How to Provide Outside Telemarketers with Access to Your CRM System


An easy-to-use telemarketing feature for CRMPlus365 or Dynamics 365 is showcased in a video by Steve Pestillo from P2 Automation. The video demonstrates how the CRM system can be used for telemarketing campaigns, with a slimmed-down version of the CRM software specifically designed for telemarketers. The video shows how telemarketers can easily access a list of companies to call, make notes on each call, and track their progress. The feature is self-contained and automated, eliminating the need for spreadsheets or manual processes. Telemarketers can use a slimmed-down Power Apps license instead of a full CRM license, saving costs. For more information, visit the P2 Automation website.


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