ConnectWise CPQ B2B Case Studies & Customer Successes

ConnectWise is the world's leading software company dedicated to the success of IT solution providers (TSPs) through unmatched software, services, community, and marketplace of integrations. ConnectWise offers an innovative, integrated, and security-centric platform—Asio™—which provides unmatched flexibility that fuels profitable, long-term growth for partners. ConnectWise enables TSPs to drive business efficiency with automation, IT documentation, and data management capabilities and increase revenue with remote monitoring, cybersecurity, and backup and disaster recovery technologies. For more information, visit connectwise.com.

360 IT Partners achieves faster, error‑free quoting and streamlined sales operations with ConnectWise CPQ (ConnectWise Sell)

360 IT Partners

Ken Peacock

Contracting and Logistics Manager

How This MSP Simplified Its Backup Process to Provide Reliable Data Protection Across Their Clients’ SaaS Environments

ActionPoint

Stephen Collopy

Head of IT

How ConnectWise Helps ANP

Advanced Network Products

David S. Mulvey

Chief Executive Officer

How This MSP Increased Its Revenue by Implementing New Processes and Automation in Their Service Delivery

Advanced Network Products

Matt McCarthy

Service Manager

ConnectWise Automate Helps 'Liquor Stores' Support Multiple Locations at Once & Stay PCI Compliant

Alcanna

AlertOps - Customer Case Study

AlertOps

Kam Srikanth

Head of Customer Experience

Why This MSP Made the Switch Back to ConnectWise After 6 Years

Allierad

Richard Rubin

President and CEO

Atlas Professional Services streamlined business operations by migrating to the cloud

Atlas Professional Services

Linda Kraft

Director of Systems Architecture

The ConnectWise Partner Program Unlocks Marketing Potential and Drives Business Growth

BIZITSS

Mark Banens

Chief Executive Officer

BlueChip Infotech achieves 9% sales growth and 15% higher renewals with ConnectWise CPQ

BlueChip

Ron Jarvis

Sales Director

From pen and paper to profitability with ConnectWise PSA

Central Illinois Scale Company

Ryan Fox

Central Illinois Scale Company

This organization is wired into a powerful community The IT Nation

Central Illinois Scale Company

Ryan Fox

Central Illinois Scale Company

Clark Integrated Technology achieves scalable growth and operational control with ConnectWise CPQ

Clark Integrated Technology

Austen Clark

Managing Director

How ComTech used ConnectWise solutions to enhance scalability

ComTech Systems, Inc.

Courtney Amodei

Director of Operations

Data Projections achieves faster, 100% better-looking sales proposals and improved Salesforce reporting with ConnectWise CPQ

Data Projections

Robby Turner

Executive VP, Sales and Marketing

DirectIT achieves streamlined operations and fast, accurate quoting with ConnectWise CPQ

DirectIT

Koen Lepez

Founder and CEO

How DoD Security Matured Its IT Support Model with ConnectWise

DoD Security

This MSP simplifies IT, powers compliance-based businesses in rural Michigan

DS Tech

Josh Marenger

Operations Manager

Leveraging the ConnectWise Partner Program and The IT Nation for Marketing and Sales Success

DS Tech

Josh Marenger

Operations Manager

How One MSP Uses Automation to Scale and Deliver Exceptional Service

eGuard Tech Services

Khaled Farhang

Chief Executive Officer

ConnectWise Co-Managed Backup with Acronis Cyber Protect Cloud provide enhanced Productivity and Efficiency

ElevITy

Emerge IT Solutions achieves streamlined quoting and boosted cross‑selling with ConnectWise CPQ

Emerge

April Sterling

Operations Support Manager

How This Managed Service Provider Used ConnectWise RMM to Auto-Clear Hundreds of Tickets Daily

Epsilon, Inc

Travis Willis

Operations Manager

First Focus achieves scalable growth and streamlined operations with ConnectWise CPQ

First Focus

Ross Sardi

Chief Executive Officer

Globalnet IT Innovations manages 525 endpoints and accelerates quoting with ConnectWise CPQ

Globalnet

Robert Burdett

Director

How ConnectWise Automate® Saves One Bank $100,000 a Year

Guaranty Bank & Trust

Brandon Hanes

Vice President and Information Security Officer

How ConnectWise Helps Heartland Business Systems

Heartland Business Systems

Innovative Computing Systems achieves streamlined operations and rapid growth with ConnectWise CPQ

Innovative Computing Systems

Eric Hoffmaster

TAC Manager

How One Company Made an Additional $93,000 in 5 Months

Integrated Computer Systems Support

Chris Faist

Director of Networking

ConnectWise Business Transformation Audit Delivers Immediate ROI for Integrity

Integrity Technology Solutions

Mary Bennett Henrichs

President

Intellicom Consulting achieves faster service delivery and deeper integrations with ConnectWise CPQ

Intellicom Consulting

Jeff Hasenauer

Vice President of Technology

ConnectWise consulting services helps INTRUST GROUP save an estimated $20,000 a year in the future by becoming more efficient

INTRUST GROUP

Chad Adams

Business Development Manager

Invincia Technologies - Customer Case Study

Invincia Technologies

Brian Kozarich

Director of Technology Services

Making the case for hyperautomation as a path to profitability

ited

André Lajoie

Co-founder

ConnectWise and ited powering the future, with Asio™

ited

André Lajoie

Co-founder

ITS NYC meets the rising demand for security and compliance with ConnectWise

ITS NYC

Michael Coopersmith

President/CEO

JNR Networks - Customer Case Study

JNR Networks

James Riley

Chief Executive Officer

K2 Technologies achieves 12% annual sales growth with ConnectWise CPQ

K2 Technologies

Dan King

President

IT Team Supports 11 Locations & 150 Users Remotely with ConnectWise Automate®

Keller Logistics Group

Brock Bell

Information Security Analyst

The ConnectWise Partner Program is an MVP for this MSP when it comes to planning this educational, sporty event

Libra ICT

Bart Veldhuis

Commercial Director

LOOKUP - Customer Case Study

LOOKUP

Peter Kantarelis

Chief Executive Officer

How ConnectWise Asio® Enabled Scalable, Zero-Touch Automation for Mangano IT

Mangano IT

Robert Mangano

IT Team

Mangano IT achieves scalable growth and resource efficiency with ConnectWise CPQ

Mangano IT

Paul Mangano

Managing Director

Mangano IT Saves 165+ Hours and Cuts Ticket Backlog by 50% with Scalable Automation

Mangano IT

Robert Mangano

IT Team

In its quest to be an Empire Builder, this MSP is leveraging hyperautomation to move fast and innovate things

Marco Technologies

Amy Jahraus

Business Applications Manager

Matrix Integration - Customer Case Study

Matrix Integration

Juan Mack

IT Services Manager

MHD Communications achieves streamlined operations and faster sales cycles with ConnectWise CPQ

MHD Communications

Kara Knight

Chief Operating Officer

Mirus IT achieves increased profits and streamlined operations with ConnectWise CPQ

Mirus IT

Paul Tomlinson

Managing Partner

MJD Systems achieves streamlined processes and seamless quoting with ConnectWise CPQ

MJD Systems

Mark Dunscombe

Director

This vendor is making AI a thing of the present

Moovila

Vince Jajuga

Vice President of Sales

neteffect technologies achieves streamlined, scalable operations and proposal automation with ConnectWise CPQ

neteffect technologies

John Campbell

Chief Technology Officer

Oosha achieves reliable reporting and faster field turnaround with ConnectWise CPQ

Oosha

Matthew Newton

Operations Director

PC Portal achieves faster customer response and operational efficiency with ConnectWise CPQ

PC Portal

Joel Hynes

PC Portal

This startup leveraged the Partner Program to effectively reposition itself from a managed solutions provider into a Cybersecurity solutions powerhouse

PivIT Strategy

Jeff Wolverton

Chief Executive Officer

Powernet IT Solutions achieves faster, consistent quoting and streamlined business operations with ConnectWise CPQ

Powernet IT Solutions

Dan Williams

CEO & Director

This MSP leveraged the ConnectWise Ecosystem to achieve success with its thriving cybersecurity practice

Present

Martin Perron

Director of Managed Services

ConnectWise ScreenConnect™ proves to be an indispensable tool for Relentless Solutions

Relentless Solutions

Jim-Barry Behar

Chief Executive Officer

How One Financial SaaS Provider Was Able to Create Value

RiskVal Financial Solutions

Jordan Hu

Chief Executive Officer

The Partner Program and Glasshive are a winning formula for this MSP

Secur-Serv

Jason Bowra

SVP, Managed Services

Outsourcing BCDR Services to Improve Client Value with Co-Managed Backup

Shift IT Solutions

Andrew Carey

Chief Executive Officer

Somerville achieves 50% fewer daily tickets and maximised ROI with ConnectWise CPQ

Somerville

Ralph Ly

Senior Systems Engineer

SquareAlpha achieves double team capacity and improved customer service with ConnectWise CPQ

SquareAlpha

Ben Song

Managing Director

Staples achieves consistent, accurate, and scalable sales quoting with ConnectWise CPQ

Staples

Jeffrey Besse

Senior IT Manager

Syrex achieves streamlined operations and 20–30% more recovered billing with ConnectWise CPQ

Syrex

Ralph Berndt

Sales Director

For One Sydney Company, ConnectWise Supported a 400% Expansion Tecala

Tecala Group

Sherran Evans

General Manager of Finance and Business Operations

How TechMD’s Strategic Partnership with ConnectWise RMM™, Asio™ Powers Growth for SMBs

TechMD

Kevin Blake

CEO and President

From break-fix to managed services see how one partner made the switch

Techvera

Reese Ormand

Chief Executive Officer

Thinc Forward The Strategic Edge in Cybersecurity with ConnectWise

Thinc Forward

Rudy Muhr

Vice President of Information Technology

PitchIT champion, Thread, leveraged the program to propel them to MSP notoriety

Thread

Bobby Jacobs

Head of Growth

Unified Power achieves consistent, professional quotes and faster proposal turnaround with ConnectWise CPQ

Unified Power

Robert Parrish

Executive VP, Channel Development

Vision Computer Solutions achieves streamlined quoting and faster sales with ConnectWise CPQ

Vision Computer Solutions

Chuck Lobert

Vice President of Sales & Technology

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ConnectWise CPQ B2B Case Studies & Customer Successes

Case Studies

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