We know ConnectWise Sell and have helped hundreds of technology businesses implement and optimize the software over the last several years. With ConnectWise Sell Implementation, Support, and Consulting Services, Sierra Pacific Consulting can help your IT & MSP business build teams that are prepared for growth, and a business foundation that is set to scale.
Discover The Power of ConnectWise Sell With Sierra Pacific Consulting
At Sierra Pacific Consulting (SPC), we feel deeply passionate about helping IT business owners implement ConnectWise Sell the right way, the first time. We ensure your system is setup based on industry best practices, and custom tailored to fit your company’s specific needs.
Our goal with ConnectWise Sell Implementation, Support & Consulting services is to develop a service, sales, and finance strategy for success and build Connectwise to manage and measure the company performance accurately.
When you work with Sierra Pacific Consulting, your sales, service, and finance departments will be able to more effectively manage each department, keep client satisfaction high, and measure with reporting important metrics for each department. Sierra Pacific Consulting will spend the time with each team to teach and provide documentation for best practices built for your business.
WE LISTEN CAREFULLY TO UNDERSTAND YOUR NEEDS
We at Sierra Pacific Consulting have found that through organization and clear expectations, we can strengthen your team to meet a unified goal. Our dedicated Consultants ensure that your team is ready to progress forward.
WE EDUCATE AND SUPPORT YOUR TEAM
We explore your business ecosystems, methodologies, legacy systems, and internal
processes to understand not just what you do – but also how and why you do it; your history is important to us.
WE’RE THERE AT EVERY POINT OF EXECUTION
Through constant mediation, routine checkins, and systematic process review, we provide actionable goals peridoically that are documented for accountability. These routine sessions are also a time for questions, discussions, and ideas fresh from the industry.
Why Does My IT & MSP Business Need a Sell Consultant for Implementation?
We feel your business can benefit greatly from working with a ConnectWise Sell Consultant, as Implementing these processes and operating systems will help you and your team get better at instilling focus, discipline, and accountability throughout the company so that everyone executes on the same vision—every day.
CONNECTWISE SELL IMPLEMENTATION
What Services are Provided By Sierra Pacific Consulting?
When you partner with Sierra Pacific Consulting for your ConnectWise Sell Implementation, we help bridge those gaps by not only helping you refine your vision, but see that your vision is well executed.
BUSINESS PROCESS REVIEW
This session will enable ConnectWise Sell to get a better understanding of how your organization conducts business. Throughout the review, we will discuss business operations, specific processes in all departments, and current pain points.
VIRTUAL TRAINING WEBINARS
The sessions are recommended as an overview of the standard, ConnectWise Sell functionality and will serve as background and preparation for the system setup in the Admin Training and Setup session.
SYSTEMS CONFIGURATION & ADMINISTRATION
In this session, we will review multiple areas in ConnectWise Sell that construct the foundation of your system. Your Consultant will configure ConnectWise Sell to accommodate your current business and quoting processes and as was discovered in the Business Process Review meetings.
INPUT TEMPLATES SESSION
In this session, otherwise known as the Input Template Session, we will focus on setting up your own Input Template(s) in ConnectWise Sell. Input templates are a way to preset and standardize on language, products and services as well as to expedite quote and proposal creation.
CUSTOM QUOTE FORM
this session is designed to focus on your complete workflow from CRM to quote and back to CRM. In this session, we will discuss the opportunity, quote, delivery, customer approval and finalize opportunity flow based on stakeholder approval. This session will include the use of your custom quote form.
BRANDED ORDER PORTER PAGE
this session is designed to focus on branding your order porter, making sure that your IT company’s brand is represented during proposal execution. In this session, we will upload your logos, update all areas with your branding colors, and customize text to fit your branding guidelines.
END USER TRAINING
Our expert ConnectWise Sell Consultants will provide end user and/or train-the-trainer styles of training depending on the availability of hours in the scope of the implementation. We will be with you every step of the way toi ensure your staff now only understand s how to develop quotes and proposals, but to efficiently close deals using the ConnectWise Sell software.
CONNECTWISE SELL BI REPORTING
We set up a ready-to-go set of customizable, interactive reports and dashboards designed to analyze and share data collected by Microsoft Power BI. These reports will give sales teams and executive management critical insights and analytics they’ve never had about one of the most important business processes in their organizations.
What Happens After My ConnectWise Sell
‘Go Live’ Date?
After your ConnectWise Sell ‘go live’ date, we dedicate ourselves to training your staff and creating a vision of success for your IT business. Then we will work as a team to turn that vision into a reality with a robust accountability process via regimented meetings and S.M.A.R.T. KPIs.
Are You Ready to Take the Fastest Path to Maximum Profitability?
Let’s be honest – most people will initially be resistant to any change. However, our transformation methodology includes hands-on supportive training and education. Once we show and teach how ConnectWise can make everything easier, the light clicks on.
We hear “wow, I’ve always wished our old system could do exactly that” all the time.
Schedule a call with us, and we’ll show you what’s possible with ConnectWise Sell and Sierra Pacific Consulting.