Our knowledgeable Services team will ensure that you have all the information you need to start using your data effectively. When we arrange your Training it is developed to suit you, whether that's in-house with us, at your Site, online or, if preferred, a combination of all three. Training is always customised to make sure that every member of your team is up and running and their time and results are optimised as quickly as possible. And of course it doesn’t stop there, we'll always be at the end of the 'phone when you need us
A: When you go live using Vecta we will provide you with all of the relevant contact information that you might need. Our Support Desk is always manned during office hours and would be your first port of call for any data, reporting, hosting or general database queries. You will also be provided with another dedicated contact to assist with any other questions or queries you may have, to help you get the most out of Vecta.
A: We will help you to set up any regular reporting that you need to undertake, this will either be as a one click Dashboard item or as a saved 'Favourite' enquiry to give you instant access to the most up-to-date data.
A: Your Dashboard may already have been pre-set for you by your in-house Vecta Administrator - if not, you can use the 'Edit' option to change, move or add new information to your dashboard view. If the 'edit' is not available to you just contact your company Vecta administrator for help. Most dashboard windows have a 'chart' icon in the top right hand corner enabling you to switch between a range of views (table, line chart, pie chart etc.)
A: Simply press the green 'play' icon in the top far right of the relevant window - that gives you a full overview of all your accounts, the ability to sort them and drill down into more detail.
A: When setting up your Users you have full control of the level of data or which customers they can access. You can choose the best Dashboard view to suit their job role and may also choose which statistics they have access to, for example it may not be appropriate for everyone to see cost and profit information.
A: Yes - Vecta enables you to customise your own pipeline categories and stages ready for individual entries to be added. This provides you with a consistent and centralised overview of all sales opportunities and values.
A: Vecta is very flexible when managing multi-company, multi-division or multi-branch organisations. You can easily create a hierarchical structure to ensure that each person or group of people are accessing the relevant results appropriate to their level of responsibilities.
A: As long as your email address is entered into Vecta you can send any Task or Appointment from your Vecta Diary to your Email/Calendar system. For users of Exchange Server or Office 365, two-way synchronisation is available enabling the user to view their Outlook entries in Vecta and to update Vecta Tasks via Outlook.
A: Vecta incorporates a Project Management module which enables the co-ordination and collation of sales information relating to single or multiple company(ies), projects or opportunities.
A: Documents and images can be stored against individual company records and projects, this ensures that your sales people are able to access all relevant customer or prospect information in one place.
A: When introducing new functionality we offer open Webinar sessions and from time to time run product and 'best practice' refresher sessions for Vecta Users. You can also request individual Webinar sessions which can be customised to your individual needs.
A: Yes, there are two elements to this:
All product support (and data management) assistance:
T: 08705 133404
E: Vecta.helpdesk@vecta.net