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"The simple log in, scanning, and transmission steps best met our customers’ needs. For the bank, implementation was also easy and went quite smoothly, taking only about one week to complete."

-Bill McGuckin – Second Vice President, American Chartered Bank
Integrated Document Technologies, Inc., Computers - Sys Designers & Consult, Itasca, IL National Federation of Independent Business

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IDT and Microsoft CRM simplify and streamline your customer service apparatus for more predictable and successful sales growth.

Sales Force Automation

Optimize your sales efforts with the familiar and intelligent features of Microsoft Dynamics CRM. Take advantage of a highly intuitive interface and embedded Microsoft Office capabilities to increase time with customers, shorten sales cycles, increase close rates, and achieve real-time insight. Learning more about your customers' needs in order to serve them better - imperative for continued business success - is the idea behind CRM. By combining information about customers, sales, marketing effectiveness and responsiveness, CRM can assist a company in seeing internal trends and gauge future courses of action for continued sales growth.

Customer Service

Microsoft Dynamics CRM meets the changing expectations of customers with a service solution that is robust and flexible. Users find familiar functionality and an interface that let them work in a personal, natural way. This intelligent solution informs customer service professionals with guidance that is insightful and actionable. The result is a connected, collaborative, and integrated organization.


Get a CRM marketing solution that is flexible, easy to use, and engineered to fit your business. Transform every touch point into a marketing opportunity and harness the undiscovered potential within your customer base. With familiar and intelligent marketing capabilities in Microsoft Dynamics CRM, you can market more effectively, improve productivity, and gain actionable insight into your marketing efforts.

But CRM is not just technology; it needs to serve broader organizational requirements, such as customer service; systems and information management; marketing effectiveness and customer acquisition.

IDT Consulting understands CRM software and works with clients through this holistic approach. Whether applying its own, pre-packaged Pilot Pack™ solutions, or CRM products from Microsoft, IDT simplifies and streamlines your customer service apparatus for more predictable and successful sales growth.

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