Why choose ConnectWise Manage for your PSA software?

| By:
April Taylor

Are you working in outdated software or utilizing different systems for different tasks? Did you know that by doing so, you could be costing your business over 25% in revenue by creating inefficient employees and making yourself susceptible to data-entry errors?

If you want improved communication and efficiency, we’ve got a solution that will not only enhance the customer experience, but increase revenue and lower costs. It may seem too good to be true, but choosing to incorporate a PSA into your business, such as ConnectWise Manage®, will connect everything in a single pane-of-glass and put an end to the chaos.

What is a PSA?

A PSA, or professional services automation tool, is a solution that is commonly used to assist in running a services-led company. By design, these tools implement an automated workflow, which connects every area of your business and prevents disarray. By utilizing a PSA tool, you’ll have total visibility into every aspect of your business, reduce redundant tasks, and boost efficiency.

According to Joe Panettieri, EVP and Content Czar for ChannelE2E, “PSA software remains a core requirement for MSPs and IT consulting firms that want to manage tickets, billing, utilization rates, recurring revenues and plenty more.”

Among MSP Owners, ConnectWise Manage is the premier professional services automation platform that has been developed with intimate knowledge of the recurring revenue business model. It provides automation to connect data and workflows to all stages of the customer lifecycle, creating efficiencies, providing insight and supporting growth, as proven by its 2019 selection as Best PSA platform by ChannelPro Magazine.

Let’s take a look at some of the key benefits to implementing ConnectWise Manage into your business.

1. Customer relationship and profitability

ConnectWise Manage enables you to oversee all hardware and service costs in relation to customer agreements. With this control, you’ll be able to stay a step ahead when it comes to new sales opportunities and take advantage of automated follow-ups so you never let a deal slip through the cracks. In addition, when you automate the mundane tasks that are eating away at your employees’ time, you’ll be able to increase efficiency and, most importantly, focus on offering a flawless customer experience which is essential for success in as-a-service. Then, once you have closed a deal, ConnectWise Manage enables you to cultivate a seamless sales-to-service handoff. This is another critical moment since it’s the first interaction the client has with you and will set the tone for your relationship.

Remember, your clients should always expect great service. The way to deliver on this is to streamline efficiency on your end, and simplify any processes on your customers’ end. ConnectWise Manage implements a ticketing strategy that can handle a multitude of requests—including phone calls, emails, and live chats—and then documents communication on every step of the process until the job is done. It also allows you to keep accurate inventory, tag products to specific clients so you have accurate records, manage purchases, input pricing, and manage inventory counts based on office location. A streamlined data process means more accurate information that is always up to date.

Innovative Computing System’s Director of Operations Eric Hoffmaster noticed the benefits of implementing ConnectWise Manage right away. He says, “It’s a one-stop-shop for everything your business needs for success.”

2. Integration and operational efficiency

ConnectWise optimizes the handoff between service and finance by automatically populating data from ConnectWise Automate®, ConnectWise Manage, and third-party products into invoices. Let’s take a deeper look at some of ConnectWise Manage’s unrivaled integration capabilities:

ConnectWise Manage and ConnectWise Automate:

ConnectWise Automate® is our remote monitoring and management (RMM) software that automates technical tasks. ConnectWise Automate alone focuses on decreasing service delivery times, through a range of tools including scripting, patching, and remote monitoring.

Although each are powerful solutions on their own, when ConnectWise Automate is paired with ConnectWise Manage, your service team will be able to resolve issues quickly by utilizing automation to find and fix problems before they ever reach the client. This unmatched integration allows you to experience efficiencies such as improved resolution speeds, fast-track ticket routing, maximized profits, and automated billing.

ConnectWise Manage and ConnectWise Sell:

ConnectWise Sell® is a quote and proposal automation software that simplifies the creation of complex technology quotes and proposals. It has the ability to handle supplier configurations as well as automatically populate data into integrated systems.

Your sales team can work through a streamlined process created by the integration between ConnectWise Sell and ConnectWise Manage. This integration provides the opportunity to increase productivity with features that automatically place orders with top distributors, as well as simplify quote creation and agreement management. It also allows everyone to be on the same page by notifying your team of important sales milestones.

ConnectWise Manage and ConnectWise Control:

ConnectWise Contro®l is a remote access and remote support software tool that just works. It provides anytime, anywhere access that lets you remotely control devices and help your customers whether they’re around the corner, or across the world.

The ConnectWise Manage and ConnectWise Control integration lets you work in the most efficient way possible. Think one system for the entire session efficient. With just one click, you can start a remote control session from inside your ConnectWise Manage ticket and have all the information you need at your fingertips. Even better, you can stay in the ticket to send messages, run commands, and also perform work in the background without disturbing the end user. When you’re done with your session, updated device information, session events, session logs, chat transcripts, and even HTML reports are automatically attached to the ConnectWise Manage ticket.

ConnectWise Manage and ITBoost:

ITBoost® is an IT documentation system that was designed to help you do more than create meaningful documentation. It does that, and so much more. From real-time business intelligence, feedback management, and VoIP integrations, it tackles the task of tying together all facets of your business together head-on.

Pair ITBoost with ConnectWise Manage to gain a BI integration, live ticket views and filtering abilities, and a two-way sync of companies, contacts, locations, configurations, and master data tables.

ConnectWise Manage and BrightGauge:

BrightGauge® allows you to better organize all of the data that matters to you, so you can spend more time making stronger business decisions.

With dashboards that update in real-time, keep track of all your data without missing a beat. Plus, create professional, interactive reports that are great to share with clients or internal team members. More about BrightGauge and ConnectWise Manage can be found here.

Third-party integrations:

We believe that you know what is best for your business—and this includes the tools you choose to use every day. This is why we leave the power in your hands by offering extensive third-party integration opportunities that work seamlessly alongside the ConnectWise product suite. In fact, we have developed partnerships with top vendors and over 250 solutions providers, so you will be able to use ConnectWise’s cutting-edge tools and build a solution stack to fit your individual business needs.

3. Scalability

As your business grows, you need the capacity to be able to keep up with all of the positives that come along with expansion. ConnectWise Manage not only allows you to automate more of the administrative process your employees need, but when you’ve implemented integrations, you’ve also removed any redundant technical tasks, thus cultivating work efficiency and overall scalability.

For example, by automating scheduling and billable time tracking in your business, you are both ensuring your teams are productive and profitable, which cultivates a mindset of efficiency, and establishing hyper-efficient processes, which shows growth in your business scalability. This same principle can be applied to various areas in your business that are improved with ConnectWise Manage, including the creation of automatic quotes and proposals, quick issue resolution, and accurate invoicing.

You want to be a hero to your customers. At a base level, ConnectWise Manage allows you to stop struggling with disconnected systems and prevents human error through the centralization of data into one application—but further than that, it allows you to be the hero your clients need.