Insights | P2 Automation, LLC

Just Say No to Boring CRM Spec Documents and Go Visual

Custom Software

I think people in my business could be using spec documents as an excuse. Spec documents are long, technical, documents that clients rarely ever read because they are as boring as it gets. They are like the term papers of the IT industry. Remember term papers?

October 9, 2020 Read more

Stop Retyping Data – Automatically Generate Contracts and Invoices From P2xRM

P2𝘹𝘙𝘔

It is time to generate a contract for your new client. You have all the details you need in Outlook, Excel or a CRM system. Many companies will open a contract template, usually in Microsoft Word, and retype the information into the appropriate fields, their eyes bouncing back and forth between the screens like a tennis match. Then it is saved, possibly on the person’s desktop using a complex naming structure and file hierarchy that makes it impossible for anyone else to find. Does that sound familiar?

October 2, 2020 Read more

Eliminate Data Entry with P2xRM So Financial Advisor Can Focus on Customers

P2𝘹𝘙𝘔

When you are good at what you do, more and more clients want your services. When Barron Financial had just a few clients, they could keep up with the data entry. However, as the company grew, the time spent doing data entry into Microsoft Excel spreadsheets for each client started to overshadow everything else.

September 24, 2020 Read more

So How Much is P2xRM Going to Cost Me?

P2𝘹𝘙𝘔 | P2𝘹𝘙𝘔 Cloud

We can give you a very good idea of how much a custom P2xRM system will cost without wasting your time or money. We do this by breaking each project into phases. The Discovery Phase is always free. This includes the first meeting or two where we meet as a group and ask a lot of questions. We want to get familiar with what you are doing, what you have done and where you want to go.

September 7, 2020 Read more

When do we recommend Microsoft Dynamics 365?

Microsoft Dynamics 365 | P2𝘹𝘙𝘔

I don't always recommend Microsoft Dynamics 365 but when I do it is often because the need is heavily sales focused. Of course, all companies survive because of sales. But there is a difference. Some companies are more focused on order management, event management, project management, service tickets, etc.

August 28, 2020 Read more