Request company addresses from external service providers for updating or automatic entering
The feature “Address Check (Germany)” enables the automatic verification and updating of company addresses via external service providers, enabling duplicates to be detected, missing data to be completed and outdated information corrected.
Ensure an up-to-date and consistent data quality in your CRM and avoid errors or duplicate address records for smooth workflows.
This feature currently supports address checks in Germany. This requires a contract with one of the following providers:
The login data is saved in the system settings in the "addresses" tab.
The following data will be checked and, if necessary, enhanced:
Module “Services & CRM”
Contacts and companies, Additional folder Addresses and CRM, Root folder Addresses and CRM
Yes, this is possible. If, for example, several departments in your customer's company receive invoices from you, you may allocate different invoice addresses.
In Vertec, you can create and filter keywords. For example, if you create a keyword for newsletters or Christmas cards, you can tag people with it and add them to these mailing lists by drag-and-drop. Afterwards, all contacts tagged with the keyword can be exported from Vertec as an address list.
Yes, you can use an existing Excel template to import customer data such as address and telephone numbers from your previous program or address book into Vertec (see also Address Import). Alternatively, individual address migrations from existing databases are also possible.
You may test Vertec for 30 days free of charge and without obligation in your personal test environment.
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