IT Services
How many cloud-based apps do you use with your business? Five? Ten? Fifty? You probably use more apps than you realize. The most important apps in your stack probably include: A customer relationship management (CRM) tool A professional services automation (PSA) tool An accounting package As an IT or managed service provider (MSP) business, you need to track prospects (marketing), turn them into clients (sales), provide services to those clients (service delivery), and bill them (accounting). For this process to work efficiently, each app needs accurate data, and this data needs to be consistent across your tech stack. This is easier said than done. Many IT businesses spend an inordinate amount of time manually moving data from one app to another — often bringing along typos and mistakes that come with manual input. This leads to inefficiency at best and costly mistakes at worst. So, how can you successfully link…