Haven’t integrated your PSA with Pax8? See what you’re missing.
In the world of IT, optimization is a key component for success. Even if something works, why not try to make it work better? If there are areas where a process can be fixed, streamlined, or otherwise improved, why not utilize that to make your operations as seamless and efficient as possible?
There are opportunities for optimization everywhere, and for MSPs, one of the biggest areas is between their Professional Services Automation (PSA) tool and their distributor’s platform. Historically, these two components did not interact with each other, and much of the management work between them had to be performed manually. Today, MSPs have the ability to integrate their PSA tool with their distribution platform, allowing for cloud management to be optimized in a number of ways.
At Pax8, we know a thing or two about simplifying cloud management and that’s why we offer integrations with leading PSA tools including Autotask, Syncro, ConnectWise, Tigerpaw, Kaseya, and RepairShopr. Let’s take a look at how you can move your cloud business forward by integrating your PSA with Pax8.
Simplified Processes
Managing clients and the many solutions they use can sometimes feel like a juggling act. Constantly switching between numerous platforms, usernames, passwords, and accounts can be a dizzying experience, and it can lead to a lot of unnecessary headaches for your team. It can also increase the risk of human error, as employees have to navigate multi-step processes just to accomplish simple tasks.
With a Pax8 PSA integration, you can uncomplicate many of your daily management processes, often reducing them to just a few clicks. Instead of flip-flopping between your PSA tool and the Pax8 Platform all day, you can do things like order, provision, bill, and more all from the comfort of either tool. Specifically, you can:
• Browse products, place orders, and update seat counts
• Manage and import company data
• Import Pax8 products in real time
• Automate provisioning
• Customize billing agreements
• Prorate services
If you want to start running more of your business through a single platform, integrating with your PSA tool with the Pax8 Platform is the best place to start.
Increased Efficiency
Aside from reducing mistakes and alleviating headaches, what do these simplified processes mean for your business? Well, the easier it is to accomplish day-to-day management tasks, the more of them you can accomplish in a shorter amount of time. This can elevate your business in a few key ways.
First, your clients will be happy that their licensing needs are being met in a timely fashion, helping you build on your relationship as their trusted tech advisor. Second, your team will have more time on its hands to work on other mission-critical projects or areas of the business.
Being able to perform actions like updating seat counts in a snap gives your techs additional bandwidth to focus on more complex projects like deployments and migrations. And by utilizing automated billing, administrative workers can save hours of time in that department — eliminating the lengthy, tedious process of dealing with invoices manually.
Integrating with a PSA tool can be a major step towards maximizing your time and effort, and you may be surprised to see how much more efficient your team can be with just this simple tool.
Steven Dempsey, Founder and Principal of NeoTech Networks, says, “Pax8 has completely changed how we manage our licenses. The amount of time and effort we save by having processes automated is truly an incredible boost to our business.”
More Cloud Revenue
Optimizing your workflows with a PSA integration ultimately provides you with the greatest benefit of all — more money.
With the time you save every week, you can take on more clients and manage your growth more effectively. You can also capture more billable time per engineer that otherwise would be spent on unnecessary manual processes. Not to mention, you can stop losing revenue to human errors in the invoice process, thanks to automated billing.
These savings add up more than you might think and can go a long way toward multiplying your revenue. Best of all? It won’t cost you anything, PSA integrations are free to use for all Pax8 partners.
Deeper Integration Capabilities with Pax8 Pro
In addition to process standardization, security optimization, and deep multitenant visibility, Pax8 Pro offers several advanced PSA integration features. Partners that sign up for Pax8 Pro unlock these additional functionalities that make working between PSA tools and the Pax8 Platform an even more cohesive experience.
With these deeper integrations, you can do things like pull in service tickets from your PSA tool and perform management tasks within Pax8 Pro, including creating new users directly from the ticket.
You can also sync new users and user status updates automatically between Azure Active Directory and your PSA. These tools can help automate and streamline your processes even more, saving you more time and further reducing the risk of human error.
If you’ve integrated with your PSA but want to take things to the next level, this is the perfect tool for you.
Don’t Wait Any Longer
Ready to start taking advantage of all the benefits PSA integrations have to offer? You can check out our complete Wingman PSA Integrations Guide for more information on the PSA integrations we offer and how they can move your cloud business forward today.
