Connect sales, service and customer workflows.
Bring ecommerce, quoting, customer data, service workflows and sales activity closer together by connecting Stock in the Channel with CRM and PSA platforms used by MSPs, VARs and IT resellers.
Connect customer activity with operational delivery.
Align sales opportunities, quotes, customer records, service requests, orders and renewals across the systems your team already uses.
Your sales and service workflows should not live in silos.
MSPs and IT resellers often manage opportunities, customers, service delivery, procurement and billing across multiple disconnected platforms.
CRM and PSA integrations help connect the commercial journey from opportunity and quote through to order, fulfilment, service management and renewals.
Better visibility from opportunity to customer delivery.
Connect customer-facing sales workflows with the service and operational systems behind them.
Opportunity alignment
Connect quote activity, customer requirements and product demand to sales pipeline records.
Quote visibility
Give sales and account teams clearer visibility of quote progress, revisions and approvals.
Customer records
Keep account, contact, order and buying activity aligned across systems.
Service workflows
Connect orders, subscriptions and customer requests into PSA or service delivery workflows.
Renewal tracking
Support better visibility of licence, subscription, cloud and customer renewal opportunities.
Account intelligence
Give teams better context across customer buying behaviour, quotes, orders and lifecycle events.
From customer opportunity to delivery workflow.
CRM and PSA integrations help align the front office sales journey with back office delivery and service management.
Connect with CRM and PSA platforms used across the IT channel.
Integration requirements depend on your current systems, data requirements and workflow design. Stock in the Channel can support CRM and PSA integration conversations around platforms such as:
- Salesforce
- HubSpot
- Microsoft Dynamics CRM
- ConnectWise
- Autotask
- HaloPSA
- SuperOps
- Custom CRM, PSA and middleware workflows
Ready to connect sales and service workflows?
Use Stock in the Channel to connect CRM, PSA, quoting, ecommerce, order automation and customer lifecycle workflows into one smarter operating model.
