Frequently asked questions

 

Don't hesitate to ask us if the answer to your question isn't shown here. 

 

Q:  How secure is our data when it’s imported into Vecta?

The security of your data is our highest priority. Vecta has multiple levels of security with public facing HTTPS certified interfaces encrypted using the same protocols as those used to protect credit card transactions. With 24/7, 365 days-a-year manned security, internal secured server rooms, strictly limited access to all locations , automated fire suppression, uninterruptible power supplies, multiple fire walls, back-up generators, multiple internet connections and regular internal and external security audits, you can be confident that we take the security of your data as seriously as you do. Our business depends on it.

 

Q: How does Vecta manage user access?

Users access Vecta through a secure web browser such as Internet Explorer or Google Chrome. Each user access employs a triple level of security including database number username and password. Only authorised users can access the system and the password must be entered each time the user wants to login.

 

Q: In what way does Vecta differ from other CRM solutions?

Most conventional CRM solutions are focused solely on managing customer and prospect contact information. These tools are predominantly reactive and used mainly to store notes after meetings or phone calls. Vecta combines that CRM functionality with sales intelligence, analysing customer transactional history and alerting sales people when their accounts stop buying or display a downward buying trend. Vecta also prompts the sales person into proactive actions to address associated product sales, or opportunities to increase margins via switch or up selling. By ensuring your sales team spend their time in the areas with the best possible returns, Vecta maximises your sales teams' productivity and increases the return on the investment you make in them.

 

Q: Is it possible to make phone calls direct through Vecta?

Absolutely, either by touching a phone number when using Vecta on your mobile phone or by clicking on a number when using with your office phone system. Vecta has an option to integrate with TAPI2 telephone systems to be able to click on a telephone number in Vecta to make a call, and to answer incoming calls with a link directly to the customer account (this is where the telephone number matches the number against the customer record in Vecta and is unique to that account.

 

Q: Does Vecta work with MailChimp?

Yes. Vecta creates target marketing lists that can be imported into MailChimp or other e-marketing solutions. Integration can be achieved using the Vecta RESTful API interface an option that enables integration with third party marketing automation applications.

 

Q: Is there a Vecta API which we can use to pull data from another system we use, into Vecta?

Vecta provides customers with the option to take an API key to integrate with other systems.

 

Q: Do I need lots of IT resource to implement Vecta?

Vecta requires very little involvement from your IT team. We will manage the implementation process and as Vecta is a completely hosted solution there is nothing to install and it is extremely quick to implement.

 

Q: How do I get my sales team to buy into and using this sales tool?

Although Vecta is really powerful and can analyse a complex array of transactional history almost instantly, it's also extremely simple to use. Sales people can gain access immediately to all of the information they require with just a couple of clicks. When they start using Vecta and personally experience the benefits of improved organisation, increased sales, and easier territory management, it's not long before it becomes their first port of call every morning.

 

Q: Can our sales reps use Vecta to store images of our own and competitor merchandising stands when they make site visits?

Yes, images files, documents and email files can all be uploaded and saved against any Customer Record or Project within Vecta.

 

Q: Can we use Vecta to record information about our customers such as locations of our merchandising materials, stands and other point of sale materials?

When using Vecta for CRM information capture, customisable 'User Defined' fields can be created, as appropriate for your business.  As these fields can be used to report against we would suggest that wherever possible these fields are created with drop down responses to ensure you can glean accurate reporting, avoiding spelling mistakes and short cut responses.

 

Q: Does Vecta integrate with Office 365?

Vecta's calendar can integrate both ways between Vecta and Office 365 or Exchange Server (2010 or later).

Emails can be ‘BCC’ or forwarded to Vecta - you just need to ensure that both the user email and a unique contact email are stored in Vecta so that it can automatically find the correct record to attach it to in Vecta.

 

Q: Can I record lost sales with a reason in Vecta?

This type of information can be set up in Vecta to enable the user to track and report on actions such as ‘Quotes to follow up’, ‘Details of lost sales’ or ‘Sales won’.

 

Q: Is Data Import and Data Export possible in Vecta?

Yes there are a variety of ways of importing into or out of Vecta as long as the user has the appropriate ‘access authority’.  We would also arrange import processes for you to run to an agreed schedule, should you wish.

Standard data export capabilities are available to designated users of Vecta and additional bespoke export processes can be arranged on request.

 

Q: Is Vecta able to provide any sales forecasting?

Vecta has a Target/Budget area to enable users to track actual ‘v’ budget/target and the ‘Opportunities Management’ field enables the ability to record and monitor anticipated pipeline sales.

 

Q:  Can Vecta assign new leads based on Areas, Regions or Branches?

Yes, there are a number of ways that this can be achieved, why not contact a member of the Vecta team to call you back at a convenient time and go through your particular needs.