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Steve Pestillo
P2 Automation, LLC
88 Squires Drive
Southington, CT 06489
860-426-8029
E-Mail Author
http://www.p2automation.com

P2 Automation, LLC

P2 Automation, LLC. is a software development firm that provides small businesses with automated business productivity solutions using popular technologies like Microsoft Dynamics 365, Power BI, the Microsoft Power Platform, and our very own business automation solutions P2xRM and CRMPlus³⁶⁵.

Small Business Expertise
Our technical understanding of business automation solutions coupled with our practical expertise in small business operations allows us to design business management solutions that regularly exceed our clients’ expectations. And as a small business, we use the very same solutions that we implement in our clients’ businesses. This gives us a significant advantage over other firms that simply sell a product.

Small & Personable Team

At P2 Automation, we’re trusted marketplace leaders for a reason – we’re small business professionals just like you and we know what it’s like to need technology solutions that fit our business. Since our methods do not require a large team, we’re able to provide you with custom-tailored solutions, personal service, and the flexibility to develop the perfect end result for you. Our adoption of simple, repeatable business processes helps to drive organizational and operational efficiency that remains at the core of our philosophy. Our business model is easily maintained by a small staff, and as a result we can continue to work with you and connect with you on a deeper level to fully understand your unique needs.

Let us handle your computing needs so you can focus on growing your business.

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Articles by Steve Pestillo, P2 Automation

Learn How to Navigate Through Dynamics 365 Faster and Easier with the New Focused View Feature in 2023 Release Wave 1 - March 31, 2023
Learn How to Add and Remove Columns in Global and Personal Views in Dynamics 365 and Power Apps - March 21, 2023
A Simple Power App for Videos and Step-by-Step Instructions for Your Team - March 7, 2023
How to Keep Track of Customer Service Issues Without Investing in Dynamics 365 for Service - February 23, 2023
Modify Dynamics 365 Views to Your Liking in Just a Few Steps - February 23, 2023
Get a Basic Understanding of Views in Dynamics 365 - February 13, 2023
How We Use DocumentsCorePack at P2 Automation - July 30, 2022
Want A Quality CRM For Your Small Business? Start with a Process Flow Diagram First. - June 29, 2022
Your CRM System Simply Can't Automate What Doesn't Exist - June 13, 2022
CRM: It’s Not About the Product, It’s About the Process. - May 19, 2022
Slice and Dice Data From Multiple Systems With Microsoft Power BI - May 9, 2022
Get a CRM System Designed for Your Small Business - April 29, 2022
Insider Tip: Microsoft Dynamics 365 is Not the Only CRM Option from Microsoft - April 19, 2022
Does it Really Matter If Your Small Business CRM System Is Customizable? - April 8, 2022
Give Your Salespeople a Reason To Use the CRM System - March 30, 2022
Let's Hash it Out and Keep a Simple Problem Simple - March 18, 2022
Is Your Microsoft Dynamics 365/CRM More than You Need for Your Small Business? - March 9, 2022
The Potential Dangers of Fixed Fee CRM Implementation Offers - February 24, 2022
How Maplytics Solved a Tough Territory Issue in Microsoft Dynamics 365 - February 17, 2022
Finally a CRM System Built Specifically for Independent Sales Reps - February 7, 2022
Is Your Software Bitchin? Then You're Probably Paying Too Much. - September 23, 2021
Why I Moved Two Customers From P2xRM to CRMPlus365 - August 1, 2021
Two Questions I Would Tell a Friend To Ask Before Hiring a Software Partner - July 20, 2021
How Much Do Incompetent Software Developers Cost? - July 3, 2021
Why Today’s CRMs Don’t Work For Small Businesses - June 9, 2021
My Love-Hate Relationship with Microsoft Dynamics CRM - May 29, 2021
Is Your Microsoft Dynamics 365/CRM More than You Need for Your Small Business? - May 17, 2021
How Our Client Saved $23K/Year Switching From SalesForce CRM to CRMPlus365 - May 11, 2021
Advantage of CRMPlus365 Over SalesForce - April 22, 2021
How to Get the CRM System of Your Dreams at a Price You Can Afford - April 6, 2021
P2 Automation: What's Exciting for Small Businesses in 2021? - January 15, 2021
5 Tips to Lower The Cost of Your Microsoft Dynamics 365 Quote - October 1, 2020
Compare Four Ways to Build Custom Reports in Microsoft Dynamics 365 - September 25, 2020
When Is Microsoft Dynamics 365 The Best Fit For Your Company? - September 11, 2020
Before You Buy Dynamics 365, SalesForce, Zoho, or P2xRM, Get a Process Flow Diagram - August 13, 2020
2 Ways to Streamline Your Microsoft Dynamics 365/CRM Solution - June 10, 2020
Our CRM Software Development Process Makes all the Difference - March 5, 2020
CRM Systems are Sticky – Don’t Get Stuck! - January 22, 2020
The Right Tool Makes Order Management Easy - December 30, 2019
CRM Helps Improve Marketing - August 25, 2014
Idea Conference 2014 - Marketing with Microsoft Dynamics CRM - August 17, 2014
CRM Helps Improve Sales - July 29, 2014
Affordable, Powerful Customer Relationship Management (CRM) - June 11, 2014
Top 10 Things Microsoft Dynamics CRM Can Do For Your Company - November 17, 2013
ClickDimensions October 2013 Release - October 16, 2013
Get Ready for Enhanced Productivity…with Microsoft Dynamics CRM 2013 - October 12, 2013
Collect Data at the Source with Microsoft Dynamics CRM - September 12, 2013
Don’t Jump Into CRM without a Plan - September 10, 2013
Make Business Personal…with the Fall Release of Microsoft Dynamics CRM - August 15, 2013
Take Your Sales Cycle from 0 to 60 with Mobile CRM - July 23, 2013
Increase Sales Values with Mobile CRM - July 10, 2013
Think Your Company Doesn’t Need CRM? Think Again. - May 27, 2013
It's a Brave New World - The Art of Collaboration - April 17, 2013
Product of the Month…CRM Data Grid Control by AbleBridge - April 3, 2013
When Building a Sales Process, a House, or a Cupcake…Have a Plan - March 27, 2013
Your Turnkey Sales Management Solution - March 19, 2013
Take Your Customer Service to a Whole New Level - February 27, 2013
Losing Track of Customer Issues? We’re on the Case. - February 14, 2013
Improve Client Relations with Case Management Strategies and your CRM Dashboard - January 24, 2013
CRM Users Ask…“What Is SharePoint And Why Do I Need It?” - January 21, 2013
Hit the Ground Running in 2013 with a Big Sales Funnel - January 8, 2013
Taming The Disappearing Quote Syndrome with CRM Dashboards - December 13, 2012
Manage Your Sales Follow-Up & Follow-Through Effectively with CRM Dashboards - December 7, 2012
2013 Business Productivity Planning - November 26, 2012
CRM Dashboards...the "One Stop Shop" for Your Entire Workday - November 19, 2012
New Series: The Value of CRM, Dashboards, Cloud Technology, SharePoint, and ClickDimensions. - November 13, 2012
Let Microsoft Fund your CRM Online Deployment with Big Easy 8 - May 25, 2012
Why We LOVE ClickDimensions for Microsoft Dynamics CRM – Reason #3: Form Builder - February 7, 2012
P2 Automation Joins Microsoft Cloud Champions Program - February 1, 2012
Why we LOVE ClickDimensions for Microsoft Dynamics CRM – Reason #2: Email Events - January 19, 2012
Why we LOVE ClickDimensions for Microsoft Dynamics CRM – Reason #1: OutlookCast - December 30, 2011
Who Needs Human Cloning When You Have Microsoft Dynamics CRM? - November 15, 2011
Winter Storm Alfred No Match for Microsoft Office365 or CRM 2011 Online - November 2, 2011