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
Dynamics 365
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
Customer Service in the Metals Industry – Part 3
Managing customer claims efficiently is essential to providing excellent service in the metals industry. In our last video we explored how our custom-built CRM Case
Customer Service in the Metals Industry – Part 2
Managing customer claims efficiently is a key aspect of delivering great service in the metals industry. In the latest installment of our video miniseries, we
Customer Service in the Metals Industry – Part 1
In this short miniseries, we’re excited to walk you through a customer service module we developed for one of our larger clients in the metals