CEO Juice at IT Nation Connect starts Tuesday Nov. 8th at 2PM
We have 2 tracks running at the same time. One focused on our typical eAutomate User Group attendee, one for a typical IT Nations Connect attendee. Register for each class here.
Tuesday afternoon we have a welcome and agenda overview followed by;
Session 1 - NPS & Surveys
In this track we focus on Net Promoter Score, the global standard for measuring customer satisfaction levels and the Juice processes to survey. Including how to get survey comments on your website and how to get Yelp & Google reviews. How to manage Detractors. ID109, ID470, ID125, ID765, ID559.
Session 2 - Equipment Order Workflow
This track covers everything involved from quoting equipment orders, tracking what orders are in Procurement versus ready to ship, seeing how long various vendors take to fulfill, keeping reps updated and order and auto generating all the service calls needed. ID348, ID815, ID517.
Session 3 - Dealing with problem contracts
ID768 is our very popular process to help you manage your biggest problem contracts and now that we have added a dashboard it makes drilling in to the details to see where your core problem is so much easier. ID768, ID771.
Session 4, 5 & 6 - ConnectWise to eAuto integration
We now have 6 different integrations for ConnectWise Manage, Companies, Contracts, Sales Orders, Service Tickets, Moving Calls and Projects. We are also now beta testing our AutoTask sync for Companies and Contracts. ID747, ID964, ID966, ID965, ID912, ID522.
Session 7 - What we are doing with DCAs
We have created imports for all the popular DCAs. This allows us to only import needed meters, error check before importing, auto create Auto Toner orders, predict parts needed, let you slice and nice your non managed devices, see what non contract devices you are paying to manage and much more.
Session 8 - Leveraging your happy customers to sell IT Services
Our survey process will tell you who your happy customers are (Promoters), our Key Services process will tell you who is a copier customer and who is an IT customer. Our HubSpot integration will pull NAIC codes, industry, Rev, # employees. This allows you to see who loves your copier service, is not using you for Managed IT, but should be based on their industry etc. ID109, ID789, ID978.
Session 9 -Shipping Integrations - UPS/Fedex/OnShip/ShipStation
Our UPS integration, lets you enter the sales order # in WorldShip, we pull the order info over, determine who should be charged freight, how much that charge should be, push the freight charge and the tracking info to eAuto, then email your customer with tracking info. We've had this integration for 15 years, see what we are also doing now with other shipping platforms. ID530, ID531, ID34, ID503.
Session 10 - ID890 - Dealer Sync & other ITT Options
See all that we can do to help automate your ShipIn and ShipOut installs. ID890, ID932, ID498.
Session 11 - Online Payments
Allow your customers to easily pay you online with either ACH or credit card while recovering credit card fees, customer will input information alleviating security concerns. Customers will be able to, view, download or pay invoices and set up automatic payments. ID669, ID800.
Session 12 - Getting started with Managed IT
Looking to get in to Managed IT and wondering where to start? To buy or to partner or both. Think of it as adding another line, we will give you tips. John Schweizer from ConnectWise and formerly the leader of a Global / Xerox successful IT dealer says how.
Session 13 to 16 - All our Dashboards
How to set up and get started and a deep dive into each.