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2B Solutions
Case Study


Non profit vision screening agency chose Microsoft CRM 3.0 and 2B Solutions' CRM customization skills to meet all of their patient management needs.  By streamlining many of the repetitive portions of entering patients into the database for the children's follow up services, "the potential exists for us to work at least 35% faster".

 

 

Microsoft® Customer Relationship Management (CRM) is a business strategy.  The goal of using Microsoft® CRM is to help ensure a great customer experience so you can build and secure long term, profitable relationships. Microsoft® Business Solutions CRM enables you to build business processes that help keep your customers happy.  Creating a great customer experience depends on knowing your customers and adapting to their choices and needs.  Microsoft® CRM tracks the interactions between your sales and service processes and your customers.  Each interaction can be recalled individually or combined to create a complete view of how you communicate with your customers.  Microsoft® CRM is designed to help you build more profitable customer relationships - it provides your sales and service forces the tools and information they need to help sell effectively and deliver consistent, efficient service.

Visit the Microsoft CRM website:  http://www.microsoft.com/dynamics/crm/product/overview.mspx

 

Microsoft CRM Services Provided by 2B Solutions Include:

  • Customer Discovery
  • CRM Installation & Configuration
  • Data Import & Migration
  • Customizations
  • Integration
  • Training

 

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