Modern CRM (Customer Relationship Management) solutions have become highly complex. That’s because they are designed by and for Fortune 500 companies and have lots of bells and whistles. Of course, that’s good news for Fortune 500 companies. But if yours is a small or mid-sized organization, you might wonder if anyone up there knows how you do business.
Often, overly complex means challenging to use. If your CRM is challenging to use, it will not have the desired effect of making your employees more efficient and productive.
For instance, in , you have to set up a price list before you can set up a quote. And before setting up a price list, you have to set up a currency. If you are not dealing with multiple currencies, this seems unnecessarily complex. The Fortune 500 companies need a way to deal with various currencies, but you don’t. So why should you have to worry about it?
That’s a small example of your CRM being capable of more than you will ever need from it. There are other more significant issues, too. Don’t you just want to get your work done in a way that makes the most sense to your team?
There is a lot of competition in the industry, and it seems like the larger CRM players all want to outdo one another with glitzy add-ons and offerings. As a result, they add many features that a small business doesn’t actually need just because they look impressive on their spec sheets. Sure, someone will appreciate those features, but are they what you need to get your work done your way?
Many small businesses want the stability and familiarity offered by a Microsoft CRM solution, but they don’t need all the advanced features or monthly licensing fees that come with
So, if you and your team just want to get the job done, if you want a CRM solution that is uncomplicated and easy to use, consider from P2 Automation.
CRMPlus365 is a highly customizable, affordable alternative to Microsoft Dynamics 365 that is still built on solid Microsoft technology. You can think of it as a cloud-based “mini” Dynamics 365 at a fraction of the cost. It has the same look, feel, and seamless integration with Microsoft Outlook but without the level of complexity that most small businesses do not need.
provides a custom CRM system at an affordable price. The solution is built exclusively by our small business for your small business. With P2 Automation, you get a system that is simple, functional, and easy to use. So do business the way that makes sense to you.
our experts at P2 Automation and take the first step toward simple CRM by with us today.
By P2 Automation,
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