail o all revisions is maintained, and a quote can
be locked when actually sent to a prospect or customer.
This ensures that an accurate record o each quote that
has been issued by your company is retained.Presenta tion
quality quotes can be generated and directly printed
K ey Benefts
• Sales cycle management
• Quotations
• Create invoices and accept
payments with orders
• Conceptual products
• Composite products
• Mark eting campaigns
• Email mark eting and mail merge
• Communications management
• Outlook integration of
appointments and ollow-ups
• Email integration
• Action plans
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CUSTOMER RELATIONSHIP MANAGEMENT | SALES & MARKETING
“Very, very alive!”3 www.greentree.com
rom within the Sales & Marketing module, usingdynamic integration to either Microsot Occe Word or
Miscrosot Oce Excel and using a template relevant to
the organisation being targeted. Naturally, ull on-line
access to the Greentree Inventory system provide s details
o stock availability and the pricing matrix relevant to
the prospect.
Create invoices and accept payments with orders
When a quotation is accepted, a sales order or invoice
can be created rom the quote, complete with real-time
stock allocation, back ordering and multi-location stock
ullment. Credit checking is applied and payments canbe directly processed (including credit cards) with the
order, either or deposits or ull payment.
Conceptual products
Conceptual products can be used to attach a value to a
prospect, without needing to speciy the actual stock or
detail lines. These can be used to assist the managemento the sales cycle, particularly when you are unsure exactly
which inventory items a prospect may require.
As the lead progresses to a quote, the conceptual items
may then be changed into actual inventory lines.
Composite products
In addition to accessing Greentree Inventory and non-
stock items, composite products can be dened within
the Sales & Marketing module. These can be made up
o a number o dierent lines, creating a multi-product
promotion. These products can be priced based on thesum o the items they contain, or at a special dened price
or the promotional item.
Marketing campaigns
Prospect lists can be developed using various selection
criteria, including geography, demographics and buying
CLIENT SPOTLIGHT:
Vynco Electrical Solutions
Vynco Industries began in 1990 with the
purchase by John Vale o the New Zealand assets
o well-known Australian electrical manuacturer
Oliver J Nilsen. Over the past 18 years Vynco
has grown into one o the leading distributors
in New Zealand and is nationally one o the
only companies designing, engineering and
manuacturing electrical products.
Vynco has attracted strong international
partners, including General Electric along with
other brands such as Mennekes, ETA, Dong Sin,
CAL and Pepperl+Fuchs.
For more information visit:www.vynco.co.nz
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CUSTOMER RELATIONSHIP MANAGEMENT | SALES & MARKETING
“Very, very integrated!” www.greentree.com 4
patterns. Budgeted sales, gross prot and costs can beestablished with real-time reporting o actuals, pipelines
and costs against budget.
Activities or a campaign can be dened and tracked, and
may include items such as mailers, telemarketing, axes
and emails.
Email marketing and mail merge
Once a prospect or customer list has been created,
Greentree can generate bulk or one-o emails to all the
list members. A record o each email sent is retained,
keeping a valuable history o your communications withyour customers and prospects.
Mailing labels can be produced, including ull postal
distribution centre sorting. Mail merge processing or in-house
production, or via external mail houses, are both supported.
Communications managementKeeping a record o both inbound and outbound
communications is vital. Greentree’s Sales & Marketing
module not only allows you to record communications,
but also highlights incomplete or ‘open’ communications
or systematic ollow-up and management.
You can cross reerence your communications to sales
leads, quotes, organisations and contacts, giving ull
visibility o interactions at any level.
Microsot Oce Outlook® integration o
appointments and ollow-upsGreentree’s Sales & Marketing module can make appoint-
ments and ollow-ups, and has its own reminder engine,
ensuring your sta are pro-actively kept advised. In addi-
tion, appointments, tasks, contacts and ollow-ups can be
published to Microsot Outlook.
RelatedModules
Contacts & Relationships•
Book ings Management•
K nowledge Base•
Work fow•
Fund Raising•
Inventory•
Sales Orders•
Accounts Receivable•
Job Costing•
eCRM•
Customer Services•
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CUSTOMER RELATIONSHIP MANAGEMENT | SALES & MARKETING
“Very, very amiliar!”5 www.greentree.com
Email integrationGreentree can use Microsot Outlook or emails or
directly communicate with your SMTP mail server,
providing seamless email integration to most email
platorms available.
Action plans
Creating action plans can allow your sales team to ollow
a methodical approach. Key milestones can be planned
and acknowledged as each one is achieved. Template
action plans can be set-up, and multiple templates can be
applied to a sales lead, to allow complex and co-ordinated
approaches to a given prospect.
Microsot Outlook to Greentree email ling
Benet rom ecient le management and document
retrieval o any email rom within Greentree. This enables
you to eciently le Microsot Outlook emails against any
record in Greentree, even ling against multiple recordsas attachments or communications or both received
and sent emails. These can be led in Greentree as they
are sent rom Microsot Outlook.
Keeping relevant emails against customers, suppliers or
other key records means you have instant access when
you need it, and uture proos your records or when the
original email has been deleted or the sender or recipient
has let the company.
Important notice: Microsot, Windows, Excel, Word and Outlook are either registered trademarks or trademarks o Microsot Corporation in the United States and/or other countries.
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Greentree is modular, with all business unctions totally integrated.
This provides you with a wide variety o modules and sub-modules thataord options rarely ound in other packages. You purchase the pieces
that you need, eectively matching the system to t your business. Choose
rom: Financials, Job Costing, Supply Chain & Distribution, Manuacturing,
Human Resources, Customer Relationship Management (CRM), Service & Asset
Management, Business Intelligence, Retail, Workfow-Business Process Management
and eBusiness.
Greentree is a fexible solution, readily adapting across a broad range o industries and business
types. Businesses are provided with a powerul, extremely cost-eective system that has
consistently proven itsel capable o managing change and growing business potential.
With simple, smart thinking at your ngertips, Greentree provides the ultimate seamless business-building environment. Exploit its accuracy in business metrics, challenge its capability to deliver
empowering inormation. Rely on the one highly responsive solution to eciently streamline
your internal processes resulting in increased manageability and productivity across all areas o
your enterprise.
What’s the diference to any other sotware solution? Greentree is the most responsive business
sotware product available, providing a source o competitive advantage to help you drive
your business to the next level!
“Very, very integrated!”