From offers to controlling, everything in just one system. Optimize your processes with the CRM & ERP industry solution from Vertec.
More than 1'200 companies rely on Vertec
«I cannot imagine doing without the Vertec project management and the forecast anymore.»
André Herzog
CFO
Infoniqa SQL AG
Best-of-breed means using the best products in a category. Vertec follows this strategy by focusing on its core competencies such as contact management, mandate management, invoicing and controlling.
In line with the “best-of-breed” strategy, Vertec can be seamlessly integrated in different work environments. Standard interfaces enable fast integrations, and individual connections complete interoperability.
Even with its core features alone, Vertec yet adds high value for more than 1'200 customers. Additional features expand the range of functions, individual customization make Vertec the ideal solution for you.
Yes, in Vertec you can use the function Opportunities on Contact/Company or Project/project phase level to save and evaluate sales phases with amount, probability and date.
Yes, Vertec can also be used as a mobile time recording system. With the Phone App, available for both Android and iOS, you can record services, time and data using your smartphone.
We are often faced with the following scenario in consulting companies: data is not kept centrally, but instead is used across different systems and platforms. CRM data here, time recording there. We often get to see various isolated solutions along a company's processes.
There is no single source of truth, finding data becomes an annoying waste of time. Even worse, different data cannot be combined.
Manage data centrally with Vertec
Luckily, there is Vertec to bring your company consistency in data management. CRM information, performance and time recording, expenses, invoicing, project controlling and so much more is bundled in just one single software environment. Once entered, you may use the data in various processes.
Some examples:
Many consulting companies do not get the whole picture. This is means, there is no quick access to valuable information such as:
What is the status of my projects? Who worked on which project for how many hours? Did all employees record their time correctly? If irregularities occur, following processes such as billing and controlling may be delayed.
The problem spreads further. How much project budget is still available? Which ones of the ongoing projects are actually the most profitable? Will there be enough human resources available in the near future to accept more projects?
Keep an overview with lean controlling
Vertec lights up the dark and offers you clear and easy to understand project controlling that answers the questions mentioned and even others quickly. At the touch of a button, all the KPIs become available. With Vertec being an integrated CRM and ERP system, fees, costs, contribution margins and much more can clearly be visualized.
Just how it should be: When the order situation is good, many projects are active at the same time while staff works under full load. Correct? A well-working resource planning of your team across all the projects is a prerequisite for efficient and successful project management.
Soon it will be vacation time. But, what projects are Mrs. Feller and Mr. Keller actually working on at the moment and in the coming months?
And wait, do they still have capacity left for a number of tasks that have come up with the onboarding of the recent new customers? Who would actually be available for substitution, if one of them falls ill?
Plan your resources in the best possible way
With Vertec, you get answers to important questions like these right at the touch of a button, while ensuring optimal personnel management. Plan your employees ahead on projects and have availability and overload all at a glance in Vertec.
Many IT service providers issue recurring invoices to their customers. For software developers or software vendors, these are usually maintenance invoices or rental licenses, for consulting companies quotas for consulting services. The requirements are often very different and can also be tied to conditions. The recurring amounts are about a percentage of a license price and depending on the modules or packages. The challenge is to map this logically in the CRM software.
The administrative hours involved in settling recurring amounts manually are high. Errors may occur often. With software-based settlement, invoices can be (partially) automated. Even with an increasing quantity of customers or invoices, there is hardly any additional administrative effort. In addition, you can easily generate forecasts of expected sales in addition to regular income. The prerequisite for this is that you make little or no special agreements with your customers.
Depending on the detailed requirements, there are several solutions available in Vertec:
Option 1: Recurring installments up to a defined total amount
If a total amount for a project is agreed with the customer, which is to be invoiced at regular intervals, Vertec can automatically generate the agreed partial invoices. You can enter a budget value for each project for the entire duration. In the next step, you define the invoicing interval and the invoice fixed amount. The individual steps can also be automated with the help of scripts.
Option 2: Recurring invoices over a defined period of time
Alternatively, you can create invoices in advance for the generation of maintenance invoices over a defined term. For this purpose, a project phase “Maintenance” is created and budgeted with the total amount over the term. You then define a billing interval and create the down payments, which can then be automatically created upon their due date, if desired.
Option 3: Mapping according to individual ideas
In addition to the standard functions, Vertec can also be configured to your individual requirements. The following example has been established for several customers: The billing of licenses and maintenance fees (SSA=Software Service Agreement) runs at the level of the project phases. This allows you to clearly present the entire implementation project and evaluate it according to the phase.
The amounts for the software service agreements are determined based on the license value. Depending on the term of the agreement, the percentage value on the license amount changes. The individual maintenance contracts can then be queried globally, as shown in the screenshot below. For a reliable statement about the future revenue from the maintenance contracts, this query can be limited in time periods.
License sales and the processing of maintenance contracts can be centrally mapped, evaluated and invoiced in Vertec. The prerequisite for this is that you make little or no special agreements with your customers. In addition, you should determine the extent to which automation of your processes makes sense.
How big is your software portfolio? How much time do you need today for license and maintenance management? Is the basis for calculation clear? The answers to these questions form the basis for setting up automation.
Mapping this to Vertec offers the following advantages:
For detailed information on license management with Vertec, see the Knowledge Base article License Sales and Service Agreements.
In framework agreements, several projects are carried out over a certain period of time under fixedly negotiated conditions. They usually specify the period, the total budget, costs per hour, per employee or price scales. In Vertec, you can create and evaluate framework agreements individually according to your requirements. On the framework agreement, you can create, request and control individual fields.
When you map and update your framework agreements in Vertec, all authorized employees have central access to the up-to-date status. Manual follow-up is no longer necessary. The recorded services of all employees are immediately incorporated into the up-to-date project statuses and individual evaluations for each customer, framework agreement, contract type or project type are easy to determine. This way, you can see the respective profitability at a glance. Change or enhancements to the framework agreements are easily possible at any time, even during ongoing operations.
The advantages of individually mapping your framework agreements in integrated software and maintaining them centrally are:
Test instances are created fully automatically via our Customer Portal. The trial period is 30 days and ends automatically. For technical reasons, it cannot be extended.
Alternatively, before the 30-day period expires, you can either renew it by purchasing at least one Vertec license or sign in again with a different email address. Purchase of a license will allow you to continue working with the database and URL used in the original trial period.
