ConnectWise Infuses Business Management Solutions with Innovative Enhancements

In the ever-evolving world of business management, ConnectWise has established itself as a pivotal player for technology solution providers (TSPs). Based in Orlando, Florida, ConnectWise recently announced a series of substantial advancements to their Business Management Solutions, which are informed by partner feedback and crafted to radically modify the manner by which partners tackle projects, procurement, and sales processes. This update slate is designed to champion the user experience through improved usability, heightened visibility, increased automation, and the integration of cutting-edge artificial intelligence (AI) through the ConnectWise Asio™ platform.

Revamped User Experience in ConnectWise PSA

The transformation in user experience begins with ConnectWise PSA's enhanced project management tools. A refreshed Gantt chart component and a novel Kanban board function are leading the way, enabling project managers to deftly oversee project timelines, dependencies, and task progression with drag-and-drop ease. Additional innovations include mass updating capabilities and instantaneous accesses to project work plans, ensuring client contact data remains up-to-date through automated real-time syncing with Microsoft 365, a notable product of MSFT.

Alongside these features, SmileBack, a ConnectWise solution, integrates customer satisfaction surveys directly within the ConnectWise PSA framework. These tools are emblematic of a broader modernization effort that TouchWise is rolling out across its suite of applications to bolster TSP team productivity and overall client satisfaction.

Enhanced Quoting and Payment Processing

Significant improvements within ConnectWise Business Management extend to a newly developed product catalog, suitable for ConnectWise PSA and ConnectWise CPQ™. This catalog offers expedited searches and customizable lists in both standard and card-based views, and it now hosts more extensive vendor integrations. The brand-new quote editor in ConnectWise CPQ provides an enriched experience with drag-and-drop capabilities, real-time edits with the ability to undo or redo changes, and guided selling to adapt product recommendations in real-time. Among these advancements, WisePay allows for the streamlined acceptance of payments and synchronization with accounting systems such as QuickBooks and Great Plains.

Pioneering AI and Time Management Features

The latest leaps in AI within ConnectWise PSA are showcased through ConnectWise Sidekick™, an AI chatbot that affords TSPs highly effective access to client information, potentially providing valuable insights. New time management functionalities that have been introduced include simplified capturing of time entries for tasks and tickets, as well as enhanced approval workflows for timesheets. Additionally, a new rapid updating feature, QuickSync, offers frequently refreshed insights into unassigned tickets, client updates, and device statuses, further illustrating the commitment to efficiency and visibility.

Jake Varghese, EVP & GM of Business Management at ConnectWise, emphasizes that these Business Management solutions are structured to not only save time and money for TSPs but to also scale with the evolving landscape of their businesses. He promises a seamless, modern experience that benefits both TSPs and their clientele. The updated solutions are now available, and for those interested in learning more, ConnectWise provides detailed information on their website.

ConnectWise is a leading software company that delivers a comprehensive and security-centric platform—Asio™—for the IT solution provider community, aiming to foster partner growth through flexibility, automation, documentation, data management, monitoring, cybersecurity, backup, and recovery technologies.

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