ConnectWise Sees Its Fourth Iteration
The latest version of the business operation software aims to deliver increased automation, especially in the management of service tickets CRM.
Business operations software ConnectWise has now seen the completion of its fourth update. ConnectWise 2010 features enhancements to its sales/marketing, customer relationship management (CRM), scheduling, reporting, project and service tracking, inventory and purchasing, invoicing, and financial management tools.
“The new features deliver increased automation so partners can do far more with fewer clicks and less time,” says ConnectWise CEO Arnie Bellini. “This is efficiency kicked up a notch.”
Specifically, the software now offers additional options for performing mass updates to service tickets, sales activities, and invoicing (such as the ability to change the status of a group of tickets, change record types, or delete tickets). The new features also aim to improve updates to billing terms, tax codes, currency, time zones, and more.
New APIs provide access to more data within ConnectWise, including reporting and purchasing. An enhanced API architecture is designed to be easier compared to previous versions, with SOAP endpoints and Web methods for each API action.
In addition, ConnectWise 2010 adds new service ticket sub-types that help automate and streamline routine services. Templates can be created for different services that list standard tasks on the service ticket. To be more ITIL compliant, ConnectWise created sub-types to provide guidance about the coordination and processes for common activities. Associated with each subtype can be a list of pre-set tasks to complete.
ConnectWise “Tracks” are included in the software as well. New updates to Tracks deliver add control and flexibility for the automatic creation of service tickets, historical activities tracking, CRM management, and more.
Lastly, the software includes beta versions of browser independence for Apple Safari, Mozilla Firefox, Google Chrome, and Microsoft Internet Explorer 8.