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

114 articles

114 posts

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Cartoon man with a clipboard in the foreground with three checkmarked process boxes behind him representing an MSP staff training process
GuideNovember 24, 2023

How to train new staff into your new quote-to-cash process

The quote-to-cash process is a critical aspect of any business. It is the backbone of revenue generation and customer satisfaction.

QuoterGrowthQuoting
Scott Bauer
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Three yellow arrows pointing up like a bar chart, the centre being the longest, representing an elevated quote to cash experience for an
GuideNovember 22, 2023

How to elevate the quote-to-cash experience for existing MSP clients

In the competitive world of managed service providers (MSPs), ensuring an exceptional quote-to-cash experience is key to retaining existing clients.

QuoterGrowthQuoting
Scott Bauer
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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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Data security
ArticleAugust 17, 2023

Cyber insurance and compliance: Why MSPs need both

With the ever-growing threat of cyberattacks, cyber insurance is a must-have for MSPs and your clients. Fortunately, maintaining compliance can help reduce cyber insurance rates.

ControlMapComplianceSecurity
Evan Pappas
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ControlMap SOC 2 audit readiness assessment guide
GuideAugust 2, 2023

SOC 2 readiness assessment: A complete guide to getting ready for a successful SOC 2 audit

Is your MSP interested in SOC 2 compliance? Jump-start the process with our complete SOC 2 assessment guide!

ControlMapComplianceSecurity
Evan Pappas
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Cognition360 Business Intelligence
ArticleJuly 6, 2023

Overcoming growing pains: Scale up your MSP with business intelligence software

Every MSP experiences growing pains as they scale. With business intelligence metrics, you can identify the source of these pains before crafting a solution.

Cognition360Growth
Evan Pappas
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IT Asset Management Guide ITAM
GuideJuly 5, 2023

The Definitive IT Asset Management (ITAM) Guide

IT Asset Management (ITAM) is an important part of an MSP. Learn about what ITAM is from procurement to disposal to help manage your clients better.

Lifecycle ManagerCustomer SuccessAsset Lifecycle
Evan Pappas
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