Even though I have written about CRM software for decades, I was still using an Excel spreadsheet to run my membership business. It was a massive, complicated, color-coded Excel spreadsheet with 13 tabs. I hesitated to share it, even with my business partner, for fear someone would mess it up. We looked into CRM solutions in the past, but as a very small business, we felt that every system was overly complicated and too expensive. I just wanted a solution that was simple, fast, secure, and affordable. Oh, and completely customized to the way I wanted it to work. That may sound impossible, but I am happy to say that I finally found it: P2xRM from P2 Automation. This is our story…
Read moreLike me, everyone is online. As ERP and CRM resellers, some of our customers may have more time to focus on online training and user tips. And our prospects may have time to finally dig into doing research into new ERP and CRM systems. Especially the ones that are realizing they really do need a cloud based system. Here are some examples of companies that are putting out great blog content during this pandemic.
Read moreI hate upgrades. I will ignore them for as long as possible. I just want to do it the way I know how to do it. Even if a “better” way exists. Eventually I lose the battle, and change is forced upon me. After verbally abusing the new system for a few weeks, I get used to doing it a different way and forget the drama. Then I even start to like the new system. Until the next upgrade….
So I have empathy for companies that are faced with upgrades to their ERP and CRM systems. Here are a few simple steps I think ERP/CRM partners should take to make upgrade-haters like me more comfortable with the inevitable.
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