Customer relationship management (CRM) helps manage an MSP’s relationships and interactions with customers and prospects. The definitive goal of MSP CRM is to help improve business relationships, stay connected to customers, streamline processes, and grow profitability.
MSP CRM helps with contact management, productivity, sales management, and more. With the right CRM solution, MSPs can focus on its relationships with individuals — customers, service users, colleagues, or vendors — including finding new customers, winning new business, and providing support and services all through the business cycle.
MSP CRM makes growth efforts of MSPs more scalable. More importantly, it creates a single, easily manageable location with all data about current and potential customers, helping teams manage the business cycle more efficiently. MSP CRM acts as a single point of usage for MSP sales across contacts, campaigns, collateral, playbooks and operations.
Sales automation is the systematization of manual and arduous sales tasks using software, artificial intelligence (AI), and other digital systems and tools. Sales process automation in CRM helps sales reps spend less time on administrative tasks and focus more on connecting with and selling to prospects and customers. It also ensures that the sales process is uniform and streamlined.