Enhancing Knowledge Management with CrushBank’s ConnectWise Integration
CrushBank is revolutionizing the way organizations manage their data and workflows, transforming it into their biggest asset: knowledge. The CrushBank ConnectWise Manage integration delivers a comprehensive solution that tackles data quality issues while empowering search, budgeting, classification and automation that adds immense value to your organization.
Building Smart Data
CrushBank ingests all of your enterprise data and creates a secure, unified data lake in the cloud. With all data available, accessible, and standardized in one place, CrushBank sits securely on top of existing tools, programs, and systems to deliver AI search capabilities, automation, and classification, efficiently streamlining your workflows and processes. CrushBank then continuously works to fill in missing data by integrating diverse data sources, including third-party documentation, and implements machine learning and natural language processing, making your CrushBank solution more powerful and intelligent over time.
Ease of Integration
CrushBank’s integration with ConnectWise Manage goes beyond simple data transfer. Our purpose-built AI Engine gives you the option to bring over a wide range of data from across your enterprise’s disparate systems, from tickets and configurations, configuration documents and knowledge base articles, locations, contacts, and passwords.
CrushBank bridges the gap between disparate systems by working across active, legacy, and acquired systems to ensure data continuity and integrity. CrushBank’s powerful AI engine then works to reclassify historical data, allowing your organization to leverage automation and AI search capabilities and empowering you to take back your client knowledge.
CrushBank connects to your organization’s ConnectWise Manage instance and gives you the option to bring over the following data and search against it using CrushBank:
You also have the option to filter what you bring into CrushBank using the following filters:
The ConnectWise integration with CrushBank includes an embedded front-end search in the form of a pod in the ticket view of ConnectWise Manage. This allows the technician to get suggestions from CrushBank on how to resolve a ticket without ever leaving the ticket view. The query is built automatically based on the details of the ticket that the technician is working on.
Permissions are brought over for each user as well at the business unit, service board, and location level, ensuring that CrushBank users can only access documents in CrushBank that they have access to in CW.
Aside from data capture and search, the CrushBank ConnectWise integration offers the following workflow automation tools.
For more information on the deployment of this integration: