How To Get More Clients For Your IT Services Business
6
WAYS TO DOUBLE SALES AND CLIENTS
WithOUT Spending A Dime
ON MARKETING OR ADVERTISING
Need More Clients ? Better Clients ?
That is by far the # 1 question I get . There are hundreds , even thousands of ways . Most require significant financial investment . However , I ’ d like to give you 6 top ways to get more clients that won ’ t require you to spend a dime on advertising . They ’ re all here in this free report with bonus video training . Go to www . ToolkitLive . com / 6ways to get your free digital download .
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Go to www . ToolkitLive . com / 6ways for your FREE Report and Bonus Video Training
Make Sure Your Marketing System Has A CRM That Has …
• The ability to create custom fields and tags . Also , are there any limitations on creating these and on creating different field types ( data , drop-down , etc .)?
• The ability to have BOTH contact and company records AND the ability to sync data across the two . Many CRMs are “ contact-centric ,” meaning there may not even be company records , and if there are , data doesn ’ t sync across . If you change a contact ’ s Person Type field to Client , it should update the company and all contacts associated with the company as well .
• The ability to conduct Boolean searches and reports based on any of the criteria above ( location , industry , person type , services they have , etc .) and to create a list segment to target for a campaign or display on a reporting dashboard .
• The ability to have all leads that opt in to ANY web form be instantly entered into your CRM .
• An open API to connect with your PSA tool . Since your two powerhouse applications in your MSP will be your PSA tool and your CRM and marketing automation tool , it is critical ( for your sanity ) that the two applications connect to keep your two databases synced up . It is a terrible headache and a total waste of time to have to maintain two databases .
• The ability to create notes , appointments , and tasks to show all current , future , and historical data . You should be training all team members to put everything into your CRM ( again … if it ’ s not in your CRM , it didn ’ t happen ). This is so everyone knows what has happened with every contact and can find out in an instant . This also protects you . What if your key salesperson leaves and takes all the knowledge with them because they never put it into a CRM ? Also , preaching to the choir here , but make sure the CRM software has adequate backup !
• EXTREME “ user-friendliness .” You can have the best intentions and invest to make sure everything is in your CRM , but if it ’ s clunky , confusing , ugly , or dated , people won ’ t use it .
• Best practices support and training for MSPs about how to organize data to allow for an easy import and ongoing ease of use .
Getting all your data into one place and getting your entire team to use it can be tough , so be patient , do your research to choose the right tool , be diligent with training , be specific about what you want / need , use the resources provided to you by the software provider , and , most importantly , don ’ t procrastinate ! Start using a CRM now ! n
Full disclosure : We do have a horse in this race . We design , resell , and support an MSP-specific version of Infusionsoft ( a TRUE marketing system ) to our clients called Robin ’ s MAP Infusionsoft . For more info on MAP , check out MSPMarketingCRM . com .
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