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Plan Your Own Success
Kanban boards, popularized in applications such as Trello and Microsoft Planner, are a project planning visualization tool that helps...
A sales matrix is a simple way to identify opportunity. Think of all the products and services you offer and all of your existing the clients who use or could use those offerings. Arrange them in a matrix as follows:
Now in one chart you can quickly identify your sales opportunities by client account or solution. For example, Client A and Client B are opportunities to cross sell Office 365.
A sales matrix should identify your best-practices product solutions (or technology stack) for clients. Once you categorize a client based on industry, size, location or some combination, you should be able to fit them into your matrix and match them with the preferred solutions.
Spreadsheet-based sales matrixes are great tools when you have a smaller number of clients and a smaller number of products, but what happens when you are confronted with the following:
Sales matrixes are a great concept, but to work for most MSPs, they need to be able to:
A sales matrix properly implemented is one of the most valuable tools in the MSPs sales kit.
CloudRadial’s Account Planner feature delivers this capability in a way that also makes it easy to present to clients in the CloudRadial client portal. More importantly for MSPs, the Account Planner gathers and presents the data necessary to:
Best of all, the Account Planner is part of the integrated CloudRadial solutions and just one of many features that helps MSPs manage, engage and grow clients.
1 min read
Kanban boards, popularized in applications such as Trello and Microsoft Planner, are a project planning visualization tool that helps...
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