Tip Tuesday: How to save more time with your integrations

Posted by Lauren Beliveau on Feb 20, 2018 8:15:00 AM

shutterstock_796982944.jpgTime is one thing that most people want to get back in their day. It’s no secret that growing your MSP business can be time-consuming. But, instead of constantly putting your projects and growth-building activities on the backburner, maximize your time by fully utilizing the resources that are available to you.

To help you get some more time back in your busy schedules, this week we focused on how you can effectively use your current tools. Jake Madson, one of the product managers at Barracuda MSP, shared this advice on how to find the right solution:

“Avoid integrations that are more of a checkbox integration instead of a deep integration. When you’re looking to purchase something, it might say yes it does these 25 things, but if it only skims the surface of those functionalities, then it isn’t going to be useful to you. It might say you can install multiple agents, but you may only be able to install one at a time—instead of installing on multiple computers in one click.”

A good integration can give your team more flexibility and time to focus on revenue-generating activities—instead of wasting time and giving your team headaches down the road. To read more of Jake’s advice, check out “What should I look for in a good integration?” on Smarter MSP.

3 Ways to get more from your integrations

Whether you’re looking for a new tool or trying to get more out of your current solution—it’s important to uncover all the features and capabilities built into your toolset. Here are a few things to look for:

1. Integrations that require little work. If you’re looking to switch to a new backup solution or a new PSA/RMM tool, look for something that requires little to no touch. The tool should do most of the work for you. For example, the Barracuda Intronis Backup integration with ConnectWise Automate allows you to install multiple agents completely within the RMM tool. To learn more about this integration, click here.

2. Tools that have more features. An integrated toolset can help you accomplish more tasks—without taking up too much time. In a Smarter MSP post, Dan Blumenthal of NCGIT, LLC shared: “We used to have a separate tool for tracking hours and a separate CRM tool for interacting with customers. Our technicians had to do everything twice. They had to do the work in the CRM tool and then separately record it in our billing application. We typically got most of it in, but it was certainly hit or miss—and it was always done at the end of the month as a giant marathon race to catch up and get everything in there.” Taking advantage of your resources and finding processes that streamline your daily activities can help you and your technicians spend more time on revenue-generating activities.

3. Trial and test integrations. Whether you’re looking to make a switch or to maximize your current tools, reach out to the vendor to see if you can test out the integration or if there are any new features that might help you. Most vendors will give you a short trial period where you can play around with all the features and functionalities—allowing you to see how your day-to-day operations might be improved.

To learn more about the Barracuda MSP integrations, please visit our website or ask us a question

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Photo:  Khakimullin Aleksandr / Shutterstock. 

Topics: Tip Tuesday

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