Why do a Managed Service Plan with P2 Automation? Data Sync/Workflow Monitoring

Now what happens when those automations break? And they do break! For example, maybe you’re syncing to an online ERP system and somebody shut off the server. The automation’s going to break, or maybe you’re trying to synchronize user information between one system and another, and that user wasn’t set up on both sides. That’ll break the sync. For whatever reason, your automations will break from time to time, and we need to know about it, and you need to know about it. How do you know? With our simple Automation Monitoring app!

In this CRM system, if I scroll all the way to the bottom, you’ll see the Automation Monitor. And this is a live system, there are actually four syncs that go on in this system. The first one is some marketing syncs that we run for ClickDimensions between Leads, Contacts, up to the Account. Then we have some syncs that run every 15 minutes for various reasons. We have a Start of Day Sync, which is really just updating the goals for the day. And a Nightly Sync, so in the customer version of the Automation Monitor, they can see that everything’s running perfectly. If they weren’t, they would see a red X instead of a green check mark. And we’re also going to watch these things as well, so you’ll have multiple eyes on your automation.

On our end, we see multiple customers, we can scroll down, we can roll up to just see certain customers if we want, but what we usually do is show the errors only. With a simple click, we can filter out those errors and know that we have two issues that we need to address. Oftentimes, we’ll address them before we even realize anything went wrong and it’s business as usual on your end.

If you’d like to learn more about the Automation Monitor or have any questions at all about how we can help you with your CRM system, reach out to us today at www.p2automation.com.