Consulting services
Intellitec Methodology
Industry Solutions
Gold Certified
Product offerings
Microsoft CRM
Microsoft CRM Online
Microsoft Dynamics SL
Microsoft Dynamics GP
3rd Party Products
Success Stories
Springpoint Senior Living
standardized financial management
Dogfish Head Craft Brewery
microbrewer sees explosive growth
CTI
improved billing cycle
Certified Microsoft Dynamics Consultants
Financial Services
Identify, attract and retain profitable customer
White Paper: Growing need for financial services institutions to focus on sales and service maximization
Are you concerned with the ability of your software to scale to changing business needs? Have you experienced performance or reliability issues as your business has grown and become more complex? Do you worry about regulatory compliance and the security of your financial information? If you answered "yes" to any of these questions, Microsoft Dynamics can help your company
Business Intelligence and Reporting
Business analytics aren’t just for Fortune 500 companies anymore. In today’s fiercely competitive economy, leaders of small and midsize companies are turning to business-intelligence solutions to spot trends, so they can act quickly and capitalize on opportunities. Intellitec Solutions offers effective business intelligence and reporting solutions that you can put to work immediately. Pinpoint your most profitable customers, most efficient vendors, and potential issues within your organization that require swift action.
Financial Management
Intellitec Solutions can tailor a solution that provides an easy-to-navigate interface that is easily customized to present key functions and information people need. Working with the familiar tools many workers already use, tasks are streamlined and functions are connected to help reduce busy work and redundancies. We integrate our financial solutions with other business software tools you already use to help increase the reach and relevance of your technology investments.
Customer Relationship Management (CRM)
Microsoft Dynamics™ CRM can help financial institutions identify, attract, and retain profitable customers by providing a consolidated view of client data for great customer intimacy and more effective identification of cross-sell/up-sell opportunities. Client data is pulled from disparate data sources and is delivered through intuitive prospecting and relationship management tools that are natural extensions of popular desktop applications Microsoft Outlook. By giving your customer-facing advisors and representatives the access to the right information at the right time, Microsoft Dynamics CRM provides improved customer insight, enables improved customer service, and helps your organization attract and retain clients more profitably than your competitors
The success of your company is directly related to the success of the people who work for you. Intellitec Solutions offer a line of integrated, adaptable business management solutions that enable your people to make important business decisions with greater confidence.