Fresno, CA

Category: Sales Playbook Series

ConnectWise Consulting | Accounting | Marketing

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 proposals lets, you guarantee your proposals will create value for your prospects — while enabling you to close bigger deals. The following five guidelines will…
Read more

Linkedin sales

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 easy to get lost. There are a lot of ConnectWise features and functions available and only a small minority will be relevant to a given…
Read more