As a Managed Service Provider owner, you likely have several essential tools that help you manage your service delivery.
Tools like ConnectWise, Autotask and Halo are fantastic for running the operational side of your business smoothly. But when it comes to sales and marketing, the tools that have tried to implement those features have left a lot to be desired.
In our search to find a way to automate tedious sales and marketing tasks (and maximize their efficacy) while integrating with key operational tools, we have found that HubSpot is a top solution for our MSP clients.
If you’re like most MSPs, your sales process tends to be pretty manual. For every email, phone call or follow-up, there is information that has to be logged by hand. And if you don’t have a dedicated sales team or you’re running your business on your own, all of that documentation can get overwhelming.
The time it takes to manage sales conversations, track who you’ve spoken to and remember to follow up can add up fast. With everything else on your plate, it’s easy for things to fall through the cracks.
That’s where HubSpot comes in. Unlike other platforms, HubSpot automates all of that tedious logging for you. Every interaction you have – whether it’s an email, phone call or a meeting – is captured automatically and saved to the correct contact and company within HubSpot.
All of your sales conversations and follow up tasks are tracked in one place, without any additional manual work.
Finding new leads is just the beginning. As a business owner, you know how crucial it is to follow up, and continue to nurture those leads. But staying on top of those follow-up interactions – for every lead and client, all at varying stages of the buying process – can be a major time commitment.
With the HubSpot CRM, all of your sales conversations and follow up tasks are tracked in one place, without any extra effort.
HubSpot documents every touchpoint, and sends follow-up reminders to your or your team automatically. That way, your important leads won’t fall through the cracks, and you’ll make sure your clients are receiving the attention and assistance they deserve. You’ll never miss an opportunity because the system does the heavy lifting for you.
Closing the deal can be more challenging for MSPs than other businesses. It’s a competitive market, and your potential client will want to know that you are responsive, trustworthy and organized before they sign on with you.
HubSpot allows you to build out high-quality sales funnels that can help you capture leads in exchange for valuable content like ebooks, guides or webinars. From there, automated sales sequences can continue to keep your leads engaged, even if they’re not ready to buy just yet.
With consistent follow-ups and a streamlined sales process, you’ll be able to show your leads that they won’t get lost in the sea of other clients.
Whether you already have a professional services automation (PSA) that you love or you’re looking to start over with a new system, HubSpot can do both seamlessly.
When you bolt HubSpot to the front end of your existing PSA, its simple integrations allow you to keep your current system, but enhance it with HubSpot’s features and functionality.
If you opt to run HubSpot on its own, you can add on additional compatible tools as your team finds its footing with the software. But right off the bat, you will automatically get the full picture of your prospect and client interactions and the reporting on all of your sales activities.
HubSpot is built to help MSPs succeed. It simplifies your sales and marketing processes, so you can scale efficiently without the added stress.
Reach out to us directly or connect with your HubSpot rep to learn more about how HubSpot can help your MSP grow better.