Insights
What we've created at P2 Automation may inspire you - and that's why we're sharing.
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 the issue is internal—such as
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 simplifies the vendor claim request
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 module optimizes the claim request
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 walk through how our custom-built
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 industry. This module is designed
Helping a Retailer Improve Efficiency with a Custom Search Tool in Dynamics 365
When a longtime client faced challenges with retrieving product information and managing customer orders in their Dynamics 365 system, they turned to us for a solution. The out-of-the-box search functionality
A Simple Hack to Stay on Top of Tasks in CRMPlus365
We set up a simple email for one of our clients to lay out their day’s activities. In the fast-paced world of event management, staying on top of deadlines and
The Power of Customization: How Our Managed Service Clients Benefit from Tailored Opportunity Modules
Winning an Opportunity means different things to different businesses. Our toolset can be configured to match your specific process. One of the most powerful features we offer to our Managed
Custom Lead Qualification Process: A Tailored Solution for ERP and CRM Integration
Watch how we connect CRM Customers with SAP with our custom Lead Qualification module. When it comes to managing customer relationships and qualifying leads, every business has its own unique