Focus on your customers with Vertec’s integrated CRM
Improve transparency, customer satisfaction and value through streamlined processes and excellent customer history
Customer-focused CRM includes a variety of features that enable you to better understand customers, meet their needs and build long-term, loyal relationships. Vertec’s integrated CRM capabilities help you engage with existing and potential customers, stay connected, streamline processes and ultimately increase your profitability in a dynamic business environment.
This allows you to easily manage your customers, suppliers, and their employees, and develop effective strategies to increase customer satisfaction. The beginning of good customer management in CRM is the consistent entering of customer data, which includes not only basic information such as general contact information, but also all interactions along the entire customer experience chain.
By centrally storing this information, you can get a holistic picture of your customers. But beware, the quality of the information depends largely on the discipline of the data collector. Identify where a particular customer benefit has been donated and which projects have been the most successful commercially.
Increase efficiency and marketing power with Vertec through customer management, activity feed, document automation and appointment management
Vertec customers can record events in the customer history in the form of activities. If such activities have a task character, you can distribute them to employees and assign them processing deadlines. This way, you always have an overview of unfinished tasks and follow-ups.
Read customer history in just a few clicks, prepare for conversations, appointments or marketing campaigns. Vertec also supports you in planning and executing effective campaigns. Or use the additional feature Event Management for events, from invitations to automated charging of participation fees.
Documents created in Vertec (offers, invoices or letters) are automatically stored as an activity on the customer and the project. Thank to the MS-Office integration, you can manage your entire document management for projects and addresses or use an external document management system via a standard interface such as MS SharePoint.
Indispensable – the Vertec Outlook App
You can manage your tasks in Outlook thanks to the Vertec Outlook App synchronize or create new contacts in Vertec directly from incoming emails. Transfer your emails including attachments directly as an activity and send emails quickly and easily thanks to templates. All emails and conversations, grouped together, can be viewed at any time in Vertec, transfer calendar entries and directly access your CRM contacts when composing emails.
Manage sales opportunities through opportunities and bridge the gap between initial contact and expected project
Thanks to the additional feature Opportunities it is possible to keep an eye on your sales process and open sales opportunities. Question such as when can the project be completed, which closed opportunities have resulted in a project, what is my sales pipeline like and what is the turnover per salesperson over the course of the year can be answered quickly.
Make Better Decision by Integrate CRM with ERP – The Strength of Vertec
The holistic view of customers and business processes is created by integrating CRM into ERP. The relevant information, whether it concerns customer interactions or project statuses, is visible at the touch of a button. This holistic view helps to make informed decisions and better coordinate processes.
Resources are used more efficiently, redundant data entry and inconsistent data are avoided, and data integrity is increased. Seamlessly linking sales and order fulfillment processes not only improves customer service, but also enables faster and more accurate project management.
The 360° view allows the identification of customer needs, preferences and all interactions, enabling employees to provide personalized services, leading to improved customer satisfaction and long-term customer loyalty.
Only thanks to integration, real-time analysis and reporting is possible at all times, monitoring operations, identifying trends and strategically making better decisions. Vertec
’s high adaptability allows you to meet future needs and prepare for the rapid changes of the digital world of work.
Vertec’s CRM capabilities at a glance
Customer management:
- Efficient customer management
- Link activities to customers
- Read the customer story
- Keep an overview
- Create information for activities
- File emails directly from Outlook with the Vertec Outlook App
Activity feed:
- Manage incoming email and create new contacts in Vertec
- Clear presentation as activity feed with contact (e-mailemail phonephone appointment)
- Email conversations grouped summarized
- Send emails directly to Vertec as an activity, including their attachments
- Fast email dispatch with Template
- Navigate directly from Outlook to relevant objects in Vertec
- Access Vertec Contact when composing emails
- Transfer calendar entries from Outlook to Vertec with one click
Document automation:
- Flexible file storage for your documents, even without an external file server
- Activities make it easier to collaborate in teams
- Dynamic filing structure for your documents
- Save emails and attachments in Vertec save with Vertec Outlook App
Languages and currencies:
- Set a currency for each project
- Evaluations in a key currency
- Multilinguality of the Vertec interface
- Multilingualism in your data management
Marketing:
- Plan and organise your events faster and more structured
- Use a rich customer history
- Perform evaluations and success checks
- Segmentation of customer contacts and email campaigns
- Invitations, greeting cards and Christmas cards
If you have any further questions or would like to learn more about Vertec, we would be happy to hear from you and discuss your requirements with you.
“Because success begins where collaboration is fun”
