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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
AgentDealer to ConnectWise
Companies
Business
Business
Companies
Contacts
Contacts
Contacts
Contacts
Activities
Task & Events
Deal Updates
Opportunities
Opportunities/Forecast
Deals, Quotes


Opportunity Products
Quote Line Items, Configurations


Agreements
Agreements


Service Tickets
Service Request


Projects
Projects


Notes
Notes


Products
Price Book List


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