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Philadelphia, Wilmington,
Baltimore, Washington D.C.

and surrounding areas

Consulting services

Intellitec Methodology
Industry Solutions
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Product offerings

Microsoft CRM
Microsoft CRM Online
Microsoft Dynamics SL
Microsoft Dynamics GP
Intacct - Cloud ERP
3rd Party Products

 

Success Stories

Springpoint Senior Living
standardized financial management
Dogfish Head Craft Brewery
microbrewer sees explosive growth
Tray-Pak Corporation
CRM solution accommodates growth
SMG
management group handles complex needs
Penske Racing
drives success with Dynamics SL
 

 

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Certified Microsoft Dynamics Consultants

Microsoft CRM

Sales

Get your sales force quickly up to speed with the advanced but easy-to-use features of Microsoft Dynamics CRM. Take advantage of a highly intuitive interface and embedded Microsoft Office capabilities to boost sales productivity, streamline sales cycles, automate lead management, and gain insights to drive more sales.

 

Automate your lead system

  • Capture and track all lead details in one system.
  • Automatically associate e-mail messages with relevant leads/opportunities.
  • Assign leads and tasks automatically.
  • Simplify lead qualification, scoring, and conversion.
  • Easily segment data to generate leads from your customer base.

 

Manage opportunities effectively

  • Close deals faster by centrally tracking key data and attributes for each deal.
  • Create and monitor customized offers and pricing for each opportunity.
  • Better track and position against competitors.
  • Track actual revenue dollars by creating/tracking orders and invoices.
  • Establish consistent sales processes enterprisewide.
  • Use leading sales methodologies within Microsoft Dynamics CRM.

 

Enhance pipeline management

  • Easily track the sales pipeline for improved financial planning.
  • Increase accuracy of revenue projections with individual or roll-up forecasting.
  • Track revenue goals by dates, fiscal periods, or other predefined criteria.
  • Identify key trends for deals won/lost and optimize the sales process.

 

Contact Us for a personal demonstration of Microsoft Dynamics CRM for your company