Customer Relationship Management (CRM) allows your clients to feel like you’re in control

How much time do you spend on ensuring your own business information is safe and secure?

Does your filing system look like the one in the image?

If your business information is not correct this reflects on how your customers perceive your organisation.

Greentree’s CRM suite provides a solution that can be easily tailored to suit most businesses, with seamless integration into the core Greentree financial and distribution modules and secure workgroup-based access to sensitive information.

The CRM solution has five key elements which allow you to define the organisations your business comes into contact with, and take a holistic view of your relationship with them, effectively manage your leads, prospects and customer quotes and provides a framework for systematically storing information, and providing flexible yet secure access control, both internally and externally to that information.

In addition, the Customer Service element of the Service & Assest Module allows you to manage your help desk more effectively, provide rapid answers to your customers, escalate customer service calls to field service requests and logs, input flexible contract types, scheduled maintenance and much more!

Providing excellent service, while managing problems and ensuring solutions are provided in an effective and timely manner is a critical process that requires careful resource planning and effective IT systems. The Greentree Customer Service suite is ideal for providing solutions to these issues, with a proven methodology and highly effective approach for organisations of any size.