The Holy Trinity-ConnectWise Sell, Automate and Manage-ITPN-008

ConnectWise - Quosal, LabTech and ConnectWise
ConnectWise - Sell, Automate and Manage

In French Cooking it's Mirepoix
In Italian Cooking it’s Soffreto
In Cajun Cooking it's the Holy Trinity
In IT Services it's ConnectWise

In this episode we are going to talk about the three tools that I use to run our managed services business.  Over the years we have standardized on tools that have been acquired by IT PSA vendor ConnectWise.

We'll talk about using a quoting tool and why you need it to be successful.  Remote Monitoring and Management and how you should be using it to save time on your helpdesk and why having a PSA or CRM tool like ConnectWise Manage is absolutely essential for a managed services business.
Why you might need ConnectWise
You might need ConnectWise Sell if you are:

Creating quotes for hardware, software, services and recurring services
Managing your sales processes like a real business -  tracking profit, sales activities, and oppurtunities.
Constantly looking for the latest products and SKU's to sell to your customers.

You might need ConnectWise Automate if you:

Monitor and Manage your customer computer
Profit by being more efficient and doing less reactive work
Need the ability to bill for your services based on knowing the number of machines a customer has.

any finally you might need ConnectWise Manage if you are:

In the IT Business ...

Some other tools we talked about in this episode
Quotewerks by Aspire Software
We have used Quotewerks for over 10 years and really like some of the features that they bring to the table.   If you are evaluating quoting tools I strongly recommend you take a look at Quotewerks.  (side note... never name your product, something that is spelled wrong,  if your prospects can't find you they can't buy from you).
Nilear
Nilear is an awesome set of tools that integrate with your ConnectWise Manage and Automate systems to give you a wealth of features that are not available in the software.  In this episode we talk about the Delta Station function of the toolset that audits and allows for rollbacks in the ConnectWise Automate system,. but we use much more of this system to manage our service team.    Check out Nilear, I highly recommend it.
Ninite One
Ninite Pro or Ninite One  is the command line tool version of Ninite.   Ninite allows for installation and upgrades of many common desktop applications.

Ninite tries to behave exactly a seasoned tech that is installing applications on a users' desktop.   It does it so it...

Say "No" to toolbars or other junk
Always install the latest version of an app
Install the right 32-bit or 64-bit version for a PC
Install apps in the PC's language
Skip apps that are already up-to-date
Upgrade an app if it's out of date

Here is a list of the applications supported by Ninite
Some other PSA and RMM tools to check out
Kaseya VSA - RMM Toolset
Kaseys BMS - PSA and Business Management
Ninja RMM -Ninja MSP
Solarwinds MSP Toolset
Other things to do
Don't forget to scale it up!
Special Thanks to:
Josh Kemp from Ozark Information Services for the feedback!

Ask your questions or share your feedback
•Comment on the shownotes below
•Email [email protected] (audio files welcome)

Get on the mailing list
Low Volume by it is THE PLACE TO BE for all of my insider information. If you're on the list, you'll be the first to know. Signup Here

Tell 'Em I Sent You
If you investigate or purchase any product or service that I have talked about, please remember to mention that I sent you. I may or may not get a small commission but more importantly I hope to spread the word about the IT Provider Network.
Please Subscribe
Please consider Subscribing to the Podcast it is the only measure of listenership I have.

Give me a Review
Your written iTunes reviews encourage me and they help other people find the podcast.