N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai
to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
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:
How to access the app
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.
How can I start using Technology Marketing Toolkit?
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 TruMethods app work on the following PSAs and software. Click your PSAs and software on the table to view the guide on how to connect these to MSPbots.
PSA RMM Financial ConnectWise PSA Keap Quickbooks Autotask Xero Kaseya BMS - Mapping your account to Technology Marketing Toolkit
Configuring your KPI widgets
Validating your dashboards and widgets
How to start benchmarking
Overview
Content Tools
N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!