WIMS for CRM
Feb 26
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Mobile Inventory Management for Dynamics CRM Use Case

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 […]

ReferralInfo
Feb 19
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Are You Losing Out on Referral Fees by not Tracking Referrals?

No attorney can handle every case that crosses their desk, so referrals are a very important part of the legal profession.  Referrals help insure that clients get the best representation while also creating valuable partnerships among attorneys and firms.  But some firms are losing out on referral fees by not tracking referrals and automating follow […]

Magento Connect for Dynamics CRM
Feb 01
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Top 5 Benefits of Magento Connect for Dynamics CRM

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 […]

2B-LAW_Mobile
Jan 28
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Benefits of Mobile CRM for Lawyers

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 […]

Law Firms Prioritize and Automate
Jan 22
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3 Ways Law Firms Can Prioritize Potential Clients and Automate Follow Up

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 […]

DocCreation_blogimage
Jan 18
Post

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

For attorneys and legal assistants, creating and generating client (custom) documents is a must.  2B-LAW for Dynamics CRM users can now generate customized documents from any record in 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, […]