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Sales Dashboard - Drive Results with Visibility

Increase sales effectiveness with increased pipeline health in less time.

October 30, 2022 · 3 min read

Open Opportunities - Pipeline with Activity Context to Help You Close More Deals

Pipeline with Activity Context to Help You Close More Deals

October 6, 2022 · 3 min read

Setup Your ConnectWise Agreements & Products for Account Management Success

Find out how setting up your agreement, sales & financial data intentionally can help you grow

September 12, 2022 · 11 min read

Customer Profitability - Providing Valuable Insights for Important Decisions

Review customer profitability from multiple levels - all accounts, tiers or your own selection.

August 23, 2022 · 2 min read

Product Update: Assigned Accounts - Personalising Your Experience

Personalise your experience with Assigned Accounts, quickly drill-down on the accounts which you manage.

August 6, 2022 · 2 min read

Helping MSPs be more profitable - Microsoft Reactor

Recently Andrew Browne, Head of Partnerships at BeeCastle presented at Microsoft Reactor in Sydney in conjunction with Pax-8 and Connectwise. The topic of his presentation was on Helping MSPs be more profitable through data-lead account management.

July 27, 2022 · 14 min read