How Is P2 Different?

At P2 Automation, we know your business is unique. While similarities exist between businesses in any given industry, no two companies do business in exactly the same way. To develop effective CRM/xRM software solutions to meet your specific requirements, we use a simple, five-stage software development process to assess your needs and meet your demands.

what we do
5D Process

iscovery

We begin with an in-depth analysis and understanding of your business. Our goal is to learn how your company operates today and how you want it running 5 to 10 years from now. Then we will design a software system that will grow as your company does.

esign

We collaborate with your leadership team to discover your pain points and correct information disconnects. We then create mockups of the entry screens, printouts, and process flow diagrams for your new system and provide you with a printed preview of the entire solution. You’ll get a sneak peak at your new system before we write one line of code. That’s why we say the design process is the most important step. Good design leads to a better system and reduces costly change orders.

evelopment

Next, we begin development. This is where a solid design is coupled with years of experience and sound, repeatable processes, resulting in a software solution that fits your business to a tee.

iagnostic

Testing. Once development is complete, we’ll work with your team to test the system and move it into production.

eployment, Maintenance & Support

eployment,

Maintenance & Support

As your business grows, your requirements will change to accommodate that growth, and we’ll be there to support you every step of the way.

Powered by the Microsoft Power Platform

Our systems are built on the Microsoft Power Platform, Dynamics 365, CRMPlus365, Power Automate, and Power BI. Starting with this robust framework, we customize operational software to meet your business needs without charging for a custom build. You get the best of both worlds: Your business gets the industry-leading platform for your customized xRM. You don’t have to be an I.T. expert to learn what we do or to use the system we build for you. Instead, we learn your business and build a system uniquely tailored to your workflow.

Microsoft Dynamics 365
CRM Option from Microsoft CRMPlus365
Power Automate
Power BI

What is an xRM?

A CRM is short for Customer Relationship Management software, (think a list of sales leads or customers). An xRM, then, is software that may include customer relationship management but incorporates so much more. It pares and integrates all aspects of a company’s functions. For example, for manufacturing the system creates seamless workflows that share information between production, quality control, order fulfillment, and accounting. For specialized industries such as event planning or professional services, workflows may funnel from catering to the back office to delivery. Whatever your workflow requires, and that may be specific to each industry, from factory order to shop floor to sales, your new system can do almost anything you need including generating tracking numbers and logging payments. You know how your business should work, We can make it work better. If that’s what you need, we’re the team to get you there.

Who We Are

P2 Automation was founded in June 2011 in Southington, CT, by Steve Pestillo. A graduate of the University of Connecticut with a B.S. degree in engineering, Steve has nearly 30 years of experience in creating software solutions. Steve leads a team of highly skilled software specialists who thrive on understanding new business models. We unravel your operational challenges and create systems that remove business bottlenecks.

What challenges can we solve for you?