Contacts and companies
Manage relationships with your contacts in one system
How contact management creates value
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.
- Efficient management of root data
- “Single source of truth” for many business processes
- All data in one system
How contact management works
Vertec offers different types of addresses, which are described in detail in the Knowledge Base article. The classic use case is the use of contacts and companies. Contacts are people who are affiliated with companies. This structure allows most of the address data of your contact management to be mapped. Special requirements such as couples or people without company affiliation are also possible.
Defining Advisors
Assign advisors to your contacts so that the responsibility for these contacts is defined in the system. The advisors will then see the assigned contacts in a personal folder called “managed addresses”.
Depositing communication channels
The contact shows the communication channels (phone, email, etc.) of the company and, if available, of the individual contact.
Categorizing with keywords
Address data such as contacts and companies can be categorized using keywords and thus conveniently displayed in folders. Example are keywords for leads or prospects. Likewise, contacts are often put on communication lists by receiving keywords for christmas card or newsletter.
Knowledge Base articles
Prerequisites
Module “Service & CRM”
Related features
Activity feed, Document Management, Offers
Frequently asked questions
Can I add individual fields in customer management?
Vertec offers extensive customization options to optimally implement your processes. Custom fields can be created and used for customer management, among other things.
Can I access the customer history to see always the latest status?
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.
Can I save visit reports in the system and link them to following tasks?
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.
Can I store mails directly in Vertec via Outlook?
Yes, with the Vertec Outlook App, you can assign mails directly to projects or contacts. These are linked in Vertec and automatically saved in the document storage.
How can I test Vertec without obligation?
You may test Vertec for 30 days free of charge and without obligation in your personal test environment.
Start your free trial now.
