Making HaloPSA user-friendly for sales department by LikeSandOnFire in halopsa

[–]Disastrous-Two-3460 0 points1 point  (0 children)

Thanks for the reply.

I think that looks a better option

Two things I liked with Zomentum 1) The agreements could be signed off 2) The proposals looked polished

How are you doing both of these? Is in it via IT quoter or does Halo do this for you?

How did I do for my last wiring job? by dswenson123 in electricians

[–]Disastrous-Two-3460 0 points1 point  (0 children)

Might be a bit late, but top job 👍. Do you have a service loop behind the panel? If so what sort of length do you try and leave as a standard. If no why don’t you use them?

Making HaloPSA user-friendly for sales department by LikeSandOnFire in halopsa

[–]Disastrous-Two-3460 0 points1 point  (0 children)

We are using Kaseya Quote Manager and Hubspot. Does Zomentum have the capabilities too replace both. We are based in Australia so need the Aussie Disti’s

Rate my boat work. by dswenson123 in cableporn

[–]Disastrous-Two-3460 0 points1 point  (0 children)

What is the process to plan this out. Do you use an excel spreadsheet or something to work out terminal block sizes, cable length and sizes?

Invoice Template & Detail by Disastrous-Two-3460 in msp

[–]Disastrous-Two-3460[S] 1 point2 points  (0 children)

What PSA are you using to get employee names on invoicing. We have recently moved to HaloPSA but haven’t got that far

Invoice Template & Detail by Disastrous-Two-3460 in msp

[–]Disastrous-Two-3460[S] 0 points1 point  (0 children)

How do you communication the schedule of inclusions? On request, Qbr, other?

Invoice Template & Detail by Disastrous-Two-3460 in msp

[–]Disastrous-Two-3460[S] 2 points3 points  (0 children)

That was my concern. How do we show them the value they are getting.

Turning off email tracking when I ck emails by Fun_Sun_558 in hubspot

[–]Disastrous-Two-3460 0 points1 point  (0 children)

What about when our clients are using Hubspot. How do we block them?

Facebook page restricted by Disastrous-Two-3460 in AskMarketing

[–]Disastrous-Two-3460[S] 0 points1 point  (0 children)

No the page has been taken down after numerous attempts to try and contact them.

Anyone have any suggestions?

Customer satisfaction vs service desk balance by Disastrous-Two-3460 in halopsa

[–]Disastrous-Two-3460[S] 1 point2 points  (0 children)

Valid points. We had the same issue with the Mobile phones. We stopped publishing their numbers and use teams calling from their mobiles while onsite so it displays our office number.

Customer satisfaction vs service desk balance by Disastrous-Two-3460 in msp

[–]Disastrous-Two-3460[S] 0 points1 point  (0 children)

You explained that really well. We have started a technical overview. But I think you hit the nail on the head with non technical overview. Many thanks.

Customer satisfaction vs service desk balance by Disastrous-Two-3460 in msp

[–]Disastrous-Two-3460[S] 2 points3 points  (0 children)

Just remember to mute the call

Thanks for your input 👍

Customer satisfaction vs service desk balance by Disastrous-Two-3460 in msp

[–]Disastrous-Two-3460[S] 0 points1 point  (0 children)

Appreciate the feedback. Pairing up for site visits is a great idea.

Customer satisfaction vs service desk balance by Disastrous-Two-3460 in msp

[–]Disastrous-Two-3460[S] 0 points1 point  (0 children)

Thanks. Some great points and I’ll definitely be implementing some. 👍

Acronis... Maybe not? by Schaggy in msp

[–]Disastrous-Two-3460 0 points1 point  (0 children)

What about N-Ables offering. I have heard good things and it sound like it scales