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Summary
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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.
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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.
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Metrics That Matter
Tracking the Sales Metrics will help MSPs to make the sales funnel more efficient.
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Number of Calls
The purpose of this metric is to identify if the sales team is performing calls.
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Number of Appointments
This metric is to measure if the sales employees are setting appointments.
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Number of Opportunities
The goal here is to measure how many opportunities are being set.
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Number of Opportunities Closed Won
This metric is to measure how many opportunities are closed as won.
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How Does it Work?
Bring tickets data from Connectwise
In order to get the data, you have to go to Settings > CSAT and enable the "Bring ticket data from PSA" option, as shown:
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API Permissions in Connectwise
As Crewhu needs to get data from Connectwise to populate the contest(s), some permissions need to be enabled in the Crewhu API in Connectwise. In order to do that, in CW, go to System > Security Role > Crewhu, and select the "All" option to "Closed Opportunity" and "Opportunity" under the Sales menu, as shown:
Keep in mind that this level of access is only an inquire level (get), not allowing addition, edition, and deletion to the integration.
Note:
Refer to this article if you don't have Crewhu API created in Connectwise yet: Creating a Role ID in Connectwise.
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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:
Note:
Click here for more details on how to create SMART Contests
It is possible to combine these metrics and create customized scores. For example:
Note:
Click here for more details on how to create Scores
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