Customer Relationship Management

For more information contact:
Graham Hill
Channel Manager
PO Box 303 424
North Harbour, Auckland 1330
New Zealand


E: graham.hill@greentree.com
DDI: +64 9 366 3897
P: + 64 9 366 3888
F: +64 9 366 3889
W: www.greentree.com

CRM Overview  | The Greentree Difference | Product Overview  | About Greentree Intl

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 modules and secure workgroup-based access to sensitive information.

Key Benefits

  • Increase customer satisfaction
  • Accurate customer segmentation
  • Increase effectiveness of campaigns
  • Lower cost of sales
  • Increase revenues
  • Reduce sell-cycle length
  • Fully integrated central depository
    for all customer communications

How can you achieve these great benefits and more? Through the various modules available in our CRM suite; fully customisable for your specific business needs.

Sales and Marketing

Effectively managing your leads, prospects and customer quotes is a key part of any sales-focused 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.

Advantages

  • Manage the entire sales life cycle
  • Provide accurate quotes
  • Create invoices and accept
    payments with orders
  • Conceptual products
  • Composite products
  • Prospect lists can be developed
    using various selection criteria
  • Create action plans to ensure
    sales team follows a methodical
    approach
  • Email marketing and mail merge
  • Full communications management
  • Outlook integration of appointments
    and follow-ups
  • Email integration
Read more>>>

Contacts and Relationships

As organisations constantly look for competitive advantages in today’s rapidly changing business world, managing your customers, suppliers, sales and service processes effectively has become essential. Greentree’s Customer Relationship Management (CRM) suite provides a powerful base that allows you to define the companies your business comes into contact with, and take a holistic view of your relationship with them through the Contacts and Relationships module.

Advantages

  • Unlimited information can be
    captured against a contact and
    maintained in a single place
  • Organisational relationships can be
    defined to show links between
    prospects and/or current clients
  • User defined structure; can be
    tailored to suit your exact needs
  • Full integration with Microsoft Outlook
  • Comprehensive document
    management
  • Data verification tool to ensure
    accuracy
  • Functional and data security to
    manage individual user access
  • Customised reports specific to your
    needs
Read more>>>

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.

Advantages

  • Invitation Lists
  • Bulk email and mail merges
  • Resource Planner
  • Financial management and 
    profitability
  • Direct quotes and invoices
  • Comprehensive and customized
    reporting
  • Security
  • Outlook integration of appointments
    and follow-ups
  • Full email integration
Read more>>>

Knowledge Base
Managing information and making it accessible to internal staff, customers and suppliers, is a challenge for all organisations. Greentree’s Knowledge Base module provides a framework for systematically storing information, and providing flexible yet secure access control, both internally and externally to that information.

Fundraising
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.

The Greentree Difference

Greentree business building software has several key advantages that set it apart from competitive offerings. These 'differences' serve to deliver additional function, form and value to the market. The difference Greentree can make to your business is summarised below...

The Greentree Difference - Visit the Greentree Solution GatewayKey Benefits

  • Flexible adaptation to prevailing business challenges
  • Simple real-time remote connectivity
  • Rapid implementation and responsive support
  • Instantly familiar desktop tool integration
  • Business-wide system integration
  • Powerful productivity driver
  • Continuously updated software

Greentree will help streamline your internal processes resulting in increased productivity across all areas of your business. It is designed to adapt to your changing needs and grow with your business into the future. Greentree’s main users are medium sized businesses, but it is also successfully used by many larger organisations.

The Greentree product is able to support from a small team to many hundreds of users. It is suited to a broad range of industries and business types and includes customisation options that take into account individual user requirements. The core components are highly flexible and designed to be used within any industry.

Read more about the Greentree Difference (3Mb PDF) 

Continuous Deployment

One key tenet of the Greentree Difference is our Continuous Deployment Strategy that optimizes business's via daily access to the latest and greatest enterprise software with low cost and rapid deployment.

Ever wondered what it would be like to always have access to the latest and greatest business software at low cost and minimal impact? To be able to effectively match latest business practice and technology to help optimise all activity across your organisation?

With Greentree’s Continuous Deployment software strategy this has become a reality. A unique approach that breaks through current restrictive market practices for software delivery. Welcome to a new paradigm of best practice software deployment and maintenance. Always up to date – this is what Greentree means by very, very responsive.

Key Benefits

  • Ongoing cost of enhancing and maintaining software is dramatically lowered
  • Single point upgrade capability
  • Minimal business impact
  • Changes are released progressively and managed in sequence
  • As soon as the new software feature is developed it’s available
  • Customisations can be seamlessly included
  • Automated testing tools to reduce manual effort, increase test throughput, and ensure consistency
  • Over 20 years of industry knowledge ensures proven product quality

Read more about Continuous Deployment  (3Mb PDF)

Product Overview

Greentree’s main users are medium sized businesses, but it is also successfully used by many larger organisations. The Greentree product is able to support from a small team to many hundreds of users. It is suited to a broad range of industries and business types and includes customisation options that take into account individual user requirements. The core components are highly flexible and designed to be used within any commercial industry. Greentree supports full inter-company accounting functionality, meaning a single system can be used to keep track of diverse business units or related companies. 

Visit the Greentree Solution Gateway

To view our full range of
modules, click on our
Gateway portal (right)

About Greentree International

Greentree International is a local company that specialises in developing effective financial and business management software for medium sized enterprises. For over 20 years, through a widespread, dedicated Greentree Business Partner Network, our products have been chosen by and successfully enhanced the operations of more than 10,000 organisations in Australia and New Zealand.

Don Bowman - Founder, Greentree International Ltd''It's quite simple. We listen hard, we work hard and we run a totally focused business - and because of that we offer the smartest, most flexible solutions to help build your business.''

Don Bowman, Founder
Greentree International Ltd

Greentree has been developed by the authors of CBA, arguably the most successful accounting package for small to medium sized businesses in New Zealand and Australia. Greentree has around 50 staff and offices in New Zealand and Australia and has a network of 40 authorised Business Partners across New Zealand, Australia, Asia-Pacific, USA, Canada and the UK.

Read the Greentree Company Overview (2.5Mb PDF)

Contact Greentree

New Zealand Office:
Graham Hill, Channel Manager NZ
Level 1 Building 4
331 Rosedale Road Albany, Auckland

PO Box 303 424
North Harbour Auckland 1330
New Zealand

Email: graham.hill@greentree.com
Web: www.greentree.com
Direct: +64 9 366 3897
Phone: +64 9 366 3888
Fax: +64 9 366 3889

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