Articles By: Steve Pestillo, P2 Automation

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 Power BI report, you can look at data by date range, territory, salesperson, and product. You can see it on a map. You can click …

Slice and Dice Data From Multiple Systems With Microsoft Power BI Read More »

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, 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 …

Get a CRM System Designed for Your Small Business Read More »

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 built on a platform that includes Microsoft PowerApps and Power Automate. Why is that important? Because we can use those tools to build just about …

Insider Tip: Microsoft Dynamics 365 is Not the Only CRM Option from Microsoft Read More »

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 are simple, your business processes are standard, and you are flexible enough to adapt to the framework the system gives you. That seems a lot …

Does it Really Matter If Your Small Business CRM System Is Customizable? Read More »

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 unless the job is entered by accounting. The order-entry people can't enter it until they have the data from sales. There's always somebody before you. …

Give Your Salespeople a Reason To Use the CRM System Read More »

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 with one another. The guys in my generation told me, "When we had problems, we used to hash them out in the locker room, and …

Let's Hash it Out and Keep a Simple Problem Simple Read More »

P2 Automation, LLC's Logo Is Your Microsoft Dynamics 365/CRM More than You Need for Your Small Business?

Does your Microsoft Dynamics 365/CRM seem too complicated and more than you need for your business? Perhaps some bells and whistles are never utilized. Maybe some functions are irrelevant to your needs. So how can you make the most of your Microsoft Dynamics 365/CRM without overwhelming your staff with more than they need? We suggest …

Is Your Microsoft Dynamics 365/CRM More than You Need for Your Small Business? Read More »

P2 Automation, LLC's Logo The Potential Dangers of Fixed Fee CRM Implementation Offers

You wouldn't get away with this in any other industry. Homebuilding, landscaping, masonry, anything. I can't say, "That's going to be three grand." And then come back and say, "No, it's thirteen grand." Yet that happens in the IT industry all the time. That is why so many people like the idea of a "fixed …

The Potential Dangers of Fixed Fee CRM Implementation Offers Read More »

P2 Automation, LLC's Logo How Maplytics Solved a Tough Territory Issue in Microsoft Dynamics 365

There are two highways that cross the state of Texas. My customer told me they wanted to change their sales territories in the Dynamics 365 system. "Everything east of this highway is territory one; everything west of the highway is territory two." If the territories were divided by zip codes, we could buy a zipcode …

How Maplytics Solved a Tough Territory Issue in Microsoft Dynamics 365 Read More »

P2 Automation, LLC's Logo Finally a CRM System Built Specifically for Independent Sales Reps

Traditionally, CRM systems are built for the sales team within a company. Independent sales reps are a specific niche that has been underserved. The CRM systems I have seen that were built for independent sales reps use old, outdated technology. Anyone remember Lotus Notes? As an independent sales rep, you, and your company, don’t own …

Finally a CRM System Built Specifically for Independent Sales Reps Read More »