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 SUPPORT+
Need some help with administration of ConnectWise PSA, ConnectWise CPQ, ConnectWise BrightGauge or HaloPSA? 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 CONSULTING
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 FOCUS
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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PIVOTAL EDUCATION
Relying on the software provider’s training to get your next team member (or some current ones!) up to speed is a good start. But, how do you speed up adoption and consistent execution, taking them beyond the ‘text book’ and into the realities of day-to-day operations? Make an investment in 1-on-1 coaching with our team of experts! Based on the employee’s responsibilities in the business, we’ll tailor their training into 3 sessions. Taking them through live examples of how information moves through the system, their part in ensuring consistency & proper execution, and what elements are automated so they know what to expect. Then, we’ll schedule a follow up session a few weeks out, where they can come back with any questions or areas they need to know more about. A great addition to your on-boarding procedures or for someone moving into a different role, it will help the employee feel more confident moving around the system and getting things done. |
Multiple 1-on-1 sessions
Execution and process consistency
Follow up session for Q&A and review |
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.
Our Standard Pricing is available in USD or CAD currencies.
Get In Touch
Submit the contact form and you will be able to schedule a Discovery Call. Alternatively, you can email us at info@pivotalcrew.com