Years of professional experience
Years of professional experience
Years of Management & Leadership
Business Lifecycle Integration: Designed, configured, and implemented comprehensive processes within ConnectWise to streamline the entire business lifecycle.
Seamless Integration: Orchestrated seamless integration plans between ConnectWise CPQ and PSA, ensuring synchronized data flow and system coherence.
CPQ and Procurement Integration: Set up and implemented the ConnectWise CPQ quoting system, integrating it with ConnectWise procurement for a seamless transition from sales to procurement and inventory management.
Approval Mechanisms: Established robust approval mechanisms to ensure compliance with organizational policies and enhance process accuracy.
Automated Invoicing: Implemented automated invoice generation within ConnectWise PSA, significantly reducing manual effort and improving invoicing accuracy.
Systematic Recurring Revenue Management: Utilized PSA workflows and CPQ template rules to standardize agreement and renewal configurations, fostering a systematic approach to managing recurring revenue.
Optimized Sales Processes: Installed and configured ConnectWise CPQ, tailoring settings to enhance sales processes and improve efficiency.
Data Migration and Validation: Managed critical data migration and validation processes, ensuring data accuracy and integrity throughout the integration
ConnectWise PSA Sales Certification
ConnectWise PSA Service Certification
ConnectWise PSA Finance Certification
ConnectWise CPQ Quote and Proposal Certification