Client Management and Prospecting with Dynamics 365 and 2B-LAW 365

April 14, 2016By 2buser2B-LAW, Field Sales, Financial, Legal, Matter and Client Management, Microsoft CRM, Mobile CRM, Uncategorized, xRM No Comments

Clients and prospects want to feel important. They want to feel like you care and that you’re watching out for their best interest. Client management and prospecting just got easier with Microsoft Dynamics 365 and 2B-LAW 365.  2B-LAW 365 already has the details about your clients, their matters, and your potential clients, but now Microsoft is … Read More

Mobile Inventory Management for Dynamics CRM Use Case

February 26, 2016By 2buserDistribution, Manufacturing, Mobile App Development, Retail, Warehouse & Inventory, Warehouse, Store and Inventory Management, WIMS for CRM, xRM No Comments

Understanding how other companies use a solution is sometimes the best way to understand the solution.  Although WIMS for CRM offers many different warehouse and inventory management features directly within Dynamics CRM, mobile inventory tracking will reduce the time it takes to input and track data along with improving the data accuracy. Customer Overview: Real … Read More

Top 5 Benefits of Magento Connect for Dynamics CRM

February 1, 2016By 2buserMicrosoft CRM, Retail, Warehouse & Inventory, Warehouse, Store and Inventory Management No Comments

Magento Connect for Dynamics CRM is a cloud hosted, integration service that provides direct integration between Dynamics CRM and your Magento ecommerce site.  There are many benefits to integration (reduce error, eliminate duplicate data entry, etc.) but here are the top 5 benefits of Magento Connect for Dynamics CRM Top 5 Benefits of Magento Connect … Read More

Benefits of Mobile CRM for Lawyers

January 28, 2016By 2buserUncategorized No Comments

Today’s attorney is constantly on-the-go.  Meetings with clients, court appointments, meetings with other attorneys, networking events and more.  Access to matter information and documents is more important than ever.  There are many benefits of mobile CRM for lawyers.  It needs to be integrated, easy to use and easy to access. 2B-LAW, built on Microsoft Dynamics … Read More

3 Ways Law Firms Can Prioritize Potential Clients and Automate Follow Up

January 22, 2016By 2buser2B-LAW, Legal, Matter and Client Management, Microsoft CRM No Comments

New clients are the life blood for many law firms, so how do you make sure the best leads don’t fall through the cracks?  It’s absolutely necessary that firms centralize all inquiries, label the best ones, schedule follow up, and track referrals that don’t fit.  When law firms can prioritize potential clients and automate follow … Read More

One-Click Document Generation with 2B-LAW for Dynamics CRM

January 18, 2016By 2buser2B-LAW, Legal, Microsoft CRM No Comments

For attorneys and legal assistants, creating and generating client (custom) documents is a must.  2B-LAW 365 users can now generate customized documents from any record with just one click!  This includes Microsoft Excel and Microsoft Word.  No more “Find and Replace” or mess with clunky mail merge in Word!  Instantly create contracts, letters, invoices, motions and … Read More

2B-EVENTS adds Mobile Attendee Tracking to Dynamics CRM for eXtremeCRM 2015

December 15, 2015By 2buser2B-Events, Entertainment, Event, Attendee, and Ticket Tracking, Microsoft CRM, Mobile CRM, Uncategorized No Comments

We recently partnered with the eXtremeCRM team to provide attendee tracking and lead retrieval for their event in San Diego, CA.  The software solution and event was built on and around Microsoft Dynamics CRM.  How?  Well, for starters, it’s the only Microsoft Partner event focused exclusively on Microsoft Dynamics CRM.  The online registration system provided … Read More

It’s a Wrap! 11th Year of Attendee Tracking for the American Film Market

November 10, 2015By 2buser2B-Events, Entertainment, Event, Attendee, and Ticket Tracking, Mobile App Development, Uncategorized No Comments

We just wrapped up our 11th year of providing our custom mobile attendance tracking solution for the American Film Market (AFM) in Santa Monica, California.  Each November, AFM transforms Santa Monica with eight days of deal‐making on films in every stage of development and production, as well as screenings, conferences, networking and parties.  With attendees … Read More