I am happy to introduce the sets of software features, updated templates, expert guide content and super specific programs to accelerate your growth! If your Account Management is not producing project revenues, your vCIO is not getting paid for advice, your Sales people are not getting leads or your cyber security services are not being sold then this release is for you! This is what we are going to cover:
One competitive advantage can be to build your MSP faster, design and communicate services better, create better client experience and become a high-value business partner.
Integrating these functions into one platform will generate momentum and even solving one bottleneck at a time keeps that momentum building. You don’t need to master everything all at once - just one at a time - then ride the momentum to reap the results as you move on to the next bottleneck.
During the 2019 Q4 release we were focused on making you a master communicator as an Account Manager, vCIO, Technical Account Manager, Owner, Salesperson or even as a virtual Chief Information Officer.
Click on the circles!
Some of the major focus areas:
Sections: Organize your reports better into sections, open them for clients and focus on the content you are about to deliver or their decisions you want to support.
Questionnaire: Get involvement by conducting questionnaires up front. Use the results for an audit, checklist or a general progress report. More involvement leads to more commitment.
Calculators: Turning vague ideas into specific numbers, percentages or dollar amounts will facilitate communication. Use calculators with clients together for clarity and collect evidence to support their decisions.
Snapshot: Taking occasional snapshots will build a story about the problems they had, the solutions you provided and the growth they achieved with your help.
Integrations: Use more tools from your stack like BrightGauge, Office365 or SmileBack to pull out detailed data whenever you want to underline your message or show evidence.
Audience: Communicate to the right audience by selecting client side roles such as CEO, CFO, Office Manager or IT Coordinator. Log the meeting based on their seniority and collect Client Engagement Scores.
Infographics: Get your ideas across with modern visuals, interactive drawings, timelines, processes or charts. Customize your own graphics or embed auto updating partner infographics for changing content.
Scorecards: Simplify things with quick ratings. Gather user feedback, executive opinion or even the internal team's perception of scorecards. Send surveys or complete within the report and showcase scorecards.
The other big focus is on your execution efficiency with the 2019 Q4 release. There’s dashboards show aggregated information, a renewed Connectwise integration and many small workflow related UI enhancements to do more with less.
Click on the circles!
Standard Adoption Score Dashboard: Have a quick glance at the current rate of the adoption of your technology stack. You can set different scores for different segments and measure with attention to your diverse clientiele.
Growth Score Dashboard: Identify the amount of revenue in your deal pipeline and where revenues are stuck. Find out why you can’t move from planning to approval or why projects aren’t closed and billed.
Client Engagement Dashboard: Keep tabs on your high-value clients and be confident they all have regular meetings and are engaged. Even a substantially cheaper offer won’t undermine your value and they’ll stay.
Master Roadmap Portfolio: Forecast workload, budget and analyze projects together to be able to push certain initiatives further or close them faster to meet your resource allocation needs.
New Connectwise integration: Generate Connectwise opportunities and projects from the platform and keep those opportunities and projects synced with your PSA and your roadmap. This is a true two-way integration to sync account management with the service team.
Task Library: Simplify operations and communications by predefining tasks needed to meet the technology best practices. Connect library items to your scores and auto-generate tickets in Connectwise.
Multiple Seniorities: Assign different client-side roles to your contacts to make sure you have all types of conversations you need with the strategic, tactical and technical business roles.
Expanded New Templates: Updated templates for the Client Engagement Excellence Program are ready for you. A brand new Quarterly Business Review with visuals, dashboards and partner content will help you get inspired and build the report that will support your goals.
Choose a role you want to explore further and watch the short video for inspiration. Expert guides will walk you through how to grow your business with that role.
How to grow with Account Management
Sell High-Value, standard projects with a proactive process - by Myles Olson
How to grow with vCIO
Drive Strategic Conversations and take on the execution by Adam Walter
How to grow with Technical Account Management
Develop Technology Standards and get all your clients to adopt - by Skip Ziegler
How to grow with Sales
Generate qualified leads and differentiate with client experience - by Mark Woldman
How to grow with cyber security
Make cyber security make sense to clients and offer packages they can buy - by Caleb Christopher
How to grow with Focus on Execution
Create structures for AM/vCIO, keep the team in focus and ensure accountability - by Elissa Kulczycki
We are introducing role specific SMART goals for you to accelerate your growth with one role at a time.
Growing your business can be done with quick high-intensity bursts. These results unsustainable growth with short peaks of results. We want to make sure you have a long term vision, break those to quarter long rocks you can deliver. Those rocks are focusing on one area, fix the bottleneck and keep it sustainable. Then you move your attention to the next goal but build on top of the previous efforts.
Grow your enterprise one quarter at a time
Hope you are excited to get your MSP to the next level and start building your SMART goals and action plans!