Sales
Processes

Leverage your sales software systems like ConnectWise PSA and ConnectWise CPQ to expedite your sales process from gathering and organizing leads to procuring the products. Working with our consulting team you can expect to create accurate and efficient quotes, reduce sales mistakes, and improve procurement processes.

  • Quoting

    Streamline the quoting process using ConnectWise CPQ to build a stunning and accurate quote efficiently.

  • Sales Management

    Using ConnectWise PSA, track the sales process with visibility into your sales team’s efforts, creating the ability to have an effective working pipeline.

  • Sales Reporting

    Gain insightful information from built-in and custom reports that set you up for success.

  • Product Catalog

    Structure and accuracy provide best practices to ensure your quote to cash process runs efficiently.

  • Opportunity Management

    Create a process in ConnectWise Manage (PSA) that allows you to get the most out of opportunities. Train your team to take advantage of tips and tricks on a daily basis. Use powerful automation for the opportunity stages to ensure you and your team stay up to date.

  • Leads Management

    Track your leads and manage them from quoting to delivery of products and services.

  • Procurement

    An accurate and efficient procurement process is a result of a properly built sales and finance process. Through proper opportunity management you will begin to see how procurement can be a smooth controlled process.

  • Sales Orders

    Sales orders allow you to control the timing of procurement and delivery. Through building an effective sales process we ensure all necessary information is available to provide a seamless delivery process.

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