Articles By: Steve Pestillo, P2 Automation

P2 Automation, LLC's Logo Our Clients Know What We're Working On…It's Right in Thier Own CRM

Find out how we keep our clients updated with Service Tickets and Project Tasks…right from within their own CRM System. Transcript This is Steve Pestillo from P2 Automation. In this […]

P2 Automation, LLC's Logo Learn How Our Clients Can Submit a Support Ticket from Within Their Own CRM System

Transcript This is Steve Pestillo from P2 Automation. In the last video, I showed you how our clients use the System Issues module to keep track of the tasks that […]

P2 Automation, LLC's Logo Learn How to Quickly View & Edit Records in CRMPlus365 with the Record Set Button

Transcript In this video, I want to show you a little bit about a hidden feature that you may not have noticed in CRMPlus365. One potential problem with CRMPlus365 and […]

P2 Automation, LLC's Logo If We're 99.9% Accurate, Our Software Will 100% Not Work

Learn how a sophisticated Sales Commission Module was brought to it's knees because of one field. Transcript This is Steve Pestillo from P2 Automation. Now unless you've been living under […]

P2 Automation, LLC's Logo Working with Web Leads in CRMPlus365 and Dynamics 365

Easily manage web leads from your website with CRMPlus365 and Dynamics 365. Transcript In this video, I want to show you a simple workflow process that we use to track […]

P2 Automation, LLC's Logo Learn How We Designed a Simple Way to Keep Track of Customer Contacts Having Access to a Disconnected Customer Portal

A simple way to track Customer Contacts with access to a disconnected Customer Portal.   Transcript This is Steve Pestillo from P2 Automation. I received a request recently from one […]

P2 Automation, LLC's Logo Tracking, Summarizing, and Replying to Emails with Sales Copilot

Different ways to work with emails in the Sales Copilot Outlook App. Transcript This is Steve Pestillo from P2 Automation. Here in this video, I'm going to show you some […]

P2 Automation, LLC's Logo Creating a Contact in CRM from an Email with Sales Copilot

Creating a Contact in CRM from information found in an email.   Transcript This is Steve Pestillo from P2 Automation. In this video, I want to show you how to […]

P2 Automation, LLC's Logo Managing Email Opt-Outs within Your CRM

Keep your email opt-outs up to date in Dynamics 365 using our exclusive Dataversifier App. Transcript In this video, I want to show you how you can keep your email […]

P2 Automation, LLC's Logo Trade Show Leads, Presented in an Easy-to-View Grid in Your CRM

Learn how we connected Trade Show attendees to the appropriate salesperson using an extension of our Dataversifier solution. Transcript This is Steve Pestillo from P2 Automation. So we showed you […]

 

Show Buttons
Hide Buttons