ConnectWise Education

ConnectWise Education: Maximize Your ConnectWise Experience

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ConnectWise Product Series

Introduction Leaving nothing to chance when it comes to your success, ConnectWise has dedicated an entire team of platform experts to help you get up to speed. The ConnectWise Education team consists of 10 ConnectWise colleagues who are solely dedicated to providing ConnectWise partners with the training and tools necessary to most effectively use ConnectWise.

We know business owners invest in ConnectWise because they want to streamline their businesses. Just as with learning any new skill, expert guidance can mean the difference between hitting the mark, or missing it entirely. That’s why—when you invest in ConnectWise—we don’t see you as a customer, but rather a partner. What’s the difference? ‘Customer’ implies we’re only interested in making a sale, whereas ‘partner’ suggests a long-term relationship.

While ConnectWise is a finely tuned technology-business platform that comes standard with hundreds of features developed specifically for technology-company operations, your business is unique. Your processes are unique. And our Education team can help you not only get your team up to speed on how to best use ConnectWise, but also recommend shortcuts specific to the way you do business.

At ConnectWise Education, our goal is to increase your efficiency throughout your entire ConnectWise experience. We’re there in the beginning to ramp your team up, and we’ll keep developing and recommending new resources to ensure your team is always using ConnectWise to the max.

ConnectWise Product Series - ConnectWise Education: Maximize Your ConnectWise Experience 800.671.6898 | ConnectWise.com

Implementation Training 01 ConnectWise

Degrees02 ConnectWise Blueprints03 ConnectWise

Partner Kits04 ConnectWise Video Library 05Introduction Summary

Implementation Training We’ve helped thousands of partners successfully implement ConnectWise, and we can help you do the same. Our implementation training provides everything you need to start the ConnectWise engine in your business. Our primary implementation goal is to help each user gain a certain level of proficiency—specific to his or her role—on the ConnectWise platform.

Our training is based on the best practice of Just-in-Time Training. This means the training has a logical progression, and your team members will receive training tailored to their specific job functions. Rather than educing information overload, we teach only what you need to know to successfully get started.

However, if you’re eager to get started before your implementation training begins, you’re in luck. The very act of buying ConnectWise give you access to ConnectWise University, thereby unlocking step-by-step processes, pre-recorded implementation sessions, and templates you can import at your leisure.


Implementation Training 01

ConnectWise Degrees02 ConnectWise

Blueprints03 ConnectWise Partner Kits04 ConnectWise

Video Library 05Introduction Summary

Program Highlight: Sales Management Degree

Designed to help your sales team master the ConnectWise Platform, so they have an edge over the competition, this degree includes:

•ASalesManagementcoursethatwillteachyourteamaboutcreating activities and opportunities and the sales process flowinConnectWise.ThisadvancedcoursealsoincludessetupinformationaboutyourentiresalesfunctionalityinConnectWise.

•SalesManagementBlueprintsthatwillteachyourteamabouttheimportantbusinessflowswithinrelevantprocesses.

ConnectWise Degrees Get your team certified in key ConnectWise functions. Taking your team from the novice to expert level, ConnectWise degrees allow business owners to assign role-based training to every employee, and monitor progress to completion.

With a simple dashboard that shows percentage to completion as well as GPA, business owners or managers can quickly identify who is struggling or slacking and respond accordingly.

Some roles will need to seek more than one degree. And employees should know they’re not restricted to just the degrees or courses you assign. There may be a benefit to exploring other modules, especially if they’re thinking about moving into a new role within your company.

From sales to finance, we’ve built modules specific to every role within a technology company, so your company can quickly learn all the tips and tricks to using ConnectWise most effectively.






ConnectWise Blueprints Think of ConnectWise Blueprints as your turn-by-turn navigation through every process within ConnectWise. They’re all keyword searchable and located within ConnectWise University, so if you get stumped, the answer is never more than a keyword search away.

Every process within ConnectWise was built on ITIL best practices as well as our 30+ years of experience in the technology space.

Within these detailed blueprints that demonstrate how ConnectWise processes should flow through your business are videos. We’ll show you exactly how certain functions work. Just hover over key process modules to see if a corresponding video is available.

Helping you make these blueprints actionable within your business, you can sort them by job role or business function. Role sorting yields an organizational chart of a typical business, whereas function segmentation presents a list of all business processes and explains how they relate to ConnectWise navigation.






ConnectWise Partner Kits As the name suggests, ConnectWise Partner Kits focus in on a specific area relevant to your business, and they give you all the resources necessary to learn about key areas, inside and out.

Every partner kit includes thought-leadership content packaged into tools, articles, eBooks, videos, and more. So regardless of how you like to learn, you’ll be empowered to start growing your business.

Some of our most popular kits include topics around onboarding, help desk, sales, and HIPAA. But we offer so much more than these popular areas, and we’re constantly updating our kits to keep you at the top of your game.






ConnectWise Video Library Our video library is filled with hundreds of on-demand videos developed to address your business needs. Regardless of whether you’re looking for executive-level guidance on business best practices, a specific process, or step-by-step instruction on how to perform a certain task, the ConnectWise Video Library delivers.

We’re dedicating to making sure you have the instruction and guidance necessary to stay proficient and profitable. That’s why our video library is constantly being updated with new content.






About ConnectWiseMade for companies that sell, service, and support technology, ConnectWise is the #1 business management platform worldwide. Today, more than 80,000 users rely on ConnectWise to achieve greater accountability, operational efficiency, and profitability. The platform fully integrates business-process automation, help desk and customer service, sales, marketing, project management, and business analytics that dramatically streamline a company’s operations. ConnectWise also gives its users access to a powerful network of ideas, experts, and solutions. A veteran in the technology services industry, ConnectWise has been the premier business management platform for technology companies for more than 15 years. For more information, visit www.ConnectWise.com or call 800-671-6898.

Summary ConnectWise Education has you covered. From implementation to start the ConnectWise engine within your business to degrees, blueprints, partner kits, and a video library, we’ve invested in tools to help you every step of your ConnectWise journey.

ConnectWise is way more than software; it’s a fully supported business platform, backed by more than 30 years of experience in the technology space and hundreds of people who are passionate about partner success.






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ConnectWise Education

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