Using Opportunities In Your PSA To Track Leads

By Brad DeSent, Program Manager, HTG Online, HTG Peer Groups

The most common business issue we hear in serving our HTG peer group members is far and away: “How do we generate more business?” The marketing and sales functions are viewed as a necessary evil to people who get more excited designing, building, and fixing technology solutions. We all know the lifeblood of a business is generating new opportunities from prospects as well as our existing clients. It is critical to the success of the business. In most businesses, the flow of opportunities is managed using various combinations of email folders, spreadsheets, service tickets, and a great memory.

Every face-to-face member in HTG Peer Groups is standardized on ConnectWise as their PSA tool. We find the ConnectWise sales module, and particularly opportunity tracking, is usually underutilized. This post will explore a number of concepts and ideas to help you get started.

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