Use your ConnectWise PSA to import contacts to our Demand Generation and Consultative Sales platform, and export new leads to the ConnectWise CRM module. Track your client's Operational Maturity and post the Quarterly and Annual IT Competitiveness Scores to their profile to create opportunities in the CRM. Export Projects from our Action Plan builder to your Connectwise Project module. Many more processes are coming soon with the vCIO delivery module. Check out the rave reviews in CW's Marketplace.
Use your Autotask PSA to import contacts to our Demand Generation and Consultative Sales platform, and export new leads to the Autotask CRM module. Track your client's Operational Maturity through exporting the Quarterly and Annual IT Competitiveness Scores to their profile and create opportunities in the CRM. Export Projects from our Action Plan builder to your Autotask Project module. Many more processes are coming soon with the vCIO delivery module.
ReframeYourClients is proud to announce we’ve implemented our Virtual CIO services into ProcessPlan, so now most vCIO Deliverables are accessible directly within it. The integration helps managed services providers streamline and automate their vCIO services. Once you've learned the processes behind vCIO Service Delivery, you’ll require a framework to carry it out, and the best way to streamline and automate your internal operation is with ProcessPlan. All vCIO related processes we’ve developed are available from ProcessPlan directly. You just grab them, customize them and execute. Learn More
Some people don't use a PSA, or simply want better collaboration with clients for project management, account management or vCIO services. Basecamp is an lightweight tool for collaboration with clients that can push all service templates to various Basecamp Workspaces. If you want to engage your clients and work most effectively with them, give it a try. We've made a great deal with Basecamp and it's coming with our Delivery module.
Below is where you can show off some of your clients and testimonials from customers.
ReframeYourClients has helped us build a rock-solid sales process that truly brings value to the client from the very first meeting. In the next 5-10 years MSPs will have to focus on bringing business value with more than just behind-the-scenes IT management. By integrating MSP 2.0 Virtual CIO services MSPs can provide more value and be an integral part of the full business, not just a single vendor.
ReframeYourClients is pretty cool. We've tried a lot of MSP coaching, training and marketing systems. We truly feel that RYC's system is the most in-depth, comprehensive, advanced and fastest evolving.