
Streamlining Sample Fulfillment with Power Platform Automation
In this episode of Not Your Grandfather’s CRM, we shift gears and dive into process automation. Businesses often rely on manual workflows, scattered emails, and
In this episode of Not Your Grandfather’s CRM, we shift gears and dive into process automation. Businesses often rely on manual workflows, scattered emails, and
In highly regulated industries like biotech and pharmaceuticals, quality control isn’t just a nice-to-have — it’s a mandate. For one of our clients, staying compliant
In Episode 3 of Not Your Grandfather’s CRM, we dive into a customer service solution we developed for a larger client that needed to manage
At P2 Automation, we believe that great solutions don’t have to be complicated. In our second episode of Not Your Grandfather’s CRM, we showcase a
At P2 Automation, we believe CRM is more than just a digital Rolodex. It’s no longer just a place to store leads, contacts, and sales
When a longtime client faced challenges with retrieving product information and managing customer orders in their Dynamics 365 system, they turned to us for a
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
Watch how we connect CRM Customers with SAP with our custom Lead Qualification module. When it comes to managing customer relationships and qualifying leads, every
Watch how we strengthened the connection between Marketing and Sales with one simple enhancement. In today’s digital landscape, effective lead qualification is crucial for converting
Mastering Advanced Filters in Dynamics 365 and Power Apps: Expanding Your Reach In our recent video on Advanced Filters in Dynamics 365 and Power Apps,