How ServiceTree Helps ConnectWise Users Streamline Workflow and Improve Revenues

Here at ServiceTree, we’re dedicated to helping ConnectWise users get the most out of the platform. We’ve created a tool that allows the seamless integration of ConnectWise ticketing through a Chrome Extension that will streamline your workflow and boost revenues exponentially. Any business owner knows that time is money, and with our tool, you can save your team time and ensure that your clients get the service they need and deserve.  

For any business leader, it is important to know how to get the most out of the tools that you use. This blog post will discuss some of the ways that ServiceTree can help ConnectWise users, boosting a business’s efficiency and profits.  

Creating A Simplified System 

Any business process, and particularly any relating to customer service, can quickly become complex and bogged down with various points of contact. This makes it harder for your technicians to do their jobs and help your clients quickly and efficiently.  

Our Chrome Extension manages tickets and automates common processes like scheduling, meaning that your team has more time to focus on the needs of your client rather than admin. Your team members will be able to work through their workload at the click of a mouse without spending time locating their next ticket.  

Facilitating Scheduling 

Scheduling is simplified and streamlined using our tool, allowing clients to schedule meetings with a technician using an integrated calendar. This gives the client easier access to your team and makes scheduling conflicts a thing of the past.

Improved Workflow 

An efficient and effective workflow is critical to any business’s success, and this is never more apparent than in customer services. Not only does our tool allow your team to work through their ticket requests efficiently, but it also allows managers to monitor and adjust workflows quickly and easily.  

Enhancing Client Care 

Clients want their issues dealt with quickly and effectively. The better your control over the customer care process, the better you will deal with client contact. This includes ensuring that all tickets are sent to the correct place and escalated appropriately where necessary.  

ConnectWise allows you to customize the tickets that are created, adding tags and labels to help your team locate and prioritize them correctly. Using our tool, you can then allocate tickets to the right tech at the right time based on set parameters.  

Offering Various Pricing Scales 

We pride ourselves on offering excellent value for money for our workflow tools. We offer a pricing scale based on the size of your business and the functions you require from our service. This ensures that no matter the size of your venture, you will get excellent value for money. In addition, we offer free, comprehensive resources to help you get set up quickly. Our service can be up and running within minutes, ensuring you can get the best service straightaway.  

Allowing Managerial Oversight 

It is crucial for managers to be able to see what is happening with their team day to day. Our tool provides managers with an overview of the upcoming work, ensuring they know what each team member will be working on next. This gives them the ability to offer support and advice where necessary. It will also allow managers to monitor the speed of their team and ensure that no technicians are struggling.  

Getting Valuable Feedback 

Feedback is essential to improve your business’s service. Streamlining the feedback process ensures that it is acted upon quickly and appropriately. 

Providing Analysis Of Key Statistics 

Understanding how well your strategies and processes are working is crucial to help you make the right business decisions. Our tools come with the ability to generate reports based on data such as the number of tickets created, resolved, ongoing and more. This allows you to identify what you and your team are doing right and what you need to do to improve.  

Final Thoughts 

Here at ServiceTree, helping businesses drive their profits and improve efficiency is our number one goal. Our tools come with a 30-day free trial, allowing you to try out our services and see the benefits for yourself, completely free of charge.  

We are experts in getting the most out of ConnectWise and ensuring that your ticketing process works for you and your clients. To learn more, get in touch with one of our expert advisors today!

Curious to Learn More? Book A Demo

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Let us help. Call our Sales and Support Team at 1.844.777.1221

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ServiceTree is revolutionizing professional services automation in the MSP industry with its patented OpenNext™ technology.


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