Windermere, FL (Nov. 30, 2022) — The Sailor Group Inc., developers of AgentDealer, a custom CRM platform for the office technology industry, announced its partnership with ConnectWise to enable customers to share and automate critical data between both systems.
Today’s modern technology dealer sells more than copiers. managed IT services have quickly become a core offering. Like with equipment records and their associated eAutomate data, salespeople need a complete view of their managed IT customer’s 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 your sales teams’ 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 eAutomate quotes or sales orders for managed services items.
- Single point of management for all Imaging & Managed Services Opportunities.
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About ConnectWise
ConnectWise is the world’s leading software company dedicated to the success of IT solution providers. We do it through our unmatched software, services, and community, and that’s why more IT solution providers use our platform around the world than any other. Our company is filled with tech-loving, passionate people who simply want to make IT better. From the top down, we are all dedicated to guiding our partners and the industry further.
About AgentDealer
Launched in 2010, AgentDealer is a modern CRM (customer relationship management) solution that has been fine-tuned specifically for the office technology industry. AgentDealer is cloud-based and built on the Salesforce platform for engaging, managing and tracking customers, prospects, activities, opportunities, and equipment.
About The Sailor Group Inc.
The Sailor Group Inc. directly supports the office technology industry with cutting-edge creation, integration, and customization of Software as a Service (SaaS) applications, on the Salesforce platform.
