The Scoop on 5P: March 2025 Highlights

5P Highlights 

• Celebrating the strength, resilience, and brilliance of women everywhere on International Women's Day! Read our CEO’s blog to honor the incredible contributions of women in technology and their leadership that is shaping the future! Read our CEO's Women's Day blog here.

• Happy Employee Appreciation Day! We're celebrating the heart and soul of our company – our amazing employees! Thank you for all that you do. We're so lucky to have such a talented and dedicated team. Let's celebrate all the amazing things we accomplish together! 

• Happy work anniversary Julianna & Ed this month who both hit year three with 5P! We are so grateful for each of your contributions and look forward to many more years together.

Ongoings

• Last month, Randy attended Certinia's partner kickoff, and the overall theme of the event was focused on Agentic AI capabilities within their platform. The Certinia PSA and ERP platform provides the full lifecycle of sales through service to provide companies with massive time savings and improved visibility throughout their processes with the utilization of AI. Some examples include:

• During the sales cycle, AI can leverage the data in Salesforce to generate a scope estimator based on a set of questions.

• For project creation and management, AI can generate projects and resource plans from closed opportunities, and as projects are in the works, if problems arise, then suggested resolutions will be made, such as changing staff members or adjusting the timeline.

• The new CS Cloud centralizes access to the data to give executives and CSMs visibility into client health better than ever before  

Overall, AI is going to provide functionality within the platform in a way we've never seen before that will absolutely reduce operational costs, optimize business processes, and drive revenue growth.

• Last week at San Diego Women's Week, Y’vonne was so inspired; “where else in San Diego do you get to sit with so many amazing women to hear their stories and share lessons”. Here are some of her favorite highlights from the event:

  • When you stay comfortable, you aren’t growing

  • Lead with integrity, thoughtfulness, and intention

  • Reframe how you think about yourself personally and professionally. This will help you take control of your story and align it with your purpose and goals

  • Every business is a ‘people’ business; it’s your competitive advantage and can’t be replicated

  • Personal and professional relationships will help accelerate or hinder your purpose

  • We all have things we aren’t ‘confident’ about. Own your story and power

  • Collaboration is impactful for your consumers

  • The power of transformation through inclusivity

  • What is your why? Define and drive your purpose

  • Toxic productivity – being productive isn’t about managing your time, it’s about managing your emotions

  • Conversations at the ballroom agenda level, around your table, and at lunch can change your perspective. They are powerful

  • Be bold, be intentional, and make this life purposeful

  Thank you North San Diego Business Chamber for putting on a great event that connected and celebrated us women in the San Diego community. - Y'vonne Ormond

• This week, Randy attended the Salesforce Agentforce Partner event, and here are some key highlights: 

• Salesforce’s move into the Agent market is causing a shift in their pricing model from traditional SaaS user-based licensing to consumption-based pricing for this specific tool.   

• One of the benefits to this model is that companies will have a low entry point to purchase the Agentforce product with a very small investment, and over time, if they find value, they can scale it based on ROI.  

• Since its launch, Agentforce has about 4,000 customers using the product.

If you’re interested in learning more about Agentforce and how it can impact your current system, reach ut today, and we’ll get you in touch with Randy! 

Service and Product News

• Salesforce Services: Our Salesforce Solutions and expertise make it easy to integrate your systems so you can build closer relationships with customers and grow your business faster than ever. Going into 2025 we have an advanced offering around data security: backup and recovery. 

• Information Management: Our goal is to bring efficiency to your business with technology and data. With our Business Architects, we build governance, processes, and solutions that move your business forward.

• Financial Application Services: Better Financial Management Starts Here. We’ll help you gain control of your financial operations by optimizing the software and systems you rely on. Our expert consultants, led by Ed Burke, ensure your processes are streamlined, compliant, and integrated for accurate reporting and confident decision-making. Learn how we can improve your financial performance here.

• IT Management: We provide a skilled team with the leadership you need to manage your ongoing projects and get them over the line.

Leadership Insights

• Y’vonne Evolving Tech: As a digital transformation consulting firm, we ensure our talent evolves along with technology by mentoring and tracking annual education goals at the individual people levels. Watch her full video here.
• Randy SF AI: Three easy ways to leverage Salesforce’s AI to support your sales strategy are through Einstein’s Activities Capture, Lead Scoring, and Opportunity Scoring. Watch the full video here.
• Donna’s Motivators: I’m motivated by making a difference in my son's eyes. That is invaluable to me to pave the way for his success as I’m able to lead and guide him. I’m also motivated professionally by making a difference in my client’s processes and their environment, and guiding them to the next level of their business as well. Watch her full video here.

Client Corner

“We had a very effective physician-dispensed distribution model. The day the quarantine hit, this model experienced a severe impact as offices closed around the U.S., so we had to pivot fast to execute a new Omni Channel business model moving forward. 5P worked with us to drive our digital transformation and re-engineer our system architecture and cloud solutions, which allowed our company to get back on track with our business now and moving forward. 5P’s expertise in system architecture, Cloud platforms, and data integration was critical in the success of our business.” - Sr. VP of Finance and Administration - Pharmaceutical Manufacturing Company