- What is this?
- Why does this matter?
- Metrics that matter
- How Does It Work?
What is it?
Our direct integration with Connectwise provides integrated sales tracking so you can set up contests for metrics that matter for sales and marketing teams.
Why does this matter?
Gamification is the best way to change behavior and habits that will not only help the individual but also the team and the organization as a whole. The Connectwise sales metrics integration will make it very easy to launch a gamification program that focuses on the metrics that matter so you can easily recognize your employees for a job well done by focusing on the metrics and habits that will not only help the individual but also the team and the organization as a whole.
Metrics That Matter
Tracking the Sales Metrics will help MSPs to make the sales funnel more efficient.
Number of Calls
The purpose of this metric is to identify if the sales team is performing calls.
Number of Appointments
This metric is to measure if the sales employees are setting appointments.
Number of Opportunities
The goal here is to measure how many appointments turned to opportunities.
Number of Opportunities Closed Won
This metric is to measure how many opportunities are closed as won.
How Does it Work?
Selecting the Boards
After setting your integration with Connectwise, you can start collecting ticket information to populate the metrics. (Click here for more details about the CW REST Integration).
Access Setup > CSAT Survey > CSAT Settings, locate the Miscellaneous section and enable the "Bring ticket data from PSA" to display a list with your service ticket boards. Select all, one or multiple boards.
● It can take up to 15 minutes for the system to give you an updated list of the service boards, which is the periodicity of our API call;
● Ticket data will be collected from the 1st day of the month on which the boards are selected.
Creating a Contest
Go to Operations > Contests and click the "+Add" button to create a new contest.
Choose "ConnectWise Metrics" as the contest Source and select the metric from the drop-down, as shown below:
It is possible to combine these metrics and create customized scores. For example:
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