Streamline Your Workflow: SalesChain & ConnectWise 

Good news! Your sales pipeline is full and new orders are coming in as soon as current ones are fullfilled. What could go wrong?  

With a growing volume of orders, managing the influx can quickly become overwhelming, especially when mistakes happen. Mismanaged orders mean costly reconciliations, lost time, and frustrated customers. SalesChain’s integration with ConnectWise Manage, particularly the Sales Order Push feature, puts these challenges to rest by streamlining workflows, reducing manual data entry, and minimizing errors, making it easier and more efficient to manage your sales operations. 

Simplified Process, Enhanced Accuracy 

The Sales Order Push feature significantly simplifies the sales process by eliminating redundant data entry. Users input data once into SalesChain, and this information seamlessly translates into sales orders in ConnectWise Manage. This integration dramatically reduces manual entry errors, saving valuable time and increasing accuracy. 

Simplified Process, Enhanced Accuracy 

The Sales Order Push feature significantly simplifies the sales process by eliminating redundant data entry. Users input data once into SalesChain, and this information seamlessly translates into sales orders within ConnectWise Manage. This integration dramatically reduces manual entry errors, saving valuable time and increasing accuracy. 

Key Features and Benefits: 

• Document Integration: Documents generated in SalesChain, including sales orders, agreements, and more, are seamlessly converted into PDFs and automatically pushed into ConnectWise. Attachments remain in their native formats (Word, Excel, PowerPoint), preserving document integrity and accessibility. 

• User-Friendly Interface: The intuitive interface ensures a consistent and efficient user experience, streamlining workflow and making data integration straightforward.  

• Advanced Product Type Organization: Distinct opportunity product types such as managed IT services, VOIP, and telephony can be efficiently organized onto respective ConnectWise boards directly from SalesChain. 

• Flexible Contact Management: Easily select existing or create new contacts directly while pushing an order to ConnectWise, simplifying contact management and enhancing convenience.  

• Secure and Controlled Access: Specific privileges control access to ConnectWise push functionalities, safeguarding sensitive business data. 

• Automated Synchronization: Customer records across SalesChain CRM, e-Automate, and ConnectWise automatically synchronize and de-duplicate upon deal closure, maintaining clean and reliable databases.  

Empower Your Team with Efficiency 

SalesChain’s ConnectWise Sales Order Push integration isn’t just about saving time—it’s about empowering your team to focus on what truly matters: building relationships and driving sales. By automating tedious processes, SalesChain helps your organization achieve greater productivity, higher accuracy, and smoother workflows. 

Leverage the power of seamless integration today with SalesChain and ConnectWise.