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
Field Sales
Microsoft Dynamics CRM Customers Want More Insight on Products and Inventory
Businesses using Microsoft Dynamics CRM want to more insight on their products and inventory. They want to track each individual product and kit from the time it is ordered from a particular vendor until it is sold to a customer. For example, Dynamics CRM customers want to know… How much quantity of each product is … Read More
Mobile Dynamics CRM and RESCO | Converting Leads and Prospects
By Brandon Hernandez Developer, 2B Solutions How can you use Microsoft Dynamics CRM and RESCO to benefit your sales team? In today’s world, every company and sales team has their own unique way to obtain and measure success in the field. It’s up to us, as mobile CRM experts, to provide a mobile solution that … Read More
Mobile Dynamics CRM and RESCO | Enhanced Chart Drill-Down Ability
By Brandon Hernandez Developer, 2B Solutions When we first implemented the Dynamics CRM and RESCO chart changes mentioned in the previous entry (see: Gesture Recognition on Dashboard Charts) we received very positive feedback from the field sales representatives. The push back that was received came from the executive team that was also utilizing the mobile … Read More
Mobile Dynamics CRM and RESCO | Gesture Recognition on Dashboards
By Brandon Hernandez Developer, 2B Solutions, Inc Mobile CRM is a growing topic and there are many ways to customize Microsoft Dynamics CRM for tablets. As a RESCO Gold Partner, we not only provide customization services for the mobile app using Woodford, but also advanced customization. When you reach the limits of Woodford, we can … Read More
Microsoft Dynamics CRM for Chrome Books and Acer Aspire Netbooks?
By Alan Camp Vice President Client Solutions, 2B Solutions, Inc. Alan@2Bsolutions.net One of our Microsoft Dynamics CRM customers is a not-for-profit that conducts health screening events for around 30,000 children a year at schools across the state. Up to this point, they have been using a combination of Chrome Books and Acer Aspire netbooks to … Read More
5 Reasons Your Business Needs to GO MOBILE!
By Barkley Busby Vice President & Co-Founder, 2B Solutions, Inc. Everyone’s talking about how important it is to implement mobile solutions for your business. What types of information can be viewed, edited, updated, etc. on a mobile device? How does this relate to your business? Here are 5 reasons why your organization should GO MOBILE: … Read More
2B Solutions August 2013 Newsletter
News and Information Provided by 2B Solutions, Inc. August 2013 CUSTOMER HIGHLIGHT PARTNER HIGHLIGHT CTS, Inc. is a regional IT consulting firm with offices in Atlanta, Birmingham, Charlotte, Chattanooga, Nashville, and Mobile. CTS is a National Systems Integrator for Microsoft and a Microsoft Gold partner in Application Development, Application Integration, Application Lifecycle Management, Business Intelligence, … Read More
Mobile App Development Infographic
Sometimes it’s helpful to have a visual when thinking about using mobile apps in business. Here are a few examples of how we’re helping businesses just like yours extend applications and processes to the field. If you are in the market for a mobile app, let’s schedule some time to talk. Contact us via our … Read More
INFOGRAPHIC: Six Strategic Advantages of Mobile CRM
Mobile CRM is more than just a buzzword. It can impact the bottom line of your business in tangible ways. This infographic gives you a breakdown of the advantages of Mobile CRM. Be sure to download the related whitepaper, “Why Go Mobile? Six Strategic Objectives You Can Conquer With Mobile CRM” at https://2bsolutions.com/white-paper/why-go-mobilesix-strategic-objectives-you-can-conquer-with-mobile-crm/
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