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

Thanks for your time

Glenn Kinstlerglenn@2bsolutions.comwww.2bsolutions.com

@2bsolutions and @gkinstler

Speaker Name, Speaker Company Name3 Ways to fill out survey:1. Survey card2. EventBoard3. Website: http://tinyurl.com/q9hl9ad

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