What’s New for 2021 at P2 Automation?
2020 has been a challenging year in so many ways. From a business perspective, we’re more optimistic about the future than we were this time last year, and we’d like to share some of the things we’re bringing to our small business clients in 2021.
CRM for Small Business
As a small business owner, you understand the value of managing customer relationships. You need a system that can fulfill two roles – managing your prospect funnel and enhancing relationships with your existing customers.
Sounds simple. But your small business runs the way you want it to run, and many of the CRM Systems on the market just can’t give you the customized automation you need to focus on these two roles.
Utilizing Microsoft Dynamics 365, CRMPlus365, or P2xRM as a starting point we can provide you with the right CRM system that fits your business exactly. Read more…
Business Intelligence Services
Business Intelligence, or BI, helps you transform your business data into actionable business insights that you can use to make more informed and guided business decisions.
With BI you can use sales forecasts to help you plan resource and inventory levels, and take advantage of intuitive dashboards that help you spot potential production shortages. Read more…
Business Process Automation
We love automation. It is in our business name! The core of what we do is help you use technology to automate important yet repetitive tasks so they don’t get missed. When you automate key processes you can have the confidence that the job is getting done, accurately and consistently. Read more…
Mobile CRM Applications
These days everyone has a mobile device with them wherever they go. While you can have remote access to your full systems, wouldn’t it be easier if you had a simple mobile app, designed specifically for the task at hand? With a few clicks, you could enter the data you need or trigger a process right from your mobile device.
P2 Automation can configure it for you at an affordable cost. Read more…
CRM Web Portals
People don’t like to wait for information. Yet it can be hard for a small business to provide instant replies. A CRM web portal lets you share selected data with people outside your organization, securely. This gives others the ability to login to get answers or take action at any time of the day or night.
You can provide better service, while also saving time, money and frustration. Read more…
Overwhelmed? Don’t be. We can help you decide where to invest your information technology dollars to maximize your investment in 2021 and beyond.
Schedule a Free Strategy Session with us today to get started.