Insights | P2 Automation, LLC

Why Today’s CRMs Don’t Work For Small Businesses

CRM𝘗𝘭𝘶𝘴³⁶⁵

Today’s leading CRM systems present on the market are designed and produced by massive Fortune 500 companies. Salesforce CRM, Microsoft Dynamics 365, and others like them are produced by massive multinational corporations. These are not produced with small businesses in mind

June 9, 2021 Read more

Microsoft Dynamics CRM: A Love-Hate Relationship

Microsoft Dynamics 365

In 2006, I was certified as a Microsoft Dynamics 3.0 consultant. I remember it as if it were yesterday. After seventy-two hours of training over the course of six days in the Empire State Building, it was official. This is where my love/hate relationship with Microsoft Dynamics began.

May 28, 2021 Read more

2 Options When Your Microsoft Dynamics 365 CRM Is Too Complicated for Your Small Business

CRM𝘗𝘭𝘶𝘴³⁶⁵ | Microsoft Dynamics 365

Do you feel that your Microsoft Dynamics 365 CRM system is overly complicated? Are there features and buttons that you never use? Here are two options to simplify your life.

May 17, 2021 Read more

How to Save $23,000 a Year Moving From SalesForce CRM to CRM𝘗𝘭𝘶𝘴³⁶⁵

CRM𝘗𝘭𝘶𝘴³⁶⁵

I love it when I can show a company how they can save $23,000 a year. A small business we worked with was using a SalesForce CRM system. It was overly complicated for their needs, yet they still couldn’t completely customize it to fit the way they worked.

May 11, 2021 Read more

How Do You Take Your CRM system from a Ferrari to a Honda?

CRM𝘗𝘭𝘶𝘴³⁶⁵

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