HaloPSA and Thread Integration Launch Party

Supercharging Your Service Experience with the Thread and HaloPSA Integration

Gathering in the virtual world can be a unique experience, and we at Thread are excited to share our latest partnership with Halo. This collaboration aims to supercharge your service experience, combining the strengths of both companies to provide unparalleled service to managed service providers (MSPs).

Shared Values and Goals

We are certain that IT powers the modern workspace. Everyone relies on it to do their work. And IT service providers, MSPs, we power IT.

Our shared goal at Thread and Halo is to empower MSPs to do their best work, supporting millions of small businesses worldwide. IT service providers are the backbone of modern workplaces, and by enhancing their capabilities, we aim to unlock productivity for countless SMBs.

The Importance of Customer Experience

Customer experience is at the heart of Halo's mission. Halo's intuitive platform and depth of functionality reflect this commitment.

If you care about your customers, if you truly care about your customers, the rest of it comes easy. - Tim Bowers, CEO of HaloPSA

And we know that sounds simple. As a business, you have to look at the numbers! If you're not delivering 52% service cost margin, then you're not going to equal 20% net profit, because your back office or SGNA is costing you at least 30% of your revenue.

We're not here solely because we enjoy it, even though most of us do enjoy it. To achieve the kind of bottom line that supports your business, you have to really think about the customer journey and delivering excellent response times. But we get so bogged down with the day-to-day distractions! We get consumed with playing telephone. We get consumed with moving data around different places and different products to try and keep up to date with everything.

We end up pushing our customers to a stream of communication that works best for us. "Don't call us. Only email." That's only going to get you left behind.

We're here to deliver the service that your customers require, not what you want. We have to be where our customers want to be. - Darren Strong, CEO of Scalable

We're trying to enable digital transformation for our customers to help them unlock productivity. Today's service delivery landscape is incredibly different from five or ten years ago. The adoption of tools like Slack and Teams has changed how people work.

It's time we join them in revolutionizing the way we work.

Introducing Thread for HaloPSA

Thanks to the close partnership that we've had with the Halo team in the last six months, we're thrilled to bring the conversational threads that actually power your service to HaloPSA

This integration allows for fast, collaborative, and efficient threads in Slack and Teams, branded as your business, ensuring seamless communication with customers. These interactions are synchronized with Halo PSA, utilizing its robust workflow capabilities to ensure no service request is missed.

Supercharging Your Service

Our collaboration with Halo brings several exciting features:

1. Supercharged Client Experience

Custom apps for customers, whether you want one that's unique to everyone in a region or one per customer, you're able to build that for them. You choose what team that flows to in Halo and make sure it gets routed through your existing service delivery process.

Because your customers receive real-time notifications on their phones via Teams, you'll see improved response and resolution times immediately. No more waiting days for a customer to answer an email about their "urgent" issue.

2. Supercharged Dispatch

Thread's Planner makes it easy for your dispatchers to see your team's calendars at a glance, prioritize, and assign tickets to the right technicians quickly. This unlocks so much of the time savings for teams, since the best way to solve issues efficiently is by getting them to the right person as quickly as possible.

3. Supercharged Technician Capacity

Thread's AI-powered inbox empowers technicians to do their best work without worrying about the paper trail. We have worked with OpenAI for four years to perfect our automated ticket summaries and time entries. Technicians see messages for a ticket from whatever channel they come from, all organized into a single thread.

This has been a tremendous unlock for our partners and we believe the Halo community is going to love it. We went we spent a lot of time on building this because I hated my notepad that had all my daily logs.

Future Developments

We are continuously working to enhance this partnership. Upcoming features include:

embedding the Halo customer portal into custom Teams apps
chat embedded inside of the Halo portal with automatic authentication so that they have the ability to continue their conversation while browsing your custom portal
additional support for Halo's actions beyond the existing capability for both internal and external comments

The Competitive Edge

We've been looking forward to the Halo PSA integration with Thread for ages. - Tim Bowers, CEO of HaloPSA

Why a PSA like Halo would invest so much time and dedication to an integration with Thread when they already have chat and AI comes up a lot. Tim Bowers, CEO of HaloPSA highlighted three key areas that give MSPs a serious competitive edge if they add Thread to their operating model.

More channels to communicate with your customers means quicker and more efficient resolutions—and their all tracked in Halo
You get ahead of the curve on generational shifts that are leaning farther and farther towards instant communication channels
You differentiate from your competitors by embracing change and innovation, adding to your value proposition

Join the Journey

We are passionate about supercharging your service experience and are excited to offer a chance to win an all-expenses-paid trip to the Las Vegas Grand Prix for those who attend a demo with us before July 31, 2024. This is our way of celebrating our partnership and showing our commitment to speed and excellence.