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Effectively managing your leads, prospects and customer sales is a key part of any sales-focused organization. Greentree’s Sales & Marketing module provides a range of tools for full sales cycle management, 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 easily via a direct link to Word or Excel.
Sales Cycle Management - The Greentree Sales & Marketing module allows you to manage the entire sales life cycle, from initial enquiry through to a completed order. Key information can optionally be captured about competitors, key players, the prospect’s business issues and needs, to help you build 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 confidence ratings are recorded for more accurate pipeline forecasting.
Quotations - Quotations can be attached to a sales lead, or directly against a contact or organization. As quotes are revised, a full audit trail of all revisions is maintained, and a quote can be locked when actually sent to a prospect. This ensures an accurate record of each quote that has been issued by your company is retained. Presentation quality quotes can be generated and directly printed from within the Sales and Marketing module, using dynamic integration to either Word or Excel and using a template relevant to the organization being targeted.
Naturally, full on-line access to the Greentree Inventory system provides details of 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 directly created from the quote, complete with real time stock allocation, back ordering and multi-location stock fulfillment. Credit checking is applied and payments can be directly processed (including credit cards) with the order.
Conceptual Products - In addition to accessing Greentree Inventory items, Non-stock items and General Ledger codes, Conceptual products can be defined within the Sales and Marketing module. These can be used to assist the management of the sales cycle, particularly when you are unsure exactly which inventory items a prospect may require. For example, when creating a sales lead, you may only know the broad category of service or goods a prospect is after.
Conceptual products can be created for those broad categories to allow better sales forecasting, even before exact quotes are provided. As the lead progresses to a quote, the conceptual items may be then be changed into actual Inventory lines.
Kit and Combo pricing - Special multi-product promotions can be defined and applied to general sales quotes or special marketing campaigns. Kit pricing can be established, with explosion of Kits for order fulfillment.
Marketing Campaigns - Prospect lists can be developed using various selection criteria, including geography, demographics and buying patterns. Budgeted sales, gross profit and costs can be established with real time reporting of actual sales, pipelines and costs against budget. Activities for a campaign can be defined and tracked, and may include items such as mailers, telemarketing, fax and e-mails.
Email Marketing and Mail Merge - Greentree can generate bulk emails directly from within the Sales and Marketing module (in addition to one-off e-mails). A record of each email sent is retained, keeping a valuable history of your communications with your customers and prospects. Mailing labels can be produced, including full postal distribution center sorting, plus automated faxing and mail-merge processing is available.
Communications Management - Keeping a record of both inbound and outbound communications is vital. Greentree’s Sales and Marketing module not only allows you to record communications, but also highlights incomplete or ‘open’ communications for systematic follow-up and management. You can cross reference your communications to sales leads, quotes, organizations and contacts, giving full visibility of interactions at any level.
Outlook Integration of Appointments and Follow-ups - Greentree’s Sales and Marketing module can make appointments and follow-ups, and has it’s own reminder engine, ensuring your staff are pro-actively kept advised. In addition, appointments, tasks, contacts and follow-ups can be published to Microsoft Outlook.
Action Plans - Creating action plans can allow your sales team to follow a methodical approach, and key milestones to be planned and acknowledged when each is achieved. Template action plans can be set-up, and multiple templates can be applied to a sales lead, to allow complex and coordinated approaches to a given prospect.
Comprehensive Security - Sales and marketing information can be very sensitive. Greentree’s Sales & Marketing module allows individual prospects, leads, quotes and campaigns to be secured so that they are only accessible to those with appropriate authority. In addition, Greentree’s powerful security system, which controls which functions and reports any user can access from the menu, can also be used to manage user access.
Reporting - In addition to the numerous standard reports provided, users can build new reports in Word, Excel, Access or Crystal using either ODBC or the Sales and Marketing module’s built in Microsoft Office integration.
"CRM - Sales & Marketing" is part of the Greentree line of products, developed by Greentree International.
Greentree is a horizontal product. It offers functionality designed for usage across a wide variety of industries and business types.