hear from the experts

In today’s fast-evolving landscape, running a Managed Service Provider (MSP) or Managed Security Service Provider (MSSP) business is more challenging than ever. Industry experts in CRM, billing, subscription management, automation, data, and AI discuss the critical changes MSPs must make to stay ahead. This roundtable uncovers how the latest tools and strategies are vital for survival—and what happens if you don’t act now. Discover the key insights and expert advice that could make or break your business in this must-read discussion.

Are you still relying on Excel for managing quotes, proposals, and customer data? For MSPs and MSSPs, Excel might seem convenient, but it’s a hidden danger. Disconnected data, errors, and “Franken-sheets” are slowing your business down, creating silos, and putting valuable knowledge at risk. In today’s competitive landscape, you can’t afford these inefficiencies. Discover why shifting to a CRM like Microsoft Dynamics 365 is critical to streamline operations, eliminate silos, and safeguard your business’s future. Don’t wait until it’s too late—find out how to avoid falling behind.

In this segment the group delves into maximizing the potential of customer data to drive business growth. It addresses the challenges of data fragmentation and the importance of creating a unified customer view through Microsoft’s innovative Customer Data Platform (CDP) layered on a data lake. The episode highlights the transformative power of advanced analytics for personalized customer interactions, streamlining sales operations with Configure, Price, Quote (CPQ) tools, and ensuring data consistency. Additionally, it explores strategies to reduce churn and boost renewals by leveraging comprehensive customer insights. By integrating these advanced tools and strategies, businesses can attract, transact with, and retain high-value customers, ultimately driving long-term revenue growth. 

Are you leaving money on the table by ignoring the rapid changes reshaping the MSP landscape? With private equity firms investing heavily in AI and tech, competitors are poised to outpace those who don’t act now. COVID-19 broke down geographic barriers, and customers now demand seamless, self-service solutions. If your data isn’t centralized and ready for AI-powered tools like Microsoft Copilot, you’re at risk of being left behind. Discover why standing still in today’s market means falling behind—and why now is the time to act before it’s too late. Read more or watch the video to learn how to stay ahead.

Are you letting valuable data work against you instead of driving growth? In this insightful discussion, industry experts break down why ignoring your data could be the most costly mistake you make. Tackling a big transformation may seem overwhelming, but waiting is far worse. Discover how starting small, centralizing your systems, and taking immediate action can lead to massive ROI. Learn the key steps to avoid wasting time and money, and turn your data into a powerhouse for success. Don’t risk falling behind—find out how to take that first bite and transform your business.

Discover the two game-changing takeaways that could transform your business growth: the power of measuring KPIs and the systems needed to scale recurring revenue. If you’re not tracking your progress or adapting quickly, you could be leaving money on the table. Learn how to pinpoint issues, improve processes, and unlock new growth opportunities. Don’t miss out—watch the full video to see how these insights can boost your success.

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