ConnectWise PSA Sales & Marketing

Close pipeline opportunities faster

With built-in marketing functionality and sales opportunity management, you can ensure oversight and accountability to drive results. ConnectWise PSA™ helps you stay on top of new business opportunities created from prospective and existing customers. Stay informed about every opportunity with automated follow-ups, so you never miss a next step, or let a deal disappear.

Create effective email campaigns

Get your customers attention and offer them something they can’t refuse. Easily create professional HTML emails using pre-designed, customizable templates with merge fields and drag and drop functionality.

Track campaign performance

Emails, call blitzes, webinars, events, and digital marketing campaigns are only as good as the ROI they generate. Drill into each campaign source to discover performance data you can leverage to optimize your marketing spend, update lead scoring metrics, or create follow-up activities.

Create & track opportunities

Create and manage sales opportunities with centralized access to every interaction from every department. Find lead sources, communications, engagements, activities, and product/service interest—all in one place.

Automate sales processes

Streamline your sales process by automating follow-up activities such as phone calls and emails. This ensures that communication with prospective and active customers remains active and consistent, and no opportunity goes cold or gets lost.

Manage your pipeline

Effective pipeline management is critical to keeping your sales pipeline healthy, active, and accurate. Set and stay on top of team quotas, follow opportunities through the sales funnel, forecast, and make strategic decisions for closing high-probability deals.

Automate internal communication

Updating cross-functional groups and management teams about the status of every opportunity is a necessary, but rather time-consuming task. Keep stakeholders informed about deals in flight, renewals status, and won opportunities via automatic notifications

“With ConnectWise PSA, I can look at a glance and know what’s coming down the sales pipeline and what I need to plan for in six months without having to go speak to each individual salesperson.”

-Eric Hoffmaster, Director of Operations, Innovative Computing Systems