Why We Put Invoices in a CRM—and Why You Might Want To
This may sound odd coming from someone who’s been in software development for over 30 years, but here it is: Invoices absolutely belong in your
CRM
What is a Master Data Manager?
In Episode 7 of Not Your Grandfather’s CRM, we highlight one of our favorite real-world process flows—built for a national client with locations across the
Simplifying New Product Creation with Power Platform Automation
Introducing a new product sounds simple—until you realize it requires input from multiple people across operations, management, accounting, and IT. That’s where bottlenecks, missed emails,
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
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
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
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