Articles By: Steve Pestillo, P2 Automation

P2 Automation: What's Exciting for Small Businesses in 2021?

We don't need to dwell on what a challenging year 2020 was for businesses large and small. We're all ready for better days ahead. At P2 Automation, we're looking forward to exciting things we can bring to our small business clients in 2021.   CRM for Small Business Small business owners realize that their most …

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5 Tips to Lower The Cost of Your Microsoft Dynamics 365 Quote

On a Microsoft Dynamics 365 implementation proposal, the cost of building custom reports can be substantial. As we mentioned in our previous post, there are ways that you can dive in and learn to do some of this reporting on your own. However, there are times when it is just better to leave it to …

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Compare Four Ways to Build Custom Reports in Microsoft Dynamics 365

The real value of your CRM system is the data you have collected. You can only realize that value if you can get to the data you need, quickly and easily, with the right reporting. There are four main ways to report on data in Microsoft Dynamics 365 CE. Each option has its own advantages …

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When Is Microsoft Dynamics 365 The Best Fit For Your Company?

Microsoft Dynamics 365 is a powerful and versatile Cloud ERP solution that is helping businesses around the world automate processes, organize data, and take advantage of some of the best Business Intelligence tools on the market. So, do we recommend Microsoft Dynamics 365 for all our clients? In many instances, we do. If your company …

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Before You Buy Dynamics 365, SalesForce, Zoho, or P2xRM, Get a Process Flow Diagram

Microsoft Dynamics 365 is a tool. So is SalesForce, Zoho, and P2xRM.  A tool is only effective when it is used properly, according to directions, and for the purpose for which it was designed. But even the best tools will not make your work successful if you don’t follow a blueprint. Whether you are considering …

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2 Ways to Streamline Your Microsoft Dynamics 365/CRM Solution

Microsoft Dynamics 365 is a complete CRM (Customer Relationship Management) system with many cutting-edge features and an abundance of useful tools. However, some of those valuable tools may have been designed for businesses very different from yours. Do you feel that your Microsoft Dynamics 365 CRM is overly complicated? Are there features and tools that …

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Our CRM Software Development Process Makes all the Difference

Business Process Automation (BPA) has introduced a whole new level of efficiency within the workplace. The focus for small businesses has always been on streamlining, optimizing, and driving efficiency, but very rarely are these achieved in a sustainable manner. Your business is unique to you – which means that streamlining, optimizing, and driving efficiency looks …

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CRM Systems are Sticky – Don’t Get Stuck!

Once you implement a CRM system for your small business, it can be difficult to move on from it. Why? Because every business owner knows that change comes with a cost – and it’s often a price too high to pay. Here at P2 Automation, we plan for the future by building your CRM solution …

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The Right Tool Makes Order Management Easy

If your experience is that order management software is slow, complicated, and frustrating, we’re betting it’s because you don’t have the right tool for the job. Recently, a client came to us with the following challenge: The client had developed an innovative product that fills a need in the marketplace. The good news is that …

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CRM Helps Improve Marketing

When Alan Siebel first coined the phrase “customer relationship management” (CRM) back in 1998 and it replaced the previous term “sales force automation” (SFA) it caused confusion that actually continues to a great extent today. Some people thought it was just a name change and still consider CRM to be simply a replacement for SFA.  …

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