Learn about the advantages of displacing consumer-grade file sync with a true, business-class solution, including the specific ways in which ConnectWise and eFolder Anchor work well together.

1. What to Look for in a PSATool
© 2016 eFolder, Inc. All Rights Reserved.1
Customer Relationship
Management (CRM)
Integration with the IT
solutions you need
Billing tracking for time
and labor
Workflow automation
All-in-one service desk

2. Happy Together: Integrating Managed
File Sync with Your PSA Tool
Neeraj Periwal
Product Marketing Manager
nperiwal@efolder.net
linkedin.com/in/neerajperiwal

3. Agenda
• Partner Introduction
• Why Managed File Sync?
• What to Look for in a PSA Tool
• Partner Discussion: Why Integrate
Managed File Sync with Your PSA Tool?
• How to Integrate eFolder Anchor with
ConnectWise
• Questions and Discussion
© 2016 eFolder, Inc. All Rights Reserved.3

4. Partner Introduction
4 © 2016 eFolder, Inc. All Rights Reserved.

5. centrexIT
5
4,000 end-users served
Founded in 2002
Clients in San Diego, LA, Orange County, Riverside
Clients in numerous industries including healthcare,
law and finance
75 clients
© 2016 eFolder, Inc. All Rights Reserved.

6. Why Managed File Sync?
© 2015 eFolder, Inc. All Rights Reserved.
March 7, 2016: Dropbox announces 500 million
users and 8 million businesses
Business owners think it is savvy
Businesses have adopted consumer-grade file sync services in droves
Consumers love it– Data theft
– Data loss
– Corrupted data
– Lawsuits
– Compliance violations
– Loss of accountability
– Loss of file access
Businesses assume tremendous risk with
consumer-grade file sync products

7. Partner Needs
“We need to enable the mobile devices of clients’ employees.”
“We need to improve clients’ security and get rid of consumer-
grade technology.”
“We need new managed services offerings that attract and
retain clients.”
“We need to offer profitable services that are built for IT service
providers, like us.”
“We need to deliver a secure and
profitable alternative to consumer-
grade file sync services.”
© 2016 eFolder, Inc. All Rights Reserved.

8. How a Managed File Sync Solution Works
8 © 2016 eFolder, Inc. All Rights Reserved

9. Key Features of a Managed File Sync Solution
© 2016 eFolder, Inc. All Rights Reserved.9
Built for IT service providers, MSPs andVARs
Fully brandable
SaaS or Private Cloud
Deployments

10. What to Look for in a PSATool
© 2016 eFolder, Inc. All Rights Reserved.10
Customer Relationship
Management (CRM)
Integration with the IT
solutions you need
Billing tracking for time
and labor
Workflow automation
All-in-one service desk

11. WhyYour IT Solutions Should <3Your PSA System
© 2016 eFolder, Inc. All Rights Reserved.11
Systematize your billing for IT solutions Gain greater visibility into how much time
and labor a solution costs to maintain
Have all your alerts show up in
one common place
Scale your business as it grows

12. Partner Discussion: Why Integrate Managed
File Sync with Your PSA Tool?

13. Why Integrate Anchor with a PSATool?
13 © 2016 eFolder, Inc. All Rights Reserved.
Features Benefits
Push alerts from Anchor
(e.g. “close to storage
capacity” alerts) to your PSA
tool
Greater organization and
faster responsiveness
Systematize billing
processes related to number
of accounts, storage
utilization, or features used
Better ability to devise
strategic pricing models

14. centrexIT’s Anchor-ConnectWise Integration
14 © 2016 eFolder, Inc. All Rights Reserved.

15. centrexIT’s Anchor-ConnectWise Integration
15 © 2016 eFolder, Inc. All Rights Reserved.

16. centrexIT’s Anchor-ConnectWise Integration
16 © 2016 eFolder, Inc. All Rights Reserved.

17. Questions for centrexIT
© 2015 eFolder, Inc. All Rights Reserved.17
• Why issues did you face with the previous file sync
service that centrexIT offered to clients?

18. Questions for centrexIT
© 2015 eFolder, Inc. All Rights Reserved.18
• Why issues did you face with the previous file sync
service that centrexIT offered to clients?
• How long have you been using ConnectWise? What
makes ConnectWise the best PSA for your MSP
business?

19. Questions for centrexIT
© 2015 eFolder, Inc. All Rights Reserved.19
• Why issues did you face with the previous file sync
service that centrexIT offered to clients?
• How long have you been using ConnectWise? What
makes ConnectWise the best PSA for your MSP
business?
• How long did it take your team to set up and
configure the integration between Anchor and
ConnectWise?

20. Questions for centrexIT
© 2015 eFolder, Inc. All Rights Reserved.20
• Why issues did you face with the previous file sync
service that centrexIT offered to clients?
• How long have you been using ConnectWise? What
makes ConnectWise the best PSA for your MSP
business?
• How long did it take your team to set up and
configure the integration between Anchor and
ConnectWise?
• Would you consider deploying a file sync solution
that did not have PSA integration?

21. Integrating Anchor with ConnectWise
21 © 2016 eFolder, Inc. All Rights Reserved.
Create an Integrator
Account
1
Set up ConnectWise
Product and Agreements
for Billing2
3
Enter ConnectWise
Integrator Credentials
in Anchor
Map Anchor
Organizations to
ConnectWise Customers4
Set Up Alerts in Anchor
5

22. Partnering and Profiting with eFolder
22 © 2016 eFolder, Inc. All Rights Reserved.
63%
centrexIT’s growth in
revenue from 2013 to 2015

23. Questions and Discussion

24. Thank you!
Neeraj Periwal
Product Marketing Manager
nperiwal@efolder.net
linkedin.com/in/neerajperiwal