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.
• Markera dina mest värdefulla potentiella försäljningar som heta så att ditt team enkelt kan spåra dem var de än dyker upp 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 varje leads källa och trattstadium, plus vilka åtgärder du behöver vidta härnäst för att avsluta affären.

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 fungerar som ett centralt arkiv för alla dina kund- och leaddata. Du kan skapa omfattande profiler som innehåller mer än bara kontaktinformation – bifoga förslag och kontrakt, använd taggar för att gruppera kunder efter egenskaper och se en fullständig tidslinje för varje relation.

Med Nutshells kontakthanteringsfunktioner kan du:

• Importera kunddata, kalenderhändelser och e-postmeddelanden från vilken källa som helst, eller få experthjälp med Nutshells importtjänst för vita handskar.
• 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.
• Spåra varje e-postmeddelande, telefonsamtal och konversation med kunder så att du kan skicka meddelanden som ökar konverteringarna.
• 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:

• Skapa riktade målgrupper för e-postmarknadsföring från dina CRM-kontakter för att skicka rätt meddelanden till rätt 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.
• Spåra mätvärden för e-postengagemang som öppnings- och klickfrekvenser.
• Kombinera e-postmarknadsföring med Nutshells andra verktyg för att generera leads, som vår schemaläggare för onlinemöten, webbformulärbyggare och skapare av målsidor, för en ännu starkare marknadsföringsstrategi.