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Contact Management Tools
Provide the ability to add, define and maintain contacts in the Greentree CRM database from your browser. Each record can be defined as either an ‘organisation’ or a ‘contact’, and the relationships between each can be documented. Inter-relationships can also be defined between organisations, such as parent companies, and between contacts, such as manager/sub-ordinate. In fact, complete organisational hierarchies can be captured using eCRM.
Extensive Data Capture
Users of eCRM will be able to input all of the necessary information to create a complete snapshot of each organisation or contact. These details may include status, addresses, phone numbers, relationships to other contacts or organisations, credit information and many more. This information is laid out in logical groupings, making each record simple to navigate.
Search Tools
Finding an organisation or contact within eCRM is made easy by the search and filter capabilities in the system. Users can search for contacts using any text in tandem with a number of filters that include names, phone numbers, email addresses, relationship type, status and more.
Daily Summary
Each time a user logs into eCRM, they are presented with their daily summary. The daily summary sets out tasks for that day, and those that are upcoming.
Show or hide all the tasks within a particular category. When the expanded view is shown, drill down through each line to view the item in more detail. The tasks that can be shown in the daily summary include appointments, follow-ups, communications, leads, quotes, calls and service requests, or your own custom data or web links.
Create quotations
Travelling sales representatives can enter and modify quotations whenever they are using eCRM.
Related Items Summary
For each contact or organisation, a user can view a list of all of the associated items that are linked to the record in question. Related items may include leads, quotes, communications, follow-ups, service requests and calls. The related items can be sorted by any column heading, and can be drilled into to retrieve the complete, original record.
Account Views
eCRM draws on the data contained in Greentree CRM and also the Accounts Payable and Accounts Receivable modules to build a view of the customer or suppliers account status. This information included in the account summary covers AR or AP invoices, sales orders or purchase orders that are associated with the customer or supplier. Drill down to original records and also generate a customisable aging analysis.
Customer & Supplier Self Service
eCRM also facilitates self service for your suppliers and customers. Each can login securely, and view their account status, current invoices, payments and orders, which eases the burden on administrative staff.
Secured Data
Given that eCRM is a portal to Greentree CRM, all existing security restrictions in place are respected when accessing the data via eCRM. Essentially, each user has exactly the same rights and privileges to records whether they are using CRM or eCRM.
Leading Edge Technology
eCRM utilises web-based protocols and a “web services” engine to manage communications between the main Greentree database and external web-based systems via a SOAP/XML transport protocol.
 CLIENT SPOTLIGHT:
Technika
Technika imports and distributes around Australia high-quality home appliances from Italian manufacturers. Innovative tooling sets Technika appliances apart, while economies of scale make them affordable. The range of appliances includes ovens, patio heaters, dishwashers and rangehoods. The Victoria-based company has a wide retail partner network, as well as a nationwide service network. The company has built up a solid reputation for its appliances, and they are now often included as part of a package when builders sell new homes.
For more information visit: www.technika.com.au |
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