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Partner Success Story
P2 Automation Keeps Commercient in Its Back Pocket for Dynamics 365 Clients
About the Company
P2 Automation is a software development firm based in Southington, Connecticut, that builds automated business productivity solutions for small businesses using Microsoft Office 365, Microsoft Dynamics 365, and its own tools, P2xRM and CRMPlus365. The firm serves small businesses, manufacturers, and professional services companies, and runs its own operations on the same solutions it implements for clients.
Location
United States
It's definitely great having Commercient SYNC in our back pocket.
Steve Pestillo
Owner and President
Challenge
P2 Automation's clients needed to modernize outdated sales processes, so P2 Automation implemented Microsoft Dynamics 365 as a modern, cloud-based CRM tailored to each client's specific needs. Once clients were running on Dynamics 365, their ERP data remained siloed from the CRM, leaving sales and marketing teams without a complete view of their customers and orders.
Without a connection between the two systems, P2 Automation's small business clients could not get the full picture of sales and marketing they needed while working to modernize their operations.
Solution
P2 Automation partnered with Commercient to offer clients an ERP and Dynamics 365 connection through SYNC as part of its implementation work. Rather than building and supporting this integration internally, P2 Automation can offer Commercient SYNC to clients at a reasonable price, with Commercient handling the sync and ongoing support directly.
This gives P2 Automation a reliable option to bring into Dynamics 365 implementations whenever a client needs their ERP and CRM connected.
Results
With Commercient SYNC connecting ERP and Dynamics 365 data, P2 Automation's small business clients can quickly access ERP data inside Dynamics 365, saving time and giving them a full view of sales and marketing.
For P2 Automation, having Commercient SYNC available as part of its toolkit makes it easier to offer a complete solution during Dynamics 365 implementations. P2 Automation and Commercient continue working together to help small businesses streamline their operations and sales as they grow.
We can offer it when implementing Microsoft Dynamics 365, plus it's reasonably priced and Commercient handles the SYNC and support for our client.
Steve Pestillo
Owner and President
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