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Disrupting Technology Lagging Industries with Dynamics CRM
- 1. Disrupting Technology Lagging Industries Glenn Kinstler 2B Solutions
- 2. Agenda • Background on 2B Solutions • Background on me • Disrupting Education • Disrupting Warehouse • Disrupting Legal • Q&A
- 3. 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
- 5. 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
- 6. 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
- 7. 12/29/2015
- 8. 12/29/2015 Existing Customers971 schools + 99,367 tubs/yr 11 Warehouse Across the State 10 school + 500 tubs/yr 134 schools + 10,337 tubs/yr Online Training Registration Portal 50 schools + 7,000 tubs/yr 364 schools + 17,000 tubs/yr Ordering Portal 317 school + 15,000 tubs/yr Online Kit Ordering Portal for Teachers Tracking Student Laptops and other A/V equipment. Go live 1/1/16
- 9. • 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
- 10. WIMS for CRM
- 11. • 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
- 12. Disrupting Legal Marketing 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
- 13. Happy Customer
- 14. Thanks for your time Glenn Kinstler glenn@2bsolutions.com www.2bsolutions.com @2bsolutions and @gkinstler
- 15. Speaker Name, Speaker Company Name 3 Ways to fill out survey: 1. Survey card 2. EventBoard 3. Website: http://tinyurl.com/q9hl9ad Complete prior to the closing session to be included in Thursday’s drawing! Soundlink Mini by Bose My Ultra Passport 1 TB External Hard Drive
- 16. Custom Sponsor: Dynamics Consultants Exhibitors: Gold: Silver: Bronze: Corporate: Thank you to our sponsors!