Fresno, CA
415-689-5015

WE HELP YOUR IT & MSP BUSINESS REACH NEW HEIGHTS WITH CONNECTWISE CONSULTING

We develop well-tuned business processes, efficient service teams, impeccable administrative departments, and a powerful sales engines using ConnectWise & industry best practices

AUTOMATE

We help automate your IT & MSP business by developing your tools, building efficient processes, and leveraging your valuable resources in an effort to scale your IT & MSP business.

MANAGE

We help you better manage your business by developing effective sales strategies, determining unique service benchmarks and creating predictable financial performance.

SERVE

We help you serve and nurture your existing clients as well as find your highest valued prospects, all while empowering your team to go above and beyond with best practices.

SIX STEPS TO SUCCESS

Regardless of the specific reason you hire us, all engagements follow a 6-step process that incorporates both years of experience and accepted Best Practices. Whether we’re taming ConnectWise for you, training your people, implementing new processes, helping you through a partnership or merger, or any combination of such, our process has proven extremely effective:

1

DISCOVERY

 We schedule a no-obligation 15 or 45-minute call to assess your needs, and determine if our capabilities can help you reach your goals.

2

ASSESSMENT

We find out where you truly are in your business. Our Assessment is designed to uncover and make plain the mission critical details that will help your business perform better. This is a critical step to lay the foundation in which we work from.

3

ONBOARDING 

We gather more information, listen to you and your people, analyze everything, and begin to execute the tailored solution to specifically meet the needs of your business. We also collaborate with you on how best to work with us and set a plan of action in motion.

4

CONSULTING 

This is where the nuts and bolts begin. It’s impossible to fully define this step, as the seeds are planted in the previous three, and what sprouts from these seeds is different for every company (and that’s the right way to do it – implementation that respects YOUR way of doing things.)

5

OPTIMIZATION 

At regular intervals during engagement, we’ll meet with you for a number of working sessions. During these sessions, we’ll review functionality and set-up, and we’ll cover items that you’ll need to complete before the next consultation. Regular status reports and calls will also help us review your team’s progress.

6

SUPPORT

We stick around, to make sure you have and are using your tools in the most effective and profitable manor possible. We continue to educate, train, and help get you the support you need to keep on track to a successful, more efficient business.

Our Services, Custom Built For Your IT & MSP Business

Sierra Pacific Consulting is a leading provider of in-depth consulting services for IT and Managed Service Providers, specializing in the robust utilization of ConnectWise. Our focus is on integrating today’s best business practices into a model which is flexible with your business and it’s working culture to achieve growth through scalable processes that produce measurable results. We go beyond the application to help you build the required business processes needed in order for you to get the most out of your ConnectWise investment because we have personally lived the IT & MSP business life​.

CONNECTWISE
IMPLIMENTATION 

ConnectWise touches many different areas of your business. We’ll ensure every last one of them works as intended. Our expert team will install and launch your ConnectWise Platform – making a smooth transition, including creating new processes and conducting training.

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CONNECTWISE 
CONSULTING 

As professional business management service providers, we ensure the safety of your important business investment. We configure, customize and seamlessly integrate hundreds of ConnectWise implementations throughout your business processes.

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CONNECTWISE
SUPPORT

Sierra Pacific Consulting provides complete, end-to-end business support and advisory services, delivering creative solutions quickly and cost effectively throughout every aspect of ConnectWise. Specifically, we help develop plans, policies, procedures, goal setting, and execution plans.

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CONNECTWISE ACCOUNTING

Sierra Pacific Consulting has deep understandings of both ConnectWise and QuickBooks and can help your business gain the financial insights you need to become more profitable and efficient. We’ll help you simplify your accounting for customers and reduce the amount of work your staff deals with when accepting payments and answering questions from customers.

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CONNECTWISE INTEGRATION

We understand ConnectWise, but more importantly – we understand the tool stack that is needed to make ConnectWise work for your IT/MSP business specifically. We can help you build a powerful & highly customized business engine by integrating SalesForce, InfusionSoft,  HubSpot, IT Glue, Desk Director, ConnectBooster, QuickBooks, LinkedIn, Facebook, Twitter, MailChimp ETC.

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LEAD GENERATION MARKETING

We provide your IT/MSP business with high quality leads in a 5-25 mile radius from your office, who are educated on the services and products you provide, the values your company stands for, and the benefits of partnering with you. We set meetings around a specific agenda, at a time and place that works for both parties – so all you have to worry about is closing the sale.

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Watch My Story

I’m a Real Person,
Not A Robot.

To date, Sierra Pacific Consulting has helped over 350+ to become more accountable, more efficient, and more profitable in the day-to-day running of their technology business while leveraging the incredible automation that ConnectWise offers when fully optimized. We also offer expert  ConnectWise consulting and assistance in accounting, management, and lead generation services.

CONNECTWISE RESOURCES

We develop custom how-to guides, helpful platform documentation, and educational content designed to work for IT & MSP business. Check out our library of eBooks, tool kits, infographics, and more to find exactly what you need.

Sales Process

Why Every MSP Should Focus On These 5 Steps When Preparing Sales Proposals In ConnectWise

Many salespeople dread putting together sales proposals. They spend hours crafting proposals that ultimately never lead to business. This is entirely avoidable: Following a proven five-step checklist for creating sales[…]

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How To Create Opportunity Stages In ConnectWise For an Effective Sales Process

ConnectWise is one of the most popular PSAs in the world. It is so complex, with so many features, that it can be intimidating. Like joining a new mega-gym, it’s[…]

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What Top MSP’s Are Doing In ConnectWise To Improve Sales Process

There is abundant evidence to prove that IT solution providers with an effective sales process outperform their less disciplined competitors. When asked, most MSP’s will state that they already have[…]

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Become a #CWBOSS for your Business Today!

We’re obsessed with ConnectWise. For the latest info on new software releases, security features, and much more for streamlining your business processes and profits…

JOIN THIS GROUP to discover what’s POSSIBLE with ConnectWise! Get the BEST support and community discussions about the ConnectWise platform.

We’re a friendly bunch of business professionals that enjoy sharing our ConnectWise experiences, and proven strategies exclusively for entrepreneurs looking to grow and manage their business.

Together we can make work life less of a headache for everyone, “Like A Boss”. #CWBoss

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CONTACT US

We’d be happy to talk with you for 30 minutes about your goals, processes, and how we can help. It’s on us, and we promise, your time won’t be wasted.

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