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Knowledge Resources
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Select a Category Show All Accounting Business Processes Case Studies and White Papers GPS Integration Products Integration Products MSP Partner Presentations & Events Portals Product Quote Imports Tigerpaw Customer Assurance

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Accounting
	Outgrowing QuickBooks - VideoMr. Accountant, bookkeeper or business owner. Learn how to manage your business with a powerful business automation tool that manages all sales, service, installation, delivery, purchasing and billing INTEGRATED to your favorite accounting package.		PeachTrak - data sheetPeachTrak eliminates the process of manually exporting posted invoices from Tigerpaw CRM+ and manually importing them into PeachTrak. Through seamless integration, invoices posted in Tigerpaw CRM+ will automatically be entered into your Peachtree Accounting System. Intrgrated real-time integration give Tigerpaw users instant Peachtree AR, Customer List, payments, credit hold and 2-way data.
	QB Trak - WebsiteAccess integrated, real-time QuickBooks data from Tigerpaw CRM+ with QBTrak. QBTrak eliminates the process of manually exporting posted invoices from Tigerpaw CRM+ and manually importing them into QuickBooks. Through seamless integration, invoices posted in Tigerpaw CRM+ will automatically be entered into your QuickBooks Accounting System.		Sage MAS 90 and 200 Integration - data sheetYou choose Tigerpaw for your growing business. Now choose the right size accounting solution to manage it.
	Section 179 Qualifying PurchasesDetails regarding the products eligible (including software) for deduction under Section 179 of the IRS code.
Business Processes
	12 Techniques Successful Managed Services Providers have been Using to Grow During the Recession! - videoRecorded webinar session with James Foxall. A collection of tips and best practices for the Managed Services Provider.		Best Practices - Email AnalyticsBest practices for email marketing.
	Best Practices Project & Materials Management - webinar videoDiscover best practices when integrating your projects, service and sales delivery.		Best Practices Sales & Marketing - webinar videoDiscover how to take your sales and marketing to the next level using Tigerpaw.
	Best Practices: Integrate Online Surveys Into your Day-to-Day Operations - webinar videoBy integrating online surveys into your day-to-day operations your can run a strategic business that creates strong lasting relationships. It’s very powerful when your customers know that their opinion matters. It can dramatically increase a customer’s overall satisfaction with your company and it allows you to become more proactive, spotting potential issues before they become an issue. In this presentation, we will demonstrate: Why you should use online surveys What makes a good survey How to integrate online surveys into your Tigerpaw email correspondents How to use Tigerpaw workflows to automatically send online surveys How Tigerpaw uses online surveys to improve their support department		Best Practices: Service Related Workflow Management - webinar videoDon't you wish you would be automatically notified when warranties are expiring, service tickets are nearing violation of SLA agreements, contract and subscription renewals are due, preventive maintenance is coming due, parts need to be ordered and other work related notification are due? These time-saving workflow notifications will dramatically improve your service delivery and overall operations. You know that by implementing a state-of-the-art workflow management system, you make money. Learn more about how you can easily and quickly sell deeper into your client base and stay on top of profit-bearing notifications in our Best Practice: Implementing Service Related Workflow webinar.
	Best Practices: Winning New Accounts - audio file Join Mike Schmidtmann of 4Profit and James Kernan of Kernan Consulting to learn secrets of cultivating and winning over new accounts: Why Customers Change Vendors Strategies to Win New Business Finding Good Lead Sources Both Mike and James have extensive experience in sales management and sales training and have helped many technology solution providers improve margins and profitability.		D-Tools through QuickBooks Video - AVSee a live demonstration of how you can move your data from D-Tools into Tigerpaw and manage all your operations from one system. The demo will then show users how to easily upload their data into QuickBooks and complete the system.
	Quote to Invoice for the Service Industry - webinar videoManage a quote through the entire service and invoice process-- all from one system.		The Four Pillars of Success - DatasheetThe four pillars of success - updated May 2011
	Tigerpaw Product Demonstration - overview videoView a product demonstration on business processes in Tigerpaw 11: Intro to Tigerpaw Account Info Marketing Capabilities Defining Sales Opportunities Generating the Proposal Utilizing the Project Function Creating a Service Order Assigning or Dispatching a Tech Maintaining Contracts Selecting Specific Service Orders Tracking Inventory Viewing Vital Dashboards Introducing Add-on Features
Case Studies and White Papers
	Bringing It All Together with SalesDoc Architect - DatasheetOnce an Exclusive Intertel Dealer and now a Mitel Platinum Dealer and member of the Mitel Dealer Council, BSB Communications was searching for an easy-to-maintain solution that would help configure solutions and calculate pricing along with generating sales-ready customer proposals. Read how SalesDoc Architect gave them that and more – including tight integration with Tigerpaw’s CRM solution and incorporation of managed services offerings developed jointly between BSB and GreatAmerica Leasing Company.		Channel Pro: Peer to Peer Profile of Ener SystemsProfile of Michele Miller, President of Ener Systems.
Fast Tracks
	Fast Tracks - DatasheetWanting to implement Tigerpaw quickly and smoothly. We have a program for you... Tigerpaws Fast Track Implementation program will get you up and running with instructor led training, import guides and guided implementation assistance.		Fast Tracks - Overview This document details the role of the Fast Track Team and Client.
	Fast Tracks at a Glance - DatasheetTake a look at the entire Fast Track engagement at a Glance.
GPS
	GPS Tracking with NetworkFleet - DatasheetNetworkfleet and Tigerpaw have teamed up to offer Tigerpaw users the ability to track technicians vehicles using GPS technology directly from Tigerpaw. Now you can really know where your technicians are at all times, and dispatch them more efficiently.
Integration Products
	AlarmTraq Integration in Tigerpaw - videoView a demonstration of how AlarmTraq tracks and resolves AVAYA alerts and opens and closes service tickets in Tigerpaw for a seamless integration.		Catalyst Configuration Import and Export - web videoCatalyst Configuration Import and Export Video
	CNG and Tigerpaw Integration - datasheetView the Cabinet NG and Tigerpaw datasheet overview		Postal Methods Integration in Tigerpaw - Data sheetDiscover how to set up and send direct mail campaigns to a print facility automatically in Tigerpaw. Create set-it and forget-it marketing campaigns with Tigerpaw software and Postal Methods.
	SalesDoc Architect and Tigerpaw Integration - web videoView a 14 minute video demonstration of Cors Pros SalesDoc Architect in action. See how data moves from SDA to Tigerpaw.
MSP
	Advanced Managed Services Integrator - DatasheetLearn more about how Tigerpaw integrates with Managed Services and monitoring software.		Advanced Managed Services Integrator - Video - ITLearn more about Tigerpaws advanced Managed Services Integration with Level Platforms, N-able and Kaseya.
	Tigerpaw and Kaseya - Datasheet - ITDiscover how to share your data between Tigerpaw and Kaseya.		Tigerpaw and Level Platforms - Datasheet - ITDiscover how to share data between Tigerpaw and Level Platforms Technology.
	Tigerpaw and N-able - Datasheet - ITDiscover how to share your data between Tigerpaw software and N-able Technologies.		Zenith Integration with Tigerpaw Software - Datasheet - ITLearn more about Zeniths closed loop, bi-directional integration with Tigerpaw Software.
Partner Presentations & Events
	2011 User Conference Agenda2011 Tigerpaw User Conference agenda at-a-glance		AlarmTraq Integrates Avaya Alerts in Tigerpaw - videoBuilding a successful recurring model within your Telecom business requires you to implement a solid monitoring system linked to the way you solve problems and delivery service. AlarmTraq and Tigerpaw have partnered to provide you with a seamless integration between the monitoring of your Avaya alerts and service management delivery. AlarmTraq is the leader in Proactive Remote Alarm Monitoring and Management for AVAYA Communications Systems. By attending this demonstration you will learn how AlarmTraq integrates with Tigerpaw to provide you with a bi-directional flow of ticket and status information between Tigerpaw and AlarmTraq.
	Best in Class Managed Services Practices with LPI - videoSo you want to know more about managed services You want to know how to build a recurring revenue practice that is not just based on the occasional break-fix client Do you really want to know how to build a best-in-class managed service practice Good! We want to tell you how. Join our User Conference partner, Level Platforms, as they demonstrate how to combine the most recent industry studies along with how thousands of Level Platforms users have successfully implemented their managed services offerings. Best part...review how you too can build a best-in-class managed services practice. So, whether you are just getting started or have been an MSP for years, we promise you will learn something about building your manages service practice.		Cabinet NG Integration with Tigerpaw Software - video Learn more about Cabinet NGs seamless integration with Tigerpaw. Manage your documents and discover how the software can pays for itself in less than 4-months!
	Considering Print Managed Services - videoView a best practices webcast on how to actually make money on printers and copiers with industry expert, Jesse Harwell of Pahoda Image Products. There are only a certain number of dollars allocated towards technology. For every dollar spent on printers represents less money your customers have to spend with you. Printers and copiers represent 1-3% of your clients total expenses, and your clients often spend far more on print services than on IT services. Learn how to put some of that money back in your pocket and better serve your clients with copy and print options that save them time and money. In this demonstration you will learn: Managing Print, is it for me How to make money on printers and copiers. How printers and copiers can jeopardize major IT projects that you customer are considering.		Corelytics Financial Benchmarking - videoJoin our webcast featuring Corelytics financial benchmarks integrated into Tigerpaws robust business building software.
	GFI presents Change the Way You Support Your Clients - video - ITCome see how GFI Max makes IT Support easier and more efficient. We take you through a typical day of support, and show how GFI Max will improve the service you provide, while reducing costs and increasing your business. You will also hear how we make it easy to move from traditional business models to Managed Service through our building blocks program. Come find out how easy it is to set up and use GFI Max Remote Management throughout your client base.		Monitor Plus and Tigerpaw Present Total MSP Integration - DatasheetTake a look at Tigerpaw and Telizents Monitor + product giving Telecom providers full MSP and back-office integration.
	N-able Shows Us Why More VoIPs are Switching to Managed Services - videoAs a VoIP and Telecom provider, youre building a loyal customer base and a healthy revenue stream. Now is the time to take your business relationships to the next level by providing IT managed services to you customers. Join Tigerpaw President, James Foxall and N-able Technologies Sales Manager, Marco LaVecchia as they discuss the different managed services models that are helping Telecom companies move from a purely Telecom platform to offering a full data and voice product to their clients. As a provider of Telecom solutions, you have the ability to offer the data services your clients use from other cable, data and IT providers combined with your own telephony offerings that together- give you a competitive edge over your competitors and help you be more profitable as you grow. N-able, a Tigerpaw technology partner and the global leader in remote monitoring and management software have paired to help you capitalize on the white-hot market for IT managed services. N-able not only provides the best solution in the industry to monitor and manage critical devices on the network, but we also teach and train customers on how to implement, develop, and sell managed services to their customers. It’s part of N-able’s Blueprint for Success program that N-able has helped over 3,000 Service Providers to gain strong recurring revenue streams in the market place. During this joint presentation, you will learn about: * What is Managed Services * How to protect your customer base from competition * How to earn money from a full-service data offering * Discovering different managed services models that create on-going, recurring revenue streams through both data and voice offering		PacketTrap and Tigerpaw Seamless Integration - videoSee a presentation on Tigerpaws seamless integration with PacketTraps RMM tool.
	Peer Groups - A Mastermind Concept that WorksMichele Miller of Ener Systems boosted her business with the aid of peer groups.		Recorded Webinar: Increase Your Recurring Revenue Using V11R2 Leasing in TigerpawTigerpaw and GreatAmerica Leasing demonstrate the ease and flexibility of quoting a lease payment right from Tigerpaw quotes! Tigerpaw retrieves the rate card information from GreatAmerica Leasing and calculates all of the variables, returning the payment amount to Tigerpaw V11 R2. The new TigerpawGreatAmerica Leasing Integration feature makes it EASY for you to offer payments to your clients while in the quoting and negotiation stage - helping you to increase your recurring revenue and maintain profitable margins.
	Taylor Business Business Improvement Groups (BIG) - video Join a demonstration on how to use the Taylor Business “Business Improvement Peer Groups” (BIG) to help grow your business and better understand your financial landscape. What is a BIG and how does is work The BIG is a peer led group that measures and provides industry standard financial benchmarks against your peers. As a BIG member, you will have the opportunity to better understand, what you should charge for a service fee, how much to pay your technicians and what to charge for a specific service. You will conduct the following in each meeting: FINANCIAL ANALYSIS - Your financials are charted against the numbers of your peers, and those targets are benchmarked to give you a view of how the numerical performance of your business compares to others in the group. You have the option of sharing your results with your select peer group or keep your numbers confidential. SPECIAL TOPICS - There will be one or two special topics that your group identifies to cover in every meeting. Examples of special topics may include: annuity revenues, compensation plans, business systems, specialty products, pricing, sales issues, service issues, disaster recovery, managed services, manufacturer/distributor issues, etc. OBJECTIVES - You will be asked to develop company/departmental fiscal year objectives. At each conference one peer member will be present his/her success in implementing those objectives and activities. BOARD PRESENTATIONS - Two members at each conference will be asked to present their numbers to the rest of the group as though they were presenting to a board of directors. This is a very positive experience garnering ideas from other members on how to better improve your business. ROUNDTABLE DISCUSSIONS - With the time remaining, the BIG will entertain a general roundtable discussion on any topic that a member would like to receive input from the rest of the group that may not have been covered in the course of the conference.		Tigerpaw and Monitor + Monitoring Integration - Webinar VideoSee a pre-recorded presentation on how Tigerpaw integrates with Monitor + managed services tailored for the Telecom industry.
Portals
	Co-Managed Direct - DatasheetExpand your reach with the Co-Managed Direct Web Portal.		Customer Web Portal - VideoTigerpaws customer web portal video
	Customer Web Portal by Tigerpaw - DatasheetTigerpaws Customer Web Portal Datasheet		Employee Web Portal - VideoTigerpaw Employee Web Portal Video demonstration.
	Employee Web Portal by Tigerpaw - DatasheetTake a look at Tigerpaws Employee Web Portal.		Mobile Portal - DatasheetActeon Mobile Portal
Product
	4 Keys Features in Tigerpaw 11R2James Foxall discusses the four key features in Tigerpaws latest release 11R2. These features are: Payment Processing, Password Keeper, Service Order Templates and Time Entry.		Co-Managed Direct Data SheetExpand your reach with the Co-Managed Direct Web Portal
	Customer and Employee Portal RequirementsCustomer and Employee Portal Requirements		Email Connector - VideoThe Tigerpaw Email Connector bridges the gap between receiving email requests for support and effectively servicing your customers. It monitors an Exchange folder looking for new emails. When it finds one, it either creates a service ticket automatically and puts it on your Dispatch Board, or it adds the email to a queue that appears on your Dispatch Board - depending on whether or not the email can be identified as belonging to a single account. New workflow events insure that someone is always aware of the new tickets or email requests so nothing slips through the cracks. If the Tigerpaw Email Connector creates a service ticket, it can also save any attachments from the email and link them to the service order in Tigerpaw. Tickets are created faster, your staff gains hours of productivity, email conversations are accurately tracked, and nothing slips through the cracks.
	E-mail Connector Data SheetE-mail Connector Data Sheet		Email Connector DatasheetEmail COnnector Datasheet
	Exchange Server Integrator - DatasheetSynchronize your tasks, calendar and dates with Tigerpaws integration to Microsoft Exchange Server.		Journal Connect to Outlook - DatasheetTake a look at adding your Outlook correspondence to the Tigerpaw Journal notes without any manual entry.
	Modules in Tigerpaw - DatasheetCustomize the power of Tigerpaw for your organization by choosing from a package of tools that fit your needs. Choose from contact management, sales and marketing, service and technician management and inventory and purchasing--all integrated to your favorite accounting package.		Release Highlights for R2Release Highlights for R2
	Release Highlights for R3Release Highlights for R3		Tigerpaw BrochureA full overview of the Tigerpaw offering
	Using Co-Managed Direct - VideoLearn how to use Co-Managed Direct to share Tigerpaws ticketing functionality.		v10 - DatasheetDiscover the functionality in version 10 of Tigerpaw CRM+
	v10.5 - DatasheetLearn more about whats new in v10.5, released October 2006.		v10.6 - DatasheetLearn about the new exciting features in v10.6
	v10.7 - DatasheetTigerpaw is proud to release its third minor release in the version 10 CRM+ suite. This release is at no-charge to users on a current Tigerpaw Support or Total Care agreement. Ask your Tigerpaw Account Representative for more details...		v11 R1 OverviewAn overview of Tigerpaw version 11.
	v11 R2 Creating Recurring Service OrdersLearn how to create recurring service orders in Tigerpaw.		v11 R2 GreatAmerica Leasing Integration in QuotesCheck out the latest GreatAmerica Leasing options right in Tigerpaw Quotes.
	v11 R2 OverviewOverview of the key advances in the Tigerpaw 11R2 release.		v11 R2 Overview SummaryAn overview of all features contained in the R2 release.
	v11 R2 Password KeeperThis video demonstrates how users can save, edit and access sensitive passwords and logins from Tigerpaw.		v11 R2 Service Order TemplatesDiscover how to set up service order templates for services and processes you repeat and perform on a regular basis.
	v11 R2 Time Approval for ManagersR2 Video on Managerial Time Approval		v11 R2 Time Entry for TechniciansR2 Time Entry for Technicians
	Version 11- Whats New - Video See a presentation on Tigerpaws latest release of version 11.
Quote Imports
	Avaya Quote Import - DatasheetAvaya dealers can now import an Avaya configuration directly into Tigerpaw through our new Quote Import tool!		Catalyst Quote Import - DatasheetCompile an imported quote which includes the quantity, ID, description total number, and price directly from Tigerpaw.
	ChannelOnline Quote Import - DatasheetImport a ChannelOnline quote directly into Tigerpaw without any manual entry!		Cisco Quote Import - datasheetCisco dealers can now import a Cisco configuration directly into Tigerpaw without any manual entry through our new Quote Import tool.
	CorsPro Quote Import - DatasheetImport a SalesDoc Architect quote directly into Tigerpaw without any manual entry!		D-Tools Quote Import - datasheetD-Tools customers can now import a D-Tools configuration directly into Tigerpaw without any manual entry through our new Quote Import tool. Compile an imported quote which includes the quantity, ID, description, total number, and price directly from Tigerpaw. You can also assign a quote in Tigerpaw to generate a personalized proposal, and assign multiple work orders (called Service Orders) from a quote. No longer do you have to rely on outside quoting products or manual entry. Use Tigerpaw’s Quote Import tool and avoid re-keying data.
	Iwatsu Quote Import - DatasheetImport an Iwatsu quote directly into Tigerpaw without any manual entry!		Jenne Quote Import - datasheetJenne dealers can now import a Jenne configuration directly into Tigerpaw through our new Quote Import tool.
	Lutron Quote Import - DatasheetNo longer do you have to rely on outside quoting products or manual entry. Use Tigerpaws Quote Import tool and avoid re-keying data.		Mitel Quote Import - datasheetMitel resellers can now import a Mitel SWB configuration directly into Tigerpaw without any manual entry through our new Quote Import tool.
	NEC Quote Import - DatasheetNEC dealers can now import an NEC Master Quote (MQD) configuration directly into Tigerpaw without any manual entry through our new Quote Import tool.		Netformx Quote Import - datasheetImport a Netformx quote directly into Tigerpaw without any manual entry.
	Nortel Quote Import - DatasheetNortel resellers can now import a Nortel AUS configuration directly into Tigerpaw without any manual entry through our new Quote import tool.		QuoteWerks Quote Import - datasheetQuoteWerks customers can now import a QuoteWerks configuration directly into Tigerpaw without any manual entry through our new Quote Import tool. Compile an imported quote which includes the quantity, ID, description, total number, and price directly from Tigerpaw. You can also assign a quote in Tigerpaw to generate a personalized proposal, and assign multiple work orders (called Service Orders) from a quote. No longer do you have to rely on outside quoting products or manual entry. Use Tigerpaw’s Quote Import tool and avoid re-keying data.
	ShoreTel Quote Import - DatasheetShoreTel dealers can now import a ShoreTel QMS configuration directly into Tigerpaw without any manual entry through hour new Quote Import tool.		StarDraw Quote Import - datasheetNo longer do you have to rely on outside quoting products or manual entry. Use Tigerpaws Quote Import tool and avoid re-keying data.
	Tadiran Quote Import - DatasheetTadiran dealers can now import a Tadiran configuration directly into Tigerpaw without any manual entry through our new Quote Import tool.		Tech Data Quote Import - datasheetImport a Tech Data quote directly into Tigerpaw without any manual entry!
	Toshiba Quote Import - DatasheetNo longer do you have to rely on outside quoting products or manual entry. Use Tigerpaws Quote Import tool and avoid re-keying data.		Vertical Quote Import - datasheetVertical dealers can now import a Vertical configuration directly into Tigerpaw without any manual entry through our new Quote import tool.
	Vodavi Quote Import - DatasheetVodavi dealers can now import a Vodavi configuration directly into Tigerpaw without any manual entry through our new Quote Import tool. Compile an imported quote which includes the quantity, ID, description, total number, and price directly from Tigerpaw. You can also assign a quote in Tigerpaw to generate a personalized proposal, and assign multiple work orders (called Service Orders) from a quote. No longer do you have to rely on outside quoting products or manual entry. Use Tigerpaw’s Quote Import tool and avoid re-keying data.		Westcon Quote Import - datasheetImport a Westcon quote directly into Tigerpaw without any manual entry.
Technical Documents
	CoManaged Direct DocumentationCoManaged Direct Doc		System Requirements for Version 10 - web pageMinimum system requirements and recommendations for running Tigerpaw.
	System Requirements for Version 11 - datasheetServer and Workstation Requirements for Version 11.		Technical Requirements for Tigerpaw 11Technical Requirements for Tigerpaw 11
Testimonials
	Aaron Glaser of Verma Systems - videoAaron talks about why he chose Tigerpaw Software and how it keeps his business organized and running smoothly.		Clifton Steele of BizTex Services - videoClifton talks about why he chose Tigerpaw Software to run his business.
	Elliot Lehman - Computeronix Talks Tigerpaw PSAElliot Lehman - Computeronix Talks Tigerpaw PSA		Fred Holzsager - Holzsager Technology ServicesFred Holzsager - Holzsager Technology Services
	James Foxall - TigerpawJames Foxall - Tigerpaw		JD Zluticky of Essential IT Services - videoJD talks about the three main reasons he has used Tigerpaw Software to run his business.
	Jim-Barry Behar of Relentless Computer Solutions - videoJim talks about why his company chose to run their business using Tigerpaw Software.		Mark Pay of All 3 IT - videoMark talks about why he chose Tigerpaw Software to run his business.
	Peter Engle of Joy Communications - video - ITPeter talks about why he has used Tigerpaw to run his Telecom business.		President Steve Sutton of Copper State Communications - videoSteve talks about why Copper State chose Tigerpaw to run their IT and Telecom business under one platform.
	Raving Fan- Randy Hall_Worldlan Technology - videoHear it live from a raving fan on why he chose Tigerpaw and what tools he uses to run his business.		Raving Fan- Randy Hall_Worldlan Technology - videoHear it live from a raving fan on why he chose Tigerpaw and what tools he uses to run his business.
	Rick Harber - decisionDIGITAL, IncRick Harber - decisionDIGITAL, Inc		Rick Harber of Decision Digital - videoRick talks about why Decision Digital chose Tigerpaw to run his business.
	Rick Kroll - InvisimaxRick Kroll - Invisimax		Scott Hobbs - ComTech SystemsScott Hobbs - ComTech Systems
	Scott Moat of Computers & Beyond - videoScott talks about why he chose Tigerpaw software to run his business.		Terry ODonnell of STC Services - videoTerry talks about how he searched for a all-in-one business building platform and chose Tigerpaw Software.
	Tony Johnson of Advanced Data Recovery - videoTony talks about why Advanced Data Recovery chose Tigerpaw to run their business.
Tigerpaw Customer Assurance
	Tigerpaw Customer Assurance - datasheetDiscover the benefits of software assurance, business assurance, support assurance and educaiton assurance with the Tigerpaw Customer Assurance Program		Training at Tigerpaw- The Way You Learn - datasheetWe want to train you to use Tigerpaw according to the way you best learn. Use this document to determine your best learning style.