TeamFocus: A ConnectWise All Inclusive Monthly Partnership

ConnectWise provides businesses with a single operational platform, but we have found that most clients get overwhelmed with integrating into their businesses, which is why we created a ConnectWise All Inclusive Monthly Partnership called TeamFocus. This partnership allows us to partner with your team and will empower your business to maximize your sales processes, your operational systems, and your finance tools by using existing systems like ConnectWise.

Features of  TeamFocus:

  • Customized Offering Tailored to Your Business Needs
  • Assistance with 3rd Party Integrations
  • Unlimited Maintenance and Administration Hours
  • Full Access to the Entire FocusPlanit Team
  • Fixed Monthly Budget

What’s Included:

  • Development of Business Processes
  • ConnectWise Manage Consulting and Administration
  • ConnectWise Sell Consulting and Administration
  • Hands-on Training and Guidance for Quote to Cash Workflow
  • Custom Sell Quote forms
  • Personalized ConnectWise configuration settings
  • Best Business Practices
  • Hands-on ConnectWise Training for your team

Available Add-Ons:

  • Onsite Training
  • Staff Augmentation
  • Centralized Office Services including:
    • Agreement Invoicing
    • Time & Materials Invoicing
    • Project Invoicing
    • Special Invoices (Credit Memos, Down Payment, Miscellaneous)
    • Quote to Cash Processing
    • Opportunity Conversions
    • Creation of Sales & Purchase Orders, Tickets, Projects and Invoices

Packages are offered standard as one year but can be financed monthly. In addition, the FocusPlanit team can build in custom reporting or RMM consulting if needed at an additional cost.

Use your business systems to its fullest potential. We can partner with you to maximize your sales processes, operational systems and finance tools. Working with our dedicated team of consultants, we’ll look at your implementations to identify and streamline the gaps within your current processes. Learn more about our ConnectWise All Inclusive Monthly Partnership.

FocusPlanit is one of the industry’s premier ConnectWise Consultants serving the entire United States. Contact us today and let us be your partner in success.