Headquartered in Birmingham, Warren Averett is one of the Southeast’s largest CPA and business advisory firms. The company began using Microsoft Dynamics CRM about three years ago primarily to track sales opportunities and manage registrations for educational events. The web-based, MSCRM “Customer Portal” allows clients, prospects and other parties to self-register for these events, and all registrations are stored in CRM. This streamlines the entire registration process, giving WA leadership real-time attendance numbers, quicker reporting, and the ability to store registrations against contact and account records. Microsoft Dynamics CRM gives Warren Averett the tools they need to manage the entire customer life cycle…..from opportunity to customer and beyond.

Promote Civic Pride: Government agencies across the country are using Microsoft Dynamics CRM to improve services to the community. Example: To better serve its roughly 230,000 residents, the City of Birmingham set up a 311 non-emergency call center. Read more….

Upcoming CRM Update Promises to Attract More Users and Provide Better User Experience: The next update for Microsoft Dynamics CRM is poised to bring more users into the CRM fold and provide a better experience for current users. New features of the “Polaris Update” include integrations with Skype and Bing Maps, and customizable sales and service process that will help businesses standardize their internal procedures. Read more….

Use Connections to Build Deeper Insights into Accounts and Contacts: (published on Have you ever noticed how people and companies are often interconnected in multiple ways? In other words, contacts in your CRM are probably connected to other contacts and companies in not-so-obvious ways. An employee with one company can also be a former employee at another company. And one company can be a customer of another. Read more….

2B Solutions Announces Partnership with Resco to Provide Custom Mobile Applications: 2B Solutions, Inc., a leader in Mobile App Development and Microsoft Dynamics CRM, is proud to be recognized as one of 5 Resco Premier Partners in North and Central America. Read more….

State and Local Governments Adopt Microsoft Dynamics CRM to Improve Citizen Service Delivery: REDMOND, Wash. — March 27, 2013 — Microsoft Corp. today announced four Microsoft Dynamics Customer Excellence Award winners and showcased eight unique customer approaches to using Microsoft Dynamics in the state and local government market. These customers join more than 500 state and local government organizations leveraging the power of the Microsoft Dynamics CRM platform to achieve cost savings, streamline operations and transform the delivery of citizen services. Read more….

Yammer and iPad Capabilities Now Available for Microsoft Dynamics CRM
We are pleased to announce the release of the Microsoft Dynamics CRM Online iPad experience for salespeople, as well as new enterprise social networking scenarios offered through Yammer. To get these capabilities, your organization must start by installing the product update. Read more….

Interesting Articles

Be Mobile.

Mobility is Paying Off
By Chris Marsh, Principal Analyst, Enterprise Mobility, Yankee Group
This year will be a pivotal one for mobility in the enterprise for a number of reasons. Primarily, companies will accelerate their focus on mobile application initiatives. Read more….

Mobile Technology Positively Impacts Manufacturing, Construction
Decision makers are using mobile apps most commonly for keeping contacts organized, keeping task lists and assigning tasks to specific employees. The vast majority of decision makers at construction, manufacturing and distribution firms believe that mobile technology is positively affecting their productivity, according to a survey by business management software and services specialist Sage North America. Read More….

Be Connected.

13 Tips to Get Business Teams to Use Your CRM System
To help you keep that expensive software investment from being a write-off, queried dozens of CRM experts on what organizations can do to get employees to routinely enter data into and actually use CRM software. Following are their top 13 tips.

Practical CRM: 10 top User Adoption Best Practices: #8 Before You Focus on Technology, Focus on Your Process.
Years ago as I began my career in Information Technology, we took a mildly invasive approach to bringing technology to business processes. Back then, we approached technology projects with a mantra of “Don’t change what’s working. Read more….

2B Solutions, Inc.
1500 1st Avenue North | Birmingham, AL 35203
205.408.9991 |

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