Accomplish more with the unparalleled integration between ConnectWise Manage and ConnectWise Sell

| By:
Sam Demulling

It’s not uncommon for service providers to use multiple systems to run their business. As long as the work gets done and your team is being productive, you might not care what tools, or how many, you’re using. What is common is that many of the tools you use aren’t designed to function together. And when tools aren’t built to work together, you experience inefficiencies, wasted time, and an increase in errors.

These inefficiencies and mistakes make a big difference in your sales process. After all, that’s where you close the deals that lead to the revenue you gain from your services. How are these issues solved? Integration. At ConnectWise, we understand the power of integration. That’s why ConnectWise Manage® and ConnectWise Sell® are built to work seamlessly together, making your sales process efficient, automated, and fast. So, let’s take a look at a few of the truly unique features of this powerful integration.

Procurement automation: automatically place orders with top distributors

Sourcing and procuring products has always been a time-consuming, manual process. Instead of focusing on important tasks that require your high-end expertise, you’re counting inventory with one hand and sending orders to distributors with the other. And, as you know, manual work often leads to mistakes, both big and small.

Together, ConnectWise Sell and ConnectWise Manage help you say goodbye to procurement inefficiencies—and hello to automation.

Once a client signs their quote, the information is collected in ConnectWise Sell and passed over to ConnectWise Manage, giving you a seamless transfer of order information. With the quote signed, ConnectWise Sell creates the client’s purchase order and delivers the information to the Procurement module in ConnectWise Manage, then automatically places the order with one of the top distribution integration partners.

Quote demands: never miss a renewal opportunity

If you want to continue growing your business, you need to take advantage of every sales opportunity you get with a client. This is especially true with contract renewals; but keeping track of them can be a little difficult when your sales team is busy.

As you might guess, ConnectWise Manage and ConnectWise Sell keep a close eye on contract renewals. Inside ConnectWise Manage, you can set up alerts around configurations, tickets, or agreements that will trigger the creation of an auto-generated quote in ConnectWise Sell.

Consider how this integration works in action. Say one of your top client’s contract ends at an irregular time, and last year, you only remembered to contact them at the last possible moment. That doesn’t reflect well on your business—and can put unwarranted stress on your team.

You can set an alert to be notified 60 days before a client’s contract expires. When that day comes, ConnectWise Manage sends the information over to ConnectWise Sell, where the quote is created and sent to the client. With the quote in front of the client early enough, you can start having meaningful conversations about your services and unlock the potential for adding more services to their agreements.

Sales activities from quoting information

Following up with prospects is just a part of sales. Quotes are sent, people get busy, and before you know it, weeks have gone by and you haven’t heard anything. Sometimes, your sales team gets busy and doesn’t have the time to make a phone call or send a quick email reminding the potential client about the quote. But following up could be just the push a prospect needs to turn into a client.

With the integration between ConnectWise Manage and ConnectWise Sell, you can set up activities based on specific milestones in the sales process with SuccessList in ConnectWise Sell.

By tracking these milestones, and setting up notifications to alert your sales team, quotes won’t turn cold, and potential revenue won’t slip through the cracks. When you set up the alert in ConnectWise Sell, an activity is created in ConnectWise Manage, and an email is sent to the sales rep who created the quote. Your sales team stays on top of deals, your sales pipeline keeps moving, and you see revenue continue to flow.

Integration will take you to the next level

Your sales team was always meant to sell, so let them. The powerful integration between ConnectWise Manage and ConnectWise Sell will help your business boost productivity, speed up the sales process, and put client relationships at the forefront. We just highlighted the top three, but there are many more to help your team reach the next level.