Chris Chase

In the computer business, the days are hectic, it's easy to miss an email or not check your voicemail for too long, or even forget to enter your time for the day. To prevent this we created what we call "Tech Dailies".

With ConnectWise you can setup service templates that can kick off tickets on a regular basis. So what we did is create a service template for each staff member with a set of tasks to complete every day. It's pretty simple to setup and really enforces following up and not letting tasks fall through the cracks.

I'm really starting to get excited (yes even more excited) about JoomConnect 1.1. Over the next few weeks while in beta we are going to leak some of the new features. Hopefully you will be as excited as we are. Keep reading to learn how we are sharing how to do this for free.

You can use ConnectWise to run your entire referral campaign, “Quick Referral” for JoomConnect 1.1 is coming soon - MSP Website Marketing Infrastructure at its finest!

• Automate the collection of referrals from your clients.
• Referrals are injected directly into ConnectWise as a Prospect.
• ConnectWise Tracks & Marketing Groups can be applied to both referral and referee.
• Tickets automatically generated for both referral and referee.
• Track the referral process entirely with your ConnectWise Service Boards from start to finish!
• Your Clients can see the status of their referral right from their CW Client Portal.
• We can setup the entire process from referral to payment in your ConnectWise Service Boards or you can do it yourself.
• Quick Referral "Directives" from Directive. Everything you need to setup your campaign including emails, tracks and ticket status messages.

Put your ConnectWise Service boards to even more good use. Quick referral can be used for other applications such as:

• Dealer Lead Registration (with territories) (*Thanks to Phoenix Ortho)
• Job Applications (tracked on your service boards)
• Membership Applications (*Thanks to HTG Peer Groups)

If you don't have JoomConnect but still want to run your referral program in ConnectWise then you're in luck because we are sharing the entire process with our fellow ConnectWise partners for free!

Register on our site and sign up to our newsletter to know when Quick Referral and the free materials are launched.

We grew a lot in 2009.  This is a great thing but it has also exposed a lot about our company that we want to improve on. It's pretty obvious what we need to work on to support the growth we expect in 2010 and beyond.

While this isn't a complete list, here are 10 of the things we are going to focus and improve on this year. They are in no particular order:

1. Shift and define company roles and accountability.
2. Resolve the quoting and proposal bottle neck.
3. Improve project management.  Better communication with clients and ON-TIME completion of projects.
4. Utilize ConnectWise more effectively all across the board.  This includes Marketing, Sales, Time Sheets, Billing, Help Desk and Dispatch.
5. Formalize our internal training processes.  We plan on conducting more personalized training with staff and internal mentoring.
6. Launch our new website.  Implement our own marketing campaigns. Dive deeper into our vertical market with JoomConnect.
7. Spend more time listening and visiting with clients, get feedback, and continue to improve relationships with current clients.
8. Commit to and join a Peer Group.
9. Improve Cash Flow and Accounting Processes.
10. Lead by example and more execution.