getKambium

getKambium is a versatile sales engagement platform for MSPs to drive sales growth, reduce churn and lower cost of sales

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ConnectWise Certified Integration

Integrated seamlessly with the ConnectWise platform.

This integration is certified via the ConnectWise Invent program, which means it was developed in collaboration with the ConnectWise API team, passed a security review, completed the certification process, and receives tier 1 integration support.

Overview
Integration
Support

Easy, consistent engagement process across all your sales team for a uniform high quality, elevated customer experience and reduced churn
A structured Business Technology Review that uncovers client business needs and IT priorities in hours not days
Prebuilt content for sales discovery, business needs analysis and cyber-security reviews
Compelling QBR’s created in minutes that your clients want to attend because they prove how you are solving your clients’ business issues

Nothing else combines sales discovery, vCIO and QBR and nothing else starts this early in the sales engagement process with a client

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.

Requirements: getKambium Premium supports integration with ConnectWise PSA v4_6_release/apis/3.0

Features:

Automatically export qualified sales opportunities to ConnectWise PSA
Report on current configuration data, agreement details, tickets, initiatives (sales opportunities) and more
Export work plans to ConnectWise PSA ticket boards
Share client lists directly from ConnectWise

getKambium's PSA Integration is certified via the ConnectWise Invent Program.

If you need assistance with creating API members or integration setup please send a note to Help@ConnectWise.com and the ConnectWise PSA support team can assist. For any other questions with this integration, please contact the getKambium team directly to resolve any issues.

Details

Overview

Easy, consistent engagement process across all your sales team for a uniform high quality, elevated customer experience and reduced churn
A structured Business Technology Review that uncovers client business needs and IT priorities in hours not days
Prebuilt content for sales discovery, business needs analysis and cyber-security reviews
Compelling QBR’s created in minutes that your clients want to attend because they prove how you are solving your clients’ business issues

Nothing else combines sales discovery, vCIO and QBR and nothing else starts this early in the sales engagement process with a client

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

Integration

Requirements: getKambium Premium supports integration with ConnectWise PSA v4_6_release/apis/3.0

Features:

Automatically export qualified sales opportunities to ConnectWise PSA
Report on current configuration data, agreement details, tickets, initiatives (sales opportunities) and more
Export work plans to ConnectWise PSA ticket boards
Share client lists directly from ConnectWise

getKambium

Nothing else combines sales discovery, vCIO and QBR and nothing else starts this early in the sales engagement process with a client

getKambium's PSA Integration is certified via the ConnectWise Invent Program.

Integrates with:

Categories:

Documentation:

Assets:

Details

Integrates with:

Categories:

Documentation:

Assets:

Overview

Nothing else combines sales discovery, vCIO and QBR and nothing else starts this early in the sales engagement process with a client

Integration

Support

getKambium's PSA Integration is certified via the ConnectWise Invent Program.

Reviews

getKambium

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Nothing else combines sales discovery, vCIO and QBR and nothing else starts this early in the sales engagement process with a client

getKambium's PSA Integration is certified via the ConnectWise Invent Program.

Integrates with:

Categories:

Documentation:

Assets:

Details

Integrates with:

Categories:

Documentation:

Assets:

Overview

Nothing else combines sales discovery, vCIO and QBR and nothing else starts this early in the sales engagement process with a client

Integration

Support

getKambium's PSA Integration is certified via the ConnectWise Invent Program.

Reviews