Disrupting Technology Lagging Industries with Dynamics CRM
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Transcript of Disrupting Technology Lagging Industries with Dynamics CRM
Disrupting Technology Lagging Industries Glenn Kinstler2B Solutions
Agenda
• Background on 2B Solutions• Background on me• Disrupting Education• Disrupting Warehouse• Disrupting Legal• Q&A
About 2B Solutions, Inc.• Founded in 2003• Specialize in two things:
• Mobile Inventory & Asset Management Solutions (2B-Inventory)• Dynamics CRM Solutions
• 12 years experience and deep knowledge with inventory management and systems integrations
• Over 800 customers across 10 countries
About Glenn Kinstler• 4 years at 2B Solutions• Former adjunct professor at
UAB and Auburn Univ.• Responsible for CRM Sales
and Client Management• Love to talk about business
processes
First customer: AMSTI• Program to provide
hands-on STEM kits to schools across Alabama
• Terrible inventory management system
• Initially $46M line item in state budget
Disrupting Education
11/18/2015
11/18/2015
Existing Customers971 schools + 99,367 tubs/yr
11 Warehouse Across the State
10 school + 500 tubs/yr
134 schools + 10,337 tubs/yrOnline Training Registration Portal
50 schools + 7,000 tubs/yr
364 schools + 17,000 tubs/yrOrdering Portal
317 school + 15,000 tubs/yrOnline Kit Ordering Portal for
Teachers
Tracking Student Laptops and other A/V equipment. Go live 1/1/16
• Taking what we’ve learning with 2B-Inventory and Education space to create WIMS for CRM
• Not a replacement for ERP, but not everyone needs an ERP.
Disrupting Warehouse
WIMS for CRM
• Birmingham law firm specializing in criminal defense, family law, civil litigation and bankruptcy
• Wanted a better “case management” solution• Lead Management• Financial Management• Analytics
Disrupting Legal
Disrupting LegalMarketing
Potential Clients
Matters
Onboarding
Time, Activities
& Expenses
Documents
Reports & Analytics
Billing
Client Management • Built on Microsoft Dynamics
CRM platform• Easy-to-use, Cloud-based• Simplify matter and client
management • Enable legal professionals
to work securely and collaborate from any device, anywhere.
• Replace time-consuming, manual processes and legacy matter management systems
• Seamless integration with Office
• All on the Microsoft Could
Happy Customer
Speaker Name, Speaker Company Name3 Ways to fill out survey:1. Survey card2. EventBoard3. Website: http://tinyurl.com/q9hl9ad
Complete prior to the closing session to be included in Thursday’s drawing!
Soundlink Mini by BoseMy Ultra Passport 1 TB External Hard Drive
Custom Sponsor: Dynamics Consultants
Exhibitors:
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Thank you to our sponsors!