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.
• Merk ditt mest verdifulle potensielle salg som Hot slik at teamet ditt enkelt kan spore dem uansett hvor de dukker opp 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 kilden til alle potensielle kunder og traktstadiet, pluss hva du må gjøre for å avslutte avtalen.

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 sentralt oppbevaringssted for alle dine klient- og leaddata. Du kan lage omfattende profiler som inkluderer mer enn bare kontaktinformasjon – legg ved forslag og kontrakter, bruk tagger for å gruppere klienter etter egenskaper og se en fullstendig tidslinje for hvert forhold.

Med Nutshell kontaktadministrasjonsfunksjonene , kan du:

• Importer klientdata, kalenderhendelser og e-poster fra en hvilken som helst kilde, eller få eksperthjelp med Nutshell 's hvite hanske importtjeneste.
• 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-post, telefonsamtale og samtale med klienter, slik at du kan sende meldinger som øker antallet 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:

• Lag målrettede e-postmarkedsføringsmålgrupper fra CRM-kontaktene dine for å sende de riktige meldingene til de riktige personene.
• 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 beregninger for e-postengasjement som åpenhet og klikkfrekvens.
• Kombiner e-postmarkedsføring med Nutshell sine andre verktøy for generering av potensielle salg, som vår online møteplanlegger, nettskjemabygger og landingssideskaper, for en enda sterkere markedsføringsstrategi.