Posts Tagged ‘Microsoft CRM partner in Southeast US’

2B Solutions, Inc. 's Logo Use Connections to Build Deeper Insights into Accounts and Contacts

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. …

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2B Solutions, Inc. 's Logo CRM and the Customer Portal - A New Way to Share Data

One of the greatest features for Microsoft Dynamics CRM is the Customer Portal.  The Customer Portal allows organizations to flow data to and from CRM and an externally-facing website.  It’s a great way for organizations of all types to share and gather information with their constituents.  The Customer Portal is a free packaged solution available …

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