Effective Time Management Tips for Your Business

July 20, 2023/in News

Effective time management in an MSP business is crucial for running a successful business. With numerous tasks, deadlines, and responsibilities, managing time efficiently ensures that you maximize productivity, meet deadlines, and maintain a healthy work-life balance. In this blog post, we will explore three effective strategies for time management in your business. One of these strategies involves leveraging ConnectWise, a comprehensive professional services automation (PSA) software, to efficiently manage your Managed Service Provider (MSP) operations. Let’s dive in!

Prioritize Tasks and Set Clear Goals

One of the fundamental aspects of effective time management is prioritizing tasks and setting clear goals. When you have a clear understanding of what needs to be accomplished and the order of importance, it becomes easier to allocate time and resources effectively. Start by creating a to-do list that includes all the tasks and projects you need to complete. Then, evaluate each item and assign priorities based on their urgency and importance. Consider using techniques like the Eisenhower Matrix, which categorizes tasks into four quadrants: urgent and important, important but not urgent, urgent but not important, and neither urgent nor important. This matrix helps you identify and focus on tasks that truly deserve your immediate attention.

Leverage Time-Tracking and Project Management Tools

To streamline your business operations and optimize time management, it is essential to leverage technology tools that simplify your workflows. ConnectWise, a leading PSA software, offers robust features to assist MSPs in managing their operations effectively. ConnectWise enables you to track time spent on specific tasks or projects, helping you gain insights into where your team’s time is being allocated. This data can be invaluable for identifying areas where time is being wasted or identifying tasks that may require additional resources. Additionally, ConnectWise provides project management capabilities that allow you to plan, organize, and track the progress of your projects. With features like task assignments, timelines, and milestones, you can ensure that projects stay on track and are completed within the set deadlines.

Delegate and Automate Routine Tasks

In business, delegating tasks and automating routine processes can be a game-changer for time management. As a business owner or manager, it’s crucial to recognize that you don’t have to handle every task yourself. Identify routine tasks that can be delegated to competent team members, freeing up your time to focus on more critical aspects of your business. Delegation not only reduces your workload but also empowers your team and fosters a sense of ownership. Furthermore, automation can significantly enhance your efficiency. ConnectWise offers various automation features that streamline repetitive tasks, such as ticket management, customer communications, and billing processes. By automating these processes, you can save time, minimize errors, and improve overall productivity.

Effective time management is a key driver of success in any business. By prioritizing tasks, leveraging time-tracking and project management tools like ConnectWise, and delegating or automating routine tasks, you can optimize your business operations, increase productivity, and achieve better work-life balance. Implement these strategies and watch your business thrive in a well-managed, time-efficient environment. Trust in a company like FocusPlanit to better run your business and help you with time management like using ConnectWise.

FocusPlanit is one of the industry’s premier ConnectWise® Consultants serving the entire United States. We offer hands-on support and training to ensure you get the maximum benefits from your business solutions and software. Contact us today and let us be your partner in success. You can learn more about our offerings and team on our website.

New Offering: ConnectWise Whiteboard Workshops

June 30, 2023/in News

FocusPlanit is excited to offer you a unique opportunity for growth and development through our one-day, onsite ConnectWise business strategy workshop. The workshop is designed to facilitate meaningful dialogue and collaboration with your team around the functionality of ConnectWise, in the comfort of your own office. During this immersive workshop, we’ll dive deep into the various features and functionalities of ConnectWise, providing you with the knowledge and tools necessary to maximize its potential. From optimizing workflows to aligning responsibilities, our experts will be there every step of the way to ensure you achieve your goals.

What is a Whiteboard Workshop

Our approach revolves around this comprehensive workshop meticulously crafted and personally led by our esteemed CEO, Bill Black. Drawing upon his vast wealth of industry knowledge, extensive experience, and profound expertise in ConnectWise, Bill Black is committed to providing an overarching workshop , empowering you to reach and surpass your goals with utmost confidence and effectiveness.

What’s Included:

With this lucrative workshop into the uses of ConnectWise, here is what you’ll be getting with your attendance in this workshop. During the one-day workshop, participants will be able to have in-depth discussions on how ConnectWise is specifically designed to optimize your workflow across sales, service delivery, and finance. As well, you will have the opportunity to engage in a Q&A session where they can gain valuable insights into industry standard processes, concepts, and ideas. Additionally, FocusPlanit ensures a seamless experience by providing all-inclusive pricing, making it convenient for businesses to access this valuable knowledge and expertise. If you wish for additional days or more in-depth training, we’re happy to discuss a custom solution.

See a True ROI

Our ConnectWise Whiteboard Workshop presents an invaluable opportunity to empower you with the essential knowledge and skills needed to navigate the complex landscape of business strategy and achieve your goals. By participating in our workshop, you will not only gain a comprehensive understanding of how to develop the most effective strategy tailored to your specific needs, but also learn how to establish the necessary structure and how to utilize ConnectWise to streamline your operations. Moreover, our expert guidance will extend beyond strategy implementation, as we provide unwavering support in optimizing your sales processes, enhancing operational systems, and maximizing the potential of your finance tools. With FocusPlanit by your side, you can embrace a future of sustainable growth and success, armed with the necessary expertise and resources to thrive in today’s competitive market.

FocusPlanit is one of the industry’s premier ConnectWise® Consultants serving the entire United States. Contact us today and let us be your partner in success. You can learn more about our offerings and team on our website.

How to Get the Most out of ConnectWise PSA Automation Tools

May 13, 2023/in News

Owning a business can be overwhelming because many things have to get done each day. If you’re not careful, you may feel like you don’t have enough time to complete all of your tasks. Luckily, ConnectWise PSA automation tools can help. Here’s how you can get the most out of ConnectWise Manage automation.

You can have a built-in help desk. First, you can have a built-in helpdesk. No matter what your business is, potential clients may need to contact you. This can range from questions about the ordering process to issues with product functionality. No matter the issue, helpdesk automation can help field questions so they can get entered as fast as possible.
It’s easier to track billable time. Next, if you have a company that bills clients by minute or hour, then you need a way to track time and billing. With multiple employees, this can be especially difficult and can lead to client skepticism. However, with the ConnectWise Manage automation system, you can track billable hours easily and efficiently with detailed notes.
Your cloud billing services will be organized. Finally, with the rise of subscription models and automatic billing, your company probably has a slew of public cloud services. ConnectWise PSA automation can help you manage these recurring contracts and can even help monitor recurring billing for your clients.

Whether your business has been open for 10 days or 10 years, ConnectWise PSA automation tools can help alleviate some of the stress. These automation tools can help in many avenues, including triaging customer correspondences, efficiently tracking billable time, and organizing recurring expenses. If you are interested in ConnectWise automation for your business but you’re not sure where to start, you can contact FocusPlanit, and we can help you get started.

How to Avoid the “Summer Slump” of Productivity

April 12, 2023/in News

As the weather warms up, it should come as no surprise that employee engagement and productivity can start to drop off. Typically, most companies see a dip in productivity starting around mid-summer and lasting until September. Here are three ways to avoid the summer slump of productivity.

How to avoid the “summer slump” of productivity

Try flexible scheduling. First, consider flexible scheduling. During the warm summer months, it’s no surprise that people want to be anywhere but inside the office. Rather than forcing your employees to work the same schedule they had all winter, consider shorter Fridays or utilizing flex time. This can help your employees have a better work-life balance. Also, if you can establish a flexible scheduling policy prior to the summer months, you can easily manage workflow and arrange schedules around those needs.
Relax the dress code. Another way to combat the summer slump in productivity is to relax the dress code during the summer. Relaxing the dress code in the summer months can actually improve employee morale and team building. It gives them something to look forward to and makes work feel a little bit less like work.
Focus on development. Finally, you can focus on employee development. Most businesses see a slump in sales in the summer months as well, and a great way to make the best of the slump is to take a look at your employees’ development and performance. The lighter workload can also allow for additional training and learning opportunities.

The summer slump is unavoidable. After all, after a long winter of being cooped up inside, it’s natural to want to be outdoors while the weather is nice. Rather than fight the slump, you can make the most of it by offering flexible schedules, relaxing the dress code, and focusing on employee development. If you are struggling to maintain a successful workplace, FocusPlanIt can help you develop a functional, sustainable business using all of your existing systems.

End Of Year Message

December 22, 2022/in Blog, News

To Our Clients and Partnerships (both new and old),

As the end of the year draws near, we want to thank all of you for an amazing year. The success of FocusPlanit is based on the relationships we have built over the years, and we really wouldn’t be where we are without you. Over this past year, we have added staff, partnerships, and new clients. We are grateful for the opportunity to work with, you and for you. Our passion for helping our clients use business systems to the fullest remains strong.

This year has been filled with a multitude of both challenges and victories. Every year is different but this one has been filled with more change than normal. The business world is evolving quickly, and consulting is changing along with it. It has been reassuring to see how our colleagues have risen to meet every roadblock, while always looking out for all our Clients.

No matter the economic climate, we have persevered as a team and come out stronger. Often, we find our greatest successes in the most surprising places. We are sure it has been the same for you.

As the end of the year approaches, we are so excited for what 2023 has in store for us – enthusiasm and anticipation are building around new opportunities nationwide. Stay tuned for more details in the new year.

Working together this past year has been a pleasure and we’re proud to have you all with us. Best wishes and happiness to you and your families over the holiday season. We look forward to a successful 2023 working together!

From the entire team at FocusPlanit.

FocusPlanit serves the entire United States and is the industry’s premier team of highly qualified ConnectWise, QuickBooks, Wise-Sync, GoZynta, CharTec, ConnectBooster experts who have dedicated years of their professional life implementing and optimizing these solutions. Contact us today to schedule a complimentary consultation.

Tips for Dealing with Difficult Coworkers

November 21, 2022/in News

The holidays are here, and they can bring out the best and worst in people. You can’t change difficult people, but you can change the way you work with them. No matter where you work, there always seems to be at least one coworker who is difficult to deal with. Sometimes, that coworker even turns into a bully, and that can affect your job performance and self-esteem when all you want to do is get along and get the job done. If you let it go, you can end up losing your temper, and that could adversely affect you both personally and professionally. However, there are some ways you can get along or defuse the situation to make life easier on the job.

Difficult Coworkers

All work situations have difficult coworkers from healthcare jobs to sales jobs. It may be the office gossip, the one who never seems to be able to get the job done without help, or the serial dodger, who never seems to take responsibility and blames everyone else for his or her shortcomings. Then there is the nasty coworker, who never has anything nice to say about you, no matter what. Your first step in dealing with difficult coworkers is to identify who they are to ensure you aren’t blaming the wrong person.

1.Discuss the Problem

With a workplace bully or backstabber, it may be necessary to confront the person instead of letting the behavior continue. Having a calm discussion about the problem may have a surprising response. Some people do not realize the adverse impact their statements and actions have on others and be genuinely surprised and taken aback. Try to talk reasonably and hold your temper, but let the person know that your intention is to seek resolution.

2. Have an Exit Strategy

Having an excuse to get away from a difficult coworker can help. Whether inventing a phone call you have to make, work you have to do right away or another excuse, spend as little time with the toxic coworker as possible. When people realize they aren’t being listened to, they start to accept they may be the problem.

3. Keep Your Co-Worker’s Problem Private

You don’t want your character questioned, so maintain your cool when faced with a problem co-worker. Complaining to others in the office might get you branded as a problem yourself, so keep any complaining down to those in your family or a close friend outside the office. Going public with grievances is always a bad idea.

4. Be Bigger Than Your Co-Worker

You know the old adage, “You can attract more flies with honey than with vinegar.” This applies to coworkers too. It doesn’t mean you have to come in every day with a new joke or be the person who organizes birthday parties. However, just being pleasant, smiling and polite can improve another person’s attitude toward you.

5. Collectively Find a Solution To A Problem

Whether it’s a problem with a vendor or a frustration with a business tool offering to work collectively on finding a solution not only builds the team dynamic but can save the company money. It’s a win-win.

FocusPlanit serves the entire United States and is the industry’s premier team of highly qualified ConnectWise, QuickBooks, Wise-Sync, GoZynta, CharTec, ConnectBooster experts who have dedicated years of their professional life implementing and optimizing these solutions. Contact us today to schedule a complimentary consultation.

The FocusPlanit Team

August 22, 2022/in Blog, News

FocusPlanit is a concentrated team of professional, seasoned experts focused on helping you create and maintain a successful business. We are on a mission to help business owners build highly functioning and sustainable operations leveraging existing systems.

With a “heart of service,” the team brings an unparalleled level of dedication that powers the desire to make effective changes to help business owners streamline their ConnectWise implementations and grow the business.

Meet Our Team Members

Bill Black – CEO, GMF

Bill has owned seven businesses, the most recent one (before FocusPlanit) being a successful MSP. He grew the MSP organically and sold the business in 2012. After selling the MSP, he started helping other MSPs with operations, sales process, and a lot of business therapy! FocusPlanit has helped hundreds of companies of all types and sizes with their ConnectWise implementation and consulting. Bill continues to work with companies like yours to achieve goals and get the work done. He enjoys a good cigar and spending time with family and friends.

Amy Cantine – Director of Finance, Manage Consultant

Amy has 20+ years of accounting experience with ten of those being a controller at a Fortune 500 company. Amy understands the importance of accurate financial information and will help you understand results in order to forecast for the future of your business. She has worked with large and small companies and excels at understanding the complexities of accounting and the integration with ConnectWise Manage. Amy also manages the accounting for her husband’s successful MSP and enjoys relaxing on the beach.

Amy Cinnamon – Director of Marketing

Amy has over 20 years of combined experience in marketing and branding. She brings a track record of accomplishment both academically and as a leader. She is responsible for developing and executing the overall marketing and communications strategies for the company. From our website to our social media posts, she takes our brand very serious and is committed to ensuring that every client has an engaging and pleasant experience.

Originally from Cincinnati, Ohio she earned her undergraduate degree from the University of Cincinnati and her Master of Business Administration degree from Thomas More College. Amy is a proud mom of four boys and 2 dogs. In her spare time, she enjoys traveling, the outdoors, live music and fine tuning her decorating skills.

Becky Cozzone – Manage Consultant

Becky joined the industry in 2011 working with CharTec and ARRC. She spent 7 years training MSPs all over the world, helping define and establish accounting processes as well as running the day-to-day accounting operations of an MSP. She then decided to transition from Director of Finance to ConnectWise Consulting. Becky has helped hundreds of MSPs of all sizes from implementation and new instance build to assessment and renovation of ConnectWise Manage instances that have been in operation for 10 years in need of clean-up. When not in the office, Becky is most likely traveling, preferably hiking or climbing a mountain somewhere.

Amanda Fox – Business Manager

Amanda comes to FocusPlanit with extensive customer service and business management experience. Upon graduating from Indiana University, she worked for several years in HR and as an Operations Executive for large retail companies. Most recently, her focus has been on the finance industry. Amanda joined FocusPlanit to apply her passion for taking care of clients and building strong relationships. In her free time, she enjoys spending time with her son, family, friends, and animals. Amanda loves everything outdoors, including boating, hiking, biking, and gardening.

Calvin Johnson – Director of Sales

Calvin served as the ConnectWise Sell Administrator for the ConnectWise Sales team starting in 2014, when he supported a Sales Department of over one hundred members. In 2016 he transitioned into services and education and began working with the ConnectWise education department to build much of the ConnectWise University Sell documentation you see today. During that time, he initiated ConnectWise Sell implementations and set up hundreds of ConnectWise Sell partners remote and onsite. He built out the peer training program used by ConnectWise Sell consulting today and also took on the first Sell Virtual Admin partner while at ConnectWise. He taught breakouts, labs, and boot camps on ConnectWise Sell and Manage Procurement at over a dozen events through the years. After leaving ConnectWise in 2019 Calvin joined FocusPlanit to continue his passion for helping partners build more efficient processes that will help their business scale better and improve their lives as they get more and more out of ConnectWise Sell.

Marissa Fleckenstein – Manage Consultant

Marissa has 14+ years of customer service experience. She started her IT background in 2016 when joining the ConnectWise Manage Onboarding team. She worked closely with hundreds of new partners globally and built strong relationships, all while prepping each partner for their Implementation. In 2017 she transitioned her focus to the support team. She gained extensive knowledge of all ConnectWise products but mainly focused on Manage. Working on the support team gave her the ability to be challenged along with learning the processes behind the magic of Manage. After working more than 10,000 service tickets, Marissa wanted to take her knowledge and passion of working with partners and focus on the business side. After leaving Connectwise, Marissa joined FocusPlanIT to further increase business clients’ knowledge of ConnectWise and partners with clients to help them advance in their industry. When she isn’t working, you can find her at the dog park with her 4 dogs and enjoying the beautiful weather of Tampa, Florida.

Michelle Waddell – Director of Human Resources

Michelle Waddell is a seasoned, results-driven business leader and human resource professional. With over 25 years of experience, she leads the initiatives of attracting, engaging, developing, and retaining great talent for FocusPlanit. She also partners with growing MSPs to provide guidance and support in their talent acquisition, performance management, employee retention, employee cohesiveness, team engagement, and strategic planning.

Michelle’s areas of focus include executive leadership development, talent planning and acquisition, performance management, and team communications. Michelle has spent her career in Human Resources and has professional certifications in Behaviors, TriHD, Motivators, and Emotional Intelligence, and holds a B.A. in Psychology from Indiana University. In her spare time, she enjoys nutrition consulting and spending time with her family and friends.

FocusPlanit In The News

May 23, 2022/in Blog, News

We recently partnered with technology law firm Scott & Scott, LLP to help them maximize their contract management solution with ConnectWise Sell. As a result, our very own Calvin Johnson, Director of Sales was interviewed and a subsequent press release issued by Legal IT Professionals was issued. For your convenience we’ve included the press release in this blog, or you may find it online here.

The Press Release

Scott & Scott, LLP Launches Contracts-as-a-Service Solution for Managed Services Providers Using ConnectWise Sell

May 19, 2022

Technology law firm Scott & Scott, LLP has built an integration between its contract management solution and ConnectWise Sell, which is automated quote and proposal software for the IT services industry.

Scott & Scott, LLP offers a cloud- based contracts-as-a-service solution for managed service providers, allowing MSPs to deploy customized versions of its master legal templates for online review and acceptance by end users. Using the Order Porter and quote templates within ConnectWise Sell, MSPs can collect e-signatures, enter into click-wrap agreements, and obtain browser wrap consent from clients for the online terms and conditions provided by the firm.

“The industry is moving to digital contracting and we are helping our clients implement scalable solutions to manage risk,” said Robert Scott, Scott & Scott managing partner.

Industry-leading ConnectWise and MSP consulting firm FocusPlanit is working with Scott & Scott to get the legal agreements the firm has created for its MSP clients integrated with ConnectWise Sell’s quoting software.

The collaboration should result in MSPs being better protected in a time where technology is changing so fast that MSPs are at high cybersecurity and ransomware risks.

“Scott & Scott is providing the contract management solution and we are effectively helping clients implement it using Sell,” according to Calvin Johnson, director of sales and marketing at FocusPlanit. “Since the MSPs we work with on a daily basis aren’t attorneys and are just trying to take care of their businesses, they need the legal aspect to be out of sight and out of mind. We want to provide any help we can to do that.”

Scott & Scott’s solution allows MSPs to bind their customers to services agreements the firm writes using the quote acceptance and electronic signature capabilities of Sell. By integrating directly with the quote, the solution collapses the sales and contracting process into one easy online transaction. The firm was referred by a client to Johnson, one of the early employees at ConnectWise and someone with vast experience in implementing ConnectWise Sell for MSPs.

“Most MSPs lack the internal resources necessary to program Sell to integrate with hosted online terms and conditions,” Johnson said. Saying that he found Scott to be unique in how he explained why legal agreements for MSPs should be structured in a certain way, Johnson said that Scott is “far more technical than any other attorney I have talked with in the MSP space.”

“That matters,” Johnson added, noting that while most lawyers have an idea about the cloud and MSPs’ services, “Rob has a great understanding of the structure of it all.” Johnson also said that being comfortable sending FocusPlanit clients to Scott & Scott because of the collaboration is a big deal.

“We are very picky as to who we send our partners to because if they go out of business or get in trouble, we lose them,” Johnson said. “So, it’s significant to find legal resources that we can send them to. Scott & Scott provides that.”

Further, the firm is being innovative in how it is helping its IT clients, Johnson said. “Scott & Scott is looking to take things a step further and say, ‘Not only will we supply the legal terms and keep them up to date, but we will help you implement them and get them into the quote and proposal.’ It’s a new approach compared to the firm’s peers,” Johnson said. “Nobody else has taken the next step.” It’s a crucial step, however, because it is key to have a legal document that is laid out in a way that a judge will enforce, Johnson said. “If you don’t have that, it doesn’t really matter,” Johnson said. “That’s the part Scott & Scott is trying to fix.”

Johnson said that a person may buy a cable offline and be given the box with the cable, but that doesn’t mean they will know how to install it. He said that if installing the cable is analogous to putting together an effective, potent legal agreement for MSPs, Scott & Scott is, for the first time in history, installing the cable and helping the cable buyer understand how it works. “Many customers want to use ConnectWise Sell but are bogged down in the implementation process. Not only are we showing them how to leverage the tool, we are offering standard templates for quotes and proposals,” Scott said. “Working with FocusPlanit, we now have a standard set of integrations that can easily be applied to any Sell user’s deployment. Thus, we are able to go live with ConnectWise much faster and cheaper than we would have had we not engaged with FocusPlanit.”

Johnson also complimented Scott’s dedication to FocusPlanit clients, pointing out that Scott helped one over the phone at 7 a.m. on a Saturday. “We know we can pass them off to Scott & Scott and they’re taken care of,” Johnson said. “If I can help the firm, that’s awesome, but Scott & Scott is certainly helping us. It’s not just about the need to prove to a judge that a client agreed to X, Y and Z terms. If MSP companies aren’t covered properly and their legal terms aren’t up to date, you could lose your entire business in the blink of an eye.”

Need An MSP? FocusPlanit is Here For You

Are you looking to make your IT services and business operations more efficient, so you have more resources to put toward your core business? Then it’s time to call us. FocusPlanit is a concentrated team of professional, seasoned experts focused on helping you create and maintain a successful business. We are on a mission to help business owners build highly functioning and sustainable operations leveraging existing systems.

Benefits of A Managed Services Provider

February 4, 2022/in News

Have you considered outsourcing your company’s IT support needs to an MSP (Managed Services Provider) but found yourself wondering how an MSP can keep your company on track?

A trusted MSP partner can make your IT operations more efficient, reliable and scalable . This blog will review what services MSPs provide, the benefits of partnering with an MSP and how their help could take your business to the next level.

Services Offered By An MSP

MSP stands for Managed Services Provider. An MSP works with your business to support your IT needs, from ensuring your systems run smoothly and help integrate software to maximize their use into your daily processes, allowing you to focus on your core business.

By partnering with working with a dedicated team of consultants, you can identify and streamline the gaps within your current processes. freeing up your time (and your budget) for other high-priority areas of your business.

A Managed Services Provider can impact:

Sales Processes

Leverage your sales software systems like ConnectWise and ConnectWise Sell to expedite your sales process from gathering and organizing leads to procuring the products. Working with a consulting team you can expect to create accurate and efficient quotes, reduce sales mistakes, and improve procurement processes.

Operations

Leverage your software systems to develop a sustainable strategy for operations. Working with a consulting team you can expect help creating and executing a strategy that will streamline and expedite your help desk, projects, and overall management.

Finance

Improve financial reporting, processes and accuracy, ensuring your bottom line is reliable and protected. Working with an MSP consulting team you can expect help managing agreements and invoices as well as integrating multiple systems like ConnectWise and QuickBooks.

Benefits Of A Managed Services Provider

MSPs can also enhance your business operations in many other ways. An MSP can help businesses strategically use their systems to meet their business goals by:

Controlling Costs
Decreasing Downtime
Provide Enhanced Security
Reduce Risk
Offer Compliance Expertise
Support Remote Workers
Guide Strategic Growth
Provide Peace of Mind

Need A Managed Services Provider?

Reasons To Hire A ConnectWise Consulting Partner

November 22, 2021/in News

Stop allowing your ConnectWise programs to control you and start focusing your efforts on building a better workflow by utilizing a ConnectWise consulting partner. Simple goals can seem overwhelming when you don’t know where to start. A consulting partner can help turn those goals into measurable solutions.

Here are the top five reasons to hire a ConnectWise Consulting Partner:

There is never enough time to train users and run your business. Even with an in-house power user, day-to-day business functions take precedent and keep you from empowering your staff to utilize ConnectWise programs to their fullest extent.
You don’t know what you don’t know. Have you ever found yourself wondering if there are functions of your programs available, but you just don’t know where to find them or how to use them? A consultant can help your existing programs become work horses for your workflow.
Too many tools, not enough integration. Leverage your sales software systems like ConnectWise and ConnectWise Sell to expedite your sales process from gathering and organizing leads to procuring the products and develop a sustainable strategy for operations. A consultant can help manage agreements and invoices as well as integrating systems like ConnectWise and QuickBooks.
You need reports with data that will drive decisions. Let’s face it, we all can’t be data exports. Using a consultant will help you leverage your systems to improve financial reporting, processes, and accuracy, ensuring your bottom line is reliable and protected.
Hiring the right person to manage your programs is next to impossible. Rising costs involved with onboarding a new employee in the current economy is difficult for any budget. Not to mention finding the right person for the job is exhausting and a full-time job itself. A consultant can provide you all the solutions you need at the right time for a fraction of the cost of hiring a full-time employee.

Master your systems by partnering with a ConnectWise consultant in order to bring new revenue into your business. A strategic partner can help you develop the right strategy to meet your business goals, support in your sales processes, operational systems, and your finance tools, so you can keep your business running smoothly.

FocusPlanit is one of the industry’s premier ConnectWise Consultants serving the entire United States. Collectively our team has over 30 years of experience with ConnectWise and can help you optimize your programs and systems transforming them from an expense into your most valuable asset. Contact us today and let us be your partner in success. You can learn more about our offerings and team at https://www.focusplanit.com/.