These best practices for VARs and MSPs will help turn proposals into new business.
Configuring your quote management tool now and building templates can give you an edge when the volume of quotes you generate increases.
This MSP shares how using a quote management tool has reduced the time it takes to generate a quote from two hours down to 30 minutes.
There are many quote management software solutions available, but not all have the best features for your business. Use this checklist to make the right pick.
Start with a standardized quote process, build your quote management system into workflows throughout your organization and use it to operate more efficiently.
ConnectWise promotes Jason Magee to President and Jeff Bishop to Chief Product Officer while Craig Fulton pioneers the new Chief Customer Success Officer role.
Solution providers can get tripped up by integration, lack of planning, and putting too much stock in a quote management tool, but the biggest mistake may be waiting too long to implement it.