Product Overview
MSP account planning, made quick and easy. Align business strategy to executable IT plans. Have a better client experience at a lower cost : Quickly create rich Business Technology Reviews and Strategic Roadmaps, turn them into key Account Plans, and reinforce your client relationship with winning QBRs. Sales doesn't need to be hard! getKambium gives you an easy, repeatable process to discover your client's needs and what is important to them. + Build clients a winning strategic roadmap and publish it as an account plan straight into ConnectWise, loaded with qualified sales opportunities and a workplan for all your key clients! + Nurture your client with purposeful QBRs prepared in under an hour, that link back to the plan and drive opportunities forward. getKambium for easier sales engagements, faster deal progression, and above all, for happier clients.
Business Technology Reviews, Key Account Plans and Strategic Roadmaps: Win by reducing the cost of sales acquisition by 50% with a standard, repeatable process to assemble winning annual account plans and differentiate your MSP from competitors. getKambium helps you quickly:
- Create winning client technology reviews and plans based on the client's real needs,
- Discover new client opportunities, qualify them, turn them into account plans in ConnectWise
- Free you up to focus your efforts on the actions that drive your success and your client's success
WIN with better retention of current clients through with highly valued QBRs that are prepared in under an hour! getKambium QBR's link back to the client roadmap, so you can easily:
- Show your client the great value you are providing, both reliable IT and delivering their strategic IT goals
- Execute your account plan, and WIN the opportunities that you have identified with the client
- Nurture your client relationship with meaningful reviews and check-ins. QBRs quickly and easily show your client the value you bring them, creating amazing customer loyalty and delivering success to your MSP and your client
With more client software being cloud-based, great support isn't enough. Your clients need a strategic plan, and they need it executed. That's a massive growth opportunity for the MSPs who can make the change. We'll help you to do it, and to manage your clients better by helping clarify and execute on technology that helps them achieve their business needs.
Integration
ConnectWise Manage
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Requirements:
getKambium Premium supports integration with ConnectWise Manage v4_6_release/apis/3.0
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Features:
- Automatically export qualified sales opportunities to ConnectWise Manage
- Report on current configuration data, agreement details, tickets, initiatives (sales opportunities) and more
- Export work plans to ConnectWise Manage ticket boards
- Share client lists directly from ConnectWise
*Integration certification in-progress*
Support
Currently this vendor is not Certified under ConnectWise Invent. Please reach out directly to the vendor for integration implementation and/or support.
User Reviews
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Tony Meredith, Houston Technology Group (NZ)
getKambium for us is about transforming the business into higher level engagements and understanding as a next generation MSP.
Our customers are telling us these are the most valuable conversations that we are having.
The BPR process enable us to have business level conversations that are not technology centric, rather talking feeds & speeds its now how does technology exist as a business enabler.
We highly recommend getKambium
Date: 8/26/2022 7:55 PM
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