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TopLeft: A Complimentary Program To ConnectWise

April 16, 2022/in Blog, ConnectWise

TopLeft a company we partner with has launched a software program that provides an overlay to ConnectWise. It allows the user to visualize their work to understand project progress, accelerate helpdesk dispatch, identify neglected tasks, and remove the bottlenecks that slow down your team. The best part about it? It Integrates seamlessly with ConnectWise.

A Enhanced ConnectWise User Experience

Are you a visual learner? By using TopLeft: a complimentary program To ConnectWise you have the opportunity to see tickets and projects without getting lost in the details. The professionals at FocusPlanit can implement TopLeft into your existing ConnectWise program.

You can watch as tickets, projects, and opportunities move across the boards. The position on the board indicates how the work is progressing in the team’s pipeline. You have the ability to drag and drop cards to indicate their status and importance compared to other cards.

See how work is distributed by grouping cards according to project, assigned technician, type, or other properties.

 Avoid Unnecessary Work Cycles

So many times, miscommunication causes unnecessary work cycles. Integrating the TopLeft program with ConnectWise allows managers to plan and monitor projects and tasks and engineers use it to understand priorities and indicate progress.

By working with an MSP like FocusPlanit to leverage all the necessary tools, you can ensure your systems run smoothly and help integrate software to maximize their use into your daily processes, allowing you to focus on your core business.

Are you looking to make your IT services and business operations more efficient, so you have more resources to put toward your core business? Then it’s time to call us. FocusPlanit is a concentrated team of professional, seasoned experts focused on helping you create and maintain a successful business. We are on a mission to help business owners build highly functioning and sustainable operations leveraging existing systems.

FocusPlanit serves the entire United States and is the industry’s premier team of highly qualified ConnectWise, QuickBooks, Wise-Sync, GoZynta, CharTec, ConnectBooster experts who have dedicated years of their professional life implementing and optimizing these solutions. Contact us today to schedule a complimentary consultation.

ConnectWise

TeamFocus: A ConnectWise All Inclusive Monthly Partnership

March 22, 2022/in Blog, ConnectWise

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.

Maximize Your Sales Processes, Operational Systems, and Finance Tools

New Year’s Resolution: Maximize Your Processes and Tools

January 13, 2022/in Blog, Business Tools

In need of a New Year’s resolution that will maximize your processes and tools? It’s well known that a new year brings personal resolutions centered around mental and physical wellbeing, but what about your business? Is it in need of an overhaul? There are simple actions a business can take that will help you meet your business goals and keep your office running smoothly.

 5 Ways to Maximize Your Processes and Tools

We also know the past few years have been tough especially on small businesses. The continued pandemic has largely moved the business world entirely online, and pivots have been necessary to navigate unprecedented circumstances. Likely, your business started and ended the year with very different sets of goals, challenges, and experiences.

So, as you look forward why not tackle all the efficiency goals you’ve been putting off like a plan to maximize your sales processes, your operational systems, and your finance tools by using existing systems like ConnectWise.

Here are 5 ways you can build a stronger, more prosperous business in 2022:

  1. Maximize your ConnectWise software to by integrating your payment collections utilizing ConnectBooster and Wise-Pay support integrations.
  2. Streamline your quoting process to build a stunning and accurate quote efficiently and one that also reflects your brand.
  3. Develop reporting tools to gain insightful information with custom reports that set your business up for success.
  4. Organize and manage your projects with powerful templates, scheduling and project management tools.
  5. Integrate your financial tools with supported QuickBooks and tools.

Find a Trusted Partner

To use your business systems to its fullest potential you’ll need to find a consulting partner that can help your organization determine areas for improvement and plan to change them. We can partner with you to maximize your processes and tools. Working with our dedicated team of consultants, we’ll look at your implementations to identify and streamline the gaps within your current processes.

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.

managing holiday stress

Managing Holiday Stress

December 6, 2021/in Blog, Office Management

We’ve identified tips for managing holiday stress at home and in the workplace. Holidays are usually the happiest time of the year because we have additional quality time with family and friends and often share in meals and other uplifting social functions. But at the same time, the added scheduling pressures, sometimes indulgent eating, and other departures from our normal routines adds stress that can be difficult to balance, not to mention the added stress around COVID!

Here are 5 simple lifestyle tips to help get you manage holiday stress:

1. Don’t over-commit 

As much as it seems like you want to attend every holiday social, party, and dinner, sometimes it is absolutely overwhelming to do it all and still manage your daily life. Select those things that matter most and politely decline the things that don’t, and you will thank yourself later. No one expects you to do it all, so don’t expect it of yourself.

2. Plan self-care activities

If the joy and chaos of the holidays really does overwhelm you, then schedule some planned downtime. Set time aside to treat yourself to a facial, beauty treatment, get a massage, or engage in a quiet activity that lets you reset and gather your energy.

3. Maintain as much routine as possible

Holidays are terrible for routines. While a few can just go with the flow, most of us rely on regular structure to keep our lives manageable. If you stick to the basics of your routine (when you get up, when you eat, when you exercise, etc.), then you will have more emotional and physical energy to manage the holiday chaos. Sticking to #1 (don’t over-commit) is helpful in this regard.

4. Don’t neglect sleep

When it comes to schedules and routines, the most important routine might be sleep. If you neglect sleep, then everything else will be more stressful and harder to manage.

So stick with your regular sleep schedule as much as possible. It might get disrupted by a party or two, or holiday travel, but if you can keep a regular bedtime and a regular waking time on as many days as possible, your body will better tolerate the stress that comes your way. If you have trouble sleeping due to stress, there are natural products you can take to promote better sleep.

5. Stay active

Exercise is recognized by experts such as those at Mayo Clinic as an important stress-management tool that can keep your body and mind more stress-tolerant all the time.

Too often at the holidays we let regular exercise go by the wayside (eh-hem routine…) along with the rest of our self-care. Keeping exercise on your calendar is challenging but still very important.

Helping Employees Manage Holiday Stress

There are a few simple actions managers can do to help boost morale and help employees manage holiday stress including:

  • Incorporate wellness breaks to give employees a chance to refocus‍
  • Help employees prioritize projects to manage pending deadlines and/or incorporate a consulting partner to help manage back-end office activities‍
  • Encourage employees to stay home when sick
  • Educate employees about wellness related activities including sharing this blog

For more information on this topic, or to learn how FocusPlanit can help your organization be more effective and efficient, contact our team. FocusPlanit serves the entire United States and is the industry’s premier team of highly qualified ConnectWise, QuickBooks, Wise-Sync, GoZynta, CharTec, ConnectBooster experts who have dedicated years of their professional life implementing and optimizing these solutions. Contact us today to schedule a complimentary consultation.

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