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.
• Marca tus ventas potenciales más valiosas como Hot para que tu equipo pueda rastrearlas fácilmente dondequiera que aparezcan 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.
• Vea la fuente de cada cliente potencial y la etapa del embudo, además de qué acción debe realizar a continuación para cerrar el trato.

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 Actúa como un repositorio central para todos los datos de sus clientes y clientes potenciales. Puede crear perfiles completos que incluyan algo más que información de contacto: adjunte propuestas y contratos, use etiquetas para agrupar a los clientes por características y vea una línea de tiempo completa de cada relación.

Con Nutshell, puedes:

• Importe datos de clientes, eventos de calendario y correos electrónicos desde cualquier fuente, u obtenga ayuda de expertos con Nutshellservicio de importación de guante blanco.
• 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.
• Realice un seguimiento de todos los correos electrónicos, llamadas telefónicas y conversaciones con los clientes para que pueda enviar mensajes que aumenten las conversiones.
• 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:

• Cree audiencias de marketing por correo electrónico específicas a partir de sus contactos de CRM para enviar los mensajes correctos a las personas adecuadas.
• 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.
• Realice un seguimiento de las métricas de participación en el correo electrónico, como las tasas de apertura y clics.
• Combina el marketing por correo electrónico con Nutshellotras herramientas de generación de clientes potenciales, como nuestro programador de reuniones en línea, el creador de formularios web y el creador de páginas de destino, para una estrategia de marketing aún más sólida.