Enquiries Management for Not-For-Profit

We have developed standardised tools that will significantly enhance the Enquiry Management processes of your organisation.

Enquiries Intake Wizard

Vertic’s Case Wizard provides your service staff with a streamlined approach to gathering information from callers engaging on the phone, offering users with an interface to capture all required information with an ability to save and assign responsibility quickly.

All-In-One Approach
Collect all the information you require in a single place without the need to move around multiple screens.

Integrated with Salesforce
Your information is submitted directly to Salesforce when you save the enquiry intake.




Quick Contact Search

The Contact Search Page provides users with an easy to navigate search page for identifying contacts that exist in the system that service staff can utilise to better manage incoming enquiries.

All-In-One Approach
Collect all the information you require in a single place without the need to move around multiple screens.


Web to Case

An advanced Salesforce feature that allows the generation of code that we provide for website integration, empowering web forms to integrate directly with Salesforce.


Email to Case

An advanced Salesforce feature that allows a generic organisational email address to feed data directly into Salesforce as Cases that are queued for action by service staff.


Knowledge Base

A knowledge base process, enabling the generation of professionally branded knowledge articles emailed directly to your customers as well as are stored in a Knowledge Library.

Vertic’s Enquiries Intake Packaged Solution



COMPLETE SOLUTION
Our solution is comprehensive and delivers the complete enquiries lifecycle.


SALESFORCE INTEGRATED
We have integrated our solution to work with your Salesforce solution out of the box.


FEATURE RICH
We offer you a rich and significant feature set to manage your enquiries.