New Feature: Automate myITprocess Client Onboarding by Leveraging IT Glue Integrations

The close of a sale is a celebratory occasion. After signing the contract, most companies might open a bottle of champagne or give a round of high-fives to celebrate the glory new revenue brings. It’s a joyful moment.

However, this moment is often short-lived since the onus is then on your team to deliver the best client onboarding process possible. Plus, there are a million tasks your team must accomplish to ensure a successful and happy engagement.

Onboarding a client is no easy task but with our latest IT Glue integration, myITprocess, onboarding will be a breeze.

By leveraging the IT Glue Organization information pulled from their growing list of PSA and RMM integrations, clients are automatically created in myITprocess, making the client onboarding process seamless.

You can also leverage your IT Glue integration to give you even more time savings. 

You can save over 50% of your time by having your IT Glue Core and Flexible Assets information handy while you conduct your technology assessment. By attaching the IT Glue Core and Flexible Assets directly to the specific question under consideration during the assessment, you can see at a glance all the details that may bring to light any out-of-alignment issues. Then, you can quickly and easily turn these out-of-alignment issues into a prioritized technology roadmap for your clients.

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myITprocess Feature Release: Client Overview Report

In an era where we have so many initiatives, prioritizing the key activities that make the biggest impact on your bottom line is extremely important.

The new myITprocess Client Overview Report provides a holistic view of all clients managed over all areas of vCIO technology assessments, including security, compliance, hardware, and software. This enables myITprocess users to prioritize clients or services that will make the biggest impact on their business bottom line and allow them to successfully plan out short-term and long-term goals and plans.

The myITprocess Client Overview Report helps users identify in one single view:

  • Who is your biggest opportunity and priority?
  • What technology is your biggest opportunity and priority?
  • Where is the risk for you as an MSP?
  • Which piece of technology is not managed, or which client has more areas of risk?

The Client Overview Report illustrates this by showing you a list of vCIO technology assessments and how each client scores based on these assessments.

  • Red = Weakness identified in technologies assessed
  • Yellow = Improvements are needed in technologies assessed
  • Green = Technology is aligned, and no further actions are required

The Client Overview Report provides default percentages that correspond to the associated red, yellow, and green colors to help identify your focal points and priorities. MSPs also have the option to customize the percentages to fit their own unique business requirements.

To view the Client Overview Report in myITprocess, click on Reports > Client Overview Report. For more information on this feature, check out our Knowledge Base. For more information on myITprocess, click here. We are confident that this new feature will help our existing users have further success when utilizing the myITprocess software.

Kaseya’s Powered Services Pro Supercharges MSP Sales and Marketing Efforts

Platform enhancements include new product sales certifications and Done-4-U social media services that make it even easier for MSPs to grow profits and expand their customer base 

March 17, 2022—Miami, FLKaseya®, the leading provider of unified IT management and security software for managed service providers (MSPs) and small to medium-sized businesses (SMBs), today announced significant upgrades to Powered Services Pro. The sales and marketing enablement platform helps MSPs to better overcome sales objections and earn new business through new enhancements like product sales certifications, the Powered Services Supercharge Forum, Done-4-U social media services and the addition of the TruMethods framework to the platform. 

“As the former CEO of an MSP, I understand the challenge of creating effective sales and marketing campaigns while juggling technical troubleshooting and client needs,” said Dan Tomaszewski, SVP of Channel and Community at Kaseya. “These new features give MSPs the tools they need to sell and market more effectively and provide them with a support system to achieve their business goals. We’ve quadrupled the size of our team in the last two years to provide top-tier guidance for MSPs looking to take their business to the next level.” 

While MSPs are experts on the technical aspects of their solutions, they often struggle to communicate their value proposition to end users due to a lack of sales and marketing training and constraints on their time. MSPs can better navigate the sales process with Powered Services Pro’s 14 new sales certifications designed to help close more deals—with more to come over the next few months. Additionally, the platform now offers Semel Systems compliance training from industry expert Mike Semel to help organizations build a profitable compliance-as-a-service business.  

The industry-leading TruMethods framework has also been added to Powered Services Pro to help MSPs with operational efficiency, pricing and packaging, business planning and more. Gary Pica’s time-tested framework has allowed thousands of MSPs to thrive and will continue to be enhanced with new content and resources through the Powered Services Pro platform.

Additionally, Powered Services Pro has enhanced its one-on-one coaching program Goal Assist with new Partner Plans that allow MSPs to set an overarching sales and marketing strategy with guidance from a dedicated Channel Enablement Manager. The platform also now offers Done-4-U social media capabilities that simplify social media management for time-stretched MSPs—ensuring they can focus on other priorities while taking advantage of new leads generated through social channels. To help further support users, Kaseya created the Powered Services Supercharge Forum as a resource for MSPs to share their best practices and challenges with thousands of like-minded business owners around the globe while interacting with coaches on the Powered Services Pro team. 

For more information on Powered Services Pro, visit https://www.kaseya.com/managed-service-providers/powered-services/. 

About Kaseya

Kaseya is the leading provider of unified IT management and security software for managed service providers (MSPs) and small to medium sized businesses (SMBS). Through its open platform and customer-centric approach, Kaseya delivers best in breed technologies that allow organizations to efficiently manage, secure, and backup IT. Kaseya IT Complete is the most comprehensive, integrated IT management platform comprised of industry-leading solutions from Kaseya, Unitrends, RapidFire Tools, Spanning Cloud Apps, IT Glue, ID Agent, Graphus, RocketCyber and TruMethods. The platform empowers businesses to command all of IT centrally; easily manage remote and distributed environments; simplify backup and disaster recovery; safeguard against cybersecurity attacks; effectively manage compliance and network assets; streamline IT documentation, and automate across IT management functions. Headquartered in Miami, Florida, Kaseya is privately held with a presence in over 20 countries. To learn more, visit www.kaseya.com.

3 Ways for MSPs to Build Business Acumen

Many MSP owners lack business acumen skills, but that’s not entirely their fault.

MSP owners typically start off as technicians before becoming business owners. The skillset required to succeed for each role is vastly different. Once they come to this realization, they oftentimes look to hone their business acumen skills through a variety of means.

There are three ways for you to begin building your business acumen.

Figure out how your customers make money

Remember: You’re not in the technology business as an MSP. You’re in the business of helping your customers with achieving their business objectives. That’s how you generate monthly recurring revenue (MRR) at the right price (and become a World Class MSP). But how exactly do you help your customers with overcoming their business challenges? You must first understand how they themselves generate revenue. In other words, how do they make money? Who are their customers primarily? Are their customers consumers or other businesses? By finding out how your customers generate revenue, you can better position yourself as not only a trusted IT advisor but also a business consultant to them.

Find a mentor or peer group

If you’re not a business expert, you’re not alone. Like many MSP owners, you probably started as a technician. At some point, you decided to open up your own shop. Eventually you realized the importance of implementing processes and looked for some outside guidance, as many MSP owners do. Turning to a mentor or joining a peer group is one of the easiest ways to help you with overcoming business challenges you’re unfamiliar with. There are MSP owners who’ve already gone through what you’re going through today. There’s no reason to reinvent the wheel when there are other MSP owners with the answers to your business problems.

Educate yourself on your verticals

Again, technology is your business, not the customer’s. If you specialize in verticals, educate yourself on what’s going on in them. Attend industry conferences, read industry publications, skim industry blogs, speak to industry thought leaders and listen to industry podcasts to learn more about what’s being discussed, day-to-day challenge and top trends. If you don’t know where to begin, reach out to your customers. They know their industries better than you.

While you may feel like you don’t have the time to build business acumen, you do. There’s time in your schedule; you just need to find it. If you need to hire someone, do it. If you can automate manual tasks, hire a vendor to help you. Without a strong business acumen, your business will never reach its full potential.