ConnectWise Consulting

Why You Can’t Afford NOT To Partner With A ConnectWise® Consultant

/in ,

Staying ahead of the competition requires more than just innovative ideas – it demands efficient processes, streamlined operations, and robust technology solutions. For businesses leveraging ConnectWise®, a leading provider of business management software for IT service providers, partnering with a ConnectWise® consultant is not just advantageous; it’s essential for maximizing the potential of the platform and driving sustainable growth. In this blog post, we’ll delve into the myriad reasons why businesses can’t afford to overlook the value of working with a ConnectWise® consultant.

Unleashing the Full Potential of ConnectWise

Expert Guidance and Best Practices: A ConnectWise consultant brings a wealth of expertise and industry knowledge to the table. With deep insights into ConnectWise’s capabilities and functionalities, they can help businesses navigate complex challenges, optimize workflows, and implement best practices tailored to their unique needs and objectives.

Customized Solutions for Business Success: Every business is unique, with its own set of goals, challenges, and operational nuances. A ConnectWise® consultant takes the time to understand the intricacies of each client’s business, providing personalized recommendations and solutions that align with their strategic objectives and drive tangible results.

Efficient Implementation and Onboarding: Implementing ConnectWise® effectively requires careful planning, seamless integration, and comprehensive training. A ConnectWise consultant streamlines the implementation process, ensuring a smooth transition and minimal disruption to business operations. From initial setup to user training, they provide guidance every step of the way, empowering businesses to harness the full power of ConnectWise® from day one.

Optimized Workflows and Processes: ConnectWise® offers a suite of powerful tools and modules designed to streamline various aspects of business operations, from ticketing and project management to billing and invoicing. A ConnectWise® consultant helps businesses leverage these tools to optimize workflows, automate routine tasks, and enhance productivity, driving efficiency and profitability across the organization.

Continuous Support and Guidance: The journey with ConnectWise® doesn’t end after implementation – it’s an ongoing process of refinement and optimization. A ConnectWise® consultant provides continuous support, guidance, and training to help businesses maximize their investment in the platform, stay updated on new features and updates, and adapt to evolving business needs and industry trends.

The Value of Strategic Partnership

Accelerated ROI: By partnering with a ConnectWise® consultant, businesses can accelerate their return on investment (ROI) by leveraging expert guidance, customized solutions, and streamlined processes to drive efficiency, productivity, and profitability.

Enhanced Competitiveness: In today’s competitive marketplace, efficiency and agility are paramount. By optimizing workflows, automating processes, and leveraging ConnectWise’s advanced capabilities, businesses can gain a competitive edge and position themselves for long-term success.

Scalable Growth: As businesses grow and evolve, so do their needs and challenges. A ConnectWise® consultant provides scalable solutions and strategic guidance to support businesses at every stage of their growth journey, from startups to established enterprises.

Peace of Mind: With a ConnectWise® consultant by their side, businesses can have peace of mind knowing that they have a trusted partner dedicated to their success. From implementation and optimization to ongoing support and training, a ConnectWise® consultant is committed to helping businesses achieve their goals and overcome challenges every step of the way.

Unlock Your Business’s Full Potential with a ConnectWise Consultant

In conclusion, partnering with a ConnectWise® consultant is not just a smart investment – it’s a strategic imperative for businesses looking to thrive in today’s fast-paced business environment. With expert guidance, customized solutions, and continuous support, a ConnectWise® consultant empowers businesses to unlock the full potential of the platform, drive efficiency, and achieve sustainable growth. Don’t wait until it’s too late – leverage the expertise of a ConnectWise consultant and take your business to new heights today.

 

FocusPlanit is one of the industry’s premier ConnectWise® Consultants serving the entire United States. We offer hands-on support and training to ensure you get the maximum benefits from your business solutions and software. Contact us today and let us be your partner in success. You can learn more about our offerings and team on our website.

 

 

 

ConnectWise Consulting

Top ConnectWise Business Management Features

/in ,

In the fast-paced and dynamic world of business, effective management is the key to success. As businesses continue to evolve, the demand for comprehensive business management solutions becomes increasingly crucial. ConnectWise, a leader in business management software, offers a suite of powerful features designed to streamline operations and boost overall efficiency. In this blog post, we’ll explore the top ConnectWise Business Management features that will continue to create impact in 2024.

Unified Business Platform

ConnectWise Business Management provides a unified platform that integrates various aspects of business operations. From project management and service ticketing to billing and customer relationship management (CRM), the platform ensures a seamless flow of information across departments. This unified approach eliminates silos and enhances collaboration, fostering a more connected and efficient work environment.

Automated Workflows

Time is of the essence in business, and ConnectWise understands the value of automating repetitive tasks. With robust automation features, businesses can optimize workflows, reduce manual errors, and accelerate processes. From ticket creation to project updates, automation ensures that teams can focus on strategic tasks while routine operations run smoothly in the background.

Advanced Project Management

ConnectWise empowers businesses with advanced project management tools, allowing teams to plan, execute, and monitor projects with precision. From task assignment to resource allocation, project managers can leverage real-time insights to make informed decisions. This feature is essential for businesses looking to enhance project delivery and exceed client expectations.

Service Desk Excellence

Customer satisfaction is at the heart of every successful business. ConnectWise’s service desk features enable businesses to provide top-notch support to their clients. With ticketing, SLA monitoring, and knowledge base functionalities, service teams can resolve issues promptly, ensuring a positive customer experience.

Revenue Management

Managing finances is a critical aspect of business success, and ConnectWise Business Management excels in revenue management. The platform provides tools for accurate invoicing, expense tracking, and financial reporting. Businesses can gain a clear understanding of their financial health and make informed decisions to drive profitability.

Comprehensive Reporting and Analytics

Informed decision-making relies on data, and ConnectWise Business Management offers robust reporting and analytics capabilities. Businesses can generate customizable reports, track key performance indicators (KPIs), and gain insights into various aspects of their operations. This data-driven approach empowers businesses to identify trends, capitalize on opportunities, and address challenges proactively.

Security and Compliance

In an era of increasing cyber threats and regulatory requirements, ConnectWise prioritizes security and compliance. The platform incorporates robust security measures to protect sensitive data and ensures compliance with industry regulations. This commitment to security instills confidence in clients and stakeholders, establishing ConnectWise as a trustworthy business management solution.

As businesses navigate the complexities of the modern marketplace, having a reliable and feature-rich business management solution is paramount. ConnectWise Business Management stands out as a comprehensive platform that addresses the diverse needs of businesses, from project management to financial oversight. By leveraging these top features, businesses can streamline their operations, enhance collaboration, and position themselves for sustained growth in 2024 and beyond. ConnectWise is not just a software solution; it’s a catalyst for business excellence. The FocusPlanit team partners with your team to manage your ConnectWise and assist with all aspects of the program.

FocusPlanit is one of the industry’s premier ConnectWise® Consultants serving the entire United States. We offer hands-on support and training to ensure you get the maximum benefits from your business solutions and software. Contact us today and let us be your partner in success. You can learn more about our offerings and team on our website.

ConnectWise

Tips for Maximizing ConnectWise

/in ,

ConnectWise is a powerful business management platform that provides essential tools for managing various aspects of your IT services business, including ticketing, billing, project management, and more. However, to truly maximize the benefits of ConnectWise, it’s crucial to understand its capabilities and implement best practices. This is where a consulting team of ConnectWise experts can play a vital role. In this blog, we’ll explore some tips for getting the most out of ConnectWise and why partnering with consulting experts can be incredibly beneficial.

Tip #1: Understand the Full Potential of ConnectWise

To make the most of ConnectWise, it’s essential to have a deep understanding of its features and capabilities. This includes ticketing, project management, customer relationship management (CRM), and financial management. Many businesses initially use ConnectWise for basic ticketing and time tracking but may not fully explore its advanced features.

A can help you uncover the platform’s hidden gems and customize it to suit your specific needs. They’ll provide insights into how different modules can work together to streamline your processes and improve efficiency.

Tip #2: Tailor ConnectWise to Your Business Processes

One of ConnectWise’s strengths is its flexibility and customization options. However, this flexibility can be overwhelming without guidance. A consulting team can help you tailor ConnectWise to align with your unique business processes. They’ll work with you to map out your workflows and configure ConnectWise to match, ensuring that the software becomes a seamless part of your daily operations.

This customization extends beyond simple configurations. It can involve creating custom reports, dashboards, and automation rules to automate repetitive tasks and enhance your team’s productivity.

Tip #3: Train Your Team Effectively

Proper training is crucial to ensure that your team can use ConnectWise efficiently and effectively. A consulting team can provide comprehensive training sessions tailored to your specific needs. They can help your team members become proficient in using the software, from basic functionalities to advanced features.

Regular training sessions are also essential to keep your team up-to-date with any software updates or new features. A knowledgeable consulting team can ensure that your team remains well-versed in the latest ConnectWise enhancements.

Tip #4: Optimize Integration with Other Tools

Chances are, your business uses a variety of other software tools alongside ConnectWise, such as accounting software, remote monitoring and management (RMM) tools, and customer support solutions. Integrating these tools seamlessly with ConnectWise can improve your overall efficiency.

ConnectWise experts can help you identify the best integration options for your specific needs, whether it’s integrating your accounting system for streamlined invoicing or connecting your RMM tool for real-time monitoring and automation.

Tip #5: Stay Compliant and Secure

In the world of IT services, compliance and security are paramount. ConnectWise consulting experts can assist you in configuring the platform to meet industry-specific compliance requirements and security best practices. They can help you establish user access controls, implement data encryption, and set up regular security audits to protect your sensitive information.

Why Partner with ConnectWise Consulting Experts?

Now that we’ve discussed some tips for maximizing ConnectWise, let’s explore why partnering with a consulting team of ConnectWise experts can be incredibly helpful:

  1. Expertise: Consulting experts have a deep understanding of ConnectWise and can provide valuable insights and best practices that may not be apparent to your in-house team.
  2. Time Savings: With their expertise, consulting teams can expedite the implementation and customization process, saving you valuable time.
  3. Maximized ROI: By optimizing ConnectWise and tailoring it to your business, experts ensure that you get the most out of your investment.
  4. Ongoing Support: Consulting teams can offer ongoing support and guidance as your business evolves, helping you stay ahead of the curve.
  5. Risk Mitigation: Experts can help you avoid common pitfalls and ensure compliance and security, reducing the risk of costly errors.

Maximizing ConnectWise involves a combination of understanding its full potential, customizing it to your business processes, training your team, optimizing integrations, and ensuring compliance and security. Partnering with a consulting team of ConnectWise experts can provide you with the guidance, expertise, and support needed to achieve these goals effectively, ultimately leading to improved efficiency and a higher return on investment for your IT services business.

FocusPlanit is one of the industry’s premier ConnectWise® Consultants serving the entire United States. We offer hands-on support and training to ensure you get the maximum benefits from your business solutions and software. Contact us today and let us be your partner in success. You can learn more about our offerings and team on our website.

ConnectWise Consulting

The Importance of Using a Business Consultant During Growth

/in , ,

As a business embarks on a growth journey, it faces a myriad of challenges and opportunities. Whether it’s expanding into new markets, increasing market share, or diversifying product lines, navigating through growth requires careful planning and strategic decision-making. In such crucial times, the expertise and guidance of a business consultant can prove to be invaluable. In this blog post, we’ll explore the importance of using a business consultant during periods of growth and how their insights can lead to sustainable success.

Objective Perspective

During periods of growth, businesses may find themselves caught up in the excitement and challenges of expansion. In such situations, internal teams can become biased and subjective when evaluating strategies and decision-making processes. A business consultant brings an objective perspective to the table, free from any internal biases. They are independent professionals who can critically analyze the organization’s current state, challenges, and potential opportunities without being influenced by internal politics or emotions. With their unbiased viewpoint, consultants can identify hidden inefficiencies, organizational bottlenecks, and areas where the company might be missing out on growth prospects. By leveraging this fresh perspective, business leaders can make more informed and rational decisions, leading to a more effective growth strategy.

Strategic Planning

Growth without a well-structured and comprehensive strategic plan can be akin to sailing without a map. A business consultant plays a pivotal role in strategic planning during periods of growth. They work closely with the leadership team to understand the company’s vision, goals, and growth aspirations. Based on this understanding, the consultant collaborates with the organization to develop a clear and actionable growth strategy.

The consultant’s expertise in strategic planning ensures that the growth plan aligns with the company’s core values, strengths, and long-term objectives. Moreover, they assist in setting realistic milestones, breaking down complex goals into manageable tasks, and developing a timeline to monitor progress effectively. A well-crafted strategic plan gives the organization a roadmap to navigate growth challenges, seize opportunities, and remain agile in a dynamic business environment.

Market Insights and Expansion

Entering new markets or launching new products/services can be risky endeavors without proper research and insights. A business consultant brings market expertise to the table, offering valuable insights and data-driven analysis to support expansion decisions. Through in-depth market research, consultants assess market trends, competitor landscape, target audience preferences, and potential challenges. This information is instrumental in identifying the right market segments to target, understanding customer needs, and positioning products or services effectively. Furthermore, a consultant can guide the business through market entry strategies, recommending the most suitable approach for expansion. They can assist in evaluating the risks involved and devising contingency plans to address potential obstacles. By leveraging market insights, companies can confidently venture into new territories, mitigating risks and optimizing growth opportunities.

Resource Optimization

During times of growth, businesses often need to allocate resources wisely to support expansion initiatives. Resource optimization is critical to ensure that the company is using its finances, workforce, and technology efficiently and effectively. A business consultant brings expertise in resource management, helping organizations assess their current resource allocation and identify areas for improvement. They conduct cost-benefit analyses, scrutinize budgets, and suggest cost-cutting measures without compromising the quality of operations. Consultants also play a crucial role in talent management during growth. They assist in evaluating the workforce’s skill sets, identifying talent gaps, and recommending hiring or upskilling strategies to meet the demands of the expansion. By optimizing resources, businesses can make the most of their investments, enhancing productivity and profitability throughout the growth phase.

In conclusion, utilizing the services of a business consultant during periods of growth is essential for businesses seeking sustainable success. Their objective perspective, strategic planning capabilities, market insights, and resource optimization expertise provide a solid foundation for making informed decisions and navigating growth challenges effectively. By leveraging the unique skill set of a consultant, organizations can accelerate their growth trajectory while maintaining a clear and purposeful approach to expansion. If you have any questions or would like to explore some of the services discussed, contact the professionals at FocusPlanit.

FocusPlanit is one of the industry’s premier ConnectWise® Consultants serving the entire United States. We offer hands on support and training to ensure you get the maximum benefits from your business solutions and software. Contact us today and let us be your partner in success. You can learn more about our offerings and team on our website.

Connectwise consulting

ConnectWise Streamlines Operations

/in , ,

In today’s world, where technology is rapidly advancing, businesses must use software systems like ConnectWise to streamline their operations and improve their bottom line and ConnectWise streamlines operations seamlessly. ConnectWise is a software platform that can help businesses develop a sustainable strategy for their operations by leveraging their existing software systems.

ConnectWise is a software solution designed for managed service providers (MSPs) and businesses that provides a suite of tools for managing their operations, including customer relationship management (CRM), project management, billing, and more. In this blog post, we will explore how ConnectWise software can help businesses develop a sustainable strategy for their operations.

 A Sustainable Operations Strategy

One of the primary ways ConnectWise can help businesses develop a sustainable strategy for their operations is by integrating with their existing software systems. ConnectWise is designed to integrate with a wide range of software systems including those involved with:

  • Accounting
  • Marketing
  • Sales

By integrating with these systems, businesses can streamline their operations and improve their efficiency, resulting in significant cost savings.

Efficient Project Management

Another way ConnectWise can help businesses develop a sustainable strategy for their operations is by providing a central location for managing their projects. With ConnectWise, businesses can create and manage projects, assign tasks to team members, track progress, and more. This helps businesses stay organized and on track, ensuring that projects are completed on time and within budget.

A Complete CRM Tool

ConnectWise also provides businesses with a CRM solution that can help them manage their customer relationships. With ConnectWise’s CRM, businesses can track customer interactions, manage leads, and automate marketing campaigns. This helps businesses improve their customer service and increase their customer retention rates.

 Powerful Billing Solution

In addition to these features, ConnectWise provides businesses with a powerful billing solution that can help them automate their invoicing and payment processes. With ConnectWise’s billing solution, businesses can create invoices, send them to customers, and track payments. This helps businesses improve their cash flow and reduce their administrative burden.

There is no doubt that ConnectWise streamlines operations and is a wise business choice, and while ConnectWise provides businesses with a single operational platform, we have found that most clients get overwhelmed with integrating into their businesses, which is why we created a ConnectWise All Inclusive 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.

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. You can learn more about our offerings and team on our website.

ConnectWise consulting

Finding A Quality ConnectWise Consultant

/in ,

Finding a quality ConnectWise consultant can be daunting, but the benefits lead to a vastly improved work environment in more ways than one. When looking for a MSP provider, make sure it’s a team of dedicated IT professionals. Regardless of the area of the business that has needs, you want a team who can help your business be more efficient and profitable.

FocusPlanit is a concentrated team of professional, seasoned experts focused on helping you create and maintain a successful business. By partnering with a dedicated team of consultants, you can identify and streamline the gaps within your current processes, freeing up your time (and your budget) for other high-priority areas of your business. We are on a mission to help business owners build highly functioning and sustainable operations leveraging existing systems like ConnectWise.

Experience Matters:

Beyond experience, you want a ConnectWise partner that can help you develop the right strategy to meet your business goals. Identify the right structure and necessary tools needed to keep your office running smoothly, and offer support in your sales processes, your operational systems, and your finance tools.

FocusPlanit is a trusted team when it comes to improving strategy, structure, and support by providing expertise in:

Sales Processes

  • Quoting
  • Sales Management
  • Sales Reporting
  • Opportunity Management
  • Leads Management
  • Procurement

Operations

  • Automation
  • Service Desk
  • Dispatching
  • Project Management
  • Time Management
  • Scheduling
  • RMM Integration
  • KPI Reporting
  • SLA Management
  • Relationship Management
  • Onboarding

By partnering with a dedicated team of consultants, you can identify and streamline the gaps within your current processes. freeing up your time (and your budget) for other high-priority areas of your business. With a focus on quality, the FocusPlanit ConnectWise consulting team is a concentrated team of experts who truly understand not just the ConnectWise Suite, but the industry as a whole.

Only FocusPlanit has the expertise needed to leverage your software systems to develop a sustainable strategy for operations. Working with our consulting team you can expect help creating and executing a strategy that will streamline and expedite your help desk, projects, and overall management.

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.

What Is ConnectWise PSA?

/in ,

What is ConnectWise PSA? ConnectWise PSA (formerly Manage) is a dedicated business management software designed to streamline your business using a single view (via one single data layer), automate sales processes, improve internal communication, and decrease operational costs through optimization. ConnectWise PSA makes things easy by managing cloud billing for all clients, utilizing built-in marketing functionality and sales opportunity management to stay informed, and maximizing productivity with time tracking and planning.  

 Only ConnectWise PSA can provide your company with the top-tier, highly effective business management tools needed to provide full visibility of the service and sales pipeline, as well as superior customer service and unrivaled cost-cutting.  

 Support For ConnectWise PSA 

The FocusPlanit team partners with your team to manage your ConnectWise PSA, We offer a monthly partnership package called Team Focus. It includes: 

  • Customized Offering Tailored to Your Business Needs
  • Assistance with 3rd Party Integrations
  • Unlimited Maintenance and Administration Hours
  • Customized Offering Tailored to Your Business Needs
  • Assistance with 3rd Party Integrations
  • Unlimited Maintenance and Administration Hours
  • And much more!

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 

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

The ONE Tool Your Business Needs

/in , ,

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

TopLeft: A Complimentary Program To ConnectWise

/in ,

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

/in ,

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.