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.
How do you feel when a client calls you to check their account information?
One of my clients recently shared with me that this type of phone call would cause instant panic. Now, with her P2xRM system, she can answer every question with confidence.
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.
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?
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.
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.
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.
At Meyer Gage, the company slogan is, "Great companies are built upon the input of their customers". The technology they use from P2 Automation truly helps them to listen to their clients, respond to trends and serve them better. Best of all, it is simple, stable, and completely flexible to fit their needs, now and in the future.
With the P2xRM system, the production order is entered electronically and is immediately seen on large flat screens located throughout the facility. The screens show when shipments are due, and even highlight ones that have paid for expedited shipping so they can get priority attention.