Streamlining Opportunity Workflows: Autotask & ConnectWise | Pax8 - Academy Live
176 بار بازدید -
5 ماه پیش
-
In this episode of Academy
In this episode of Academy Live, we'll uncover the power of streamlining workflows and enhancing efficiency in managed service operations. Our guests, Chuck and Stephanie will share valuable insights on leveraging Connectwise and Autotask for tasks like synchronizing opportunities and seamlessly converting them into tickets and project sales orders. Gain insights into effective communication strategies , ensuring smooth transitions between different stages of project lifecycles.
🔑 Key points of discussion include:
✅ Utilizing opportunity categorization to streamline workflow and categorize opportunities by business unit.
✅ Understanding revenue recognition by business unit and its impact on the sales pipeline and project deliverables.
✅ Exploring the process of setting up contracts for projects and transitioning into project tickets or procurement and sales orders.
👍🏻 Don't miss this opportunity to gain valuable insights into these tools and their role in driving success in managed service operations.
🔔 Subscribe now and hit the notification bell to stay updated on the latest episodes of Academy Live.
⎯⎯⎯⎯⎯⎯⎯
CONNECT WITH THE HOST
Rex Frank, Vice President of Academy, Pax8
LinkedIn: rexfrank
Bessie Nolan, Academy Partner Educator, Pax8
LinkedIn: bessienolan
Chris Kaiser, Director of Peer Initiatives, Pax8
LinkedIn: ckaisercsquared
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CONNECT WITH THE GUESTS
Chuck Rich | Senior Executive Coach | Pax8
linkedin.com/in/chuck-d-rich
Stephanie Heflin | Manager of Academy Coaching | Pax8
LinkedIn: sheflin
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LINKS
ILCs:
https://app.pax8.com/products/bbaea37...
Results Selling Framework:
https://app.pax8.com/products/f7b50ca...
Become a Partner with Pax8 Academy
https://signup.pax8.com/?lang=EN_U
⎯⎯⎯⎯⎯⎯⎯⎯
☁ Learn More About Pax8 ☁
Why Pax8? - http://pax8.io/HelF50PJmXH
Explore our cloud marketplace - http://pax8.io/Iyym50PJmYe
☁ Sign Up for Beyond Denver 2024 ☁
Join us June 9th-11th, 2024 - https://www.pax8beyond.com/
☁ Subscribe To Our Channel ☁
Never miss an episode of Academy Live - http://pax8.io/5yxJ50JJ3Z3
☁ Follow Us ☁
LinkedIn - http://pax8.io/1jFu50JJ423
Twitter - http://pax8.io/AAth50JJ42u
Facebook - http://pax8.io/A4gR50JJ43f
☁ Shop Pax8 Club ☁
See our collection of softwear - http://pax8.io/X0ar50PJmYH
🔑 Key points of discussion include:
✅ Utilizing opportunity categorization to streamline workflow and categorize opportunities by business unit.
✅ Understanding revenue recognition by business unit and its impact on the sales pipeline and project deliverables.
✅ Exploring the process of setting up contracts for projects and transitioning into project tickets or procurement and sales orders.
👍🏻 Don't miss this opportunity to gain valuable insights into these tools and their role in driving success in managed service operations.
🔔 Subscribe now and hit the notification bell to stay updated on the latest episodes of Academy Live.
⎯⎯⎯⎯⎯⎯⎯
CONNECT WITH THE HOST
Rex Frank, Vice President of Academy, Pax8
LinkedIn: rexfrank
Bessie Nolan, Academy Partner Educator, Pax8
LinkedIn: bessienolan
Chris Kaiser, Director of Peer Initiatives, Pax8
LinkedIn: ckaisercsquared
⎯⎯⎯⎯⎯⎯⎯
CONNECT WITH THE GUESTS
Chuck Rich | Senior Executive Coach | Pax8
linkedin.com/in/chuck-d-rich
Stephanie Heflin | Manager of Academy Coaching | Pax8
LinkedIn: sheflin
⎯⎯⎯⎯⎯⎯⎯
LINKS
ILCs:
https://app.pax8.com/products/bbaea37...
Results Selling Framework:
https://app.pax8.com/products/f7b50ca...
Become a Partner with Pax8 Academy
https://signup.pax8.com/?lang=EN_U
⎯⎯⎯⎯⎯⎯⎯⎯
☁ Learn More About Pax8 ☁
Why Pax8? - http://pax8.io/HelF50PJmXH
Explore our cloud marketplace - http://pax8.io/Iyym50PJmYe
☁ Sign Up for Beyond Denver 2024 ☁
Join us June 9th-11th, 2024 - https://www.pax8beyond.com/
☁ Subscribe To Our Channel ☁
Never miss an episode of Academy Live - http://pax8.io/5yxJ50JJ3Z3
☁ Follow Us ☁
LinkedIn - http://pax8.io/1jFu50JJ423
Twitter - http://pax8.io/AAth50JJ42u
Facebook - http://pax8.io/A4gR50JJ43f
☁ Shop Pax8 Club ☁
See our collection of softwear - http://pax8.io/X0ar50PJmYH
5 ماه پیش
در تاریخ 1402/12/23 منتشر شده
است.
176
بـار بازدید شده