Technology Marketing Toolkit

The Technology Marketing Toolkit app helps you gauge and monitor your company's performance with insightful widgets and Key Performance Indicator (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.  

What are the Technology Marketing Toolkit dashboards? 

The Technology Marketing Toolkit app has two dashboards that you can access by clicking Dashboards on the Welcome Page and selecting the dashboard you want to view.  

• Technology Marketing Toolkit Dashboard - This dashboard shows Company Financial KPIs like Net Profit and Gross Revenue and Sales and Marketing KPIs like Raw Leads and Qualified Leads. You can filter the data using the Data Range slicer.
  
• Technology Marketing Toolkit KPI Dashboard - Unlike the previous dashboard that shows the overall number for each KPI, this dashboard shows the drill-through of your data at a glance. You can filter the data using the Time Frame slicer.
  

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 Technology Marketing app work on the software in the table below. Click your PSAs and software to view the guide on how to connect these to MSPbots. 

Map your account to Technology Marketing Toolkit

The KPI values and data in your dashboards are generated from your datasets. These become available after your account is successfully mapped. 

To map your account,

1. On the MSPbots app, go to Settings > Account Mapping.
   
2. Go to Map to and select Technology Marketing Toolkit Built-in Template from the dropdown list. 
3. Select the accounts to map on the left box and drag them to the right.  
4. Click Save when done.

For a complete guide on how to map your accounts, read the article How to Access and Use the Accounting Mapping Feature. Ensure that you select Technology Marketing Toolkit Built-in Template from the dropdown list. 

Configuring your KPI widgets

You need to set up your widgets to show the specific data and values that you want to monitor and use for measuring your company's performance. By configuring your widgets, you can filter out unnecessary data and focus on only the important ones. 

To configure your widgets: 

1. On the Technology Marketing Toolkit app, go to Dashboards and select Technology Marketing Toolkit KPI Dashboard.
   
2. Find the widget for editing on the dashboard, click the ellipsis button, and select Edit. 
   
3. When the Widget Builder window opens, go to KPI settings and select a filter for your widget. 
   
4. When done, click Save then Close. This action will take you back to the Technology Marketing Toolkit KPI Dashboard. 
5. Review and validate the edited widget. 

Validating your dashboards and widgets

You are ready to view your dashboards after mapping your accounts. Check if the data and values shown in the dashboard and widgets are correct. You can edit the KPI widgets to reconfigure them until they show the correct data. Do this using Step 3 as a guide. 

Start benchmarking

Now that your KPIs are in place in the app, you can start benchmarking to evaluate your company's performance and identify best practices that will help improve your service and operations. Begin by selecting KPI benchmarks and creating or joining peer groups. The following guides have the information that will jump-start your peer group benchmarking.

• How to create a peer group
• How to join a peer group