ArticleJune 4, 2024
Quote Like Speed Racer With These 5 Time-Saving Tips In Quoter
When you’re up at night, stressing about your business competition, do you ever think:
QuoterGrowthQuoting
Scott Bauer
Read post →
Blog
Practical guides, opinions, and field notes for MSPs working on customer success, compliance, quoting, backup operations, and growth.
114 articles
41 posts
All Posts
ArticleApril 18, 2024
Supercharge Your Quote-to-Cash Process by Asking These 7 Customer Questions
You’ve got all the details needed to improve your quote-to-cash process. Just ask your customers!
QuoterGrowthQuoting
Scott Bauer
Read post →
ArticleApril 8, 2024
Thinking of Quoter as the Sales Ops role in your business
Sales is much more than creating and sending a quote. It’s a collaborative process that is overlooked by many SMBs.
QuoterGrowthQuoting
Scott Bauer
Read post →
GuideMarch 21, 2024
What you lose when your sales quotes are inaccurate (and how to fix it)
Sales quotes are the foundation for customer relationships, financial stability, and maintaining a competitive edge. When these quotes are inaccurate, it can have significant negative consequences for your business.
QuoterGrowthQuoting
Scott Bauer
Read post →
ArticleMarch 15, 2024
Quote Tracking for Better Win Rates in B2B Sales
After the Quote is sent to the customer (or prospect) you’re one step closer to the sale!
QuoterGrowthQuoting
Scott Bauer
Read post →
ArticleJanuary 15, 2024
Looks matter: how professional sales proposals get you ahead of the competition
Usually, your proposal wins because of various factors, all jumbled together individually to your customer. Price, convenience, social proof, and flexibility are big players in decision-making.
QuoterGrowthQuoting
Scott Bauer
Read post →
GuideDecember 25, 2023
How to use Quoter to build better relationships in B2B sales
Building strong relationships is crucial in the world of B2B sales. The success of your business often depends on the connection you establish with your clients.
QuoterCustomer SuccessGrowth
Scott Bauer
Read post →
GuideDecember 22, 2023
How to introduce your customers to automated payment for recurring services
If you want to reduce administrative tasks and provide clients with an effortless experience, it’s time to consider automating payments for recurring services.
QuoterComplianceAutomation
Scott Bauer
Read post →
ArticleDecember 20, 2023
MSPs: The trick to building customer relationships (when you’d rather focus on tech)
Building customer relationships is essential to running a successful managed service provider (MSP) business.
QuoterCustomer SuccessGrowth
Scott Bauer
Read post →
ArticleDecember 18, 2023
MSPs: How (and why) to nurture better relationships with your existing clients
For managed service providers (MSPs), building strong relationships with existing clients is crucial to success.
QuoterCustomer SuccessGrowth
Scott Bauer
Read post →
ArticleDecember 15, 2023
5 ways Quoter helps MSPs retain clients while revising their service agreements
As Managed Service Providers (MSPs) strive to adapt to ever-changing client needs, it becomes essential to revise service agreements periodically.
QuoterCustomer SuccessGrowth
Scott Bauer
Read post →
ArticleDecember 11, 2023
MSPs: 9 clues it’s time to update your recurring service contracts
One area that often needs attention is your recurring service contracts. Reviewing and updating these contracts helps you meet your client’s evolving needs and stay competitive.
QuoterCustomer SuccessGrowth
Scott Bauer
Read post →
ScalePad Products
Explore the products behind the advice.
ScalePad products help MSPs standardize client work, reporting, risk, and growth workflows.