Category: xRM

Client management - insights
Apr 14
Post

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

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 CRM and 2B-LAW.   2B-LAW for Dynamics CRM already has the details about your clients, their matters, and your potential clients, but now […]

WIMS for CRM
Feb 26
Post

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 […]

WIMS for CRM Platform Image
Jul 09
Post

Extending the Dynamics CRM Platform for Inventory Management

First, a little background ….. We’ve been extending the Dynamics CRM platform for many, many years.  Although we originally began selling and implementing Microsoft CRM (version 1.2 – yes, that’s right.  Version 1.2) to businesses mostly for account and opportunity management, we quickly realized that it was capable of far more.  In a sense, we […]

Dashboard Potential Clients
Jul 07
Post

Law Firms Land More Clients with Dynamics CRM Using These 5 Tips

Every law firm would like to land more clients, but many are doing a poor job of tracking and following up with potential clients. This is common for many firms. There are pressing needs of current clients, research to do, meetings to attend and more. The benefits of tracking potential clients is HUGE. If bringing […]