eBUSINESS eCRM
eBUSINESS | eCRM
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Greentree® eCRM
Contact Management Tools
Using eCRM, every member has the ability to add, define
and maintain contacts in the Greentree CRM database.
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 or-
ganisation or contact. These details may include CRM
code, 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 via the
standard tabs.
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 freeform strings
in
tandem with a number of filters
that
include
names, phonenumbers, 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 a user’s
Key Benefits
• Contact Management Tools
• Extensive Data Capture
• Search Tools
• Daily Summary
• Related Items Summary
• Account Views
• Customer & Supplier Self Service
• Secured Data
• Leading Edge Technology
Organisations wanting to access and manage customer relationship data over the Web can use Greentree’s eCRM module,
which provides access to an unlimited number of Greentree users, or your customers and suppliers, via an Internet
browser. eCRM is an ideal solution for geographically dispersed organisations that are committed to maintaining the
highest level of data integrity in thei