Crm software from vertec

The abbreviation “CRM” stands for Customer Relationship Management. It is understood as software that is used to documentation, manage and maintain customer relationships and potential customer relationships. A CRM system can be divided into the three essential areas of sales, customer service and marketing. The use of a CRM ensures a central database. By maintaining and retrieving customer data in real time, a high data quality is created. This helps to improve communication with customers, strengthen their loyalty to the company and, ideally, increase the volume of orders.

• Addresses and crm : Manage address and CRM folders
• Address Management : Flexible architecture and fast import of addresses
• Customer Management : Manage customer relationships and appointments
• Marketing Measures : Plan, implement and evaluate
• Offer : Proposal preparation and project planning closely linked
• Zip code import : Import of postal codes
• Sales Pipeline : Increase sales with sales pipelines
• Sales : Quotation management and queries of forecasts

One of the core functions of a CRM system is to manage contacts, addresses and companies in a simple way. This is mapped in Vertec via the “Addresses and CRM” folder. There, you can find and manage the information listed in the keyword folder.

How to work with it, we explain in the appropriate video from our Vertec Academy .

Addresses and crm (8:48)

Vertec is a standard software with a focus on project-oriented service companies. The term “standard software” refers to a ready-to-use software that initially covers the basic needs of potential users regardless of the industry.

Vertec’s CRM and ERP software maps your business processes holistically digitally and offers more than just CRM functions: Vertec combines CRM and ERP in a cloud ready overall system. This is the only way to map all important processes from acquisition to charging and controlling.

Do you need individual adaptations to your business processes? Vertec offers many options for customizing or parameterizing. No matter how individual your solution looks: Vertec remains updateable and your solution future-proof. Two decisive advantages.

Thanks to our constantly up-to-up to date Knowledge Base  many adjustments can even be made on your own. If you ask our  Reference Customers , it is often said that adaptability is Vertec’s greatest strength.

At the same time, it is possible to  Extensions  connect external systems to the software. The high degree of flexibility and the CRM and ERP CRM software adapted to the needs of your own company ensure that you achieve decisive competitive advantages.

The advantage for us, on the other hand, is that the high flexibility of the software allows us to address different target industries in a manner similar to an industry software. Most of our customers are in the consulting, engineering, IT/software and legal consulting sectors. Vertec always delivers: “Business software Business software, made for me

Vertec CRM features provide the following benefits:

• Clear customer history with all addresses, emails, notes, appointments and projects
• Organize instead of Excel lists, emails and calendar entries
• Better planning of sales deals thanks to high data quality
• All customer interactions at a glance: Which employee last discussed what exactly with which customer?
• Improved service through more accurate customer communication
• Lead Tracking and Transaction Probability Evaluation
• Data available on different devices at any time
• Minimizing the risk of customer churn

The digitalization of SMEs continues to advance and, in addition to the question of costs, the mode of operation of CRM and ERP software is rapidly becoming a matter of concern. The trend is clear: The adoption of cloud computing and SaaS (Software-as-a-Service) by companies is increasing. The Vertec Cloud Suite is the optimal solution for all companies that no longer want to take care of the operation and maintenance of the software themselves.

Nevertheless, there are still companies that do not want or cannot have their data in the cloud. For these companies, the operating mode is suitable On-Premises .  

Cloud CRM: comparatively low initial costs

In addition to an On-Premises solution, Vertec is also available as Cloud CRM. Move to the cloud does not have to be expensive and can be worthwhile even for companies with smaller budgets, because the software is rented and not bought in this mode of operation. This means a small initial investment than with self-hosted software.

The first significant benefit is therefore: lower and predictable initial costs. The standardization and structuring of data and process optimization associated with CRM and ERP implementation legitimize the initial investment and even provide cost savings in the medium term.

Faster live in the Cloud Suite

Cloud-based CRM systems are generally faster to implement than On-Premises systems. This gives you more time to focus on further digitization measures. Save money and time.

With Vertec as a Cloud Suite, you DON’T have to have your own IT structure in the form of a server, which may be maintained by expensive specialists. Vertec hosts your instances, which you access with Cloud App, Web App and Phone App – of course, regardless of location.

Always up-to-up to date, flexible and secure

When using the Cloud Suite, you automatically benefit from the latest software version, which we install regularly. The aspect of security also plays a major Role in a Cloud CRM: Be my data really safe if I outsource it? For Vertec, the following applies: We are ISO 27001 certified and therefore attach great importance to maximum data security.

Easily scalable

The Vertec Cloud CRM software adapts to the needs of your business. For example, licenses for additional Vertec users can be easily purchased in the Vertec Customer Portal Your company grows, the CRM and ERP software grows with it.

When is it worth investing?

Regardless of the operating mode, an investment in CRM and ERP software can be particularly rewarding when the company is growing and new employees have joined the company. The volume of data to be processed increases, the potential sources of error accumulate, a clear structure and process optimization become increasingly important. More important than the operating mode itself is the concept, which must be tailored to the particular company and its needs.