ConnectWise Solutions

We Provide ConnectWise Consulting, Implementation, Optimization, Integration and Support

Whether you just purchased ConnectWise or have used it for years, now is the time to get a better ROI.

We are experienced ConnectWise Consulting Professionals - but what does that mean exactly?

We review your existing processes, make adjustments to increase efficiency, and automate manual daily tasks.

We have projects to implement and improve your PSA, CPQ, and RMM systems - to ensure you are getting the maximum ROI!

HubSpot Video
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Save Hundreds of Hours 
Automated workflows save our clients an avg of 400+ hours
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Increase Reveneue 
Service new clients/endpoints without hiring additional staff
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Hold People Accountable
Make better decisions with accurate reporting for KPIS & Financials

We specialize in "hands on" system configuration
To Bring Your Vision To Life

We are different from other ConnectWise consulting firms in the channel. Every consultant at Sierra Pacific Group is a ConnectWise expert, who has "been there" and "done that". 

Our experience is your competitive advantage.

We don't simply point you in the direction of videos or KB articles. We work with you and your team to understand your vision, develop proven processes, configure your system to support the changes, and automate the manual work!

If you are looking for a knowledgable team who can execute - SPG is the ConnectWise consulting group for you!


  • ConnectWise Manage/Sell Improvement Projects
  • ConnectWise Automate/CW RMM Improvement Projects
  • Migration Projects
  • Integration Projects 
  • PSA Administration & Support
  • RMM Administration & Support
  • ConnectWise Consulting


After letting their system snowball for years, Kotori was ready to hit reset on their ConnectWise Manage PSA platform. We were able to dig through their platform and implement simplified classifications while reworking their processes for efficiency.

  • Streamlined multiple screens of statuses and work types to drive 300% ROI
  • Accelerated ticket resolution by 48 hours to keep single-digit service boards
  • Built 24 workflow automations to enforce quality of completed tickets


After long nights and weekends of pulling out his hair to get ConnectWise customized to fit Surveillance Secure's goals, President Kim Hartman decided he needed expert help. Sierra Pacific Group was there to assist!

"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." - Kim Hartman

Case study


Terminal B realized their initial ConnectWise Automate implementation couldn’t keep up with their evolved service delivery. Patches failed to implement, alerting was inaccurate, and they’d waste time chasing those false alerts. Without someone to own and optimize their Automate setup, Terminal B would definitely run into these roadblocks over and over again.

  • 400 hours saved with the deployment of automated scripts
  • Increase billable hours by 12+ per tech
  • Shaved 2 hours off their desktop set up and delivery process
Case study

When You Work With Our ConnectWise Manage PSA Consulting Experts, you will experience the following Results:

  • Streamlined Sales, Service, and Finance Operations: Streamline sales, ticket processes, and billing/invoicing through CW Manage with automated workflows and integrations to QuickBooks
  • More Accurate Reporting for Better Business Decisions: Configuring work roles/work types and developing time tracking policies will allow you to finally trust your agreement profitiability reports
  • Save Hundreds of Hours with Process Adherence: We train and mentor your team to execute on more efficient processes, helping your business experience true efficeincy and hundreds of hours saved
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When You Work With Our ConnectWise Sell CPQ Consulting Experts, you will experience the following Results:

  • Take on More Clients Without Hiring Additional Staff: Streamline your sales to service processes and automate manual tasks, allowing you to get more from your people and grow organically 
  • Close More Business with High Converting Templates: Our ConnectWise Sell Consultants will walk you through the input of standardized language, products, and services that can be pulled together to create high converting proposals and quotes
  • Predict Revenue with Better Sales Reports: We define the process and provide a custom quote form, ensuring that opportunity to quote creation and delivery to customer approval are recorded and tracked with accurate reproting

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When You Work With Our ConnectWise Automate RMM Consulting Experts, you will experience the following Results:

  • Save Hundreds of Hours with Custom PowerShell Scripting : We lay the foundation by identifying the core items needed in order to build ConnectWise Automate and Control into a powerhouse for your business 
  • Improve Client Retention with Actionable Alerting: Our ConnectWise Automate RMM Consultants work with your techs to understand client needs to create 100% actionable alerts
  • Ensure 95% Patch Compliance: Our RMM consulting experts remove and adjust Microsoft and supported 3rd Party patch approval policies asthe business grows and matures
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Looking To Learn More About Plans & Pricing for ConnectWise Consulting?

Schedule an Introductory Call to learn about our services and get a quote.

Blog posts

How to Achieve End-To-End Financial Automation With WiseSync
  Wise-Sync joins forces with the renowned Sierra Pacific Group to provide you with the ultimate 40-minute webinar on how to...
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How to manage your teams through a merger: SPG’s M&A playbook
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There are two primary paths to growing an MSP: organic growth and mergers & acquisitions.  The latter is far speedier. However,...
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How to maximize financial process efficiency: SPG’s cash flow playbook
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Process efficiency is an overarching trend that benefits your company’s cash flow.  When your operation is full of snags and...
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