How It Works

Manually managing your marketing data makes it difficult to act on leads quickly.

Equilibrium Consulting has made the process much more simple. Our program connects external applications to the primary CRM, converging your data in one unique place and allowing you to act on leads quickly, saving you 2 days of time by giving immediate prospect information.

connectmyPSA is a subscription based WordPress plug-in.  Once the subscription is validated, connections are made to ConnectWise, Constant Contact and/or MailChimp API’s.  From there it is a few clicks to select your lists or campaigns inside the plug-in and set a schedule.

Once the list sync is setup, you simple add new contacts to a group inside ConnectWise and it will sync on the schedule you setup – its that simple, Just keep adding the names to your groups!  Its very similar for a campaign, all sends, opens and links clicked will appear in campaign monitor inside ConnectWise.

Our form processor works similar to any other form creator WordPress plug-in but it allows you to map to a service board or campaign directly to ConnectWise – field for field with pull down menus.

The key for all of these these critical data points is you click, set a schedule and the system does the rest. A simple interface allows for your team to get back to meeting sales/marketing goals instead of wasting time managing lists or manually entering campaign info in to ConnectWise.

It is proved to increase conversion rates up to 50%!

A Powerful Sales Tool

Want to learn more about how connectmyPSA can help in your sales process? Click the link to the right

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