CRM isn’t just about tracking—it’s about collaboration. P2 Automation’s System Issues feature empowers clients to directly update task statuses inside their CRM, ensuring both
In many sales organizations, quoting and proposal processes remain a persistent friction point, slowing sales cycles and frustrating buyers. Today’s B2B buyers expect more than
Microsoft has taken inspiration from innovative AI-Benchmarks like TBFact and RadFact to create the Sales Research Bench. This tool is designed to evaluate how effectively
Have you ever been tasked with building an integration between Microsoft Dynamics 365 and an external system that does not have an out of the
Clients often ask how they can easily monitor the status of multiple requests in their CRM. P2 Automation’s System Issues module solves this by
If you’ve ever tried to compare add-on tools for Microsoft Dynamics 365, you know how quickly the research can spiral out of control. There are
Microsoft 365 Copilot is evolving fast, and its newest capabilities bring app creation and automation right into your everyday workspace. With the recent introduction of
Modern CRM isn’t just about managing contacts — it’s about keeping clients informed and aligned. P2 Automation’s System Issues feature integrates directly into each
Recently a client tasked me to develop a solution that ran one of their Azure Data Factory Pipelines without using a time-based trigger, but rather
Managing commissions is one of the most time-consuming tasks for health insurance brokers. Based on our experience working with brokers, reconciling carrier payments, calculating producer
