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The Technology Marketing Toolkit app helps you gauge and monitor your company's performance with insightful widgets and KPI functions that allow you to devise data-driven initiatives to boost your company's financial health, revenue, and growth. This app is available for ConnectWise PSA, Autotask, and Kaseya BMS users. Initially designed for Robin Robins, this app is now available to everyone who wants to secure success for their MSP and company.
What's in this article:
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How to access the app
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You can access the Technology Marketing Toolkit app by going to Apps on the MSPbots app menu and clicking Technology Marketing Toolkit App on the Apps tab.
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The Technology Marketing Toolkit app is pre-installed in your MSPbots app. Once you have successfully connected your PSAs and software to MSPbots and configured some settings, you are ready to use the app.
Connect your software.
The
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Technology Marketing app work on the
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software in the table below. Click your PSAs and software
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to view the guide on how to connect these to MSPbots.
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| PSA |
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| Marketing | Financial | |
|---|---|---|
| ConnectWise PSA | Keap | Quickbooks Online |
| Autotask |
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| Xero |
Map your account to Technology Marketing Toolkit
The KPI values and data in your dashboards are generated from your datasets once your account is successfully mapped.
Configuring your KPI widgets
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Overview
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