The Business Benefits of an Integrated CRM Solution for Microsoft CSPs and MSPs

Since most partner businesses revolve around products and services, having such a solution makes it easy to get a birds-eye view of which products are currently being sold and at what price. By uploading the product catalog into the CRM system, partners can also have a detailed overview and visibility into best-selling products, what new features customers are looking out for, as well as what products aren’t working or need to be tweaked.

An integrated CRM-based solution is a great way to eliminate data and system silos. Instead of storing information about different products in different systems, a unified platform can help bring data from across the business – allowing partners to paint a more accurate picture of their product portfolio and unearth deeper insight into their products and services.

Having an integrated solution also helps in integrating different teams and departments. All enterprise functions – from marketing and sales to finance and accounting – can view the latest and most accurate information on the latest changes introduced by Microsoft, improve business agility and responsiveness, and make decisions that drive better customer experiences – as one team.

Partners that rely on an integrated solution are in a better position to make decisions keeping the product line in mind – and not just based on revenue. Depending on what changes and updates are launched, they can decide what products need to be launched at what price and what value-added services need to be offered for maximum conversion and satisfaction and minimum revenue leakage.

With an integrated CRM-based solution in place, partners can also automate product catalog creation – instead of manually making changes to their product portfolio. Since all updates happen automatically, subscription and billing errors can greatly be minimized. At the same time, partners can come up with offers and bundles accordingly, while also enhancing their upsell and cross-sell strategies.