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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Fail, Survive or THRIVE? What will be your outcome to the current economic downturn?
What will be your outcome to the current economic downturn? The Harvard Business Review studied the last 3 recessions finding very important information that every business leader should review. A few of the study’s findings: -Firms that cut costs faster and deeper than rivals don’t necessarily flourish. They have the lowest probability—21%—of pulling ahead of […]
continue reading...Taking it one Step Further with Digital Seals with Blockchain Technology
Let's pick up the story of Noah, a CRM consultant, that implemented an XRM solution with an IIOT integration for Oliver Smith, production manager at a manufacturing facility. As Oliver's company works with a variety of sensors and production machines, those were used as a place to collect data. Noah recommended Connect Bridge as the […]
continue reading...Staying one step ahead of the competition with XRM and IIoT
It is not easy to maintain that edge and stay one step ahead of the competition. This is the story of Noah Walker, a CRM consultant, that wanted to find a way to help Oliver Smith, production manager at a manufacturing facility, stay ahead of his competition. […]
continue reading...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 […]
continue reading...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 […]
continue reading...Machine Learning and AI: Taking Over the World…or Just Opening New Doors for Financial Services?
By Greg Inks, Cloud Services Practice Lead Everyone knows who Sarah Connor is…at least those of us who remember “The Terminator.” This iconic movie of the late 20th century told the story of a super computer (Skynet) that became self-aware and took over the world. Advanced computing power and sophisticated programming combined to teach a […]
continue reading...Customer Self-Service – Your Portal to Success in the Digital Economy
The Digital Economy Demands Customer Self-Service Portals Are you hiring more sales associates to meet volume demand, sorting through scattered records of frequently asked questions and service requests, and pulling at strings trying to facilitate customer engagement? Well stop. Today's customers expect service at their fingertips. In fact, 90% of customers in the US expect […]
continue reading...Word Document Templates that use FetchXML for Complex Data Retrieval
Dynamics CRM now allows you to create and persist Document Templates using Microsoft Word. We were intrigued by this functionality and began to explore it immediately, but discovered one shortcoming. The user interface in CRM forces you to select a single starting entity and only entities that have a direct relationship for the data. But […]
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