Provida AG

Fiduciary and auditing

Provida AG play button
2:03

«We chose Vertec with Lean Business because we were able to replace three existing tools with Vertec plus an integrated CRM solution.»

Jeanette Müller, CFO and Head of HR Provida AG

Company

Field of activity: Fiduciary and auditing with various branches

Challenges

  • Three different solutions with different extensions were in use
  • Complicated invoicing process
  • No CRM solution

Benefits

  • Vertec offers us a simple, end-to-end solution without an extension that delivers daily data at all times
  • Thanks to Vertec, case managers can now invoice themselves, which could greatly increase efficiency and transparency
  • The defined marketing objectives can be implemented better and more measurably thanks to the integrated CRM functionalities

Vertec Services & CRM incl. all apps,
Budget & Phases

50-100 Vertec User
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Jeanette Müller
CFO and Head of HR
Provida AG

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