Cities & Dates

keyboard_arrow_down Thursday, 14 February | Coventry >>

Venue

Ricoh Arena
Judds Lane, Longford
Coventry CV6 6AQ

Time

11:30 - 17:00

Agenda

11:30 – 12:30: Registration & ConnectWise Demonstration

Buffet Lunch will be provided

12:30 - 13:00: Welcome and 2019 Industry Trends

13:00 – 13:30: Sales & Marketing Best Practices

Successively mastering sales and marketing can be difficult, and if you struggle with this, rest assured you are not alone. This is one of the top challenges that all solution providers face. In this session we will discuss:

  • Fundamentals on how to build a brand as well as best practices for marketing activities and process
  • Hiring the right kind of sales person
  • Building a compensation plan

13:30 – 14:00: Quoting & Purchasing Best Practices

Quoting and procurement go hand in hand. A quote represents who you are to the customer and procurement is the key to ensuring all the correct products, labour and services from a sales order arrive at the correct time. In this session we will discuss:

  • Compressing the sales cycle
  • 10 questions to consider when changing your quoting process
  • KPIs to measure your success

14:00 – 14:15: Break

14:15 – 14:45: Finance and Billing Best Practices

As the technology industry matures, solution providers are requiring greater efficiency and flexibility out of their finance and billing teams. The billing process has become the conduit that allows you to clarify the relationship expectations between you and your customer, while ensuring that the promised services are being billed accurately. In this session we will discuss:

  • Tracking work in progress (WIP)
  • Examples for billing
  • Key reports to understand financial stability

14:45 – 15:15: How to Deliver a Professional Service & Excellent Support

Service Delivery is the overarching management concept that provides guidance to other key activities: Help Desk, Field Services, NOC Monitoring, Service Storefront, and Workshop. Service Delivery is, therefore, important because it’s the first place where the customer experiences the heart of your business through one-on-one encounters. In this session we will discuss:

  • Customer onboarding and offboarding
  • Quality assurance
  • Important KPIs and reporting

15:15 – 16:00: Industry Topic

16:00 – 17:00: ConnectWise Customer Journey Best Practices & Wrap Up

*This Roadshow is not a ConnectWise training session. Please visit ConnectWise.com/University for training.

keyboard_arrow_down Tuesday, 26 February | Manchester >>

Venue

Manchester United Football Club
Sir Matt Busby Way, Old Trafford
Manchester M16 0RA

Time

11:30 - 17:00

Agenda

11:30 – 12:30: Registration & ConnectWise Demonstration

Buffet Lunch will be provided

12:30 - 13:00: Welcome and 2019 Industry Trends

13:00 – 13:30: Sales & Marketing Best Practices

Successively mastering sales and marketing can be difficult, and if you struggle with this, rest assured you are not alone. This is one of the top challenges that all solution providers face. In this session we will discuss:

  • Fundamentals on how to build a brand as well as best practices for marketing activities and process
  • Hiring the right kind of sales person
  • Building a compensation plan

13:30 – 14:00: Quoting & Purchasing Best Practices

Quoting and procurement go hand in hand. A quote represents who you are to the customer and procurement is the key to ensuring all the correct products, labour and services from a sales order arrive at the correct time. In this session we will discuss:

  • Compressing the sales cycle
  • 10 questions to consider when changing your quoting process
  • KPIs to measure your success

14:00 – 14:15: Break

14:15 – 14:45: Finance and Billing Best Practices

As the technology industry matures, solution providers are requiring greater efficiency and flexibility out of their finance and billing teams. The billing process has become the conduit that allows you to clarify the relationship expectations between you and your customer, while ensuring that the promised services are being billed accurately. In this session we will discuss:

  • Tracking work in progress (WIP)
  • Examples for billing
  • Key reports to understand financial stability

14:45 – 15:15: How to Deliver a Professional Service & Excellent Support

Service Delivery is the overarching management concept that provides guidance to other key activities: Help Desk, Field Services, NOC Monitoring, Service Storefront, and Workshop. Service Delivery is, therefore, important because it’s the first place where the customer experiences the heart of your business through one-on-one encounters. In this session we will discuss:

  • Customer onboarding and offboarding
  • Quality assurance
  • Important KPIs and reporting

15:15 – 16:00: Industry Topic

16:00 – 17:00: ConnectWise Customer Journey Best Practices & Wrap Up

*This Roadshow is not a ConnectWise training session. Please visit ConnectWise.com/University for training.

keyboard_arrow_down Thursday, 7 March | Brighton >>

Venue

American Express Community Stadium
Village Way
Brighton BN1 9BL

Time

11:30 - 17:00

Agenda

11:30 – 12:30: Registration & ConnectWise Demonstration

Buffet Lunch will be provided

12:30 - 13:00: Welcome and 2019 Industry Trends

13:00 – 13:30: Sales & Marketing Best Practices

Successively mastering sales and marketing can be difficult, and if you struggle with this, rest assured you are not alone. This is one of the top challenges that all solution providers face. In this session we will discuss:

  • Fundamentals on how to build a brand as well as best practices for marketing activities and process
  • Hiring the right kind of sales person
  • Building a compensation plan

13:30 – 14:00: Quoting & Purchasing Best Practices

Quoting and procurement go hand in hand. A quote represents who you are to the customer and procurement is the key to ensuring all the correct products, labour and services from a sales order arrive at the correct time. In this session we will discuss:

  • Compressing the sales cycle
  • 10 questions to consider when changing your quoting process
  • KPIs to measure your success

14:00 – 14:15: Break

14:15 – 14:45: Finance and Billing Best Practices

As the technology industry matures, solution providers are requiring greater efficiency and flexibility out of their finance and billing teams. The billing process has become the conduit that allows you to clarify the relationship expectations between you and your customer, while ensuring that the promised services are being billed accurately. In this session we will discuss:

  • Tracking work in progress (WIP)
  • Examples for billing
  • Key reports to understand financial stability

14:45 – 15:15: How to Deliver a Professional Service & Excellent Support

Service Delivery is the overarching management concept that provides guidance to other key activities: Help Desk, Field Services, NOC Monitoring, Service Storefront, and Workshop. Service Delivery is, therefore, important because it’s the first place where the customer experiences the heart of your business through one-on-one encounters. In this session we will discuss:

  • Customer onboarding and offboarding
  • Quality assurance
  • Important KPIs and reporting

15:15 – 16:00: Industry Topic

16:00 – 17:00: ConnectWise Customer Journey Best Practices & Wrap Up

*This Roadshow is not a ConnectWise training session. Please visit ConnectWise.com/University for training.

keyboard_arrow_down Tuesday, 26 March | Belfast >>

Venue

Titanic Hotel Belfast
6 Queens Road
Belfast BT3 9DT

Time

11:30 - 17:00

Agenda

11:30 – 12:30: Registration & ConnectWise Demonstration

Buffet Lunch will be provided

12:30 - 13:00: Welcome and 2019 Industry Trends

13:00 – 13:30: Sales & Marketing Best Practices

Successively mastering sales and marketing can be difficult, and if you struggle with this, rest assured you are not alone. This is one of the top challenges that all solution providers face. In this session we will discuss:

  • Fundamentals on how to build a brand as well as best practices for marketing activities and process
  • Hiring the right kind of sales person
  • Building a compensation plan

13:30 – 14:00: Quoting & Purchasing Best Practices

Quoting and procurement go hand in hand. A quote represents who you are to the customer and procurement is the key to ensuring all the correct products, labour and services from a sales order arrive at the correct time. In this session we will discuss:

  • Compressing the sales cycle
  • 10 questions to consider when changing your quoting process
  • KPIs to measure your success

14:00 – 14:15: Break

14:15 – 14:45: Finance and Billing Best Practices

As the technology industry matures, solution providers are requiring greater efficiency and flexibility out of their finance and billing teams. The billing process has become the conduit that allows you to clarify the relationship expectations between you and your customer, while ensuring that the promised services are being billed accurately. In this session we will discuss:

  • Tracking work in progress (WIP)
  • Examples for billing
  • Key reports to understand financial stability

14:45 – 15:15: How to Deliver a Professional Service & Excellent Support

Service Delivery is the overarching management concept that provides guidance to other key activities: Help Desk, Field Services, NOC Monitoring, Service Storefront, and Workshop. Service Delivery is, therefore, important because it’s the first place where the customer experiences the heart of your business through one-on-one encounters. In this session we will discuss:

  • Customer onboarding and offboarding
  • Quality assurance
  • Important KPIs and reporting

15:15 – 16:00: Industry Topic

16:00 – 17:00: ConnectWise Customer Journey Best Practices & Wrap Up

*This Roadshow is not a ConnectWise training session. Please visit ConnectWise.com/University for training.