Welcome to the last video in our miniseries on how we use DocumentsCorePack. This last document is a simple Price Quotation.
August 30, 2022 Read more
CRM𝘗𝘭𝘶𝘴³⁶⁵
In this video, I'm gonna show you how we create our Statement of Work document with the DocumentsCorePack technology.
August 26, 2022 Read more
In this video, I wanna show you how we set up our Master Service Plan Agreement that we offer to customers, so we can oversee their CRM systems, their Power BI systems, etc.
August 17, 2022 Read more
Welcome to the next video in our miniseries on how we use DocumentsCorePack from MS-CRM ADD-ONS here at P2 Automation.
August 10, 2022 Read more
Welcome to our short miniseries on how we use a product called DocumentsCorePack from MS-CRM ADD-ONS. In this miniseries, I'll show you our situations and a little bit of technical background so you can try it for yourself.
August 5, 2022 Read more
Very often, you don’t know what you need until you start using a system. If you choose Microsoft Dynamics 365 you will be paying $95 per user per month while you figure that out.
April 26, 2022 Read more
Data. Is it the kryptonite of the sales rep community, weighing down their time, and draining their energy as they sift through commission reports, territorial splits, and design wins? Or can harnessing data be a sales rep’s greatest asset in achieving client satisfaction and financial success? That all depends on whether or not that sales rep has a properly designed Customer Relationship Management (CRM) system.
February 10, 2022 Read more
I always find myself in awe of people who can admit when they’re wrong. I mean, this is something people avoid doing, so whenever I come across one who does, I respect them a lot. Recently, I realized that a few of my P2xRM clients were working with the wrong software for their businesses. But this was not their fault, it was mine. I had set it up for them a year before. I knew I needed to make things right.
July 29, 2021 Read more
Small business owners know all too well what it means to sacrifice for the good of their company. But one thing they should never have to sacrifice is having a quality CRM solution for the sake of saving money.
July 9, 2021 Read more
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