Philadelphia, Wilmington,
Baltimore, Washington D.C.

and surrounding areas

Consulting services

Intellitec Methodology
Industry Solutions

 

Product offerings

Microsoft CRM
Microsoft Dynamics SL
(Solomon)
Microsoft Dynamics GP
(Great Plains)
3rd Party Products

 

Case Studies

CTI
improved billing cycle

 

 

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Certified Microsoft Dynamics Consultants

Microsoft CRM Version 4.0

Microsoft Dynamics CRM 4.0 is a CRM software solution that gives businesses what they want most — customer relationship management that works the way your business does. Your information technology (IT) staff can integrate Microsoft Dynamics CRM with existing systems. Your sales forces can use Microsoft CRM without ever leaving Microsoft Outlook.

 
Create sales and marketing campaigns fast

"The expertise and team synergy Intellitec brings to the table creates an atmosphere of having not just a vendor, but a valued partner who understands our business and is with us every step of the way" 

Chip Burns, VP/CIO
The Asbury Group

 

Microsoft CRM contains sophisticated marketing capabilities for planning, implementing, and monitoring multi-tier sales and marketing campaigns. Marketing and sales personnel can quickly create a list of leads, craft a letter or direct-mail piece using integrated products such as Microsoft Office Word, launch the campaign, and then track the progress and results. Marketers and salespeople can generate a quick customer e-mail and send it to a targeted list in minutes.

Helps your staff improve customer service

Microsoft CRM includes a sophisticated scheduling engine that helps you sell and schedule services to customers. Through the new Service Calendar, any authorized user—service managers, salespeople, or customer service representatives—can survey company wide resources and book an appointment, which is automatically added to the customer’s Microsoft CRM record. You can easily incorporate your organization’s business logic into the Service Calendar, specifying, for example, special skills or workdays of different technicians and view company wide resource availability at a glance.

Request more information about Intellitec Solutions and Microsoft Dynamics CRM.