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What to Look for in a PSA Tool
© 2016 eFolder, Inc. All Rights Reserved.1
Customer Relationship Management (CRM)
Integration with the IT solutions you needBilling tracking for
time and labor
Workflow automation
All-in-one service desk
Happy Together: Integrating Managed File Sync with Your PSA Tool
Neeraj PeriwalProduct Marketing [email protected] linkedin.com/in/neerajperiwal
Agenda
• Partner Introduction• Why Managed File Sync?• What to Look for in a PSA Tool• Partner Discussion: Why Integrate
Managed File Sync with Your PSA Tool?
• How to Integrate eFolder Anchor with ConnectWise
• Questions and Discussion© 2016 eFolder, Inc. All Rights Reserved.3
Partner Introduction
4 © 2016 eFolder, Inc. All Rights Reserved.
centrexIT
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4,000 end-users served
Founded in 2002
Clients in San Diego, LA, Orange County, Riverside
Clients in numerous industries including healthcare, law and finance
75 clients
© 2016 eFolder, Inc. All Rights Reserved.
Why Managed File Sync?
© 2015 eFolder, Inc. All Rights Reserved.
March 7, 2016: Dropbox announces 500 million users and 8 million businesses
Business owners think it is savvy
Businesses have adopted consumer-grade file sync services in droves
Consumers love it– Data theft– Data loss– Corrupted data– Lawsuits– Compliance violations– Loss of accountability– Loss of file access
Businesses assume tremendous risk with consumer-grade file sync products
Partner Needs
“We need to enable the mobile devices of clients’ employees.”
“We need to improve clients’ security and get rid of consumer-grade technology.”
“We need new managed services offerings that attract andretain clients.”
“We need to offer profitable services that are built for IT service providers, like us.”
“We need to deliver a secure and profitable alternative to
consumer-grade file sync services.”
© 2016 eFolder, Inc. All Rights Reserved.
How a Managed File Sync Solution Works
8 © 2016 eFolder, Inc. All Rights Reserved
Key Features of a Managed File Sync Solution
© 2016 eFolder, Inc. All Rights Reserved.9
Built for IT service providers, MSPs and VARsFully brandable
SaaS or Private Cloud Deployments
What to Look for in a PSA Tool
© 2016 eFolder, Inc. All Rights Reserved.10
Customer Relationship Management (CRM)
Integration with the IT solutions you needBilling tracking for
time and labor
Workflow automation
All-in-one service desk
Why Your IT Solutions Should <3 Your PSA System
© 2016 eFolder, Inc. All Rights Reserved.11
Systematize your billing for IT solutions
Gain greater visibility into how much time and labor a solution costs to
maintain
Have all your alerts show up in one common place Scale your business as it
grows
Partner Discussion: Why Integrate Managed File Sync with Your PSA Tool?
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Why Integrate Anchor with a PSA Tool?
© 2016 eFolder, Inc. All Rights Reserved.
Features BenefitsPush alerts from Anchor (e.g. “close to storage
capacity” alerts) to your PSA tool
Greater organization and faster responsiveness
Systematize billing processes related to number of accounts, storage utilization, or
features used
Better ability to devise strategic pricing models
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centrexIT’s Anchor-ConnectWise Integration
© 2016 eFolder, Inc. All Rights Reserved.
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centrexIT’s Anchor-ConnectWise Integration
© 2016 eFolder, Inc. All Rights Reserved.
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centrexIT’s Anchor-ConnectWise Integration
© 2016 eFolder, Inc. All Rights Reserved.
Questions for centrexIT
© 2015 eFolder, Inc. All Rights Reserved.17
• Why issues did you face with the previous file sync service that centrexIT offered to clients?
Questions for centrexIT
© 2015 eFolder, Inc. All Rights Reserved.18
• Why issues did you face with the previous file sync service that centrexIT offered to clients?
• How long have you been using ConnectWise? What makes ConnectWise the best PSA for your MSP business?
Questions for centrexIT
© 2015 eFolder, Inc. All Rights Reserved.19
• Why issues did you face with the previous file sync service that centrexIT offered to clients?
• How long have you been using ConnectWise? What makes ConnectWise the best PSA for your MSP business?
• How long did it take your team to set up and configure the integration between Anchor and ConnectWise?
Questions for centrexIT
© 2015 eFolder, Inc. All Rights Reserved.20
• Why issues did you face with the previous file sync service that centrexIT offered to clients?
• How long have you been using ConnectWise? What makes ConnectWise the best PSA for your MSP business?
• How long did it take your team to set up and configure the integration between Anchor and ConnectWise?
• Would you consider deploying a file sync solution that did not have PSA integration?
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Integrating Anchor with ConnectWise
© 2016 eFolder, Inc. All Rights Reserved.
Create an Integrator Account1Set up ConnectWise Product and Agreements for Billing2
3 Enter ConnectWise Integrator Credentials in Anchor
Map Anchor Organizations to ConnectWise Customers
4Set Up Alerts in Anchor5
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Partnering and Profiting with eFolder
© 2016 eFolder, Inc. All Rights Reserved.
63%centrexIT’s growth in revenue from 2013 to
2015
Questions and Discussion
