THE CRM TRIO: CRM Integration, CRM Customization, CRM Automation

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CRM is a great tool for all sorts of business types and can be integrated, customized, and automated to meet a variety of challenges.  We call it the CRM Trio.  For example, we’ve integrated with shipping solutions like and VISCO, e-commerce sites like and Volusion, distribution and warehouse software, and an assortment of web portals.  We’ve found that with Microsoft CRM, the possibilities to integrate are endless.

Integration with other systems is essential for many organizations but it’s also critical for CRM to store all types of data.  That is where customization comes in.  There are many useful built in entities like accounts, contacts and cases but there are countless companies that need to track more!  Track data such as inventory, kits, distributors, doctors, schools, portfolios, citizen service requests, etc. Again, the possibilities to customize are endless.

While CRM integration and customization are vital, don’t forget the importance of eliminating manual processes.  Automate processes like data import, order fulfillmentcustomer communications, reporting, and more!  From dynamic reports to the built-in workflow engine, reduce some of the duplicate steps.  Keep your customers informed with product information.  Automatically nurture opportunities so that when the prospect is ready to buy, you are the first person they think about.  Customers are always surprised at the amount of automation provided with Microsoft CRM.


So whether you have already purchased Microsoft CRM or evaluating a CRM solution, let us use our CRM Trio experience to help you get the most out of your investment.  As experts in Microsoft Dynamics CRM as well as mobility solutions, we understand your challenges and can suggest practical solutions. We will help you achieve your strategic objectives faster…and may even help you add a few more achievements to the list.

2B Solutions, Inc. specializes in Microsoft Dynamics Customer Relationship Management (CRM), iOS development, and mobile applications that give organizations the ability to respond to their customers and critical events from anywhere.  Dynamics CRM offerings include deployment and customizations for businesses of all sizes in industries of finance, health services, education, retail, distribution, warehousing, government and more.  Our custom mobile applications include 2B-Inventory – a complete mobile inventory and store management application for retailers and warehouses.  2B Solutions has also developed mobile applications for mobile sales, asset tracking, and event tracking among others.  2B Solutions is a certified Microsoft Partner and certified Apple Consultant.

by 2B Solutions, Inc.

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