ConnectWise Consulting

It’s hard to know where to begin when integrating ConnectWise into your technology business. We take the time to learn your business so we can offer customized implementation, support, and consulting for ConnectWise Manage, Sell, and Automate ensuring a seamless adaptation of these platforms.
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ConnectWise Manage Consulting Professional Services Automation
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ConnectWise Manage Consulting Professional Services Automation
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ConnectWise Automate Consulting Remote Monitoring & Management

ConnectWise Tools Revolutionize How
You Deliver Managed IT Services, We Teach
You How to Use It

We want to teach you how to leverage the power of ConnectWise products to transform your business. We can show you how to help your team get better at instilling focus, discipline, and accountability so that everyone executes on the same vision—every day. We turn you into a #CWBOSS.
  • Gain A Competitive Advantage
  • Encourage Sustainable Growth
  • Measure KPIs For Productivity And Impact
  • Systemize Your Service Delivery For Efficiency And Quality
  • Increase Profit While Reducing Workloads
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After letting their system snowball for years, Kotori was ready to hit reset on their ConnectWise Manage platform. We were able to dig through their platform, implement simplified classifications while reworking their processes for efficiency. Already reaping the benefits of our solutions, they are reinvesting to improve service delivery even further with ConnectWise Automate.

  • Went from double digit service board to single digits
  • Workflows ensure completed tickets process through the service boards correctly
  • Simplified the multiple scrolling screens of statuses and work types to one short list
Case study


After long nights and weekends of pulling out his hair trying to get ConnectWise customized to fit SurveillanceSecure's goals, President Kim Hartman decided he needs expert help. Sierra Pacific Group was able to customize his ConnectWise and Sell platforms to support franchising their business and preserve the hair Kim had left.

"Working with Sierra Pacific Group helped me to streamline our entire business. I was able to focus on growing our business and setting up our first franchise, instead of pulling out my hair on weekends trying to get ConnectWise set up."

Case study


Terminal B was stuck sifting through false alerts and struggling to keep up with its Automate platform. Now they are efficiency machines. Sierra Pacific Group helped them adjust their system and replace time consuming processes with automation that can help them complete their tasks faster and allow their staff to handle more endpoints, increasing profitability.  Now instead of devoting time to constantly fixing their Automate platform and chasing down false-positive alerts, they are making money on the time Automate saves them.

  • Added 156 new endpoints without hiring
  • Gained ability to handle onsite work remotely
  • Shaved 2 hours off their desktop set up and delivery process
Case study

ConnectWise Manage Done For You

  • Foundation Set Up & Fit-to-business: Our consultants take the time to get to know your business and build your CW Manage platform to fit it
  • Finance Set Up & Review: Get ready to handle agreements, billing, and invoicing through CW Manage
  • Service Set Up & Review: Elevate your service module to best practice for functionality, time tracking, project management, and ticket processing
  • Sales Set Up & Review: Streamline your sales to service process through setup of the sales module and utilization of features that can automate your sales process
  • End User Training: We educate you and your team on along the way and then stick around to ensure you have become self-sufficient

ConnectWise Sell Done For You

  • Business Process Review: By defining the pain points in your business operations and sales process we can better leverage ConnectWise sell to bring you success 
  • Systems Configuration & Administration: We customize the ConnectWise Sell platform to your business needs and share best practice and industry knowledge for configuration and set up a branded order porter page
  • Input Template Session: Once configured we help put the meat on the bones- walking you through the input of standardized language, products, and services that can be pulled together to create quotes
  • Sales Workflow: We define the process and provide a custom quote form, ensuring that from opportunity to quote creation and delivery to customer approval all pertinent updates and information are recorded and tracked with bi-reporting 
  • End User Training: Once defined, we train your team on the sales workflow and leverage your ConnectWise Sell platform

ConnectWise Automate Done For You

  • Foundation Set Up & Fit to Business: We lay the foundation by identifying the core items needed in order to build ConnectWise Automate and Control into a powerhouse for your business 
  • Configuration: Our Consultants review and set up your Automate and Control platforms to best practice for functionality, flexibility, security, patching, and usability
  • Integrations: Both ConnectWise Automate and Control require configuration to talk to the other ConnectWise tools, we get them seamlessly integrated with one another
  • Extensions & Plug-ins: If any third-party extensions or plug-ins are desired, we can help link them to your platform 
  • Production & Deployment: We put your new platform into action by onboarding your staff, assisting with client onboardings, handling probe configuration, GPO design (when needed) and patching 
  • Deployment Review: Your business is unique; once we are up and running, we look for places to further optimize for better success
  • End User Training: We teach you how to use these tools, we have a library of scripts and Best Practices available to you.

Interested in learning more?

Find out about the services we offer by clicking the link below to get in touch with our team.

Blog posts

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