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.

Explore more Resources from our Industry Influencers:

Kate Shields: Chief Customer Officer at Vertex Inc. Vertex delivers the world’s most valued tax solutions for companies to connect, transact, and comply while growing their business.

Kate Shields

Chief Customer Officer

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As Chief Customer Officer, Kate Shields leads customer experience, including customer success, support, and enablement. Kate provides leadership and guidance to the organization to ensure that the customer is at the center of all strategic decisions and is focused on driving growth, retention, and customer satisfaction.

Since joining Vertex in 2013, she has held several business and marketing leadership roles, including head of cloud line of business. Kate holds a B.S. in Management Information Systems and an MBA with a concentration in Marketing from Saint Joseph’s University.

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