Скачать или смотреть Master ConnectWise Workflows from Lead to Payment

Stop losing money through disorganized ConnectWise workflows! In this comprehensive session, ConnectWise expert Bill Black (FocusPlanIT) reveals his complete quote-to-cash methodology that transforms chaotic processes into systematic revenue generation.

What You'll Learn:
✅ The complete ConnectWise workflow from opportunity to payment
✅ Why the "handoff meeting" prevents 90% of workflow breakdowns
✅ How to structure sales orders for maximum accountability
✅ Change order management without losing profitability
✅ Alternative Payments integration for lightning-fast collections

Key Topics Covered:
Opportunity-first workflow design
Left-to-right process flow methodology
Sales order conversion best practices
CPQ integration and payment automation
Revenue leakage prevention strategies

Speakers:
Bill Black - CEO & ConnectWise Consultant, FocusPlanIT
Steve Taylor - Lead Content Manager, Alternative Payments

About FocusPlanIT:
Bill Black brings 12+ years of ConnectWise consulting experience, having worked with hundreds of MSP implementations. He specializes in transforming ConnectWise from a confusing collection of modules into organized workflow management that drives consistent results.

About Alternative Payments:
Complete accounts receivable automation for MSPs. Sync invoices from ConnectWise to QuickBooks, automate payment processing, and get paid in 5 days instead of 30.

Resources Mentioned:
Bill's ConnectWise Whiteboard Workshop: [email protected]
Alternative Payments Demo: https://alternativepayments.io

Timestamps:
0:00 Introduction & Poll Results
5:30 Bill Black - FocusPlanIT Overview
7:53 Quote-to-Cash Process Framework
12:21 ConnectWise Opportunity Management
16:46 Sales Order Conversion & Handoff Meetings
32:13 Live ConnectWise Demo
37:29 CPQ Payment Integration Setup
54:21 Alternative Payments AR Automation Demo
1:04:29 Q&A Session
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