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Your world is changing constantly due to growth and changes in your business strategy and we are adding new features to ConnectWise with every release. We find that Solution Providers encounter many of the same common challenges as they grow their business. Can you relate?
Have you...
Started a new business practice area, such as Managed Services?
Changed your ConnectWise Administrator?
Purchased a new ConnectWise module?
Are you...
Struggling with your accounting integration?
Utilizing the new features/function of ConnectWise in place since your implementation?
Would you like to...
Improve your service operations?
Update your sales and marketing process?
The ConnectWise Consulting Services team can help! We are dedicated to helping you assess your business by sharing industry best practices that can increase your success, and by teaching you how to use ConnectWise to your best advantage. With our consultants available to your team, you are more equipped to overcome your business challenges and reach your goals. You want every edge and opportunity available to be the best in this industry and our consultants can take you there. If you have a specific consulting need (i.e. challenges with Agreements and Invoicing) we can provide you with custom consulting remote, onsite at your location or our offices. Contact us for
more information.
If you answered YES to a lot of the questions above, you are in need of a ConnectWise Business Assessment. The ConnectWise Business Assessment process covers the following:
Onsite Business Assessment:
- You will complete the Business Assessment Survey outlining what Services you provide your clients today.
- The ConnectWise Consultant will review the Survey and will contact you for clarification, if necessary.
- The ConnectWise Consultant will come onsite to your location to meet with individuals and departments to discuss the recommendations to your best practices and changes to CW and the benefits to those recommendations.
- The ConnectWise Consultant will document all the recommendations and the benefits to those recommendations.
- The ConnectWise Consultant will document an Implementation Plan for rolling out the recommended changes.
- The ConnectWise Consultant will provide remote support during the Implementation process.
Remote Business Assessment:
- You will complete the Business Assessment Survey outlining what Services you provide your clients today.
- The ConnectWise Consultant will review the Survey and will contact you for clarification, if necessary.
- The ConnectWise Consultant will schedule remote sessions (average 1 to 2 hours per day) to meet with individuals and departments to discuss the recommendations to your best practices and changes to CW and the benefits to those recommendations.
- The ConnectWise Consultant will document all the recommendations and the benefits to those recommendations.
- The ConnectWise Consultant will document an Implementation Plan for rolling out the recommended changes.
Questions? Contact us at Consulting@ConnectWise.com
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