Articles By: Steve Pestillo, P2 Automation

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 …

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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 …

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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 …

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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 The CRM systems I have seen that were built for independent sales reps use old, outdated technology.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 …

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P2 Automation, LLC's Logo Is Your Software Bitchin? Then You're Probably Paying Too Much.

I am into this show called "Bitchin' Rides." It is about this guy Dave that restores old cars. But he completely transforms them, so they look like a classic car on the outside but are actually a super modern state-of-the-art car on the inside… and underneath! I started to wonder how much people pay for …

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P2 Automation, LLC's Logo Why I Moved Two Customers From P2xRM to CRMPlus365

I respect people that can admit when they made a mistake. You're probably right 90% of the time, but for the other 10%, be an adult, say you're wrong, and fix it. My advice, whenever a problem pops up, start in the mirror, and work out from there. Recently, I knew that two of my …

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P2 Automation, LLC's Logo Two Questions I Would Tell a Friend To Ask Before Hiring a Software Partner

It is not easy to choose the right software partner, especially for a custom or customized software project that doesn't have a specific price tag. After 25+ years in this industry, here are two questions I would tell a good friend to ask if he was evaluating a custom development project. "Can you show me …

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P2 Automation, LLC's Logo How Much Do Incompetent Software Developers Cost?

Incompetent software developers charge the same as competent ones. Here's why. It is very easy for incompetent developers to hide when they are working on large teams. You don't really know who is doing what; you just get a bill for “200 hours spent last month”, and you pay it. You don't know if 20 …

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P2 Automation, LLC's Logo Why Today’s CRMs Don’t Work For Small Businesses

How Simple Is Your Small Business CRM? It should come as no surprise that some of today’s leading CRM systems (Salesforce CRM, Microsoft Dynamics 365 to name 2) are designed and produced by massive Fortune 500 companies.  Now, what exactly does a Fortune 500 company or a multinational corporation know about your small business? Serious question. …

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P2 Automation, LLC's Logo My Love-Hate Relationship with Microsoft Dynamics CRM

My Love-Hate Relationship with Microsoft Dynamics CRM I became certified as a Microsoft Dynamics 3.0 consultant back in 2006. I was in the Empire State Building in New York City for six days, twelve hours a day. Seventy-two hours of training, and I was official. I remember it like it was yesterday. It was the …

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