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 inconsistent handoffs — all of which contribute to delays and customer frustration. At P2 Automation, we believe in simplifying those workflows through smart, custom-built automation using the Microsoft Power Platform.
Take one of our clients, for example — they needed a way to streamline how their sales team sends product samples to prospects. Instead of relying on accounting systems, email threads, or memory, we built a solution directly into their CRM. The process starts with a simple custom activity called “Fulfillment,” where a salesperson selects predefined sample kits tailored to different market segments.
From there, the request flows to the operations dashboard where fulfillment staff can pick, pack, and ship — all tracked inside their CRM. No bottlenecks. No confusion. Just an efficient, streamlined workflow.
This is how modern CRM should work — not just tracking contacts, but driving real business processes.
👉 Contact us to see how we can simplify your business processes with Power Platform.
