Insights
What we've created at P2 Automation may inspire you - and that's why we're sharing.
Simplifying New Product Creation with Power Platform Automation
Introducing a new product sounds simple—until you realize it requires input from multiple people across operations, management, accounting, and IT. That’s where bottlenecks, missed emails, and miscommunication can delay your
Streamlining Sample Fulfillment with Power Platform Automation
In this episode of Not Your Grandfather’s CRM, we shift gears and dive into process automation. Businesses often rely on manual workflows, scattered emails, and inconsistent handoffs — all of
How We Helped A Biotech Manufacturer to Meet ISO-13485 Standards
In highly regulated industries like biotech and pharmaceuticals, quality control isn’t just a nice-to-have — it’s a mandate. For one of our clients, staying compliant with ISO-13485 meant they needed
Handle Complex Service Approvals – Without the Complexity
Handle Complex Service Approvals – Without the Complexity In Episode 3 of Not Your Grandfather’s CRM, we dive into a customer service solution we developed for a larger client that
A Simple Yet Powerful Service Module Built on Microsoft Power Platform
At P2 Automation, we believe that great solutions don’t have to be complicated. In our second episode of Not Your Grandfather’s CRM, we showcase a custom service module we built
Not Your Grandfather’s CRM: Rethinking What CRM Can Do for Your Business
At P2 Automation, we believe CRM is more than just a digital Rolodex. It’s no longer just a place to store leads, contacts, and sales notes—it’s now the engine that
Customer Service in the Metals Industry – Part 7
In our previous videos, we explored how to manage customer service cases, track claims, and assign tasks efficiently. Now, we’re wrapping up our miniseries with one final step: the approval
Customer Service in the Metals Industry – Part 6
In our last video, we explored how to manage Plant Claim Requests to track internal costs efficiently. Now, let’s look at how customer emails can be seamlessly converted into cases
Customer Service in the Metals Industry – Part 5
In our last video, we demonstrated how to create a Vendor Claim Request to recover costs from suppliers when issues arise. But what happens when the issue is internal—such as