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Steve Pestillo, P2 Automation

Losing Track of Customer Issues? We’re on the Case.

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Driving to work today, you remember that you have to contact your customer, Mike.  You arrive at your desk and frantically look through all of your papers for the notes you took the last time you spoke to Mike.  As you shuffle through your papers, you become more and more agitated because you just know you had these notes here SOMEWHERE!  The clock is ticking and you need to make that phone call – but what were you supposed to do for Mike?

This is exactly why you need a Case Management process built on Microsoft Dynamics CRM. CRM gives you a simple Dashboard to manage customer issues, and the ability to create and assign the necessary tasks that must be completed for each Case.  Microsoft CRM makes it easy to:

  • Manage all Cases on a single Dashboard
  • Enter new Cases quickly
  • Create tasks for each Case and assign each to the members of your team
  • Track steps and resolution of cases
  • Building a Knowledge Base that your team can use the next time this issue comes up

Check out this short video to learn more about Entering a Basic Case with Microsoft CRM, and stay tuned for upcoming videos to learn about how you can use Microsoft CRM to stay on top of your customer issues.

P2 Automation specializes in business workflow, data collection and workplace productivity using technology you may already own. Contact P2 Automation today to improve your workforce productivity.

P2 Automation is a Connecticut Microsoft Dynamics CRM Partner.

One Response to “Losing Track of Customer Issues? We’re on the Case.”

  1. Dear,

    Partners

    I manage the organization Microsoft Virtual Stores Technology SA, a subsidiary of Microsoft, formed together with the programs of the Microsoft Partner Network to complete business automation, interoperability and consumerization of flexible working at Microsoft, in a network environment web developed over twelve years with the participation of the partner companies, affiliates and subsdiarias Microsoft, Yahoo, Aol and other corporate sponsors of the Alliance Digital network infrastructure virtualized systems and processes of the organization with a new style of working in a new era of flexible working and administrative activities operational and fully virtualized, digital, paperless and anywhere a network environment coporativa with robust architecture consisting of virtualized scenarios with multi-channel integrated into the data center of the collaborating companies and sponsors of IT infrastructure formed, where deliver a range of business opportunities, products and services from leading industries sftwares the world, as well as all categories of industry and vertical market trade on the internet.

    We have profissinais Microsoft and enterprises in the services listed above self-service in the form of aggregates, mergers, services, consulting and outsourcing for respetvivas administrations and departments, as well as the organization’s corporate governance policies with confomidade compliance and governance standards of each company involved in the project, however due to the complexity and large volume of structured and unstructured data in our business environment.

    Consider the services of companies partner of utmost importance to the managements of financial data and business systems of the organization in anexos. therefore would greatly appreciate a demonstration to the issue presented in this correspondence, also with access to accounts related to business benefits in the partner services.

 

 
 
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