Our Services
What we Do Best
Pivotal Crew offers several ways to engage with us, from occasional support to a full overhaul of the system and it’s super easy to get started.
Expert Consulting Services
Optimize your processes, trust your data
GET TO THE GOOD STUFF, FAST
Fill out the Get Started form & select a time to meet with us.
We’ll discuss your needs and send you a quote for the best option(s).
Sign and pay.
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**Standard Pricing is available in USD & CAD currencies
PIVOTAL Proactive - NEW!!!
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A small investment with a big impact. Stay ahead of potential issues with our Quarterly Proactive Audits for ConnectWise PSA. Our expert team reviews key areas of your system every quarter, providing an overall score of your system’s alignment to Pivotal Practices – our recommended settings and processes to keep things running smoothly, according to the functions and features of the system and good controls practices. We’ll identify misaligned settings or process execution issues before they turn into bigger problems. You can decide to fix these problems in-house or buy some Pivotal Consulting hours to help target those areas for improvement. Keeping tighter control of the system you use to run your business means more accurate data for billing and reporting needs. |
Reasonable Monthly Fees
Review & Score Provided Quarterly
Insights for Action |
PIVOTAL CONSULTING
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Not quite sure what you want to focus on? Prefer to target processes instead of doing a complete over-haul? Got your own project underway for improving your applications and processes and need expert consulting to participate in those efforts? We’ve got you covered! Select some hours with us and we’ll invoice you when they run out. Or, for more consistency, we can take a staff augmentation approach with monthly recurring hours options. Unlike Pivotal Support, these hours can also be used to have us help with your clean-up efforts like old time sheets, invoicing, procurement, or your product catalog. |
As Little as 10 Hours
Work on Your Priorities
New or Existing Processes |
PIVOTAL SUPPORT+
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Need some help with administration of ConnectWise PSA or ConnectWise CPQ? Need a first-stop option for how-to and troubleshooting questions? Pivotal Support has got you covered! We’ll be your first point of contact for figuring out things like: why an error is occurring; why a report shows the results that it does; why a workflow ran when it wasn’t supposed to; which security setting needs to be changed, etc. We can validate when an application is working as designed, when a user error resulted in an issue, or when a support request needs to go to the software vendor for a particular problem. Or, if there’s some clean up to be done, we can provide how-to information to your team so it’s done in the best way possible. Our partners start with us, first. Requests received by noon Pacific will be responded to on the same day. |
Monthly Support & Administration
Support for existing operations & processes
First stop for issues & questions
Unlimited, In-Scope
Includes Chat Support & Proactive Audits! |
PIVOTAL FOCUS
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The most chosen options when partners first contact Pivotal Crew? A total over-haul of their applications & processes or an implementation with all the right stuff. Our Optimization & Implementation project scopes provide our expert consulting & operational knowledge in a defined path from your financial requirements (including the Chart of Accounts, and financial structures of the systems) through the proper setup of the product catalog, effective quoting, service operations standards, projects, procurement, inventory, invoicing & batching to the accounting package, and everything in between. The goal? Implement the practices that are PIVOTAL to your company’s consistent operations & execution so that the decisions you make are based on trustworthy data and information. Other defined project scopes are also available. |
Defined Project Outcomes
Fixed Pricing for Scope
Consulting & Project Management
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Our Consulting Approach
UNDERSTAND
We start by understanding your business model, goals and objectives. Then, we analyze your current systems and pain points, to identify gaps or inefficiencies that need to be addressed.
IDENTIFY
Based on our reviews and working with your team, we identify the clean up that is needed & the best ways to accomplish it. We’ll move on to the right processes, workflows, KPIs, training, & management.
Execute
We’ll implement & train on the right processes and automation to achieve efficient operations, satisfied clients, & improved profitability. Most important: the ability to make decisions using data you can trust.
Enrich
We’re here for the long haul! We’ll support your existing and new team members with consistent execution & understanding of the systems. And help facilitate executive decision-making.
From Our Founders
Maximum Efficiency from your ConnectWise Manage PSA
ConnectWise Manage is a powerful professional services automation (PSA) tool that allows businesses to streamline their operations and maximize their efficiency. However, simply implementing ConnectWise Manage is not enough to ensure maximum efficiency.