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Common ConnectWise Configurations that Increase your Security Risks

Common ConnectWise Configurations that Increase your Security Risks

by Ginger Clay | Apr 18, 2022 | BMK Event, Business Planning, Compass Program, ConnectWise Training, PSA Consulting, Uncategorized

You might be inviting intruders into your ConnectWise stack, and you don’t even know it. The truth is that your ConnectWise stack is probably vulnerable to security risks due to common configuration mishaps. You can take TODAY some fundamental steps TODAY to harden...
Expert Q&A Series: Managing the Sales Grind

Expert Q&A Series: Managing the Sales Grind

by Josh Peterson | Sep 16, 2021 | Sales & Sales Management, Business Planning, PSA Consulting, Uncategorized

Today I am interviewing Ben Altman, a Sales Consultant at Bering McKinley. BMK Sales Consultants focus on helping professional service providers find, hire and produce highly-producing sales teams that achieve revenue results. For the past 20 years, Ben has walked in...
Let your customers text while keeping your technicians’ number secret.

Let your customers text while keeping your technicians’ number secret.

by Ginger Clay | Apr 7, 2021 | BMK Event, ConnectWise Training, PSA Consulting, Uncategorized

Most MSPs find themselves in a texting dilemma! This occurs in several MSP practices because customers prefer to text their technicians rather than pick up the phone or even send an email. Consequently, what often occurs is this: There is little-to-no accountability....
ConnectWise Tuesday Guest Speaker Playlist

ConnectWise Tuesday Guest Speaker Playlist

by Ginger Clay | Mar 31, 2021 | ConnectWise Training, PSA Consulting, Uncategorized

You made a major investment into ConnectWise, and you probably have high hopes for gaining immediate insights from your ConnectWise investment. ConnectWise Manage is a tool to help you streamline services and help you track billing and profitability, but only when and...
No Rekeying Data Between ConnectWise & QuickBooks

No Rekeying Data Between ConnectWise & QuickBooks

by Josh Peterson | Feb 10, 2021 | BMK Event, ConnectWise Training, PSA Consulting, Uncategorized

 ConnectWise user, we have 3 questions for you: Do you waste too much time keeping data updated between ConnectWise Manage and QuickBooks Online (Invoices, Payments, Expense Reimbursements, etc.)? Do you struggle to access QuickBooks Desktop from outside of your...
Revealing the Top 3 Value-adds in ConnectWise Sell

Revealing the Top 3 Value-adds in ConnectWise Sell

by Rose Avila | Jul 22, 2020 | PSA Consulting, Uncategorized

ConnectWise Sell – most of us first discovered this tool when it was initially called Quosal and was later purchased and renamed ConnectWise Sell. ConnectWise Sell has some unique features that, if set-up properly in advance, will increase the likelihood of accurate...
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