Why Sales Quotes Go Cold — and the One Screen That Fixed It
Every salesperson’s day includes following up on quotes. Call the customer, find out where things stand, keep the deal moving. It is about as basic
Managed Services
The Power of Customization: How Our Managed Service Clients Benefit from Tailored Opportunity Modules
Winning an Opportunity means different things to different businesses. Our toolset can be configured to match your specific process. One of the most powerful features
Introduction to Reporting Groups in Dynamics 365 and Power Apps
Intro to Reporting Groups in Dynamics 365 and Power Apps Learn how our clients use Reporting Groups to see what their team members see on
Why do a Managed Service Plan? Free Stuff!
Why do a Managed Service Plan? Free Stuff! There’s no such thing as a free lunch. But if I’m buying lunch anyway you might as
Why do a Managed Service Plan? Data Sync/Workflow Monitoring
Why do a Managed Service Plan? Data Sync / Workflow Monitoring Are your Flows running? How about your data syncs from ERP to CRM? Find
Why do a Managed Service Plan? System Utilization
Why do a Managed Service Plan? System Utilization Have you ever wondered who’s actually using your Dynamics 365 CRM system? Our System Utilization tools might
Why do a Managed Service Plan? Learning Center
Why do a Managed Service Plan with P2 Automation? Learning Center Our Managed Service Plans for Dynamics 365 and Power Apps include access to our