The first of two posts covering how MSPs can capitalize on the features of Kutenda to enhance their use of the ConnectWise PSA.
Last week at the ConnectWise Summit in Orlando, I had many opportunities to talk to MSPs about how they use ConnectWise to close sales. As this was the first time many MSPs had ever talked to us about how Kutenda helps grow their businesses, it brought up a good question that many of you asked: How do you use Kutenda to uncover sales opportunities if you also use ConnectWise Tracks to do the same thing?
Kutenda is a great tool to help you manage the front end of the sales process, because it helps you to automate that long sales cycle familiar to most managed services providers. Let me explain what I mean.
When a prospect for one of your services expresses interest, one of three things might happen:
1. You call/meet, write a proposal and they sign up (best-case scenario)
2. You call/meet, spend time with the back-and-forth negotiation, the deal dies for any number of reasons
3. You call/meet, realize that the customer doesn’t have a need or doesn’t have the budget
How do you manage the people in scenario two or three? Continuing to call or meet with them might very well be a waste of time for right now, because they may not be ready to buy. Or, maybe they expressed interest in data recovery services, but won’t actually buy data recovery (they might be a better candidate for Help Desk services, for example). If you’re scheduling activities in Tracks for these two prospects, your salespeople are spending time on prospects who aren’t ready to buy.
Kutenda helps you to move those prospects into a ready-to-buy position by giving you a way to automate your follow-up. Here’s what that process looks like:
1. Educate your prospects: Your prospects and customers aren’t spending hours reading your web site to learn about all the other wonderful services you offer. So, you need to let them know—regularly. First thing to do is send them monthly e-newsletters that position you as the expert in managed services, so they know to think of you when they have a business problem you can solve. Kutenda writes a regular e-newsletter for managed service providers—all you have to do is send it.
2. Tell them how you can help them: If a prospect expressed interest in one service, he or she may not know what else you do (I hear this all the time from MSPs—they sell a customer on manageConnectWise services, and the customer buys a VoIP system from someone else, because the customer doesn’t know they offer VoIP). You need to tell them AND make attractive offers to generate interest in those other services. How? By sending them regular offers through email so they understand the other ways you can solve their business problems. Kutenda helps you do this too: We’ve got ready-to-launch campaigns for BDR, Help Desk, Network Management and more, updated monthly, which you can set up to go out automatically.
Once someone has expressed interest in starting a conversation, that’s when you move them into ConnectWise and psuh them through the last parts of the sales process. Using Tracks to help your sales team manage follow-up tasks toward the end of the sales cycle (the last 20 percent) and Kutenda to automate the lead-up (the first 80 percent) makes the entire sales cycle—from initial prospect to closed sale—easier to manage and more efficient for your sales team.
In part two: How Kutenda helps you generate more leads to put into your sales pipeline.