Articles By: Steve Pestillo, P2 Automation

P2 Automation, LLC's Logo How We Use DocumentsCorePack at P2 Automation

As you might imagine, we follow business processes here at P2 Automation.  Some of those processes include the generation of documents that we create using Microsoft Word.  Each document starts …

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P2 Automation, LLC's Logo Want A Quality CRM For Your Small Business? Start with a Process Flow Diagram First.

When it comes to choosing an affordable CRM for small businesses, we suggest the first thing you do is go with the flow (a process flow diagram, to be exact)! …

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P2 Automation, LLC's Logo Your CRM System Simply Can't Automate What Doesn't Exist

"Oh, and can we just have this one field added to the screen in CRM?" Let me tell you a story about a company that had a seemingly simple request …

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P2 Automation, LLC's Logo CRM: It’s Not About the Product, It’s About the Process.

Here is why your CRM system isn’t working for your business as you thought it would. We’ve seen it a few times. Okay… we’ve actually seen it a LOT of …

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P2 Automation, LLC's Logo Slice and Dice Data From Multiple Systems With Microsoft Power BI

If you want to be able to slice and dice your data, try Power BI. That is the easiest way to sum it up in just one sentence. With a …

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P2 Automation, LLC's Logo Get a CRM System Designed for Your Small Business

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, …

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P2 Automation, LLC's Logo Insider Tip: Microsoft Dynamics 365 is Not the Only CRM Option from Microsoft

Many people think that Microsoft Dynamics 365 is the only CRM option available from Microsoft. But I can let you in on a little insider's secret. Microsoft Dynamics 365 is …

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P2 Automation, LLC's Logo Does it Really Matter If Your Small Business CRM System Is Customizable?

It might be tempting to sign up online for a CRM system you can set up on your own and get started right away. Likely you think that your requirements …

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P2 Automation, LLC's Logo Give Your Salespeople a Reason To Use the CRM System

In every business, each step is driven by the person before you. If you are in production and the engineer doesn't enter the specs, you can't produce. Estimating can't start …

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P2 Automation, LLC's Logo Let's Hash it Out and Keep a Simple Problem Simple

I was in the Police Commission for 11 years. I learned early on that cops are people no different than you and me. And once in a while they disagree …

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