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Practical guides, opinions, and field notes for MSPs working on customer success, compliance, quoting, backup operations, and growth.

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A white bag with a dollar sign on it representing time-saving tips in Quoter, presumably because time is money.
GuideNovember 15, 2023

MSPs: How to use quote-to-cash automation to stay competitive

It’s been tough out there for many businesses. There’s plenty to lay awake and worry about.

QuoterGrowthAutomation
Scott Bauer
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Two meshing gears, one yellow and one white, each with yellow arrows in the centre that point to each other, representing automation in the
ArticleNovember 6, 2023

Automation for quote-to-cash: benefits & examples

Running a successful business requires efficient processes across all departments. Easier said than done, right?

QuoterGrowthQuoting
Scott Bauer
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Two cartoon lightning bolts that represent how one can have a lightning-fast quote-to-cash process for MSPs with Quoter.
ArticleNovember 3, 2023

One-person show? You can still have a lightning-fast quote-to-cash process with Quoter

For many, being a one-person show is living the dream. As your own boss, you can shape your destiny and create a business that reflects your unique vision and values.

QuoterGrowthQuoting
Scott Bauer
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A star floating above a yellow centre bar between two white bars, representing one of the qualities that could make you an MSP sales legend.
ArticleAugust 30, 2023

5 Qualities That Could Make You an MSP Sales Legend

In today’s competitive business landscape, mastering the art of MSP sales is crucial for success. While it may seem challenging, five qualities can help you shine in this role.

QuoterGrowth
Scott Bauer
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A cartoon of a man in a pith helmet wearing a collared short-sleeve shirt and a backpack facing a map on a round table that he's drawing an
GuideAugust 28, 2023

An MSP’s Guide to Networking and Building Relationships for B2B Sales

As an MSP, navigating the complex world of B2B sales entails more than just delivering reliable tech services.

QuoterCustomer SuccessGrowth
Scott Bauer
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Smiling cartoon character with a collared white polo shirt and a pith helmet waving a celebration cracker while sitting in front of a
GuideAugust 23, 2023

How To Make B2B Sales Less Terrifying and More Fun, Even If You Aren’t a ‘Natural’ At It

Selling can be daunting, especially in B2B, where hybrid and remote workplaces are increasingly common.

QuoterGrowth
Scott Bauer
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Handshake showing just two hands from the wrists, representing relationship-building with an MSP's B2B clients.
ArticleMay 24, 2023

8 Steps to Building Better B2B Relationships

In any type of business, your customers are your biggest asset. And maintaining a consistently great relationship with them is just as important in the world of B2B as it is for B2C companies.

QuoterGrowthQuoting
Scott Bauer
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Shining drawn graphic yellow gear icon connected to a three-way splitting process under it, with the right and left nodes represented by
ArticleApril 22, 2023

Top 6 CRM integrations to use with Quoter

A good CRM is an essential part of maintaining customer relationships. Up-to-date, rich detail on customer history turns into a powerful business asset over time.

QuoterCustomer SuccessGrowth
Scott Bauer
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Two overlapping yellow leaves inside a large drawn gear, representing smooth growth from standard operating procedures for MSPs.
ArticleNovember 15, 2022

Hiring New Sales Staff? Reduce Ramp Time With These 3 Standard Operating Procedures (SOPs)

But just because you do things a certain way doesn’t mean it needs to be chaotic or messy when it’s time to onboard new sales staff. You can ramp up your team more efficiently with standard operating procedures (SOPs).

QuoterGrowth
Scott Bauer
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MSP automation
ArticleNovember 9, 2022

MSP Automation: 5 MSPs Share Real-World Lessons on Automating for Growth

Automation in the MSP business can take many forms, but where is it having the biggest impact. We spoke with 5 MSP professionals to get their take on automation in the MSP industry.

QuoterGrowthQuoting
ScalePad
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