The customer journey and billing: one partner's story

| By: Craig Fulton

We sat down with 10-year strong ConnectWise partner, Amy Kardel, to talk about the customer journey and billing process at her business. As co-owner of Clever Ducks, a San Luis Obispo-based technology solution provider (TSP), she’s experienced the difference between a smooth billing process, and a not-so-smooth one.

Kardel discovered ConnectWise Manage® after researching N-Able alternatives, and actually attended the very first IT Nation! After interacting with our unmatched community and gathering much-needed business tips from her peers, Kardel knew she was on her way to ironing out the kinks in Clever Ducks’ customer journey.

In this short video, hear Kardel explain in her own words what the billing process was like before ConnectWise Manage, and how the right tools and a solid customer journey led her and her team to new levels of success.

Discussing payments and invoicing can be stressful for your clients AND you when your invoices create more questions than they answer. If that sounds familiar, then it’s time to examine the billing step in your company’s customer journey process, and the tools you’re using to cultivate the experience.

At ConnectWise, our mission is to empower your success with a host of industry-leading solutions and best practices that help you devise an unmatched customer journey in all areas of your practice. You’re a few clicks away from game-changing expertise–don’t wait another second.