Forums/Feature Requests
PlannedDoneNot planned
ConnectWise Integration
Cory Brown
suggested this on Jun 11 18:43
Comments migrated from our previous UserVoice website:
Comments
Derek Brown
Pronto Marketing
Quick updated - we are in development with this and are testing the beta now. More details soon.
Jun-12 2010 09:46.
John Rauch
Axonus Technology Group
We'd be happy to help beta!
Jun-19 2010 04:48.
Leslie Eyton
Derek! This is awesome! Have you talked to Steve lately? Lots of stuff happening here! He won a website marketing makeover through Joomla when at the Robin Robins bootcamp last week! How awesome to see you're already in communication with them and way TOOOOO cool that you're working on integrating with CW! You rock, Derek! You need to call Steve!
Jamison West
Excited to hear it!!!
Derek Brown
I've changed the status to Planned. I can't promise 100% but right now this looks like a go, I hope by the end of next week I can change the status to Started. Fingers cross!!
Derek Brown
I've been talking to Chris Chase of JoomConnect since December. We might use this - Chris and I are talking on a daily basis right now. It's a long story - we'll see how it goes. We are also doing our own work to test things (Chris knows). We'll have our test instance of CW set up this week by the CW developer team so we can do some testing on our side. By the end of next week we will know which way we will go.
Rishi Patel
Has anyone looked at using JoomConnect (http://www.joomconnect.com)?
Derek Brown
Don posted this response over in the Support Forums
http://support.prontomarketing.com/entries/134047-connectwise-integ...
I like the idea of an activity being created from a site visit. One thing ShoreTel does is use a cookie on the browser to identify someone that requested further info from a form - then it creates a lead. If they visit the site later the sales rep assigned recieves an email that 'customer x' visited the site and reviewed x pages.
From a support perspective, if the support f... more
Don posted this response over in the Support Forums
http://support.prontomarketing.com/entries/134047-connectwise-integ...
I like the idea of an activity being created from a site visit. One thing ShoreTel does is use a cookie on the browser to identify someone that requested further info from a form - then it creates a lead. If they visit the site later the sales rep assigned recieves an email that 'customer x' visited the site and reviewed x pages.
From a support perspective, if the support form on our web page created a ticket just like the CW web support module does, that would be great as well.
Jamison West
I am seriously considering JoomConnect, which would do much of what you are discussing. The price seems right, why reinvent the wheel?
Derek Brown
Thanks David,
I'd be happy to do see about sending from Connectwise. If you wanted us to do that for you, that's something I'd look at as well.
Derek
David Mulvey
Hey Derek,
First, thanks for looking to your client's for new ideas :)
2 weeks ago I wrote up a request in the ConnectWise forum asking C/W to write up a piece of HTML code that a partner could then insert into their web site to collect a prospect's name, company name and email address. I believe every web page I deliver should have an offer and we should be trying to convert that viewer into a prospect.
I agree with your list, although you cannot create an activity or opportunity untill the cont... more
Hey Derek,
First, thanks for looking to your client's for new ideas :)
2 weeks ago I wrote up a request in the ConnectWise forum asking C/W to write up a piece of HTML code that a partner could then insert into their web site to collect a prospect's name, company name and email address. I believe every web page I deliver should have an offer and we should be trying to convert that viewer into a prospect.
I agree with your list, although you cannot create an activity or opportunity untill the contact and his company name are in Connectwise. Once you get the contact and company into C/W, then C/W admins can add some code to have C/W send us an email so the prospect capture is not ignored
(I am a new Pronto client and my site is not up yet) I asked Kit if I could take your HTML newsletter and place it into C/W marketing manager to do my tracking etc. Kit said that was a possibilty. The benefit of keeping it C/W is that I can then log which prospects got which newsletters. (C/W has a new marketing opt-out feature and that small link should be added to the bottom of your newsletter.)
Thanks again!
Dave Mulvey Advanced Network Products, Inc.
Derek Brown
Hi Nick,
Rather than have accounts and passwords, as I think we all have enough, there's no limit on the voting but I'll hope we keep this reasonably on the up and up :-)
We are spec'ing out the development now, we are in the Connectwise Developer program and have all the API documentation. On the business side it's just knowing there's interest and getting some ideas (here or in email) of what you think would be a fair price for the added feature. I'll have an idea soon of my development costs, I hav... more
Hi Nick,
Rather than have accounts and passwords, as I think we all have enough, there's no limit on the voting but I'll hope we keep this reasonably on the up and up :-)
We are spec'ing out the development now, we are in the Connectwise Developer program and have all the API documentation. On the business side it's just knowing there's interest and getting some ideas (here or in email) of what you think would be a fair price for the added feature. I'll have an idea soon of my development costs, I have some work to do to get an idea of the set up time.
One somewhat tangential question is if we had this set up would you want us to manage your email newsletter process from within Connectwise for you?
Derek
nickmoran
Hi Derek, how many times can I vote for this :). This would make a huge difference for us and many other integrators. Huge business possibility for Pronto if you can get this off the ground.
Derek Brown
Our thinking is to do this in a phased approach with a focus on CRM first.
Here’s what the first step would be at a high-level
1. New Contact on website
2. Create Connectwise Opportunity
3. Create Connectwise Activity Record of Visit
4. Create Connectwise Activity Follow-up
5. Create Contact unless exists then Append
For step #5 if this is not possible then it would just create the Contact and we’d have to see what de-duplication features the CW CRM has.