Program Agenda and Vendor Guide

President ’s Message
W
e’re thrilled to have you with us in Huntington
Beach for the 2015 TeamLogic IT Owners Summit.
Our program focuses on helping you catch the spirit of
success while building your Managed IT Services business.
During our time together, you’ll also have an opportunity
to visit with other franchisees and exchange ideas and
information, which is vital to your business growth.
Each presentation has been carefully crafted to help you
gain knowledge in specific areas of your business. You may
have a hard time deciding on which breakout sessions to
attend between sales, operations and marketing. As always,
the Corporate team is available to assist and answer any
questions you may have.
And you will see that we have dedicated more time for you
to spend with the vendors and we urge you to do so. There
are quite a few new vendors at this year’s event and we
hope you will stop and visit with each one of them.
Thank you for making the commitment to be here. We
are certain that you will leave feeling energized about your
business. Be sure to get the most out of our time together—
participate and ask questions, collaborate with other
franchisees and, most importantly, have some fun!
Chuck Lennon
President
Hilton Waterfront Beach Resort
FLOOR PLAN
MAIN LEVEL
FLOOR PLAN
MEZZANINE LEVEL
LOWER LOBBY LEVEL
ROOM NAME
AREA
LENGTH
WIDTH
CEILING
BANQUET
SEATING
THE
TE
450
50
60
6
Level One
1. Waterfront Ballroom
Salon A
5,874sqft
89’ x 66’
14’
540m²
27m x 20m
4.27m
928sqft
29’ x 32’
14’
9m x 10m
4.27m
Agenda
WEDNESDAY, OCTOBER 14
Registration and Information
11:00 a.m. – 6:00 p.m. • Grand Ballroom Foyer
Our registration and information desk opens Wednesday
and will remain open throughout the Owners Summit.
on the channel, to help clear up any confusion about the
cloud marketplace and give you insights on how to build a
profitable cloud practice.
Afterwards, Frank Picarello, Chief Operating Officer,
will discuss TeamLogic IT’s operational strategy, which
will provide a foundation to building your business in the
coming year.
Opening Welcome Reception
6:00 p.m. – 9:00 p.m. • Pool Deck
Luncheon
Join us for cocktails and light fare as we mix and mingle
with friends and colleagues in a beautiful setting—
poolside, overlooking Huntington Beach.
12:00 p.m. – 12:30 p.m. • The Tides
THURSDAY, OCTOBER 15
Registration and Information
7:00 a.m. – 5:00 p.m. • Grand Ballroom Foyer
Vendor Show
12:30 p.m. – 2:30 p.m. • Pacific Room
After enjoying a quick bite to eat, you’ll want to make your
way upstairs to visit with our key partners. Learn more
about how to integrate new products and services into
your business. In addition, there will be several random
drawings for prizes, which will be given away throughout
the vendor show, but you must be present to win.
Breakfast Buffet
7:00 a.m. – 7:45 a.m. • The Tides
Enjoy a light breakfast while visiting with friends prior to
our opening general session.
Opening General Session: The Spirit of
Success in Managed Services
8:00 a.m. – 12:00 p.m. • Grand Ballroom A–C
TeamLogic IT President, Chuck Lennon, will provide a
state-of-the-company and industry update, which sets the
stage for everything else that will occur during our time
together at the Owners Summit.
The technology landscape is changing at a more rapid
pace than ever before. We have seen some of the largest
channel companies in the world go direct to the customer
and they are taking market share from MSPs and VARs
every day, creating a phenomenon called “channel
eclipse.” If a technology services company is going to
be successful today, they need to understand how to
market with the cloud. Jim Lippie, Chief Advisor for
Clarity Channel Advisors, offers a unique perspective
Vendor Showcase
2:45 p.m. – 6:00 p.m. • Grand Ballroom A–C
New this year, you’ll hear from six of our key vendors
as they introduce you to their products and services
and provide an overview of how you can drive profitable
revenue from their offerings. Presenters include Datto,
Jive, nGenx, Aisle8, AppRiver and Insperity.
Vendor Reception
6:00 p.m. – 7:00 p.m. • Pacific Room
Enjoy one final opportunity to visit with our vendors in a
casual setting with cocktails and light hors d’oeuvres.
Evening Activities on Your Own
Consider taking a short walk from our hotel to the
Huntington Beach Pier, which is located at Pacific Coast
Highway and Main Street, in the heart of downtown.
You’ll also find plenty of dining options at an array of local
restaurants­—refer to the list in your registration packet.
Agenda
FRIDAY, OCTOBER 16
Concurrent Seminars
1:30 p.m. – 2:45 p.m.
Registration and Information
7:00 a.m. – 5:00 p.m. • Grand Ballroom Foyer
Breakfast Buffet
7:30 a.m. – 8:15 a.m. • The Tides
Enjoy a light breakfast while visiting with friends prior to
our morning program.
Managed Services Workshop
8:30 a.m. – 12:00 p.m. • Grand Ballroom A–C
Frank Picarello and Mike Celayeta, Vice President of
Operations, will outline what it takes to transition our
managed IT services away from an “effort” focus to one
of “results.” This includes the steps to have measured,
assessed and paid for results of what we deliver.
As high-speed Internet prices continue to decline,
businesses are recognizing the need to modify their
conventional landlines and move to a Voice over Internet
Protocol communications system. Roy Jackson, Vice
President of Channel Sales for Jive Communications,
will discuss why now is the time for your customers to
invest in a unified communications strategy, which offers
more flexibility, enhanced features and is more costeffective than traditional telephone service providers.
Following a short break, Alisa Kunz, Director of Sales
Support, will discuss how to overcome objections and
close more sales.
Rob Rae, Vice President of Business Development
for Datto, will discuss how business continuity is core to
delivering managed IT services.
Frank Picarello will wrap up our morning with key takeaways that you can implement in your business right away.
Luncheon
12:00 p.m. – 1:00 p.m. • Pool Deck
Autotask 1: Positioning Your Business to Scale for Growth
Pacific B
Learn from experts Steve Alexander, Autotask
Certified Consulting Partner, and Melissa
Hockenberry, Autotask Training Programs Manager,
the right configuration to grow your business. Walk
through the basic configuration of your service desk
with a focus on accuracy, efficiency and growth.
Identify how queue management, issue tracking,
ticket management and form templates will create a
strong foundation for growth. Discover the power of
true closed-loop communication to increase efficiency,
manage expectations and improve time tracking.
The Sales Process: From Lead to Close
Salon D
Improve performance at every stage of the TeamLogic IT
sales process! Alisa Kunz will show you that by
following a well-defined sales process, you will be able
to overcome common problems, sell more effectively
and handle different selling situations more successfully.
Building Your Local Brand
Salon E
Marketing is a business discipline that encompasses
a range of activities focused on branding, lead
generation, and cross-sell/upsell. In this session,
Denise Denton, Assistant Vice President, Marketing
Communications, will review the TeamLogic IT
Integrated Marketing System and discuss other unique
activities and approaches that are important to brand
building, such as customer service and customer
retention strategies.
Agenda
Grow Your Business With a Company Culture that
Rocks and Delivers Superior Customer Service
Dolphin
Sally Coon, Vice President of Support and Training,
will discuss how a strong company culture can have
potential employees knocking at your door wanting to
work for you. As a team, you will be equipped to grow
your business by providing customer service that will
make raving fans of your customers and prospects.
Concurrent Seminars
3:15 p.m. – 4:30 p.m.
Autotask 2: Higher Quality of Service Brings Higher Margins
Pacific B
What level of service do your customers expect? What
level of service are you capable of offering? What
level of service does your customer receive? If you are
looking to take your business from revenue producing
to profit producing, you must understand the quality of
your service and the cost of providing it on a client-byclient basis or contract-by-contract basis. Join Steve
Alexander and Melissa Hockenberry as they train on
the tools that help you make the margins you want in
your business. Learn how to translate your service level
into Autotask Service Level Management. Construct
dashboard tabs that give you real time information on
how you are meeting the expected service level. Finally,
learn the tools available in Autotask Surveys to provide
feedback on the service from the people that matter,
your customers.
Sales Strategy: Create the Plan, Execute the Plan
Salon D
Sales planning can keep your business on track for
success. As we get ready for 2016, learn how to
create a sales plan, set goals and execute that plan
to achieve your 2016 revenue targets. Alisa Kunz will
show you how to break your year goals into 12 months
and identify how many prospects, opportunities and
proposals you will need in your pipeline each month to
achieve your goals.
Am I Prepared to Hire a Salesperson?
Salon E
Several factors need to be considered before hiring
a salesperson. During this interactive session,
Chuck Lennon will review all of them. What kind of
salesperson do you need? What salary and commission
plan will you offer them? How much can they expect
to earn in year one? Have you done a cash flow analysis
to ensure you can afford this person? When do you
expect them to breakeven? Where will they sit? Will
you reimburse them for expenses? Are you going to
supply them with leads or are they responsible for
generating their own? Have you established a budget
for how much they can spend on networking, T&E,
giveaways, etc.? Do you have clear sales goals in mind?
How is the new salesperson tracking their results so
you have a record of their activity? If you are considering
hiring a salesperson, you won’t want to miss out on this
important discussion.
Managed Services: Moving from Chaos to Calm
Dolphin
Want to learn more about pricing your services and
how to move from effort-based pricing to paying for
results? Join Frank Picarello and Mike Celayeta
for an update on both the market and TeamLogic IT
pricing surveys and how they apply to our business.
Our environment is shifting, and you’ll learn why it’s
important to move away from pricing based on effort to
pricing based on results. Discover how hourly, event and
block-hour pricing can adversely impact your business
with improvements in technology, tools, automation,
and—as we see a greater push to the cloud—how all
of these factors will impact your revenue and margins.
Agenda
You’ll leave this session with a better understanding
of the necessity to move towards having customers
pay for results. Discussion will include changing
the sales conversation, modifying contracts, and
new responsibilities associated with results-based
commitments.
Group Photo
6:30 p.m. • Pool Deck
Join us on the pool deck for our traditional annual group
photo. After the Owners Summit, keep the memories of
our week alive by displaying the picture in your office.
Cocktail Reception and Awards Dinner
6:45 p.m. – 11:00 p.m. • Grand Ballroom A–C
Join your friends and colleagues for cocktails and hors
d’oeuvres prior to our awards dinner. Following dinner,
we’ll present awards recognizing franchisees for their
achievements in the following categories: Rookie of the
Year, Technician of the Year, Volume Increase Percentage
(VIP), Million Dollar Club, Overall Top Volume and the
Franchisee of the Year.
SATURDAY, OCTOBER 17
Breakfast Buffet
7:00 a.m. – 7:45 a.m. • The Tides
Enjoy a light breakfast while mingling with your peers
and discussing what you’ve learned so far at the Owners
Summit.
General Session: Catch the Spirit to
Succeed
8:00 a.m. – 12:00 p.m. • Grand Ballroom A–C
David Robidoux, Vice President of Marketing, will
present an overview of the TeamLogic IT marketing
programs. He’ll also spend some time talking about our
digital marketing strategy.
Hear firsthand from several owners in our network
who are leading the charge when it comes to selling all
aspects of IT support and growing their revenue month
over month. From lead generation, to presenting the deal,
to closing the sale…these owners are making it happen in
their offices every month and you’ll have a chance to hear
what they are doing and then apply their best practices.
Chuck Lennon will lead a discussion about where leads
come from, how they stand out from the competition,
why their customers are buying from them, closing
deals and much more. Come prepared to ask questions.
Panelists include Erik Person, Arlington Heights, IL;
Stewart Paul, Newtown, PA; and Andy Hackett,
Woburn, MA.
Our next speaker is a best-selling author and consultant
who has definitely cracked “the glass ceiling.” As a top
salesperson in a billion-dollar service industry for over
eight years, Christine Clifford was responsible for
accounts with Toys ‘R’ Us, Walmart and AT&T, among
others. Taking her company from a million-dollar-peryear loss, to over $54 million in sales, Christine signed
the largest contract in the history of her industry with
Procter & Gamble and doubled the size of her company
overnight. Her experience taught her how to market
and sell products, services and herself. She’ll share this
message with us and discuss why price, brand, packaging
and relationships are the four keys to successfully
marketing IT services.
Luncheon
12:00 p.m. – 1:00 p.m. • Pool Deck
Agenda
Concurrent Seminars
1:15 p.m. – 2:30 p.m.
The Sales Process: From Lead to Close (repeat session)
Salon D
Improve performance at every stage of the TeamLogic IT
sales process! Alisa Kunz will show you that by
following a well-defined sales process, you will be able
to overcome common problems, sell more effectively
and handle different selling situations more successfully.
Get Found! Improving Your Local Web Presence
Salon E
Have you ever done an online search to see which and
how many references of your local business appear?
If you have, that is your local web presence. But there
is more to it than just showing up. Which sites your
business appear on and how accurate the information
is can make a big difference in building your local brand
and getting that next call from a prospect. During
this session, Carrie Loranger, Director, Marketing
Programs, will present the most important local listing
sites and social media properties to appear on. We’ll
cover how to manage those using best practices and
tips and tricks to bolster your local web presence.
What Can You Do Differently to Bring More Money to Your Bottom Line?
Dolphin
Sally Coon will discuss the results of the 2015 Financial
Benchmarking Survey and how you can use this and
other metrics to increase your bottom line and provide
money to invest back in your business for growth, pay
down debt or put in your pocket.
Let’s Talk Discussion Groups
3:00 p.m. – 4:30 p.m.
What are your biggest challenges and how are you
addressing them? Let’s Talk Discussion Groups offer an
interactive environment for you to discuss the opportunities and challenges that you face every day with other
franchisees of similar sales volume. This open discussion
facilitates sharing questions and identifying best practices
with fellow colleagues. Gain insights from your peers at
one of these valuable sessions. Identify the colored sticker
on your name badge for the session to attend:
• Green Group — Salon D
• Orange Group — Salon E
• Blue Group — Dolphin Room
Featured Franchisee Panelists
Erik Person
Arlington
Heights, IL
Stewart Paul
Newtown, PA
Andy Hackett
Woburn, MA
Key Partners and Suppliers
PLATINUM SPONSORS
GOLD SPONSORS
SILVER SPONSORS
BRONZE SPONSORS
Key Partners and Suppliers
TeamLogic IT thanks our key partners and suppliers, who support us in our business efforts.
Aisle8
Aisle8 is a unified manufacturer
and distributor of more than 1,700
products—founded by integrators,
led by a former managed IT services
provider and focused on the needs
of IT solution providers. While
most suppliers serve a wider client
base, we only sell to IT integrators.
By engineering more than 1,500
products in house and offering
carefully selected affiliate brands,
we are able to more effectively
fulfill our partners’ needs. With our
award-winning service and support,
advanced replacement warranties
and same-day shipping guarantee,
we provide a comprehensive service
and support system that truly
empowers IT integrators to succeed.
Contact: John Tippett at
john.tippett@onaisle8.com
AppRiver
AppRiver is a software-as-a-service
(SaaS) provider offering awardwinning email and Web security
solutions to businesses of all sizes.
Understanding the need to protect
networks from today’s increasingly
complex IT threats, AppRiver offers
businesses a comprehensive,
affordable subscription-based
solution that incorporates the
latest spam and virus protection,
email encryption and Web security
on the market. In addition, the
company provides secure hosted
exchange and Office 365 Plus.
Since its inception, AppRiver has
sustained an impressive 93%
customer retention rate while
growing its customer base to more
than 47,000 companies and over
8.5 million mailboxes worldwide.
The company’s global headquarters
is in Gulf Breeze, Florida and
our EMEA headquarters is in
Lupfig, Switzerland. AppRiver also
maintains offices in Atlanta, Austin
and Barcelona.
Contact: www.appriver.com
Arbitech
Arbitech has grown to become
the world’s leading independent
distributor of data-center products
and a valuable complement to
conventional distribution. We
were founded upon the principle
of “customer first” and at
Arbitech, customer satisfaction
is our number one priority. Each
account is assigned a dedicated
and experienced account team
that is committed to assisting with
quotes, answering technology
questions, and offering alternative
solutions at competitive prices to
allow our reseller partners to win
more business. By providing quality
products, quickly and efficiently,
at low, hassle-free prices, Arbitech
enables you to win more business.
Contact: Jared Kvidera at
949/936-2334
Autotask Corporation
Autotask Corporation helps IT
organizations worldwide work
smarter with a complete, cloudbased IT business management
platform that enables efficiency,
accountability and access to
the metrics that drive intelligent
business decisions. With built-in
best practices and workflow
automation, Autotask speeds
time to revenue while continually
improving service delivery.
Autotask is available in seven
languages and used in over 70
countries. Headquartered in New
York, Autotask has offices in Beijing,
London, Munich and Sydney.
Contact: sales@autotask.com
Brook Trout Careers
Brook Trout Careers is proud to
partner with TeamLogic IT. We’ve
developed a referral recruiting
program just for you. We know
that two things keep an MSP
owner up at night—growing your
business and finding qualified staff.
With record low unemployment
for IT professionals and a very
tight market, it can be quite
time-consuming to find and hire
qualified candidates, and the cost
of a traditional recruiter is out of
reach for many. You now have
three options: do it yourself, which
takes time away from business
with unreliable results; work with
Key Partners and Suppliers
Brook Trout Careers; or seek a
traditional recruiter, which can be
very expensive. With over 50 years
of MSP and IT experience, we
work to locate, interview, and refer
highly qualified technical and sales
candidates that meet your specific
needs. Owners Summit attendees
will save 10% for a limited time.
Contact: Steve Thoeny at 602/2184226 x101 or sthoeny@brooktrout.
careers; or www.brooktrout.careers
and Smart Alertz Security. With all
the tools and resources you need,
we know how to make it easy to
discuss, strategize and implement
for you and your clients.
Contact: Creative Services:
http://teamcreativeservices.com
Head Web Host:
http://bigheadwebhost.com/
Smart ALERTZ Web Security
Services:
https://smartalertz.services/
Creative Services
Datto, Inc.
Creative Services—your website
development partner—is a
seasoned marketing team of agency
professionals with experience and
know-how in website development
and online interactive solutions. As
our partner, you will have access
to the same creative resources
and capabilities of a large agency
PLUS our proprietary on-line sales
and marketing tools branded for
TeamLogic IT. We are a full service
team of copywriters, designers,
interactive developers, and online
strategists. You have the talent-pool
needed to guarantee a great result,
every time. We make it easy to be
your one-stop interactive web dev
partner, and your cost is always at
a wholesale rate. We have a fast
24-hour turn on custom quotes
and are ready to assist on pre-sale
calls with you and your client. We
also offer web hosting and website
security services through our
hosting division, Big Head Web Host
Datto® is the leading provider
of comprehensive data backup,
recovery and business continuity
solutions with over five million
customers and 8,000 partners
worldwide. With its Total Data
Protection Platform, business data
is protected everywhere it resides,
whether on-premise, in virtualized
environments, in the cloud, and
software-as-a-service (SaaS)
applications, including Salesforce,
Google Apps, and more. To learn
more go to datto.com or datto.
com/backupify, follow on Twitter @
DattoBackup or connect with us on
LinkedIn.
Contact: datto.com/backupify
franchise systems nationwide
and internationally. FPN offers
TeamLogic IT franchisees national
account pricing to help you save
money on your payment processing
fees (credit card and debit cards,
ACH and electronic check, mobile
processing). FPN will do a free
savings analysis of your current
credit card statement, so you can
see in writing how much your
savings can be with FPN.
Contact: Marty Martinez at 866420-4613 x 1101 or martymartinez@
franchisepayments.net
Global Mentoring
GMS Live Expert provides whitelabelled, outsourced help desk
services to IT services channel
partners through our 100% North
American-based team. With 15+
years of operations, GMS delivers
end-user support via phone, chat
and direct ticket system integration.
GMS empowers your growth by
aligning your delivery costs to
revenues.
Contact: Wayne Goldstein at
wayneg@globalmentoring.com
GreatAmerica Financial
Services
Franchise Payments
Network
Franchise Payments Network (FPN)
is the only payment processor that
focuses entirely on the Franchise
industry, working with over 160
GreatAmerica Financial Services is
bringing the as-a-service financial
model to solution providers without
the risk and cash flow impact HaaS
has on their business. MSPs with
the desire to standardize, remove
Key Partners and Suppliers
the CapEx objections, and produce
positive cash flow can achieve these
goals with Hardware as a Rental® or
HaaR®. GreatAmerica Financial also
provides standard financing options
to help your customers acquire
technology solutions they need with
a monthly payment.
Contact: Brad Wheelan at
bwheelan@greatamerica.com
Insperity
Insperity® (NYSE: NSP), a
trusted advisor to America’s best
businesses for nearly 30 years,
provides human resources and
business solutions to help improve
business performance. Insperity
business performance advisors offer
the Workforce Optimization® solution, the most comprehensive in the
marketplace, delivering administrative relief, better benefits, reduced
liabilities and a systematic way to
improve productivity. Additional
offerings include human capital
solutions, payroll services, time and
attendance, performance management, organizational planning,
recruiting services,employment
screening, financial solutions,
expense management, retirement
services and insurance services.
Insperity supports more than
100,000 businesses with 2 million+
employees.
Contact: 800/465-3800 or insperity.com
Jive
Jive Communications provides
enterprise-grade hosted VoIP
and unified communications to
businesses and institutions. Jive’s
hosted services run on Jive Cloud,
a cloud-based platform built on
open industry standards. Jive is
the recipient of many industry
awards, including Frost & Sullivan’s
Entrepreneurial Company of the
Year. The Jive Cloud architecture
has been purpose-built to deliver
the most reliable, powerful, and
economical hosted communication
services available to the enterprise
market. Learn more at jive.com/tour.
Contact: jive.com/tour
Kaseya
Kaseya is the leading provider of
cloud-based IT management and
security software. Kaseya solutions
allow managed service providers
(MSPs) and IT organizations to
efficiently manage and secure IT
in order to drive IT service and
business success. Offered as both
an industry-leading cloud solution
and on-premise software, Kaseya
solutions empower MSPs and
mid-sized enterprises to command
all of IT centrally, manage remote
and distributed environments
with ease, and automate across
IT management functions. Kaseya
solutions are in use by more than
10,000 customers worldwide in a
wide variety of industries, including
retail, manufacturing, healthcare,
education, government, media,
technology, finance and more.
Kaseya, headquartered in Dublin,
Ireland, is privately held with a
presence in over 20 countries.
Contact: kaseya.com
Leasing Associates
Leasing Associates is a privately
owned vehicle fleet management
company, which currently owns
approximately 12,000 vehicles
throughout the United States. Since
1958, we have assisted clients with
the acquisition, administration and
disposal of their company vehicles.
No client is too small; no client is
too big.
Contact: Carli Wigdor at
carliw@theleasingcompany.com
MaaS360
IBM MobileFirst Protect (MaaS360)
is the trusted enterprise mobility
management solution to thousands
of customers — from Fortune 500
companies to small businesses.
We make working in a mobile
world simple and safe by delivering
comprehensive mobile security
and management for applications,
content, email, and devices.
Instantly accessible from the
web, MaaS360 is easy to use and
maintain and provides the flexibility
organizations need to fully embrace
mobility in every aspect of their
Key Partners and Suppliers
business. Backed by the most
responsive support in the industry,
we put our customers first by
providing them with the best user
experience for IT and employees.
Contact: Rob Grundlock at
rgrundlock@us.ibm.com
Marlin Finance
Marlin Business Services Corp.®
provides commercial financing
to small and mid-size businesses
nationwide. Marlin Business
Services Corp. is a publicly traded
bank holding company (NASDAQ:
MRLN) that provides nationwide
commercial financing. Marlin
specializes in providing innovative
equipment financial solutions and
working capital loans for small and
mid-size businesses. Since 1997,
Marlin has extended $4 billion
in financing by providing tailored
financing program. Marlin’s value
proposition is centered around
providing excellent service and
delivering on commitments made to
equipment dealers, manufacturers,
resellers, distributors, brokers and
their customers. Marlin is a direct
lender and for nearly 20 years we
have been provide small- and midsize businesses with fast and easy
access to the capital they need to
grow and prosper.
Contact: Scott Deadrick at
sdeadrick@marlinfinance.com
nGenx
Founded in 2000, nGenx is a
cloud services pioneer of cloud
computing. We market our DaaS
(desktop-as-a-service) solution
exclusively through the channel,
providing our partners a turn-key
cloud solution, complete with
disruptive pricing and the sales,
engineering and marketing support
you need to be successful. nFinity®
nWorkspace™ enables SMB and
larger enterprises to access their
business applications, desktops
and data from all their devices—
computer, laptop, tablet and
smartphone—anywhere business
may be conducted. We keep our
customers’ networks safe as we
backup all data and store it securely
in our Tier IV data centers.
Contact: Scott Markley at
scott.markley@ngenx.com
Procure IT
ProcureIT offers managed service
providers and IT consultants a
single-source solution for the
procurement of their IT dardware
and software. Simply stated,
ProcureIT coordinates and oversees
the entire procurement cycle from
start to finish, from product quoting
all the way through equipment
delivery. Our integrated system
grants IT consulting firms and
MSP’s of various sizes, direct
access to vendor certifications,
competitive pricing, automated
accounting and RMA recovery,
without leaving the field or wasting
billable hours. Our high purchasing
power allows us to attain greater
margins and share the savings with
our partners, therefore allowing
their customers to receive the best
value on hardware, software and
procurement services.
Contact: Aaron Frazier at
aaron@procureitusa.com
Reflexion, a Sophos
Company
More than 100 million users in
150 countries rely on Sophos to
offer end-to-end protection against
complex threats and data loss.
Sophos is committed to providing
complete, enterprise-grade security
solutions that are simple to deploy,
manage and use, and deliver one
of the industry’s lowest total cost
of ownership. Sophos offers awardwinning security solutions covering
endpoint, mobile, server, encryption,
web, email, Wi-Fi, and UTM/nextgeneration firewall, all backed by
SophosLabs—a global threat analysis
center which provides real-time
cloud-enabled security intelligence.
Contact: Reflexion Sales:
781/569-6666 or
sales.teamlogic@reflexion.net /
Scott Barlow:
scott.teamlogic@reflexion.net
Key Partners and Suppliers
Sales Double
SalesDouble.com is a total sales
and marketing company helping
TeamLogic IT franchisees fill
their sales pipeline and bring in
new clients. Selling has changed
considerably since the advent of
the Internet and our job is to handle
all the necessary steps so you can
increase sales without having to
worry about learning all the new
processes and techniques that
attract a prospect’s attention. We
perfect your list, marketing message,
dial thousands of businesses in your
target market and then email them
to nurture and educate them until
they become your client. We find
them— you sell them.
Contact: Kelly Smith at
kellysmith@salesdouble.com
Techrug
Techrug and TeamLogic IT have
teamed up to offer franchisees
access to a one-of-a-kind E&O
product that can’t be found
anywhere else. By partnering with
a global, top-rated carrier, we’ve
developed a program that brings
together traditional E&O along with
cyber liability, privacy liability and
privacy breach notification now that
the HIPAA Omnibus Final Rule, PCI,
GLB, OSHA and FACTA Red Flag
Regulation effect your MSP and
cloud service offerings to clients
with PII/PHI. Add to this our prenegotiated rates with the carrier and
over 96% of the franchisees have
experienced a savings between 23
and 68 percent since 2012.
Contact: Justin Reinmuth at
800/722-4540 or
Justin.reinmuth@mr-ins.com
Top Speed Data
Communications
Top Speed Data Communications is
a nationwide independent telecom
agency representing nearly all
domestic and international voice and
data network carriers. We can help
you select the right carrier services
for voice and data services (T1s,
MPLS, PRIs, DSL, fiber, EoC, Cable),
wireless services, cloud services,
hosted voice, VoIP, satellite,
cyber security, DDoS mitigation,
co-location, conference calling,
consolidated billing and more.
Don’t allow your IT services to be
jeopardized by your client selecting
the wrong telecom carrier. Just
one simple phone call to Top Speed
Data and we can partner with you
to determine the best service
and price for your client. We are
solution focused so we work for you
and your clients, not for the carrier.
Contact: Steve Farmiloe at
steve@topspeedddata.com
Unified Office
Unified Office, Inc. is a leading
provider of SDN-based hybrid
cloud managed voice-over-IP (VoIP)
and Unified Communications
services to small- and mediumsized businesses (SMBs). Unified
Office’s Total Connect Now service
architecture was purpose-built from
the ground up to deliver the highest
quality of experience and availability,
leveraging the latest in extensible
business VoIP communications
technology and cloud-based
infrastructure to enhance SMB
workforce productivity. Their
cloud-based intelligent network
incorporates Unified Office’s unique
adaptive Highest Quality Routing™
(HQR) for end-to-end service
quality, and business continuity
“shadowing” to ensure high
availability operation over one or
more redundant broadband links.
Contact: Ken Stess at
kstess@unifiedoffice.com
VTech
Founded in 1976, VTech is the
world’s largest manufacturer
of cordless telephones. VTech
translated its success in cordless
telephony to create a portfolio
of DECT 6.0 business phone
solutions, including ErisTerminal™
SIP phones. A cost-effective
alternative to traditional phone
systems, ErisTerminal offers featurerich desktop and cordless phone
options.
Contact: Chris McConville at
cmcconville@vtechphones.com
Staff Directory
To help you get the most from this experience, feel free to call us after the
Owners Summit at 949.582.6300, or send us an email.
Mike Celayeta
VP/Operations
mcelayeta@TeamLogicIT.com
Chris Chinnery
Senior Support Technician
cchinnery@TeamLogicIT.com
Sally Coon
VP/Support & Training
scoon@TeamLogicIT.com
Denise Denton
AVP/Marketing Communications
ddenton@TeamLogicIT.com
Meribeth Gunn
VP/Summit Mktg.
Communications
mgunn@franserv.com
Mark Johns
Master of Ceremonies
mjohns@franserv.com
Alisa Kunz
Director of Sales Support
akunz@TeamLogicIT.com
Chuck Lennon
President
clennon@TeamLogicIT.com
Rob Levig
New Office Manager
rlevig@TeamLogicIT.com
Carrie Loranger
Director of Marketing Programs
cloranger@franserv.com
Don F. Lowe
Chairman and CEO
dlowe@franserv.com
Richard Lowe
President and COO
rlowe@franserv.com
Lee Ann Ohanesian
Corp. Communications Mgr.
lohanesian@franserv.com
Jennifer Pantle
Executive Assistant/Director
of Corporate Events
jpantle@franserv.com
Frank Picarello
Chief Operating Officer
fpicarello@TeamLogicIT.com
Marilyn Reynolds
Operations Coordinator
mreynolds@
TeamLogicIT.com
David Robidoux
VP/Marketing
drobidoux@franserv.com
Patrick Spaan
Director of Franchise
Development
pspaan@TeamLogicIT.com
®
The Complete IT Business
Management Solution
Thank You
for Joining Us!
We look forward to seeing you
next year. Location and dates
coming soon—stay tuned for more
information on Foresight.
Also look for details soon after the
Owners Summit regarding how to
download photos and presentations
from this year’s meeting.
ROCKET YOUR
REVENUE
BE THE BEST SERVICE
PROVIDER. EVER.
KNOW MORE.
DO MORE.
Visit www.autotask.com
Why partner
with Sophos?
100% channel focus • simple to use
24/7/365 support
To learn more stop by our table or visit
www.sophos.com/USpartners
FREE MANAGED SWITCH
for new partners!
ALREADY A PARTNER?
Come to our booth during the
Owner’s Summit for
amazing event specials!
Visit us in
BOOTH 23
IT Products for IT Providers
only onaisle8.com
The numbers don’t lie. Tapping into Insperity’s depth, breadth and level of
care can help your company run better, grow faster and make more money.
Now, how can we help you improve your bottom line?
insperity.com/channel | 866-476-8515
Powering Your Cloud Solution
nGenx & TeamLogicIT have partnered together to bring you our
industry-leading cloud solution and the tool you need to succeed:
• Turn-Key Workspace as a Service Cloud Solution
• Disruptive Pricing
• Sales Training That Builds Your Cloud Strategy
• High Volume Provisioning Platform for Fast On-Boarding
• Flexible Branding | White Label, Co-Branding or Use the nGenx Name
• Single-Pane-of-Glass Control Panel |Complete Control Over Customer Accounts
Call nGenx to Learn More| 888.696.4369 or See Us at the Owners Summit.
the cloud within reach
™
TOTAL DATA PROTECTION
Datto helped its
Channel Partners make over
A QUARTER OF A BILLION
dollars in the last 24 months.
You want in?
Datto, Inc., 101 Merritt 7, Norwalk, CT 06851 | www.datto.com | partners@datto.com | 888.294.6312
Your Phone System in the Cloud
TeamLogic IT has contracted with Jive
Communications to provide franchisees with a
cloud-based phone system for their customers.
This enterprise-grade Hosted VoIP solution is
offered for one low, all-inclusive price.
Simply put, Jive improves communication within businesses and
organizations across the globe through its Hosted VoIP and Unified
Communications tools—including voice, video, data, messaging, and
mobility.
Jive’s hosted services run on Jive Cloud, our service delivery platform
based on open standards. The Jive Cloud architecture has been
purpose-built to deliver the most reliable, powerful, and economical
hosted communication services available to the enterprise market.
Polycom VVX 300
Get 6 lines of HD voice quality. It is
equipped with a backlit LCD screen,
adjustable base height, power over
Ethernet, and all the features you
expect in a business-class IP phone.
Jive Phone System in the Cloud Standard Features
Tools for Customization
Desktop Integration
Communication Features
Auto-Divert/Reject
Message Features
Custom Messages
LDAP Integration
Caller ID
Conference Bridge
Fax to Email
Message Waiting
Intercom
Speed Dial
Three-Way Calling
Virtual Fax
Voicemail
Voicemail to Email
Custom Schedules
Time-Based Routing
Temporary Greeting
Call Flows
Auto-Attendants
Online PBX Controls
Visual Dial Plan Editor
System Settings
Custom Music
Dial by Extension
Dial-by-Name Directory
Extension Transferring
Individual Call Logs
Local & LD Dial Tone
Music on Hold
Unlimited Extensions
Day and Night Modes
Dial Plans
Find Me/Follow Me
Contact your local
Jive Channel Manager
for special offers
Play Sound Clip
Welcome Message
4
Multiple Ring Groups
8
*Not an all-inclusive list.
For more details call 949-379-8488 today.