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Author: Ian Bennett - Chief Ape

Go with the Flow

Why we created a Microsoft Flow Connector for ConnectWise

Flow is one of those tools that takes time to setup, but once it is setup the reward is compounding

Stop Credit Notifications for Sales
New Opportunity Trick / Tips&Tricks

Who Said Stop Credit?

Have you ever set a client status to stop credit and your sales team going through the full process of selling new gear, closing the opp, creating a sales order, …

ConnectWise Opportunity API to open doors
New Opportunity Trick / Tips&Tricks

One door closes another 10 open – losing an opp but automatically creating alternative options

A prospect has declined a proposal – don’t give up!!  pitch them a broken down bundle of products, which over time will grow their spend.  For example: So I know …

ConnectWise Opportunities Automation
New Opportunity Trick / Tips&Tricks

100% Opportunities 100% of the time – How to Create Blocks of Opportunities for all new clients

Are you concerned that you, or your sales team maybe missing opportunities because you simply rely on remembering to raise a subject with the client. Now, with Ape-PI’s new opportunity …

Recent Posts

  • Why we created a Microsoft Flow Connector for ConnectWise
  • Who Said Stop Credit?
  • One door closes another 10 open – losing an opp but automatically creating alternative options
  • 100% Opportunities 100% of the time – How to Create Blocks of Opportunities for all new clients

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