Intellitec Solutions Named a CRM Vertex Reselling Partner

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Arrangement Allows Firm Expands to Offer Cost-effective Customer Portal for Microsoft CRM

Intellitec Solutions, a leading ERP and CRM consulting firm based in Wilmington DE, today announced a partnership with Summit Software Group, Inc. to become a reselling partner for CRM Vertex, a customer portal tool designed to work with Microsoft CRM. The move was driven by demand from Intellitec’s growing CRM client base for solutions that can enhance Microsoft CRM functionality.

The CRM Vertex Customer Portal allows companies utilizing Microsoft CRM the ability to create a customer facing portal on their web site, with information flowing directly into their Microsoft CRM database. Among the key features are Case Management, which allows customers to enter, update, and close support incidents via the web; Discussion Groups, where customers can post questions and engage other customers; and Finance Management, which gives clients access to their open and historical invoices through a self-service portal.

Intellitec Solutions selected CRM Vertex after a careful review of options. They decided on CRM Vertex Portals based on its flexible license structure, affordability, and ease of implementations. CRM Vertex can be licensed through a monthly subscription via Azure hosting, or through a software purchase. CRM Vertex is completely configurable in order to provide a self-service experience to Microsoft CRM users, and can be set up relatively easily.

About Intellitec Solutions
Intellitec Solutions is a leading ERP and CRM provider strategically located along the influential business corridor between Washington and Philadelphia. Since 1986, they have conducted thousands of engagements helping companies in diverse industries choose and implement software solutions to improve financial or customer relationship management. Using a proven system designed to maximize efficiency and business insight, Intellitec Solutions’ team of seasoned professionals provides value-added expertise to their clients.

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Tom Rogers
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