Manage relationships with your contacts in one system
An up-toup to date master of all relevant contact data is a prerequisite for functioning business processes. Acquisition, support, customer loyalty – these and other processes are based on well-maintained data. With Vertec, your data is located in one central location. From there, the data for various processes in Vertec are retrieved.
Vertec offers different address types, which Knowledge Base Artikel The classic use case is the use of companies and contacts. Contact is people who belong to companies. Most of the address data of your contact management can be mapped using this structure. Special Requirements such as couples or people without company affiliation are also possible.
Assign advisors to your contacts so that the responsibility for these contacts is defined in the system. The advisors will then see the contacts assigned to you in a personal folder called “Managed addresses”.
The communication channels (phone, email, etc.) of company and, if available, person are shown on the contact. However, you can also enter your own communication channels on the contact.
Address data such as companies or contacts can be categorized using keywords and displayed in folders. Example are keywords for leads, leads or prospects. Likewise, contacts are often placed on communication lists by receiving keywords for Christmas card or newsletter.
Product line “Standard” or “Expert”
Module “Services & CRM”
Activity History , Document Management , Preparation Of Offers
Vertec offers extensive customization options to optimally implement your processes. Custom fields can be created and used for customer management, among other things.
If you maintain your customer history in Vertec, you can also view it in the software. Use filters to according to your preference and display information either as a whole list or as a cluster with parameters such as mails or phone calls in individual subfolders.
With the Outlook App, you can also view a contact’s activity history directly in the Vertec Outlook app without having to close Outlook.
You can document your appointments in Vertec. To do this, create activities and assign them to a project, a company or a contact. If necessary, you can create tasks with a due date and a responsible user.
Ja, mit der Vertec Outlook App können Sie Mails direkt Projekten oder Kontakten zuweisen. Diese werden in Vertec verknüpft und automatisch in der Dokumentenablage gespeichert.
You may test Vertec for 30 days free of charge and without obligation in your personal test environment.
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