Raise your hand if you love new integrations. To be honest, we get really pumped about announcing new datasources we’ve added. Our latest is a big one: Auvik! Many of you have been anticipating this and we’re happy to tell you that it’s now available to connect with. Auvik is an efficient and profitable way for MSPs to manage network infrastructure by providing awareness about network devices and notifications for events, usage, and health stats. When you integrate BrightGauge and Auvik, you get the visibility you need to stay ahead of network issues and protect your client’s business operations. How to connect to Auvik Important note: Auvik API access must be first granted to your account in order to get started with this integration. To do this, please contact your partner success manager at Auvik and request access. Once you have access, it takes just a couple more steps. When you’re in your BrightGauge overview page, click on DATA to get the dropdown menu, then select Datasources. Select Auvik from the RMM category, follow any prompts, and that should get you set up. If you’re looking for more detailed instructions, please check out our Auvik support doc. Want to sign up for BrightGauge? Contact our sales team today to schedule a live one-on-one demo. What do I get out of the box? It’s quite important to have access to your data right away, because you’ve got work to do! This is especially true when it comes to something as sensitive as your client’s networks. So, when you integrate with Auvik, you’re going to find 20 pre-built gauges, 5 default dashboards, and 1 default report to help you get things started. Gauges The default gauges that come with the Auvik integration involve all the details surrounding your client’s networks. Gauges include Device Details, Entity Audits by Week, Interfaces by Op Status, Offline Printers, Servers, and Workstations, Scan Status by Network Type, and Total Devices. Dashboards These pre-built dashboards break up your network statistics into different buckets to give you a 10,000 foot view of your important metrics. The 5 dashboards are Devices, Entity Audits, Entity Notes, Interfaces, and Networks. Report One default report will give you a running start on being transparent and building up trust with your clients. The Auvik Summary compiles your client’s network metrics and shows them exactly how you’ve been keeping things running. If you’ve got questions about our Auvik integration, please feel free to submit a support ticket or contact us and we’ll be happy to help you out.
Advice relating to good business practices can be endless (and beneficial). Determining what makes one business successful over another is not always black and white. But there’s one rule of thumb that everyone can seem to agree on: trust and transparency are key when it comes to maintaining long-term relationships that are a pillar for success. It’s really quite simple to understand. If clients trust you, then they’ll stick with you and they’ll tell other people about you, which means you’ll gain more and better business, which means more cash will be flowing in. There are many ways to build up trust, and it all comes down to being reliable and consistent. Build trust by sending out executive client reports As an MSP, your clients are paying you for specific and really important services. When an SLA was signed, the client gave you their trust in exchange for your word. But that sort of blind trust is not sustainable. Now it’s on you to prove your worth and show that you’re true to your word. That is precisely what client reports help you do. When you send reports to clients, you are literally showing how you are or are not meeting your SLA points. Since they report on both the good and the bad, reports make you really transparent. You’re not hiding behind anything and you’re not skirting the truth. Think about how good and credible this makes you look. But we’ve heard from many peers in our industry that MSPs are shying away from sending regular reports simply because they are incredibly time-consuming and complicated to create. Typically, creating custom reports involves pulling data from whatever PSA, RMM, or other tool you’re using, spitting that data into an Excel spreadsheet, creating pivot tables and complex formulas, digging for the results you’re looking for, and then converting those results into digestible charts. We know from experience that this can eat up 8 to 10 hours a week. The importance of reports is clear but dedicating a full workday to creating them is not a very efficient use of time. The loss of productivity that comes with focusing on that versus revenue-generating tasks can end up harming your business in the end. BrightGauge solves the client reporting dilemma Creating custom executive client reports doesn’t have to be painful and it doesn’t have to mean sacrificing other areas of your business. With BrightGauge, it takes just a few minutes to generate powerful reports that are custom, interactive, and automated. If you’re worried about what exactly to include in your reports, you can start by using one of our pre-built templates. Whether you integrate with ConnectWise Manage, QuickBooks, Veeam, Webroot, IT Glue, or any of our datasources, we offer default templates that are automatically available in your account. Templates can still be customized to your preference. Regardless of if you choose to start from scratch or use a pre-built, you can save your report as a template and schedule it to go out automatically on the date and time you choose, to the recipients you want. What used to take 10 hours a week now takes a couple of minutes. Even better, the payoff is huge because clients can rest easy knowing a comprehensive report will be delivered to their inboxes on a consistent basis. As you look towards the future of your MSP, consider implementing this solid business practice. Don’t be surprised if your churn rate starts improving. Want to see BrightGauge reports, dashboards, and gauges in action? Contact us today to schedule a live one-on-one demo.
We have exciting news! We’re building up our suite of ConnectWise integrations and we’re happy to announce that we now integrate with ConnectWise Sell. A lot of our users have been requesting this, and it is now available for you to connect with. ConnectWise Sell is a quoting and proposal software that makes it easier and more hassle-free to conduct your sales business, as it is all built in the cloud and eliminates the need to use complicated spreadsheets. Paired with BrightGauge, it becomes really easy to keep an eye on the status and results of all your quotes. How to connect to ConnectWise Sell If you’re already a BrightGauge user, then you know how simple it is to connect with any of the datasources in our stack. When you’re in your BrightGauge overview page, click on DATA to get the dropdown menu, then select Datasources. Find ConnectWise Sell, follow any prompts, and that should get you all set up. If you’re looking for further instructions, please read our ConnectWise Sell support doc. Just checking out BrightGauge for the first time? We’ll show you around with a live one-on-one demo - just contact our sales team today. What do I get out of the box? When bringing you new datasources, our priority is to get you viewing your data as soon as possible. Before releasing any integration, we make sure to pre-build gauges, dashboards, and reports to get you started on the right foot. After all, what good is data if you can’t get to it? With ConnectWise Sell, you’ll get 12 gauges, 1 dashboard, and 2 reports to kick things off. Gauges Our default ConnectWise Sell gauges include Count of Quotes by Quote Status, Count of Quotes by Year, Gross Margin, Open Quotes, Quotes Approved Last 30 Days, and more. Dashboard One pre-built dashboard is going to give you visibility into your total revenue on open opportunities, your gross margin for the year, and plenty of information on any open quotes. Reports Transparency is key to any successful relationship. When it comes to business relationships, reports are a powerful way to build trust. To help you get on the right track, you’ll get 2 report templates when you integrate with ConnectWise Sell. The Quote Overview reports on all open quotes by customer while the Sell Overview reports on all quotes approved in the last 30 days as well as those expiring in 30 days. Used internally, these reports will do a whole lot to get your entire team aligned. If you’ve got questions about our ConnectWise Sell integration, please feel free to submit a support ticket or contact us and we’ll be happy to help you out.