This webinar hosted by GreenRope Advocacy Manager, Madison Potter, gives a high-level overview of GreenRope's Operations Suite. She covers ticketing, organizational chart, project management, workflows, and more.

1. Improving the
Customer
Experience with
the Operations
Suite

2. Hello!My name is Madison Potter!
I am the Client Advocacy
Manager at GreenRope.
You can find me at
madison@greenrope.com
and/or @GreenRope on
Instagram!
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3. Features we’re
covering!
⊷ Organizational Chart
⊷ Ticketing
⊷ Project Management
⊷ Workflows
⊷ Additional Tools
⊷ Q&A and Wrap-Up
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4. 4
Organizational
Chart!

5. Place your screenshot here
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Organizational Chart
❏ Visually see business
structure
❏ Point of reference
❏ Centralized Data
❏ Increases Accountability
and Effectiveness

6. 6

7. “
Other Tools Include
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8. “
Other Tools Include
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9. Conversion Paths
Diversifying the ways people
can choose to interact with
you enables them to have the
experience they want to have.
Tools Include: SignUp Forms,
Live chat, Phone call,
Ticketing.
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10. 10
Ticketing!

11. Ticketing
One Group. One Goal.
No Opt-in Required
Auto-Assignment of Inquiries
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12. Lead Generation
Buyer’s Journey Process
No Opt-In Required
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13. Lead Generation
Buyer’s Journey Process
No Opt-In Required
Customer Retention
Completely trackable, see all updates
Auto assignment to close all gaps
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14. Lead Generation
Buyer’s Journey Process
No Opt-In Required
Internal Dev IT
Transparencies on progress and
updates
Customer Retention
Completely trackable, see all updates
Auto assignment to close all gaps
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15. Internal Ticketing Structure
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16. Add Ticketing to Website
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17. 17

18. 18

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20. Project Management
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Project
Management!

21. “
The “P” in PM
is as much about
‘PEOPLE’ Management
as it is about
‘PROJECT’ Management
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- Cornelius Fichtner

22. Project Management
Aligns internal team
Improves communication and
assignments on projects
Track times (i.e. Hours worked)
Overall, increases accountability
and effectiveness
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23. Setting up Projects
1. What are the deliverables?
a. Name & categorize
b. Start/end date
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24. Setting up Projects
1. What are the deliverables?
a. Name & categorize
b. Start/end date
2. Who needs to be involved?
a. Assign a Project Manager
b. Who needs the updates
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25. Setting up Projects
1. What are the deliverables?
a. Name & categorize
b. Start/end date
2. Who needs to be involved?
a. Assign a Project Manager
b. Who needs the updates
3. What are the tasks involved?
a. What are the task stages
b. Duplicate the copyable items
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26. 26

27. 27

28. 28

29. 29

30. Tasks
Tasks that you
assign your team by
placing a description
and due date
Project Tasks vs. Updates
Updates
Updates added to
the projects so whole
team knows current
status and progress
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31. Tasks
Tasks that you
assign your team by
placing a description
and due date
Project Tasks vs. Updates
Updates
Updates added to
the projects so whole
team knows current
status and progress
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❏ Everyone in project will get copy of the update via email
❏ Project updates can be edited up to 20 minutes after saved

32. Why it’s important
#1. Clarifies the
process and
activities
organize and keep
track of your
project’s outputs
and deliverables
#2. Gives you
the information
and updates
add updates as the
project develops
and receive weekly
updates
#3. Enables you
to visualize the
entire project
use timeline graphs
to see the order and
interdependencies
between tasks
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#4. Helps task
assignment
to show who does
what task, when
and the forecast of
your resource
requirements
#5. Provides
milestones
for tracking project
progress, hours
worked and dates
for client approvals
#6. Enables you
to baseline
and track your
project progress
properly. Open
transparency of
project worked on.

33. Project Management
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Workflows!

34. Workflows
Streamline processes
Automation, very powerful
Personal Assistant, save time
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35. Do the work for you:
- Moving contacts
around account
- Sending emails
- Assign tasks
When triggered, workflows can:
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36. Do the work for you:
- Moving contacts
around account
- Sending emails
- Assign tasks
When triggered, workflows can:
Let you know when to
work:
- Scheduling phone-calls
- Setting reminders
- Adding notes and to-do
items
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37. Do the work for you:
- Moving contacts
around account
- Sending emails
- Assign tasks
When triggered, workflows can:
Let you know when to
work:
- Scheduling phone-calls
- Setting reminders
- Adding notes and to-do
items
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❏ Workflows are central to getting the most out of your
GreenRope Account
❏ View all triggers: check out ‘help’ article Triggering
Workflows

38. “
To put it simply,
workflows is a
series of events,
actions and
reactions.
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39. Project Management
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Additional
Tools!

40. Project Management
40
Additional
Tools!
👉

41. Project Management
41
Additional
Tools!
👉

42. Project Management
42
Additional
Tools! 👉

43. Features we’ve
covered!
⊷ Organizational Chart
⊷ Ticketing
⊷ Project Management
⊷ Workflows
⊷ Additional Tools
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👍
👍
👍
👍
👍

44. Q&A
Do you have questions?
Simply type them into the
Questions Box in your
GoToWebinar control panel.
We will answer questions in
the order that they come in.
This webinar was recorded
and will be sent to you with the
slides.44

45. Contact Us
Have more questions or need more help?
Contact us!
Support Email:
support@greenrope.com
Phone Number: 442.333.7577
Website: www.greenrope.com
Thanks for being a part of
GreenRope and check
www.greenrope.com/webinars to see
what we’ve got in the pipeline.
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46. Thank You!
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From all of us at GreenRope,