Tigerpaw wants to equip you with the information you need to make an informed decision for buying the best solution that fits the needs of your organization. Choose from a list of white papers, case studies, collateral, demonstrations of Tigerpaw's business processes, webinars, and article topics related to best practices in your industry. Let Tigerpaw help you increase your knowledge.

Knowledge Resources
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Accounting
Outgrowing QuickBooksMr. 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.PeachTrakPeachTrak 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 TrakAccess 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 IntegrationYou choose Tigerpaw for your growing business. Now choose the right size accounting solution to manage it.
Business Processes
Best Practices: Integrate Online Surveys Into your Day-to-Day OperationsBy 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: Winning New Accounts 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.
Business Process Overview AVHow does Tigerpaw CRM+ handle complex business processes and guarantee a return on your profits... one business processes at a time. See a visual overview of how Tigerpaw integrates all your business processes in one complete package! Business Process Overview ITHow does Tigerpaw CRM+ handle complex business processes and guarantee a return on your profits... one business processes at a time. See a visual overview of how Tigerpaw integrates all your business processes in one complete package!
Business Process Overview TelecomHow does Tigerpaw CRM+ handle complex business processes and guarantee a return on your profits... one business processes at a time. See a visual overview of how Tigerpaw integrates all your business processes in one complete package! D-Tools through QuickBooks VideoSee 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.
Pillars of Success: Tigerpaws Business StrategyTigerpaw is an established business building software solution designed for technology vendors, consultants, resellers and service providers. Tiperpaw ensures that sales calls are never ignored, customer request don’t fall through the cracks, no service warranty commitments are missed and a technician’s time always gets billed. Discover how your success can be organized, developed and fueled with Tigerpaw’s four pillars of success. Quick TourTake a tour of all that Tigerpaw has to offer your business including the ability to save you time, increase your billable hours, automate all your systems, and the flexibility to grow as your organizations expands.
Quote to Service to Invoice DemoQuote-Service and Invoice all from one database with Tigerpaw!Road Map Series: Acquire New CustomersTake a first hand look at how Tigerpaw manages your marketing goals, campaigns, lists and customer correspondence in a short video presentation.
Road Map Series: Integrated Project ManagementDiscover best practices when integrating your projects, service and sales delivery.Road Map Series: Streamline Your Service Take a first hand look at best practices for implementing and delivering top-notch service, dispatching and service after the sale. Make evangelist from your customers by offering best in breed service automation.
Tigerpaw Product DemonstrationView a product demonstration on business processes in Tigerpaw CRM+: 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
Achieving Double Increase in Contract RevenueJohn Chase, ProTel’s vice president of operations, spearheaded the switch to Tigerpaw after toiling through three failed applications in as many years. These unsuccessful stints left ProTel firmly back at square one, with disconnected sales, service, and accounting silos that each required their own system of manual data entry. Learn more about how Protel solved their information silos.Best Practices for BlackBerry UsersExplore best practices for running your business with a mobile solution.
Bringing It All Together with SalesDoc ArchitectOnce 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.Quzar Solves the Bottleneck Quzar sets out to implement an integrated business software solution to replace the inefficiencies of three siloed systems provide better service to existing clients and more effectively track and escalate service requests. Discover how Tigerpaw CRM+ provided Quzar with a single, integrated solution to gather and track the information required to improve service to its growing client base. Tigerpaw CRM+ enabled Quzar to organize contact and account information, track and escalate service requests, slash service response times, better manage projects and inventory, more effectively market to its client base, and grow sales.
Raving Fan- Eric RiegerHear it live from a raving fan, why he chose Tigerpaw to run his business.Raving Fan- Randy Hall_Worldlan TechnologyHear 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 TechnologyHear it live from a raving fan on why he chose Tigerpaw and what tools he uses to run his business.Tigerpaw Invents a Playbook for GamePlanGamePlan, a leader in on-demand networked systems for collegiate and professional teams provides its customers the power and technology to communicate instantly with individual players, units, or the entire team with a simple click. The challenge GamePlan faced was to find a business automation solution to to manage both front-end CRM and manual back-end management of inventory, workflow, and accounting. GamePlan found a solution that resulted in a savings of over $43,748 over three years, was able to track prospects and customers, implement opportunity management and really know their sales pipeline to predict growth, revenue and streamline operations from top to bottom.
Vista: Is your business ready for itVista is easy on the eyes, sure. But do the enhancements under the hood make it a must-have for your business Can your hardware handle it Does it play nice with others – namely, your critical business software This whitepaper examines the ups and downs, advantages, and disadvantages of Microsoft’s latest release. Use this whitepaper to help you build your business case for jumping into Vista’s cool blue waters… or staying poolside.
Getting Started
PRIME Solutions AnalysisA quick analysis for getting started in Tigerpaw using the PRIME program.
GPS
GPS Tracking with NetworkFleetSee a live demonstration of tracking your customers using GPS technology in Tigerpaw! GPS Tracking with NetworkFleet Networkfleet 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
CNG and Tigerpaw Integration DatasheetView the Cabinet NG and Tigerpaw datasheet overviewPostal Methods Integration in TigerpawDiscover 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.
MSP
Advanced Managed Services Integrator DatasheetLearn more about how Tigerpaw integrates with Managed Services and monitoring software.Advanced Managed Services Integrator VideoLearn more about Tigerpaws advanced Managed Services Integration with Level Platforms, N-able and Kaseya.
Tigerpaw and Kaseya Fact SheetDiscover how to share your data between Tigerpaw and Kaseya.Tigerpaw and Level Platforms DatasheetDiscover how to share data between Tigerpaw and Level Platforms Technology.
Tigerpaw and N-able Fact SheetDiscover how to share your data between Tigerpaw software and N-able Technologies.Webcast: Marketing for Managed Services 101 Bottom line: Marketing is different from sales. Numerous IT service firms rely upon a single marketing strategy for bringing in new business - referrals. While referrals are a great source of new customers, this marketing strategy it is not scalable, reliable, or predictable. This webinar illustrates how other marketing strategies can and should be implemented for any IT services firm selling managed services. Better still, the marketing strategies that will be covered are reliable, predictable, and 100% scalable. Join Matt Makowicz from Ambition Mission as he demonstrates proven marketing tools that can be implemented immediately regardless of the size of the IT firm, marketing budget, or marketing experience. Matt Makowiczs successful Managed Services Practice has created millions of dollars in recurring revenue. Matt has sold managed services since before the industry had a name for it! Now he is sharing all his secrets to selling managed services! As an MCSE and sales professional Matt unveils his tools, tips, and strategies for sales success.
Zenith Integration with Tigerpaw SoftwareLearn more about Zeniths closed loop, bi-directional integration with Tigerpaw Software.
Partner Presentations & Events
Cabinet NG Integration with Tigerpaw Software Video PresentationLearn 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!Corelytics Financial Benchmarking PresentationJoin our webcast featuring Corelytics financial benchmarks integrated into Tigerpaws robust business building software.
James Foxall Interview with Karl Palachuk Oct 6, 2009Hear a live interview with James Foxall, Sr VP at Tigerpaw and Karl Palachuk of Small Biz Thoughts as they discuss current IT issues, new releases and other topics.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.
PacketTrap and Tigerpaw Seamless IntegrationSee a presentation on Tigerpaws seamless integration with PacketTraps RMM tool.Robin Robins Essentials Class 3Implement your campaigns.
Robin Robins Show Presentation by James FoxallSee Tigerpaw in action. Discover how you can implement all aspects of your business. Eliminate the silos of chaos and automate your marketing, service, sales and administrative functions such as accounting, purchasing and invoicing.Taylor Business Business Improvement Groups (BIG) 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 WebinarSee a pre-recorded presentation on how Tigerpaw integrates with Monitor + managed services tailored for the Telecom industry.
Portals
Customer Web Portal [datasheet] by TigerpawTigerpaws Customer Web Portal DatasheetEmployee Web Portal by Tigerpaw [datasheet]Take a look at Tigerpaws Employee Web Portal.
Employee Web Portal VideoTigerpaw Employee Web Portal Video demonstration.Mobile PortalActeon Mobile Portal
Product
Company ProfileTigerpaw Company ProfileCompetitive Advantages- TigerpawDiscover the competitive advantages of choosing Tigerpaw Software to power your business.
Email ConnectorThe 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. 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.
Exchange Server IntegratorSynchronize your tasks, calendar and dates with Tigerpaws integration to Microsoft Exchange Server.EZ BillTigerpaw’s new EZ Bill tool is a valuable new way of billing that will save you time and increase the money that comes in for a job or project. Join our live “how to” demonstration on EZ Bill set-up, ways to use EZ Bill as a billing tool, and see how it works!
Journal Connect to Outlook DatasheetTake a look at adding your Outlook correspondence to the Tigerpaw Journal notes without any manual entry.Modules in TigerpawCustomize the power of Tigerpaw for your organization by chosing 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.
Project Management VideoSee how Tigerpaw tracks Projects in a live product overview.Projects & Materials ManagementJoin us for a live demonstration on Tigerpaw’s new 10.6 release featuring its real-time project and materials management. Learn how to set-up a project using the new Project Creation Wizard, allocate phases to a project, and assign a physical location and phase to detail items on a quote and installation order.
Sales Opportunity Funnel ReportView a picturesque sales opportunity funnel report giving you a colorful visual of all your sales opportunties and potential revenue in your pipeline. v10 OverviewDiscover 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... Version 11 Video OverviewSee a presentation on Tigerpaws latest release of version 11.
Quote Imports
Avaya-Westcon Quote ImportDiscover the power of importing an Avaya configuration directly into Tigerpaw withouth re-keying dataCatalyst Data SheetFull integration with Catalyst quoting and purchase order exports.
Catalyst Purchase Order ExportDiscover the power of managing your entire business with Tigerpaw. Look at this exciting integration Tigerpaw and Catalyst.Catalyst Quote Import Discover the power of importing a Catalyst configuration directly into Tigerpaw without re-keying data.
Channel Online ImportImport and upload your Channel Online quotes and configurations directly into Tigerpaw without rekeying data. Then, manage that data from the sales and marketing process through the service, installation and delivery.Cors Productivity Quote ImportLearn more about Tigerpaws quote import integration of a Cors Productivity configuration directly into Tigerpaw without re-keying any data.
Iwatsu Quote Import Discover how to eliminate the rekeying of data by downloading an Iwatsu configuration directly into Tigerpaw and creating dynamic quotes without any manual entry! Jenne Quote ImportLearn more about how you can import a Avaya-Jenne configuration directly into Tigerpaw without re-keying data and then manage that data through the estimation, service order and delivery.
Mitel Quote ImportLearn more about how you can import a Mitel configuration directly into Tigerpaw without re-keying data and then manage that data through the estimation, service order and delivery.NEC Master Quote ImportDiscover the power of importing a NEC master quote directly into Tigerpaw without re-keying data.
Nortel Quote ImportImport and upload your Notel configurations directly into Tigerpaw without rekeying data. Then, manage that data from the sales and marketing process through the service, installation and delivery.Quote Import Data SheetNow you can import a manufacturers configuration directly into Tigerpaw through our new Quote Import tool. This tool provides users with the ability to quickly and easily import a quote spreadsheet from a manufacturers configuration directly into Tigerpaw without re-keying data.
QuoteWerks ImportImport and upload your QuoteWerks quotes and templates directly into Tigerpaw without rekeying data. Then, manage that data from the sales and marketing process through the service, installation and delivery.ShoreTel Quote ImportTake a tour of how you can import a ShoreTel QMS directly into Tigerpaw without many manual entry. Manage all your data in Tigerpaw from sales to delivery to service.
Star Draw ImportImport and upload your Star Draw drawings and quote directly into Tigerpaw without rekeying data. Then, manage that data from the sales and marketing process through the service, installation and delivery.Tadiran Quote ImportImport and upload your Tadiran quotes and configurations directly into Tigerpaw without rekeying data. Then, manage that data from the sales and marketing process through the service, installation and delivery.
Tech Data Quote Import Tigerpaw has teamed up with Tech Data to bring you instant integration of data from a Tech Data configuration to be managed in Tigerpaws award winning Service Management product.Toshiba Quote ImportImport a Toshiba configuration directly into Tigerpaw and manage that quote through delivery to invoice.
Vertical (Vodavi) Quote ImportDiscover how to eliminate the rekeying of data by downloading a Vertical configuration directly into Tigerpaw and creating dynamic quotes without any manual entry! Westcon Quote ImportImport a Toshiba configuration directly into Tigerpaw and manage that quote through delivery to invoice.
Technical Documents
System RequirementsMinimum system requirements and recommendations for running Tigerpaw.
Total Care Assurance
Tigerpaw Total CareTigerpaw believes you should have solutions, not surprises. Total care is designed to guide you through the start-up process at a pace that you decide, around the needs of your unique organization, while realizing the full potential on your investment. Our focus is to help you get up and running at a pace you set with goals you can accomplish.Total Care AssuranceDiscover the benefits of software assurance, business assurance, support assurance and educaiton assurance with Tigerpaws Total Care Assurance Program
Training at Tigerpaw- The Way You LearnWe want to train you to use Tigerpaw according to the way you best learn. Use this document to determine your best learning style.

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