CRM𝘗𝘭𝘶𝘴³⁶⁵

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

The One Objection to Moving From SalesForce CRM to CRM𝘗𝘭𝘶𝘴³⁶⁵

CRM𝘗𝘭𝘶𝘴³⁶⁵

I had just told a company we work with that they could save $23,000 a year in SalesForce licensing fees by moving to P2xRM. But there was still an objection from one corner of the room.

April 22, 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

Our Technology Toolbox Can Solve Your Small Business Challenge

CRM𝘗𝘭𝘶𝘴³⁶⁵ | P2𝘹𝘙𝘔 | P2𝘹𝘙𝘔 Cloud

A small consulting company wants a web app to track employee time. A local insurance company wants a system to calculate policy quotes. A new coaching company wants a client portal. A growing manufacturer wants complete reports that pull data from multiple systems. A division of a medical equipment company wants a simple CRM system just to track sales.

January 2, 2021 Read more

What’s New for 2021 at P2 Automation?

Business Intelligence | Business Process | CRM𝘗𝘭𝘶𝘴³⁶⁵

2020 has been a challenging year in so many ways. From a business perspective, we're more optimistic about the future than we were this time last year, and we'd like to share some of the things we're bringing to our small business clients in 2021.

December 21, 2020 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.

June 4, 2020 Read more

Is your Small Business CRM System a Swing Set or a Space Ship?

CRM𝘗𝘭𝘶𝘴³⁶⁵

Today's "Big Box" customer relationship management systems are so complicated it is just not fun anymore. Why? Because they're built by Fortune 500 companies. What does a Fortune 500 company know about your small business? Their systems include a bunch of features that are "built-in" and ready to go, but they were designed with their big business mindset. So they are over-the-top complicated.

May 15, 2020 Read more

CRM Systems are Sticky. Don’t Get Stuck.

CRM𝘗𝘭𝘶𝘴³⁶⁵ | P2𝘹𝘙𝘔 | P2𝘹𝘙𝘔 Cloud

Once you install a CRM System in your business, chances are you’re going to have it for a long time. Why? Because change comes with a cost. CRM systems are used every day, and as a result they become “part of the process”, just like email or a mobile device. So before diving in, know the costs. The monthly subscription fee is only part of the story. Find out things like…

December 7, 2018 Read more

Your CRM is like a Grocery Store…Ours is like a Restaurant.

CRM𝘗𝘭𝘶𝘴³⁶⁵ | P2𝘹𝘙𝘔 | P2𝘹𝘙𝘔 Cloud

Grocery shopping at the best of times is a mundane chore. At worst, it’s stressful and overwhelming, especially when you can’t seem to find exactly what you came for. Shelves are always stocked with a huge range of products, yet you feel like you’re settling for whatever you can get.

October 15, 2018 Read more