Microsoft Dynamics solutions for Professional Services
From Investment Brokers and Real Estate Developers to Business Consultants and Private Equity Groups, managing prospects, clients and assets is essential.
McGladrey provides software solutions to centralize data across departments and functions, integrate with core business systems for a single platform interface, and provide content libraries for efficient content management storage.
We offer a customized approach to our services that's based on your needs — combining in-depth industry knowledge and a longstanding commitment to growing companies.
- Project Accounting - Deliver comprehensive built-in functionality for project-driven organizations with integrated project management and accounting support.
- Core Financials – Microsoft Dynamics Business Solutions offer an open architecture for integration with your critical business system to support a "best of breed" solution.
- Prospect & Client Insight - Analyze customer information to better target your sales and marketing efforts.
- Knowledge Base - Resolve common issues fast and avoid duplicating efforts, share expertise and easily distribute information through web or email responses.
- Single Platform Integration - Flexible options for deployment and access allows you to import data from other systems.
- Workflow - Automate processes to simplify administrative tasks and spend more time with clients.
- Reports - Use Business Intelligence capabilities for dashboard reporting or take advantage of the intuitive Report Wizard to instantly create ad-hoc reports.
- Investment Management - Capture and track all lead, client and asset detail in one system, create relationships among these entities for improved account handling.
- Broker Services - Provide a holistic view of customer's history, including past activity, policy information, renewal dates and opportunities to up-sell additional services.