Fresno, CA

Category: Sales Playbook Series

ConnectWise Consulting | Accounting | Marketing

How To Write Better Sales Proposals: 5 Steps Every MSP Should Follow 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…
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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 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…
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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 a sales process built out inside ConnectWise; But in my experience, only a few have developed their sales processes to a level that consistently generates…
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