Customer Satisfaction + Marketing Presence = Leading Scores for Vertex Solutions

To our Vertex customers, I would like to say thank you once again.

Your input has helped place two Vertex offerings – Vertex Cloud and Vertex O Series – in the “Leader Quadrant” of G2 Crowd’s latest multidimensional sales tax compliance software ratings. B2B software rating firm G2 Crowd combines unfiltered reviews from users with its own analysis of market presence (a determination based on market share, vendor size and social impact) to rank tax technology vendors into four categories: leaders, high performers, contenders and niche.

To qualify for the sales tax compliance software category, solutions must:

  • Track sales tax rates and rules for all jurisdictions relevant to a user’s products or services
  • Track and apply sales tax exemptions for the appropriate times, products, transactions or accounts
  • Automatically update rates and rules in response to policy revisions or new legislation
  • Integrate with accounting and transaction tools so correct rates are communicated, stored and applied where necessary

As is increasingly the case with more business processes, transactions and compliance requirements, G2 Crowd’s customer satisfaction ratings occur in real-time, as additional software users provide input about their experiences.

Here at Vertex, we appreciate G2 Crowd’s innovative assessment approach and the time our customers invest to share their experiences. We also appreciate the increasingly real-time pressure corporate tax functions face and we remain committed to providing innovative solutions to help you thrive amid these challenges.

Please remember that the Tax Matters provides information for educational purposes, not specific tax or legal advice. Always consult a qualified tax or legal advisor before taking any action based on this information.

About this Contributor

Kate Shields Headshot
Kate Shields
Chief Customer Officer

Kate Shields is Chief Customer Officer in the Vertex Customer Center of Excellence. She previously served as Head of Commercial Marketing, working across the organization for sales enablement, partner marketing strategy and execution, as well as demand generation to increase revenue and grow the business. Prior to joining Vertex, Kate was Vice President of Marketing at a Fortune 1000 specialty consulting firm. Kate’s 25-year career has been spent combining technology and marketing to drive business success. Kate earned her M.B.A. in marketing and B.S. in MIS from Saint Joseph’s University.

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