CW Manage/Sell Improvement Project

Speak with a ConnectWise Expert today to walk you through our solutions options.

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

ConnectWise is a powerful tool. It's our goal to configure and optimize ConnectWise products for your technology business. We take the time to learn your business so we can develop and implement customized configurations, streamlined process, and automated workflows. In addition, we offer both administrative support, and consulting ensure your growing company is taking full advantage of every feature for maximum efficiency.

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Done-For-You Configurations     Our team behind the scenes 

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Custom Process Development        Company specific best practices

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Mentoring & Process Adherence Long-term success starts now

You purchased ConnectWise
because it's the most poweful tool for IT businesses,
now lets help You Get The Most Out Of It

We're different from other consulting firms, everyone at our organization is a ConnectWise expert who has been there and done that. 

We help make ConnectWise work for your business, not the other way around. 

We don't simply point you to educational videos or documentation. We work with you to understand your vision and then configure your system to support a better processes. 

We train your team and mentor your people for long term success!


  • Manage & Sell Improvement Plans
  • Migration Projects
  • Integration Projects 
  • Manage & Sell Administrative Support
  • Custom Optimization Projects 



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 and implement simplified classifications while reworking their processes for efficiency.

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

Surveillance Secure

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 & Reference

Terminal B

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.  

  • 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 & Reference

When You Work With SPG, We Will Cover the Following:

  • Foundation Set Up & Discover Process: 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
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When you work with SPG, we will cover the following:

  • 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
HubSpot Video

When you work with SPG, we will cover the following:

  • Foundation Set Up & Discover Process: 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.
HubSpot Video

Want Pricing?

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

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