A Ferrari is fancy but expensive. So is SalesForce CRM. However, most of the time, for a small business, a reliable Honda would be a much better fit.
March 15, 2021 Read more
Insights
What we've created at P2 Automation may inspire you -
and that's why we're sharing.
and that's why we're sharing.
How do you feel when a client calls you to check their account information?
One of my clients recently shared with me that this type of phone call would cause instant panic. Now, with her P2xRM system, she can answer every question with confidence.
February 9, 2021 Read more
In βtech talkβ a Data Silo is a disconnected source of data. Your CRM System is a data silo. Your Accounting system is another data silo. Your marketing database is a third. Microsoft Power BI can be the βhubβ that connects it all together.
January 20, 2021 Read more
If you use Microsoft Dynamics 365, you should be using Microsoft Power BI. Power BI allows everyone in the organization to get exactly the information they need from Microsoft Dynamics 365.
January 12, 2021 Read more
Many people think that Microsoft Dynamics 365 is the only CRM option available from Microsoft. But I can let you in on a little insider's secret.
January 6, 2021 Read more