USA – Northeast

AKA Enterprise Solutions

Whatever your vision or goal, you’ll get there faster with a partner that understands your organization, your industry and your challenges. AKA’s goal is to free you to innovate. By leveraging the cloud and other transformative technologies like Microsoft Dynamics—along with deep industry experience—we help you achieve your goals faster, breaking down barriers and making it easier to do business along the way. | Partner Location: New York City and Newton, Massachusetts

Altai Systems

Altai’s AMS/CRM is the most powerful membership solution on the market. Built within the Microsoft Dynamics 365 platform, Altai can be hosted on any cloud, a software as a service (SaaS) model or on premise. Altai automatically updates and supports all typical revenue streams including certifications, membership, events, donations, products, chapters and more on any device, all configurable without developers. Altai seamlessly integrates with cutting edge tools like Power BI and Social Engagement to deliver the most insightful analytics on the market. Altai’s AMS/CRM enables organizations to bring members closer – closer to our clients, their organizations and closer to each other. | Partner Location: Headquartered in the DC Metropolitan Area with staff across the U.S ready to serve your individual needs

Beringer Technology Group

Beringer Technology Group

Beringer Technology Group is a leading provider of Microsoft Dynamics 365. We are a Gold Certified Microsoft Partner and offer full implementation services and support. | Partner Location: Pennsauken, New Jersey


Cobalt is a Microsoft partner with gold competencies in Customer Relationship Management and Application Development. Cobalt has been working with Microsoft Dynamics CRM since 2003 and we have completed more than 160 implementations in that time. Cobalt offers industry solutions for membership management and certification management as well as e-commerce portals and website integration for SMBs. We specialize in implementing CRM as the hub of your operations and ClickDimensions is a key spoke. Cobalt was the #8 ClickDimensions partner worldwide in 2015 and we would love to help you with your implementation and all of your Dynamics CRM needs. | Partner Location: Alexandria, VA


Information Strategies, Inc.

InfoStrat is a Microsoft Gold Partner headquartered in Washington DC. We have been delivering IT solutions, since 1987, to government and business customers, focusing on line of business solutions, portals, customer relationship management, and custom database applications and integration. | Partner Location: Washington, DC

NuSoft Solutions

NuSoft Solutions is a purpose-driven digital consulting firm that helps organizations solve business problems and transform for the future. With solutions spanning from business advisory, customer engagement and workforce enablement to cloud and AI, we challenge our customers to think and act differently. Founded in 2000 and headquartered in Bloomfield Hills, Michigan, NuSoft brings together a passionate team of visionaries, innovators and disrupters with backgrounds in business and technology across multiple industries. With offices in Michigan, Ohio and Tennessee, our customers range from local family-owned companies to global Fortune 100 enterprises. | Partner Location: Bloomfield Hills, MI

Protech Associates, Inc.

Alliance by Protech is the first and leading cloud association management solution powered by Microsoft Dynamics 365. For more than 30 years, Protech has devoted its efforts to helping associations better serve their members and improve internal operations through technology.  Our partnership with the industry innovators at Microsoft puts Protech’s software on the cutting edge of AMS, allowing associations to realize a significant return on investment. And your staff and members will rave about Alliance by Protech’s out-of-the-box functionality and familiar, yet modern interface. Plus, you can grow at your own pace, adding real-time resources as needed. We look forward to connecting with you! | Partner Location: Columbia, MD


Affiliated helps you move your business forward. Affiliated provides Microsoft Dynamics CRM and Office 365 solutions for organizations throughout the United States. For more than 20 years we have delivered solutions for businesses and organizations looking to improve operational efficiency, increase customer loyalty, and drive more profitable revenue.

Headquartered in Columbus, Ohio, Affiliated provides Dynamics CRM implementations, upgrades, integration, training, and support services for mid-market and corporate clients in the Midwest, East Coast, Georgia, Texas, and California.

In addition to implementing Dynamics CRM for the sales, marketing, and customer service teams, we have also implemented fully customized CRM solutions for nonprofits, constituent services, and the home/building maintenance industries. Many of our solutions involve integration with custom applications or ERP systems ranging from other dynamics products, customer self-service portals, to mid-market and Tier 1 ERP systems. Our implementation approach follows a proven methodology that focuses on successful end user adoption. After the implementation, we provide a variety of ongoing educational and support options to keep your team informed and motivated to use the system to their competitive advantage. | Partner Location: Dublin, OH

BroadPoint Technologies

BroadPoint is an award-winning business and technology consulting firm dedicated to helping nonprofits and commercial companies solve complex business problems. Since 2001, our team of passionate, seasoned consultants has been focused on one thing: helping our clients meet their goals by designing and implementing great technology solutions.

As one of the top Microsoft Gold-Certified CRM and ERP partners in the U.S., we have hundreds of customers across the country that trust our team of experienced MBAs, PMI-certified project managers, NFP technology experts and service professionals. | Partner Locations: Bethesda, MD


Plus Consulting

Founded in 1999, Plus Consulting is an award-winning, full-service IT firm. Plus is recognized for innovative solutions that meet or exceed the requirements of its clients. Plus Consulting’s team of experts integrate extensive industry and IT experience with top tools and methodologies for solutions that positively impact their clients’ business operations across a spectrum of industries, including Financial Services, Banks, Call Centers, Government Contractors, and Nonprofits. Plus is a proven leader in the implementation of strategic Customer Relationship Management (CRM), Portal, and Business Intelligence (BI) solutions that empower sales, marketing and technology employees. | Partner Locations: USA. Headquartered in Pittsburgh, PA with offices in New York City, Philadelphia, Scottsdale, and Washington, D.C.


StratusLIVE is a leading provider of cloud-based fundraising and social CRM solutions for nonprofits. Features include: enterprise marketing, business intelligence with advanced analytics, enterprise integration, donor profile management, pledge and donation management, and unlimited customizable online donation pages. | Partner Locations:Virginia Beach, VA


Velosio has emerged as a leader in deploying business applications through the transformational cloud and delivering a client experience that is second to none. Among the largest Microsoft partners in North America, Velosio supports the entire Microsoft Dynamics portfolio, Office 365 family and Azure services.  The solutions portfolio, inclusive of ERP, CRM, Productivity and Business Intelligence, extends to Sage and NetSuite. Velosio is the only Microsoft Cloud Distributor that specializes in Dynamics 365 and is a prominent Microsoft Master VAR.  Headquartered in Columbus, Ohio, Velosio serves over 4,000 clients from offices across the US and Canada. | Partner Locations: Dublin, OH (headquarters), New York, NY, Philadelphia, PA, Seattle, WA, and locations across the U.S. and Canada


Admiral Consulting Group

Admiral Consulting Group is a leading Microsoft Dynamics CRM Partner serving clients in New York City, New Jersey, Pennsylvania, and Washington DC. Since 1990, our team has helped hundreds of clients in varied industries choose and implement Microsoft Dynamics. Through our experience, we understand the business challenges you face every day. What you can expect from Admiral Consulting Group is: A Premier Microsoft Partner, Choices, Caring Staff, A Team Committed To Your Business. Admiral Consulting Group, known as one of Microsoft’s best Dynamics Partners in New Jersey, New York City, Pennsylvania and the East Coast is your Microsoft Dynamics partner of choice. | Partner Locations: New Jersey, New York City, New York Long Island, Pennsylvania, Washington DC


Aspect Software

Aspect helps enterprise contact centers deliver remarkable customer experiences across every conversation and every channel (voice, email, text, social, web) through a single, elegant software platform. This platform combined with the relationship management of Microsoft Dynamics CRM brings all the conversations together, in one place, ensuring a consistent Omni-channel customer experience each and every time. Wherever you’re looking to remove communication and workflow barriers or automate more productive business processes, Aspect solutions allow you to build on your existing customer contact, workforce optimization and enterprise technology investments so you can put the contact center squarely at the center of the customer experience.  | Partner Location: Chelmsford, MA, Phoenix, AZ, and locations across the U.S.



We design and deliver Business Analytics solutions that provide actionable insights and measureable results. We know that companies communicate with their customers across a number of channels like: e-mail, web, social and print. Our approach is to use Business Analytics derived insights to identify specific customer segments, and to deliver targeting messaging that is relevant to those segments across channels. These techniques will help increase conversions rates, increase loyalty and lower costs. Bizlitics can help you implement the multi-channel programs, metrics, dashboards, reports and analytics that will help you make better decisions about your strategies, resources and tactics. | Partner Location: Rochester, NY


Business software and process consultants since 1988, we are experts in Intacct, Dynamics CRM, GP, custom application development, and Cargas Energy mobile and back office software for fuel delivery and HVAC service companies. | Partner Location: Lancaster, PA and Pittsburgh, PA


Celedon Partners

The Celedon team is a group of highly skilled CRM integrations, developers, and designers dedicated to Microsoft technology with 20 associates having combined background of completing more than 500 customer projects over their 6 – 15 year history with MSCRM. We provide the depth of skills of a large mega– firm with the nimbleness and budget of a small firm with small overhead, while still having the background to adapt and adjust to new situations without fear or wasting valuable time | Partner Location: Maryland (headquarters); Seattle, Washington

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CodeRight Inc specializes in helping you to get the most out of your Microsoft cloud and technology investment. We specialize in CRM: Marketing Automation, Sales Automation, Data cleansing, Data integration and Migration, Business Process Automation, and Training. | Partner Locations: Boston, MA


Core Solutions

Your best choice for a Customer Relationship Management Consultant. We sell and service Microsoft Dynamics CRM 2011 and are doing some pretty amazing things in Dynamics CRM. Let us show you. | Partner Location: Needham, MA


Distributed Network Software, LLC

Distributed Network Software, LLC (DNS) provides technology services and software support to clients worldwide.  Enterprise Resource Planning (ERP or accounting and operation software), software development (CRM systems and apps), and hosting (cloud) services are the driving factors of business today. As a Microsoft Certified Partner, DNS provides application development for Dynamics 365 (CRM) software, in addition to integrating existing systems with ERP systems. DNS’ accomplished technology team consists of Microsoft Certified Developers with years of experience in developing apps and managing accounting software. Clients have solutions tailored to fit their organizations and meet their specific business needs. | Partner Location: Erie, PA


Everest Customer Solutions

Established in 1994, we are a technology consulting firm whose goal, from day one, is to take your business to new heights. We provide complete customer solutions to improve your bottom line including CRM, marketing automation, data analytics, business intelligence, web and social media. We look at your sales, marketing, and service processes to define a solution that fits you, streamlines your business, and improves your customer’s experience.  

Whether you are shopping for a new solution or already have a CRM system, we can help you optimize your processes.  From technology strategy to package selection, customization, integration, deployment, and on-going operations, we build systems and relationships that last. | Partner Location: Glen Mills, PA


Innovative Computer Systems

Innovative Computer Systems (ICS) was formed 25 years ago by people dedicated to bringing the advantages of enterprise-class computing to businesses. Since then, we have grown steadily and worked with companies of all sizes, in industries ranging from financial and professional services to manufacturing.

Today, ICS is a field-managed Microsoft Gold Certified partner. We have an unparalleled expertise in the depth and breadth of Microsoft business tools and technologies, ranging from Exchange, Lync, SharePoint, Windows Server with Hyper-V, SQL Server, Dynamics CRM, to the cloud with Office 365, Windows Intune, Yammer, CRM Online and Azure Platforms. We have helped clients with on-premises, hosted & hybrid solutions, and we can provide managed services to augment the expertise you may have in house. | Partner Locations: Farmington, CT and Waltham, MA


Intellitec Solutions

Intellitec Solutions specializes in delivering CRM solutions to mid-market businesses. We provide implementation, training and ongoing support for Microsoft Dynamics CRM. We provide solutions for a wide array of businesses. Our professional team of Microsoft Dynamics Consultants takes the time to understand the unique business challenges you face every day. We back up best-in-class software solutions with responsive customer support and effective training options.



Modern business runs at a frantic pace, and is not constrained to an office. Your customers, partners and employees need you to meet them on their terms – and that means providing them with multiple, integrated channels of communication and collaboration. At IOTAP we can leverage technology to identify and optimize opportunities where there appear to be none, both for our customers, and yours. In short, we create options for you in how you run your business on your terms using technology solutions! Contact us today to see how IOTAP can help you with your options! | Partner Locations: Northeast and Mid-Atlantic US, UK, Oman, UAE, Dubai, India

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iPipeline is a leading provider of cloud-based software solutions for the life insurance industry. Through our SaaS solutions, we accelerate and simplify insurance sales, compliance, operations and support. We provide process automation and seamless integration between every participant in the life insurance industry including carriers, agents (such as financial advisors and independent insurance agents), distributors (such as banks, broker-dealers and general agencies) and consumers. Our innovative solutions enable automated processing for pre-sales, point-of-sale execution of applications, post-sale support, reporting, consumer delivery and agency management.

iPipeline provides the process automation and seamless integration needed on a global basis to make a sale by aggregating more than 120 carriers, 875 distributors and financial institutions, and their producers and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Danville, Fort Lauderdale, Huntersville, Philadelphia, Roswell, Salt Lake City, Tokyo, Cheltenham (UK), and Vancouver. Visit us at | Partner Locations: Headquarters in Exton, PA, other locations around the world.

KTL Solutions

KTL Solutions is a technology solutions provider offering services including enterprise ERP, CRM, managed services, cloud, custom development and business intelligence for growing organizations. KTL’s team of consultants are deeply experienced with understanding challenging business processes, identifying pain points and developing solutions that are designed to meet both immediate and long-term goals. We serve a wide variety of industries, enabling us to provide deep functional solutions for industries that are affordable and easy to use. | Partner Locations: Frederick, MD

Maureen Data Systems

Maureen Data Systems (MDS) is a woman-owned IT services and solutions company committed to developing custom, streamlined solutions for customers to achieve their business objectives. MDS structures its highly-skilled engineers to align with how our customers consume technology—with one team responsible for infrastructure, another heading up productivity and applications, and a third committed to identity and security solutions.

www.mdsny.comPartner Locations:NYC, Florida, Texas, Puerto Rico


Net@Work is a complete technology partner that provides ERP, CRM, eCommerce, infrastructure, HR, credit card processing and a host of other solutions and services to our customers. Our mission is to help organizations leverage leading solutions to unleash their potential and drive profitable change in their business.

www.netatwork.comPartner Locations: NY (HQ), NJ, AZ, MO, CT, Kansas, Kentucky, Maine, Massachuesettes, Michigan,  North Carolina, Oklahoma, Texas, Virginia, Washington, Wisconsin, and Ontario, Canada

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New Signature

New Signature delivers exceptional customer experiences to small, mid-sized, and enterprise customers, and helps them solve business challenges with Microsoft solutions. New Signature holds 20 Microsoft Competencies (11 Gold, 9 Silver) and our team has over 425 Microsoft certifications. We were proud to be named 4th Most Competent Microsoft Partner in US and 13th in the world by Redmond Channel Partner magazine in 2013. | Partner Locations: Headquartered in Washington, DC with offices in 7 states

Opal Business Solutions

Opal Business Solutions is a Microsoft Enterprise Partner servicing all business-related IT needs. We help customers solve their business technology challenges by offering hardware, software development, website development, Business Management software solutions like Dynamics GP, Dynamics CRM, Office 365 and more. Our Managed Services division provides unlimited remote support and a three-tier virus protection program. | Partner Locations: McMurray, PA and Tarpon Springs, FL


P2 Automation

At P2 Automation we provide small and medium-sized businesses with turn-key automated business process and business productivity solutions based upon the latest cloud and desktop-based technologies, including Microsoft Office 365 and Microsoft Dynamics 365. | Partner Location: Southington, CT

Practical Solutions, Inc.

Since 1997, Practical Solutions, Inc. (PSI) has been turning Chaos to Order in complex enterprise systems where changes are neither easily predicted nor effectively managed. We specialize in Microsoft products and are a Microsoft Gold Partner and Tier 1 Cloud Services Provider.  As your trusted professionals, we are here to help you along the journey from chaos to order. | Partner Location: Headquartered in Washington DC with offices in Virginia, Pennsylvania, and Kansas.


Reenhanced is a specialist firm focused on rescuing struggling software and Dynamics 365 projects. As a ClickDimensions Partner specialized on implementation and rescue services, we specialize in helping companies perfect their marketing automation. We optimize deliverability and analytics, ensure your Dynamics 365 & ClickDimensions implementations are both complete, used and adopted to its fullest. We train marketing to maximize use of tools, such as reporting & dashboarding to bridge Dynamics 365 data & ClickDimensions data. | Partner Locations: Green Lane, PA



Salentica is a market leader providing innovative, integrated Client Relationship Management (CRM) and Document Management solutions for wealth managers using Microsoft Dynamics CRM. With over 5,000 users today, we have a successful track record of more than 25 years in developing and implementing financial software. Salentica’s industry leading clients include registered investment advisors, broker dealers, family offices, private and institutional wealth managers, trust companies and private banks. | Partner Locations: New York City and Toronto



Your time is valuable. Microsoft Dynamics CRM streamlines processes so that you can concentrate on the big picture rather than the details. Slickdata helps businesses attract, win and retain customers with successful CRM experiences built on top of Microsoft Dynamics CRM. With a proven track record of successful CRM implementations to customers of all sizes, we know what works and what doesn’t. Our expertise is Microsoft Dynamics CRM and our focus is your business. | Partner Locations: Princeton NJ, NY, PA, CT, FL

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Software Solutions Group

Software Solutions Group was founded in 1996 as a software professional services firm dedicated to the implementation and ongoing support of the Microsoft Dynamics line of Financial Management and Customer Relationship Management products. We are a New York based, Woman Owned Business. We offer our clients a full range of Analysis, Design, Installations, Customization, Integration, Reporting, Training and On Going Support services.

Software Solutions Group has attained Microsoft Dynamics, Certified Partner Silver Competency for Microsoft Dynamics GP, SL and Dynamics CRM. Silver level status indicates that our firm has met Microsoft’s highest standards for technical competency, sales attainment and customer satisfaction. Software Solutions Group is based in Amherst, NY and services clients throughout New York State and across the country. | Partner Locations: Buffalo, NY and Rochester, NY

Sträva Technology Group

Sträva is the Swedish word for strive, which epitomizes who we are and what we do. We strive beyond the technology to provide solid solutions to real business problems. We have one mission – to help businesses achieve success with CRM technology.  Our approach is refreshing and different than other providers. You won’t hear us talk about billable hours, rather we focus on solutions. We have more than 14 years’ experience with Dynamics CRM/365 and more than 6 years’ experience with ClickDimensions. We are also ClickDimensions Certified. We can help your business evaluate, implement and manage the ClickDimensions solution.

www.stravatechgroup.comPartner Locations: Medford, NJ, Burlington, NJ, Philadelphia, PA and North East, MD



Swimfish’s collaborative technologies enable financial firms, legal offices, accounting companies, and other professional organizations to manage their most important assets – their relationships. Unlike cookie-cutter CRM software that is designed for manufacturers and merchandisers, we bring together top industry experts and IT professionals with deep experience in a variety of industries to produce a solution that’s right for your own unique business challenges. Our flexible suite of Web-based software seamlessly gives you and your team a deeper understanding of your clients, constituents, and key contacts. | Partner Location: Boston, MA and Los Angeles, CA


SyncraTec Solutions, LLC

SyncraTec Solutions is a Microsoft Silver Partner located in the Philadelphia area focused on implementing Microsoft Dynamics CRM. We have been implementing CRM since 2004 for clients large and small. We’ve worked with many of the recognized E-mail Marketing vendors including ExactTarget, VerticalResponse, Constant Contact, and MailChimp; but we prefer now to help our clients migrate from those systems to the ClickDimensions platform based on its broad range of capabilities and excellent training and support which assists greatly with user adoption and customer success. At SyncraTec Solutions, we provide enterprise class software and systems on a small-business budget. | Partner Location: Greater Philadelphia Area


T3 Information Systems

T3 Information Systems provides software solutions that address critical and specific business needs. With hundreds of clients and more than a decade of success, T3 improves organizational efficiency and effectiveness by combining leading software applications with industry best practices and proven processes. T3 is a Microsoft Gold Certified Partner specializing in Microsoft Dynamics CRM, Microsoft Dynamics GP, Microsoft Dynamics SL and financial reporting, dashboard and budgeting applications such as BI360 Reporting, NetCharts Performance Dashboards and Forecaster. Email us at | Partner Location: USA



tCognition is a minority-owned business (MBE) with headquarters in Boston, Massachusetts and offices in several countries worldwide. We provide a wide range of IT services: CRM, ERP and marketing automation implementations and consultations, IT staffing, mobile application development and more. With our diverse client portfolio and array of product offerings, you can be sure that we have the experience you need to help you expand and streamline your business. | Partner Location: Headquarters in Boston, Massachusetts with offices worldwide

UniversalinetCom LLC

Universalinet is a Microsoft partner offering onboarding, product consulting, support and administration as well as advanced and fundamental solutions development services. Universalinet has been working with Microsoft products since 2000 and holds six ClickDimensions certifications. We have completed numerous implementations and our industry best practices provide value added services to our customers. From customer support to Customer Relationship Management (CRM) to marketing automation and social engagement/marketing/discovery, we install, configure and offer product installation, configuration and ongoing administration services. We offer systems integration expertise for website and eCommerce integration plus certified Project Management Professional (PMP) services for your every business need. | Partner Location: Columbia, Maryland


Visionet Systems, Inc.

Visionet is a unique company among IT and business solution providers. Visionet boasts an 87% on-time within budget project success rate when the industry hovers under 40%. One key reason for this success is Visionet has the highest on/offshore employee retention in the industry. With less than 10% employee turnover, Visionet maintains the lowest attrition for IT service companies in the industry. Through a team of 3000+ engineers and both onshore and offshore presence, we are well equipped to offer our clients “Best Execution” partnership and support; whether it is breaking new ground on custom development or 24/7 Managed Services for Software and Platform operational needs. Visionet experts are the best in the industry, well versed in the new enabling technology trends and when combined with existing technologies and solid solution alternatives, Visionet is well positioned as THE strategic technology and BPO partner for both large and small companies. Visionet has already completed over 800 projects in the US and is ISO 9001 and CMMI 3 compliant. | Partner Locations: New Jersey, Pennsylvania, United Kingdom

xRM Studio, Inc.

xRM Studio, Inc. is a 100 percent CRM focused consulting organization located in the Baltimore/Washington, D.C. metro area. We are passionate about customer relationship management (CRM) software and have vast expertise in deploying solutions based on the Microsoft Dynamics CRM platform. Our organizational goal is to provide outstanding customer service to our clients while our expertise creates meaningful and robust CRM experiences. Having more than 15 years of experience with the Microsoft Dynamics CRM product (since its inception), xRM Studio is committed to delivering the best-practice approach for deployment and implementation services. | Partner Locations: Silver Spring, MD

Innovative Solutions

Planet Technologies