The Sailor Group Announces Partnership With ConnectWise
The Sailor Group Announces Partnership With ConnectWise
The Sailor Group Inc. has announced its partnership with ConnectWise to enable customers to share and automate critical data between its AgentDealer system and ConnectWise.
Today's modern technology dealer sells more than copier/MFPs. Managed IT services has quickly become a core offering. Like with equipment records and their associated e-automate data, salespeople need a complete view of their managed IT customers' quotes, projects, activities and contracts. ConnectWise has quickly become the industry standard ERP for managed IT. The ability to bring this data into the CRM further enhances a sales team's effectiveness by providing visibility without the additional time associated with collecting data manually from different systems. Leverage the power of the CRM to track and report all your sales in one place.
Benefits of the ConnectWise integration with AgentDealer:
- View all MIT customer contacts, agreements, service tickets, notes and projects
- Create reports and dashboards for MIT data in the CRM
- Sync ConnectWise opportunities and products for forecast/pipeline management
- Submit orders directly into e-automate Quotes or sales orders for managed services items
- Single point of management for all imaging and managed services opportunities
ConnectWise to AgentDealer
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AgentDealer to ConnectWise
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Companies
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Business
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Business
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Companies
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Contacts
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Contacts
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Contacts
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Contacts
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Activities
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Task & Events
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Deal Updates
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Opportunities
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Opportunities/Forecast
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Deals, Quotes
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Opportunity Products
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Quote Line Items, Configurations
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Agreements
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Agreements
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Service Tickets
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Service Request
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Projects
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Projects
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Notes
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Notes
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Products
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Price Book List
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