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
CRM
How We Helped A Biotech Manufacturer to Meet ISO-13485 Standards
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
Handle Complex Service Approvals – Without the Complexity
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
A Simple Yet Powerful Service Module Built on Microsoft Power Platform
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
Not Your Grandfather’s CRM: Rethinking What CRM Can Do for Your Business
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
Customer Service in the Metals Industry – Part 7
In our previous videos, we explored how to manage customer service cases, track claims, and assign tasks efficiently. Now, we’re wrapping up our miniseries with
Customer Service in the Metals Industry – Part 6
In our last video, we explored how to manage Plant Claim Requests to track internal costs efficiently. Now, let’s look at how customer emails can
Customer Service in the Metals Industry – Part 5
In our last video, we demonstrated how to create a Vendor Claim Request to recover costs from suppliers when issues arise. But what happens when
Customer Service in the Metals Industry – Part 4
Managing vendor claims is a critical part of ensuring smooth operations in the metals industry. Our latest video demonstrates how our custom-built CRM Case module