Supplier invoices

How Contact Management Create Benefit

An up to date file 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 in one central location. From there, the data for various processes are retrieved in Vertec.

• 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.