Insights

What we've created at P2 Automation may inspire you -
and that's why we're sharing.
CRM was "Auto-Updated"
My CRM was “Auto-Updated”? There goes my productivity!
So your CRM software just got a new update. Thatโ€™s great, right? Updates are meant to speed things up, improve productivity, and create an all-round better experience for everyone. Unfortunately, this isnโ€™t always the case, and many CRM users find themselves tearing their hair out when opening a newly updated version of their software. All of a sudden everything is different and it takes twice as long to get tasks done.
Action Pane
The Action Pane Displays What Matters to You
Even a system as simple and straightforward as P2xRM can cost you a few clicks to get to certain kinds of information. We all like shortcuts, right? Modern software usually has developed a system of shortcuts, such as toolbars, hotkeys, and menus to increase your productivity. โ€‹But have you found that what seems โ€œeasyโ€ and โ€œfastโ€ for the developer isnโ€™t what makes your workday more productive?
Search List
Search Lists Bring Fast Results
As time goes by using P2xRM, more and more data gets stored in the system. Thatโ€™s a good thing โ€“ more data means more information that can help you be more efficient, give better customer service and close more sales. However, when your clients number into the thousands (or even tens or hundreds of thousands) or the vendors you do business with continue to grow in number, then you could resort to scrolling.. and scrollingโ€ฆ and scrolling to find what youโ€™re looking for. Thereโ€™s a better way โ€“ Search Lists. Hereโ€™s a few ways to unlock their power:
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