Corporate structures

How corporate structures create benefits

With corporate structures, you map group and company hierarchies in Vertec CRM. Based on the address types Company, Person and Contact, you link parent and subsidiaries and assign contact persons clearly. This gives you a transparent view of groups, locations and responsibilities.

• Comprehensive view of group relationships and responsibilities
• Targeted communication and evaluations at group or company level
• Clean database without duplicates thanks to clear assignment of people and contacts

Functioning of corporate structures

Address management in Vertec has four types of addresses: person, company, contact (company + person) and couple. Company and Contact are particularly relevant for corporate structures. You can create new addresses using the menu button New Entry. You can update several addresses per address (e.g. headquarters and branches).

Company hierarchies: Parent subsidiaries

a parent-subsidiary relationship can be maintained on a company address. A company can have exactly one parent company, but any number of subsidiaries. After linking, the parent company folder appears on the daughter and the subsidiaries folder appears on the mother.

Contacts as contact persons per company

a contact bundles company and personal information. You either enter contacts directly at the company or link an existing personal address with the company. The latter is recommended if you maintain several relationships with one person or need additional information such as home address and phone number.

Addresses and communication channels

The standard address of the company is automatically applied to the contact. Additional or different addresses are selected as secondary addresses. The communication channels of the company and the person are shown.

Advisor on addresses

Each address entry can be assigned a project user as an advisor. The advisor automatically displays the “managed addresses” folder. This allows you to manage responsibilities for companies, groups or accounts and make the responsibilities transparent.

Other fields

Depending on the address type, additional fields such as department, position, date of incorporation, VAT, customer number or bank details are available. If you need a field on a different address type, this can be customized.

Typical workflows

• Create a new company group: First enter the parent company, then create subsidiaries and link them via the parent company field.
• Assign contacts: Create a contact for each subsidiary or head office and link the responsible person.
• Maintain standard address and communication channels: Enter deviating locations as secondary addresses and set the appropriate address as default for each contact.
• Advisor: Define a user as an advisor for key accounts to clearly assign responsibility.

Evaluations and use

Thanks to the clear relationships, you can create evaluations at the group, company or contact level, make responsibilities visible and direct targeted communication to the correct units.