ConnectWise CPQ
71 Case Studies
A ConnectWise CPQ Case Study
K2 Technologies, a Wyoming MSP founded by Dan King in 2001, supports about 125 customers and 1,150 endpoints but struggled to deliver a consistent, scalable service experience. The company faced poor visibility into technician activity (including deleted tickets), fragmented systems that didn’t integrate, manual data entry, and difficulty tracking project profitability and remote service delivery.
K2 implemented the ConnectWise platform—starting with ConnectWise Automate, then ConnectWise Manage and ConnectWise Sell—plus SeaLevel consulting to define workflows. The integrated RMM, business management, and quoting tools automated processes, improved accountability and remote support, sped the sales cycle with template and Etilize integrations, and produced more professional proposals. The changes boosted technician productivity, customer satisfaction, and contributed to 12% year‑over‑year sales growth.
Dan King
President