14 Oct 2023 Super-charge your MSP Sales Effectiveness feature release Context is King - Create Opportunities & Meetings in the Moment
30 Oct 2022 Sales Dashboard - Drive Results with Visibility feature release Pipeline Management: More Science Less Art There is an old sales adage that says, “sales is more art than science.
6 Oct 2022 Open Opportunities - Pipeline with Activity Context to Help You Close More Deals feature release Managing Your Pipeline Got a Whole Lot Easier… It’s not uncommon for it to be a challenge for Sales Managers and Account Managers to mange their pipeline.
12 Oct 2022 Setup Your ConnectWise Agreements & Products for Account Management Success best practices To be strategic in how you approach your customer base you must let your data guide you rather than using your intuition.
23 Oct 2022 Customer Profitability - Providing Valuable Insights for Important Decisions feature release High-level customer profitability insights with low-level effort. We know how both important and long it can take to calculate customer profitability.
6 Oct 2022 Product Update: Assigned Accounts - Personalising Your Experience feature release Manage Your Own Accounts. Faster. With the new “Assigned Accounts” feature, you will be able to easily toggle between “All Accounts” and your own “Assigned Accounts.