ConnectWise PSA for IT Solution Providers
by
ConnectWise
ConnectWise PSA is the end-to-end, fully integrated solution
developed just for IT companies, with custom workflow
configuration to meet the exact needs of your business.
ConnectWise PSA super-charges QuoteWerks for IT companies to
accelerate opportunities through your pipeline and increase
control of your sales process, maximizing revenue potential
and increasing profitability. Two-way integration eliminates
dual data entry and allows you to manage service requests
and projects through ITIL best-practice processes from quote
to completion.
ConnectWise PSA integration to QuoteWerks provides:
- Seamless workflow through one-click access and
real-time visibility between ConnectWise and QuoteWerks.
- Prompted opportunity creation in ConnectWise when
new quotes are created.
- Automatic tracking of revised quotes in ConnectWise
client records.
- Roll up of multiple quotes into a
single ConnectWise opportunity.
- Single click conversion of quotes into service
requests or projects.
- Complete tracking through all phases of business
development so opportunities are not lost.
- Comprehensive management reporting for maximum
conversion of opportunities in pipeline.
Choose ConnectWise, thrill your clients and Own Your SpaceTM.
Category Cross Reference
Links
The primary focus of the add-on(s) below do not fit this
category, but they offer related functionality.