Connectwise

The ONE Tool Your Business Needs

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The one tool your business needs, as told by our CEO Bill Black. I don’t watch a lot of mindless television. I’d rather kick back and fly my Microsoft Flight Simulator or read a book.  The other day, however, the in-laws were visiting, and I thought I should at least be in the same room as them. They were watching a show called “Help I Wrecked My House!”  On the show, HGTV favorite Jasmine Roth helps guide homeowners through fixing DIY projects gone horribly wrong. From a hodgepodge of minor mistakes to unlivable nightmares, the show features homeowners who have overestimated their DIY and project management abilities. I couldn’t help but be reminded of similar stories I’ve seen clients face because they did not have the ONE tool needed to help their business run smoothly, ConnectWise.

The Answer To All Your Stress

Getting ConnectWise up and running properly with all the capabilities requires a lot of time and experience. It’s tough. When your ConnectWise isn’t working as designed, it doesn’t only wreck the functionality, it also places stress on you and your team relationships. If you log in every day and have looming projects, deadlines, and other fires, you just don’t know how to move forward.  So being able to fix your ConnectWise and make everything work well together for your team is special.

I can’t help but think of all the DIY ConnectWise projects that have gone wrong, featuring business owners that have overestimated their available time or ability to successfully implement and properly maintain the software. The FocusPlanIT Team has been able to roll up our sleeves and help get ConnectWise working properly while helping MSPs and their teams become more productive by using all the features that ConnectWise has to offer.

Hire Help!

Stop allowing your ConnectWise programs to control you and start focusing your efforts on building a better workflow by utilizing a ConnectWise consulting partner. Simple goals can seem overwhelming when you don’t know where to start. A consulting partner can help turn those goals into measurable solutions. Master your systems by partnering with a ConnectWise consultant in order to bring new revenue into your business. A strategic partner can help you develop the right strategy to meet your business goals, support in your sales processes, operational systems, and your finance tools, so you can keep your business running smoothly.

Your ACTION List:

  1. Sit down with your in-laws and watch TV. (Or, just give yourself 30 minutes of mindless TV)
  2. Send an email to sales@focusplanit.com let us help with your Wrecked ConnectWise

FocusPlanit is one of the industry’s premier ConnectWise Consultants serving the entire United States. Collectively our team has over 30 years of experience with ConnectWise and can help you optimize your programs and systems transforming them from an expense into your most valuable asset. Contact us today and let us be your partner in success. You can learn more about our offerings and team at focusplanit.com

Maximize Your Sales Processes, Operational Systems, and Finance Tools

New Year’s Resolution: Maximize Your Processes and Tools

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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.