My advice, whenever a problem pops up, start in the mirror, and work out from there. Recently, I knew that two of my
I needed to make it right.
First let me tell you the back story….
One of our clients was evaluating P2xRM and
Also around that time, another company selected P2xRM because of their unique subscription model. Dynamics 365 was full of features they would never need, yet still would have required extensive customization, making it completely out of their budget.
P2xRM worked very well for both of these companies, and everyone was happy. Or so they thought.
Then P2 Automation introduced CRMPlus365.
I knew that CRMPlus365 would be a better fit for both of these clients at a price they could afford.
The first company had salespeople that live in Microsoft Outlook. CRMPlus365 is built on a Microsoft platform, so it integrates with Outlook seamlessly, right out of the box. Sales reps can stay in Outlook to track emails, appointments, tasks, and contacts.
The second company liked viewing their data in P2xRM much more than the
Now I had a real dilemma.
Should I tell them they were using the wrong product? At first, I would kind of drop hints like, "I want to show you this cool new product one day." Finally, I just said, "You know what, you guys are on the wrong platform. It was your decision, but I'm going to take a good part of the blame for that because I let you go down that road. Not that it was a bad road, and we really didn't have a choice back then, but now we do. CRMPlus365 is the right product for you. We need to make a change, and I am going to do what it takes to make it happen."
Both of these customers have now migrated to CRMPlus365 and I know it was the right decision.
P2xRM is still the best fit for many of our clients. P2xRM is a business management system, so it's really designed for everything beyond sales. For an event company scheduling events, it becomes
However, when there is more of a focus on sales, we can now recommend
We only have one reputation. I want to keep mine as clean as possible.
It was a bit painful and quite expensive for my company to make this right, but it was the best decision for everyone.
If you are looking for CRM software for your small business from a company that will make sure you are on the right product, let's start the conversation.