Boost Revenue With the Best MSP and IT Services CRM

Whether your managed service provider and IT support company provides services locally or around the globe, your team needs insight into leads and clients so you can close more deals, offer better ongoing client support, and increase customer loyalty.

Nutshell’s pipeline management features make it easy for your reps to view, manage, and move leads through your pipeline so you can stay on top of sales. As the best Next Action Selling CRM on the market, helping you figure out what’s next in your sales process is at Nutshell’s core.

See how Nutshell’s pipeline management tools for MSPs and IT services companies make it easy for your reps to manage your leads:

• View your leads in four different ways—with board, list, chart, and map views—so each rep can manage leads the way they prefer.
• Customize your lead board view to show the exact information your team needs to see at a glance.
• Markér dit mest værdifulde potentielle salg som Hot, så dit team nemt kan spore dem, uanset hvor de vises i Nutshell.
• Create multiple pipelines to track contacts interested in your network, infrastructure, security, data, storage, and technical management services—you can then move them to an account management pipeline for ongoing services after you close the deal.
• Se hvert kundeemnes kilde og tragtfase, plus hvilken handling du skal udføre næste gang for at lukke handlen.

Accurate and accessible client data is critical for effective selling and service management. When you can track a contact’s interests, purchase history, communications, and the last time you contacted them, you can nurture relationships to close more deals.

Nutshell fungerer som et centralt lager for alle dine kunde- og leaddata. Du kan oprette omfattende profiler, der indeholder mere end blot kontaktoplysninger – vedhæft tilbud og kontrakter, brug tags til at gruppere kunder efter egenskaber og se en komplet tidslinje for hver relation.

Med Nutshell's kontaktadministrationsfunktioner, kan du:

• Importér klientdata, kalenderbegivenheder og mails fra enhver kilde, eller få eksperthjælp til Nutshell's hvide handske import service.
• Organize clients along with their companies and potential sales, so you have all the information you need to close a deal in one place.
• Access clients’ deal history, invoices, contracts, addresses, and crucial notes right from their contact record page.
• Spor hver e-mail, telefonopkald og samtale med klienter, så du kan sende beskeder, der øger konverteringer.
• Make phone calls directly from Nutshell with unlimited click-to-call and record your calls for reference later.

Driving growth for your MSP and IT services company requires a steady stream of new leads for your sales team to work through your pipeline. To have the best chance of closing more deals, you need to find companies most likely to need your services and effectively build their trust.

Email marketing is a powerful tool for supercharging your IT services company’s outreach efforts.  Nutshell has its own built-in solution, Email marketing, which allows for seamless integration. Use the drag-and-drop email editor to design professional emails, automate sending, and catch your clients’ attention at every stage of the funnel.

With Nutshell’s Email marketing feature, your team can:

• Opret målrettede e-mailmarketingmålgrupper fra dine CRM-kontakter for at sende de rigtige meddelelser til de rigtige personer.
• Automate email campaigns to send optimized messages tailored to your audience at the right time.
• Test your email campaign content with A/B testing tools to find the content that resonates best with your recipients.
• Spor metrics for e-mailengagement, f.eks. åbnings- og klikfrekvenser.
• Kombiner e-mailmarketing med Nutshell's andre leadgenereringsværktøjer, som vores online mødeplanlægger, webformularbygger og destinationssideskaber, til en endnu stærkere marketingstrategi.