Jan 28

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

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 […]

Jan 18

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, […]

2B-EVENTS for DynamicsCRM_mobileattendeetracking
Dec 15

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

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 […]

Nov 10

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

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 […]