ConnectWise Consulting for IT Companies

Results You Can Expect

As a managed service and consulting firm, we help you employ leading business management solutions designed by ConnectWise to enhance the performance of technology and IT organizations.

The industry leading software from ConnectWise can help businesses better manage and track invoices, procurements, proposals, and sales quotes.

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.

Let the Most Experienced ConnectWise Consultants Handle Everything, and Show You Exactly How It All Works!

With ConnectWise Consulting, we will:

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Optimize ConnectWise for your business.

You’re missing opportunities right now that ConnectWise can easily solve. We will find these missed opportunities, inefficiencies, and other low-hanging fruit, and use the power of ConnectWise to solve them.

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Develop (and Document) Effective Processes.

We’ve been doing this for a decade-plus, and have developed thorough Best Practices process guides that can help you through our engagement. And we’re experts at documenting any new process developed, and will help produce clear and meaningful training documents and processes tailored to your business.

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Explain the “What" and "How”.

This isn’t magic – it’s simply Best Practices, tailored to how you do things. And we’ll take the time to work alongside you and your team and document/explain as we go. This way, you’ll know exactly what we’re doing, how ConnectWise is specifically setup for you, and how it touches each facet of the revenue stream.

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Help with Related Software Integration and Other Extras.

We are experienced with many other tools that we can help integrate into your business, including sales quoting (Quotewerks, Quosal), customer surveys, accounting packages (Quickbooks, Xero, Wyse-Sync, ConnectBooster), dash boarding (Brightguague, ConnectSmart), remote monitoring management(Labtech, Continuum, Intronis, Nilear, DeskDirector), and more. We can connect your entire business to ConnectWise.

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Fast Implementation, Measurable Results, and Consistent Follow-Up.

You can expect quick and noticeable results when you work with us. We also devote the necessary one-on-one time with you and your team through weekly calls and project plans developed specifically for your company.

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Who is this for?

If you’re ready for huge growth in your business

If your business has revenue over $400,000/year

If you’re ready for change and can dedicate time to the process

More sales opportunities. Better resource tracking. More efficient service delivery.

Let us make one thing very clear: With hundreds of ConnectWise implementations and thousands upon thousands of hours spent configuring, customizing, and mastering the application, we are the most experienced ConnectWise integrators in the world.

ConnectWise is the leading business management solution designed exclusively for technology organizations, such as software companies, hardware/software resellers, IT solution providers, MSPs and System Integrators. It was created by technology business professionals, and provides industry-leading software for support and ticketing, CRM, project management, invoicing, time tracking, procurement, and sales quotes and proposals.

So there’s a LOT to the application. That’s why you want the best – Sierra Pacific Consulting.

  • We understand that your Professional Services Automation (PSA) package is your most important business investment. And no one knows your PSA like we do.  We have traveled the world physically and remotely helping IT and MSP Providers gain every ounce of value out of their investment.
  • We can help you jump start your use of ConnectWise or help you with that final push to discover its full potential.

Call us now to jumpstart your ConnectWise-powered management business solutions. We are here to help you discover its full potential!

Here are some questions to ask yourself and your team when deciding if we’re for you:

  • Are we utilizing the Sales Module? And if yes, to its fullest?
  • Do we understand how Tracks work?
  • How can we better define our Work Roles and Work Types?
  • Do we understand how products flow through from Quosal to Opportunities to Sales Orders to QuickBooks?
  • Have we achieved the “Holy Trinity?” of ConnectWise, Quosal, and QuickBooks integration?
  • Do we have the expertise to get the Holy Trinity + One – LabTech?
  • Does my dispatcher really understand how to identify patterns in the Service Board to catch problems before the client does?
  • Do my salespeople track activities and put them against opportunities? And why do I care?
  • Am I using work flow rules to squeeze every bit of value out of ConnectWise?

We ensure that you can answer all of these questions to their fullest potential.


Schedule a FREE 30 Minute Discovery Session to see how we can help you best. If we decide mutually that we’re a good fit, we will take the time to learn about your business and how to best optimize ConnectWise and related applications (Quosal, Screen Connect, Quickbooks, etc) to best work for you. We will then provide a proposal for our consulting services.

Schedule Discovery Session

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Latest Posts from Blog

Contact: Adam BielanskiTel: 415-689-5015Email: [email protected], California – April 5th, 2018 – Sierra Pacific Consulting is proud to announce and welcome Becky Cozzone as the organization’s new Applications Consultant. Cozzone ...