The cloud crm and erp for service providers

In the cloud or cloud computing, users access various IT resources online via a browser or app. These resources can be, for example, storage, servers or complete business software such as a CRM and ERP system. Such a system supports your company in digitizing and optimizing your individual business processes by creating a common database that can be accessed from anywhere.

Business Software Cloud-based CRM and ERP software is a great opportunity for Sme to drive their digitalization in a flexible, secure and cost-effective way to stay competitive and future-proof. Vertec’s modules can be selected according to your needs, so that the business software remains adaptable even in the event of business changes.

What are the benefits of the Cloud Suite option?

• No own infrastructure required
• Licenses can be added or cancelled flexibly
• You always use the latest Vertec version
• High security standards for cloud operations
• Daily backups, 7 day retention

If you purchase Vertec licenses and use our business software on-premises, you will incur financial expenses related to the acquisition, maintenance and handling of the hardware landscape, especially servers, as well as human resources that can apply on the tasks mentioned above.

The situation is different with a Cloud ERP solution: In this case, the customer uses the provided server capacities without any effort. In the Cloud Suite operating mode, you can use Vertec in the interaction of three apps:

• The Cloud App is a cloud-based thin client that runs the same business logic as on the application server. The interface is prepared on the server. Ideal for your location-independent work with Vertec
• With the Web App runs Vertec’s cloud ready CRM and ERP software browser-based, which makes it especially interesting for non-Windows devices.
• The Outlook App ensures a smooth interaction between Vertec and Outlook
• The Phone App (Mobile app) facilitates location-independent work and mobile performance recording

a provider of Cloud CRM and ERP software such as Vertec allows you to post or cancel software licenses flexibly. This allows you to easily adapt your cloud business software to changing business circumstances and requirements. Vertec’s CRM and ERP software is scalable and grows with your business. Even individual adjustments that we may have made to your solution on request are retained and can be updated. This saves you costs and keeps the business software lean and clear.

The mode of operation of Vertec in the Cloud Suite is not a one-time purchase, but a subscribed service. Saas stands for Software-as-a-Service. Therefore, small and medium-sized companies in particular do not have to worry about aging software.

As a provider, Vertec keeps it up-to-date with regular updates and continuously implements new functions that take your business forward. This way, your CRM and ERP system stays up-to-date and grows with your requirements. Sme do not have to take care of modernizing their IT infrastructure in software projects themselves. The cloud solution relieves you of this hour and thus provides relief.

IT security should always be a particularly high priority for all businesses. Attacks of all kinds are ubiquitous and businesses of all sizes are potentially in the crosshairs of criminals. Businesses must therefore be able to respond to new threats and find solutions.

In the case of CRM and ERP cloud solutions, the security of the business software is largely applied over by the vendor. For example, Vertec implements regular security updates and ensures a high level of security by constantly updating the Vertec version.

Vertec also performs daily backups of customer Data processed by Vertec software.

Important: As a user, you are required to ensure that your passwords are secure and that your logins are protected. Two-factor authentication (2FA) activate.

Valuable tips on how you can help to secure your Vertec in the best possible way can be found in the blog article “How to make your vertec secure in just a few steps “.

Vertec is ISO 27001 certified

In addition to the ISO 9001 certification, Vertec also complies with the ISO 27001 standard. With the internationally valid ISO certification, we can guarantee you as a customer a careful, ISMS-compliant handling of your data.

The aim of the standard is to prevent possible security risks and to take appropriate measures in advance. To this end, all internal company assets, known as assets, are entered, recorded and individually assessed according to their respective security risk. The asset customer data is one of the most important assets for us and therefore enjoys the highest priority.

Data Residency

The Information Security Management System (ISMS) has also proven to be helpful with regard to our Cloud Suite infrastructure, since in this mode of operation data is stored on external servers of third parties. To ensure the highest level of security, we work with hosting partners who also have an ISO 27001 certification. The server locations are located in Switzerland, Germany and Austria.

Another measure we use to protect Vertec as software against external attacks is to carry out regular penetration tests, or pentests for short.

How you can use Vertec to safely navigate the network and what steps you can take to make a concrete contribution to this, we explain clearly on our Knowledge Base in the article Vertec’s security in the network .

One of the biggest advantages of CRM and ERP systems as cloud software is certainly the ability to access data regardless of location. A CRM and ERP solution from the cloud allows its users to access the business software from virtually anywhere, provided they have an Internet connection.

This is also a plus when it comes to home offices. Datum sets that were previously difficult to access are now available hours, e.g. on business trips, thanks to the use of Cloud CRM and ERP solutions. How to post with Vertec Software for service providers Your services are simply mobile with the Vertec Phone App and enter expense receipts, for example. This saves time and increases efficiency.