Our ERP Solution – Sales, Marketing and CRM Application
Vertex Financial Manager, based on Microsoft Dynamics NAV, provides your sales staff a tool that provides accurate, up to date information about your current customers and potential opportunities. You’ll be able to bring in new contracts for your sheltered employment facility as well as keep current customers loyal with automated customer service, marketing and regular sales tasks and communications. You can build effective customer relationships that help you interact with your customers and with potential new clients using accurate information to set reminders, make routine contact, and introduce new and existing services and programs that your agency offers.

When you have accurate information for all your contacts, you will make better decisions about them and keep them engaged. Vertex Financial Manager with Sales, Marketing and CRM will make it easy for your sales staff to see which accounts need immediate attention and keep those who do not on your horizon.

You’ll get easy access to details about previous sales and future opportunities with each contact. Your contact and receivables information is always accurate, helping you to make strategic decisions at a moment’s notice.

Once you have a clear overview of your contacts, you can analyze future demand and plan accordingly. Vertex Financial Manager - Marketing & Sales lets you segment your contact database, helping you to plan effective campaigns as well as one-to-one marketing. It also gives you the means to measure the results of your campaigns.

 

Stay Connected and Gain Mobility 
Create and manage detailed contact information and relevant activities directly within Microsoft Office Outlook - in or out of the office or while working offline - and then synchronize information with Vertex Financial Manager.

Keep Customer Information at your Fingertips
Maintain an overview of your contacts, define individual customer profiles, and easily access specific contact information.

Transform Information into Opportunity
Identify opportunities and structure and track sales cycles with rich customer information management and reporting capabilities.

Analyze Performance using Powerful Reporting Tools
Take advantage of Excel and Microsoft SQL Server Reporting Services to run contextualized sales reports.

Help Unify Sales Efforts
Share calendar information and activities, to-do lists, relevant documents, and task assignments with team members.

 

Contact Management

• Maintain an overview of your contacts
• Automatic alerts notify your sales team if they re-enter existing contact details
• Categorize contacts based on profiling questions
• Personalize approach to contacts

Task Management

• Organize campaign, marketing and sales tasks
• Create to-do lists
• Assign tasks to other users or teams of users
• Create activities composed of several to-dos

Contact Classification

• Classify contacts into different categories
• Tailor your marketing messages to suit individual customer needs
• Group contacts into different classes automatically
• Store crucial information for campaign planning and targeting contacts
• Streamline sales and marketing messages

Campaign Management

• Organize campaigns based on segments
• Segment contacts based on specific criteria such as sales, contact profiles and interactions
• Reuse segments
• Mail merge segments with Microsoft Word documents

Document Management & Interaction Log

• Log interactions with contacts, such as telephone calls, meetings or letters
• Save documents used in interactions
• Record interactions, including e-mail, telephone calls, invoicing, reminders or services
• Maintain accurate accounts of all interactions with contacts

Opportunity Management

• Keep track of sales opportunities
• Plan ahead using the pipeline overview tool
• Section the sales process into different stages

Using the Sales & Marketing CRM feature, you’ll be able to access data, reports, alerts, and common tasks that you need to build customer relationships, pursue new opportunities, and help drive sales.

 

Vertex Financial Manager, based on Microsoft Dynamics NAV, drives greater productivity for individual end-users with role-tailored views and role centers and a broader portfolio of data analysis, business intelligence, and reporting tools. Our financial system helps social services organizations automate and simplify processes across the entire agency to drive greater productivity, collaboration and communication, and, ultimately, growth.

 

Simple. Smart. Innovative.