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.
• Marque as suas potenciais vendas mais valiosas como "quentes" para que a sua equipa as possa seguir facilmente onde quer que apareçam em 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.
• Veja a origem de cada lead e a fase do funil, além da ação que precisa de tomar para fechar o negócio.

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 actua como um repositório central para todos os seus dados de clientes e leads. Pode criar perfis abrangentes que incluem mais do que apenas informações de contacto - anexar propostas e contratos, utilizar etiquetas para agrupar clientes por características e ver uma cronologia completa de cada relação.

Com as funcionalidades de gestão de contactos do Nutshell, é possível:

• Importe dados de clientes, eventos de calendário e e-mails de qualquer fonte ou obtenha ajuda especializada com o serviço de importação de luvas brancas da Nutshell.
• 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.
• Acompanhe todos os e-mails, chamadas telefónicas e conversas com clientes para poder enviar mensagens que aumentem as conversões.
• 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:

• Crie públicos-alvo de marketing por correio eletrónico a partir dos seus contactos CRM para enviar as mensagens certas às pessoas certas.
• 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.
• Acompanhe as métricas de envolvimento do correio eletrónico, como as taxas de abertura e de clique.
• Combine o marketing por correio eletrónico com as outras ferramentas de geração de leads da Nutshell, como o nosso agendador de reuniões online, o criador de formulários Web e o criador de páginas de destino, para uma estratégia de marketing ainda mais forte.