pc compliance in the cloud - controlcase · controlcase annual conference –miami, florida usa...
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![Page 1: PC Compliance in the Cloud - ControlCase · ControlCase Annual Conference –Miami, Florida USA 2017 ConnectWise Today • CRM –Ticketing and CRM System with workflow built for](https://reader034.vdocuments.net/reader034/viewer/2022050111/5f4859aa0569f015be5b85a4/html5/thumbnails/1.jpg)
ControlCase Annual Conference – Miami, Florida USA 2017
ConnectWise Strategy
Mark Smith
![Page 2: PC Compliance in the Cloud - ControlCase · ControlCase Annual Conference –Miami, Florida USA 2017 ConnectWise Today • CRM –Ticketing and CRM System with workflow built for](https://reader034.vdocuments.net/reader034/viewer/2022050111/5f4859aa0569f015be5b85a4/html5/thumbnails/2.jpg)
ControlCase Annual Conference – Miami, Florida USA 2017
• ConnectWise Today
• ConnectWise Tomorrow
• Questions
1
Agenda
![Page 3: PC Compliance in the Cloud - ControlCase · ControlCase Annual Conference –Miami, Florida USA 2017 ConnectWise Today • CRM –Ticketing and CRM System with workflow built for](https://reader034.vdocuments.net/reader034/viewer/2022050111/5f4859aa0569f015be5b85a4/html5/thumbnails/3.jpg)
ControlCase Annual Conference – Miami, Florida USA 2017
ConnectWise Today
![Page 4: PC Compliance in the Cloud - ControlCase · ControlCase Annual Conference –Miami, Florida USA 2017 ConnectWise Today • CRM –Ticketing and CRM System with workflow built for](https://reader034.vdocuments.net/reader034/viewer/2022050111/5f4859aa0569f015be5b85a4/html5/thumbnails/4.jpg)
ControlCase Annual Conference – Miami, Florida USA 2017
ConnectWise Today
• CRM – Ticketing and CRM System with workflow built for MSP industry› Automation of service delivery
› Real-Time Visibility of customer service status
› Achieve faster resolution time
› Increase customer satisfaction
• Customer Support Portal
![Page 5: PC Compliance in the Cloud - ControlCase · ControlCase Annual Conference –Miami, Florida USA 2017 ConnectWise Today • CRM –Ticketing and CRM System with workflow built for](https://reader034.vdocuments.net/reader034/viewer/2022050111/5f4859aa0569f015be5b85a4/html5/thumbnails/5.jpg)
ControlCase Annual Conference – Miami, Florida USA 2017
ConnectWise Today
• Status Email Notification
![Page 6: PC Compliance in the Cloud - ControlCase · ControlCase Annual Conference –Miami, Florida USA 2017 ConnectWise Today • CRM –Ticketing and CRM System with workflow built for](https://reader034.vdocuments.net/reader034/viewer/2022050111/5f4859aa0569f015be5b85a4/html5/thumbnails/6.jpg)
ControlCase Annual Conference – Miami, Florida USA 2017
ConnectWise Today
• Consolidated Ticket Status Report
![Page 7: PC Compliance in the Cloud - ControlCase · ControlCase Annual Conference –Miami, Florida USA 2017 ConnectWise Today • CRM –Ticketing and CRM System with workflow built for](https://reader034.vdocuments.net/reader034/viewer/2022050111/5f4859aa0569f015be5b85a4/html5/thumbnails/7.jpg)
ControlCase Annual Conference – Miami, Florida USA 2017
ConnectWise Today
• Real Time Monitoring of Activity
![Page 8: PC Compliance in the Cloud - ControlCase · ControlCase Annual Conference –Miami, Florida USA 2017 ConnectWise Today • CRM –Ticketing and CRM System with workflow built for](https://reader034.vdocuments.net/reader034/viewer/2022050111/5f4859aa0569f015be5b85a4/html5/thumbnails/8.jpg)
ControlCase Annual Conference – Miami, Florida USA 2017
ConnectWise Tomorrow
![Page 9: PC Compliance in the Cloud - ControlCase · ControlCase Annual Conference –Miami, Florida USA 2017 ConnectWise Today • CRM –Ticketing and CRM System with workflow built for](https://reader034.vdocuments.net/reader034/viewer/2022050111/5f4859aa0569f015be5b85a4/html5/thumbnails/9.jpg)
ControlCase Annual Conference – Miami, Florida USA 2017
ConnectWise Tomorrow
• Customer Satisfaction Score
![Page 10: PC Compliance in the Cloud - ControlCase · ControlCase Annual Conference –Miami, Florida USA 2017 ConnectWise Today • CRM –Ticketing and CRM System with workflow built for](https://reader034.vdocuments.net/reader034/viewer/2022050111/5f4859aa0569f015be5b85a4/html5/thumbnails/10.jpg)
ControlCase Annual Conference – Miami, Florida USA 2017
ConnectWise Tomorrow
• GRC Portal – Connectwise Integration Phase 1 (Dec 2017)› Clicking on ticket number opens Support Portal in new window
![Page 11: PC Compliance in the Cloud - ControlCase · ControlCase Annual Conference –Miami, Florida USA 2017 ConnectWise Today • CRM –Ticketing and CRM System with workflow built for](https://reader034.vdocuments.net/reader034/viewer/2022050111/5f4859aa0569f015be5b85a4/html5/thumbnails/11.jpg)
ControlCase Annual Conference – Miami, Florida USA 2017
ConnectWise Tomorrow
• GRC Portal – Connectwise Integration Phase 1› Clicking on ticket number opens Support Portal in new window
![Page 12: PC Compliance in the Cloud - ControlCase · ControlCase Annual Conference –Miami, Florida USA 2017 ConnectWise Today • CRM –Ticketing and CRM System with workflow built for](https://reader034.vdocuments.net/reader034/viewer/2022050111/5f4859aa0569f015be5b85a4/html5/thumbnails/12.jpg)
ControlCase Annual Conference – Miami, Florida USA 2017
ConnectWise Tomorrow
• GRC Portal – Connectwise Integration Phase 2
› Enable ticket creation and update within GRC Portal
• No second login to Support Portal
• Disabling [email protected] 1 Jan 2018
› All tickets updates and communications through Support Portal
or GRC portal
![Page 13: PC Compliance in the Cloud - ControlCase · ControlCase Annual Conference –Miami, Florida USA 2017 ConnectWise Today • CRM –Ticketing and CRM System with workflow built for](https://reader034.vdocuments.net/reader034/viewer/2022050111/5f4859aa0569f015be5b85a4/html5/thumbnails/13.jpg)
ControlCase Annual Conference – Miami, Florida USA 2017
Questions