Managed Services Platform

Empower Your Team with IT CRM Software

Establish regular communication and build stronger relationships with your clients to grow better together.

 

See Pricing Request Demo
Adam Walter, vCIO expert
6 Best Practices of Top Performing vCIOs
WATCH THIS INTERVIEW
Managed Services Platform FREE vCIO resources
Denes Purnhauser at Managed Services Platform
Build a Scalable Account Management and vCIO Operation
Download the free ebook
Managed Services Platform FREE resources
Skip Ziegler, vCIO expert
vCIO Excellence Membership Program
Start Transforming Your MSP Today
Pre-Built vCIO Report Templates, Videos, and Infographics

In the world of account management, vCIO, and IT sales, there’s no better motivation than numbers. A clear understanding of your MSP current IT sales and IT client engagement performance and its future potential will help you successfully plan, organize, and meet your goals to protect your full managed services provider business against any idling or overload.

Engagement

 

Plan and give your account managers and vCIOs clear playbooks of activities that they can manage daily. See where clients are being over or under-serviced and understand how your team can maximize their productivity.

Accountability

 

Gain visibility into your IT sales, account management and vCIO activities to understand who is doing what and when to deliver outstanding client engagement. Never miss another crucial interaction that could make or break your client relationship.

Productivity

 

Spend less time on busywork, more time focusing on critical client interactions. Structure your IT sales,  account management and vCIO deliverables. Save time and gain better visibility into who needs attention.

Here's how IT CRM software makes your job easier...

Account Manager & vCIO

Keep your team organized and efficient, and build long term, loyal clients with every regular engagement activity. To achieve this, Managed Services Platform offers simple tools to organize your communication, plan, and predict your future client activities, to keep your clients satisfied and elevate your productivity.

1. Create Client Database 

Multiplicated and chaotic contact spreadsheets? Stop managing your client relationship ad-hoc. Manually add or import your contacts from your Connectwise or Datto Autotask PSA software to your client database to help your team follow up on them and plan IT client engagement activities based on segments. - FEATURES YOU’LL LOVE

ok-orange Connectwise Company and Contact Sync
ok-orange Datto Autotask PSA Company and Contact Sync
ok-orange Create Unlimited Clients and Contacts

client-database

 

2. Segment Clients

Most MSPs don’t pay attention to the size and opportunities of their clients, but rather to the generated noise of the client. This means account managers, vCIOs and owners often pay attention to wrong clients rather than those that would lead to growth. Segmentation allows you to target clients based on their behavior and potential and determines the way you get and keep them engaged and improve retention. - FEATURES YOU’LL LOVE

ok-orange Client Segmentation
ok-orange Contact Roles
ok-orange Client Goals

Client Segmentation

3. Improve Regular Client Communication

Client engagement is usually a result of different activities you do with your clients such as onboarding calls, business reviews, strategy meetings, Lunch-and-Learns and even your annual Community Fundraiser. These activities can be delivered ad-hoc or as a series of delegated events based on predefined, scalable processes that you'll be able to measure and track right away. - FEATURES YOU’LL LOVE

ok-orange IT Client Engagement Playbooks
ok-orange IT Client Experience Activities (CEA™) Management
ok-orange Upcoming & Recently Missed Activities
ok-orange IT Opportunity Management
ok-orange Revenue Tracking and Forecasting

Client Activity Management

4. Report to Your Manager

If your account management and vCIO team is able to track client communication, you can set your proper expectations for the various client segments. It will also help you to communicate expected KPIs to your stakeholders. -

FEATURES YOU’LL LOVE

ok-orange Client Engagement Score (CES™)
ok-orange MSP Growth Score

Client Engagement Scores

Managed Services Platform

Not just for Account Management and vCIO activities

Manage onboarding processes, account management and IT sales activities with playbooks.

 

Request Demo

Onboarding

Managed Services Platform is easy to use. By following the above process you and your team will be able to use our onboarding service, if need be. Learn how to develop and operate a scalable, structured and seamless account management and vCIO operation in 30 days. -

SERVICES AND FEATURES YOU’LL LOVE

ok-orange Account Management and vCIO Operations Quickstarter Pack
ok-orange Standard Adoption Score

image-241

 

Guided Implementation

We offer you a full suite of consulting, technical services and project management to help you maximize your account management and vCIO results with Managed Services Platform. Add-on to the Account Management and vCIO Operations Quickstarter Pack with 1-1 sessions and additional template customization or migration on the back end and our expert guide will help you with report migration, customization, branding of your report, and also to develop additional widgets that integrate with your own stack. - SERVICE AND FEATURE YOU’LL LOVE

ok-orange Account Management and vCIO Operations Guided Implementation

image-243

 

Partner Solution

Building an MSP is extremely challenging because of the rapid change in the industry, the ever-growing client expectations, and the nature of the service business. Our strategic partner, Virtual C offers you a new standard for differentiating, communicating, and monetizing your expertise and gives you everything you need to present yourself as a high-value business partner with the know-how, guidance, and tools you need to build your own vCIO program.  - SERVICES AND FEATURES YOU’LL LOVE

ok-orange Humanize IT Framework

vcio-community-webinar

 

Managed Services Platform

THE MOST COMPREHENSIVE IT CRM SOFTWARE WITHIN YOUR BUDGET

Flat fee model with unlimited clients, users, reports, and integrations with pre-built templates 

 
See Pricing

IT Business Development

Give your team the insights to understand MSP market opportunities and adequately respond to prospect and client needs. To realize this, Managed Services Platform offers simple tools to analyze opportunities, understand what your clients need, forecast the efficiency of possible responses.

1. Analyze Client Needs

Most managed IT services businesses still sell what they know and don’t focus on the market need. List all IT sales and account management opportunities in one place and focus on business developments with the best client engagement and retention possibility.  - FEATURES YOU’LL LOVE

ok-orange IT Opportunity Management

sales-forecast

2. Sales Forecast and ROI calculation

Even fewer MSP businesses focus on maximizing the return of investment during their further IT services development life cycles, however the challenges then just becomes a way to develop and implement responses to market shifts with the best return on investments? Aligning possible opportunities to the planned business development and implementation projects will reduce any wastage and simultaneously maximise your ROI. - FEATURES YOU’LL LOVE

ok-orange IT Revenue Forecasting and Tracking

roi-calculator-1

 

3. Partner Solution

Building an MSP is extremely challenging because of the rapid change in the industry, the ever-growing client expectations, and the nature of the service business. Our strategic partner, Infosec offers you a new standard for monetizing cybersecurity, cloud and advanced MSP services, and gives you everything you need to build and develop comprehensive IT services based on prebuilt offerings, marketing and sales collaterals.  - SERVICES AND FEATURES YOU’LL LOVE

ok-orange Develop Comprehensive IT Services

infosec-service-catalogue

Managed Services Platform

Improve Your MSP Business Development in a Predictable and Safe Way

Analyze existing IT opportunities and focus on development that maximizes your return on investment.

 

Request Demo

IT Sales Person

Close more sales by segmenting MSP market and replicating your IT sales processes and strategies. To achieve this, Managed Services Platform offers simple tools to analyze and understand what different industries need and categorize your leads based on their behavior and potential.

1. Create Client Database

Multiplicated and chaotic contact spreadsheets? A heap of business cards? Stop ad-hoc managing your sales. Manually add or import your leads from your Connectwise or Autotask PSA software to your client database to help your IT sales team follow up on them and close more sales fast. -  FEATURES YOU’LL LOVE

ok-orange Connectwise Company and Contact Sync
ok-orange Datto Autotask PSA Company and Contact Sync
ok-orange Create Unlimited Leads and Prospects
ok-orange Convert Lead to Client

client-database-1

 

2. Segment Leads

Most MSPs don’t pay attention to the size and opportunities of their leads. This means salespeople and owners often pay attention to wrong prospects rather than the ones that would lead to growth. Segmentation allows you to target prospects based on their behavior and potential that determines the way you get and keep them engaged. - FEATURES YOU’LL LOVE

ok-orange Lead Segmentation
ok-orange Contact Roles
ok-orange Lead Goals

segment-leads

 

3. Organize & Track Lead Communications

Sales is usually a result of different activities you do with your leads. These activities can be delivered ad-hoc or as a series of delegated events based on predefined, scalable processes that you'll be able to measure and track right away. FEATURES YOU’LL LOVE. 

ok-orange Client Experience Activities (CEA™) Management
ok-orange Upcoming & Recently Missed Activities
ok-orange Opportunity Management
ok-orange Revenue Tracking and Forecasting

Activity Reports and Dashboard

3. Report to Your Manager

If your team is able to track sales communication, you can set your proper expectations of the various lead segments. It will also help you to communicate expected KPIs to your stakeholders. - FEATURES YOU’LL LOVE

ok-orange MSP Growth Score
ok-orange Client Engagement Score (CES™)

Client Engagement Playbooks

Managed Services Platform

Turn Your IT Sales up to the Next Level

Focus on the right prospect segments and develop a predefined consultative sales funnel that leads to growth.

 

Request Demo

Business Owner

Unlock your IT sales, account management and vCIO team full potential, track business metrics and improve their performance as much as possible. To achieve this, Managed Services Platform offers simple tools to gamify sales and account management performance and plan your future revenue sources.

1. Delegate Leads and Clients

You’ve got to be certain that all leads and clients are reached by your sales or account management team using predefined, scalable processes that are going to help improve your client engagement and transparency in their performance. This is fundamental because starting the measurement journey without processes and responsibilities is a crumb of comfort. - FEATURES YOU’LL LOVE

ok-orange Client Segmentation
ok-orange Lead and Client Goals
ok-orange Assign Account Manager
ok-orange Client Engagement Playbooks

Screen Shot 2019-07-05 at 5.34.38 PM

 

2. Gain Governance at Scale

Stop wasting time with useless spreadsheets, control your entire sales and account management team's performance on a single dashboard and gamify your team's result to pull them together and hit more of your goal using Client Engagement Score goals that helps you set proper expectations of the various client segments. - FEATURES YOU’LL LOVE

ok-orange MSP Growth Score
ok-orange Client Engagement Score (CES™)
ok-orange Activity Reports and Dashboard
ok-orange Manager/Employee Permission Levels
ok-orange Account Manager Reports

msp-growth-score-it

Managed Services Platform

Take Control of Your Grow

Gamify Your IT Sales, vCIO and Account Management Operations to Hit Company Growth. Goals and Gain Full Governance at Scale.

 

Request Demo

Without a streamlined account management operation

Your QBRs remain too technical and less relevant to executives

You miss development project opportunities that increase margins

You spend too much time in tools preparing reports rather than being with clients

 

Become a Trusted Advisor with Strategic Client Meetings

Garry Adams at JMARK Business Solutions
We had challenges in upgrading our clients to our cybersecurity offering. Managed Services Platform helped to develop an effective process for our Account Management team to grow our existing client base.
Garry Adams
Client Relationship Manager / JMARK Business Solutions
Nick Stevens at Heroic Technologies
Since we use Managed Services Platform we have a consistent and effective QBR process that helped us to win more projects and maintain business conversations with executives.
Nick Stevens
Founding Partner / Heroic Technologies
Wouter Mertens at EXPRO IT
Managed Services Platform helped to cut down our QBR process in half the time. This enabled me to do regular QBRs with all key clients and delegate project opportunities to the service team.
Wouter Mertens
Business Manager / EXPRO IT

READ THE LATEST BLOG POSTS AROUND ACCOUNT MANAGEMENT TOPICS