Empower Your Business with Empellor CRM’s End-To-End MSP Solution

MSPs today face an increasingly complex customer landscape  that is pushing many to the brink. Commoditization pressures are rising, margins are shrinking, and intense competition is making it harder to stand out. If you don’t act now, your MSP risks becoming just another service provider in a crowded market. Offering great services isn’t enough anymore— you need a powerful, unified strategy that sets your business apart before it’s too late. Empellor CRM’s MSP solution is designed for you to rise above the competition, drive revenue and growth, and protect what you have worked so hard to build. Don’t wait until your margins are squeezed even further — the time to differentiate is now.

Revenue Flywheel

Click through the flywheel to uncover common challenges and solutions at each stage of the growth journey

Growth Strategy

Challenges:

Growth strategy is unclear, undefined, or not aligned.
Unable to execute growth strategy
Lack of Clarity on Metrics and Measures for Success
Commoditization of services increasing competition and decreasing margins
Increased competition due to elimination of geographic barriers

Solutions:

Be specific when defining and communicating “Where We Play/Win” in current and target markets, and with/for executive decision makers
Define specific “How We Play/Win” workstreams
Implement a decision-making framework that enable growth strategy
Build a roadmap, detailed plan, dashboards, and KPIs.

Next Steps:

●Obtain agreement on a defined and specific growth strategy
●Implement a communication and change strategy and plan
●Implement a growth roadmap and plan with timelines, and milestones.
●Secure investment to support the growth strategy – hard dollars, soft dollars, talent, etc.
●Define dashboards and KPIs that are relevant to your business goals.

Growth Strategy

Challenges:

Growth strategy is unclear, undefined, or not aligned.
Unable to execute growth strategy
Lack of Clarity on Metrics and Measures for Success
Commoditization of services increasing competition and decreasing margins
Increased competition due to elimination of geographic barriers

Solutions:

Be specific when defining and communicating “Where We Play/Win” in current and target markets, and with/for executive decision makers
Define specific “How We Play/Win” workstreams
Implement a decision-making framework that enable growth strategy
Build a roadmap, detailed plan, dashboards, and KPIs.

Next Steps:

●Obtain agreement on a defined and specific growth strategy
●Implement a communication and change strategy and plan
●Implement a growth roadmap and plan with timelines, and milestones.
●Secure investment to support the growth strategy – hard dollars, soft dollars, talent, etc.
●Define dashboards and KPIs that are relevant to your business goals.

Filling the Pipeline

Challenges:

Sales team spends time farming and not hunting
The phone is not ringing. No inbound leads
Everyone is a target. No focus or strategy
Go-to-market strategy not aligned to growth strategy

Solutions:

Implement a framework of defined market segments and customer targets
Focused content strategy
Embed and cascade growth roadmap and plan into the selling and marketing budget, plan and metrics
Align the right sales resource to the right segments and targets

Next Steps:

●Build, update, refine your market segmentation strategy, Product and Service Portfolio Strategy
●Implement an integrated growth strategy and plan that specifies prioritized segments, target companies and buyers within those segments, the key messaging and value propositions for each, and the assignments for each selling resource
●Create pricing strategies for products and services that align with growth strategy
●Train and enable selling resources to lead with Ideas

Increasing Opportunity Velocity and Conversion

Challenges:

Bloated pipeline: every deal is an opportunity to be pursued
Quoting process is manual, siloed, or reliant on spreadsheets
Unpredictable sales cycles
Leads falling through the cracks
Pipeline leakage
Renewal management is manual, nonexistent, or always late
Difficulty in adopting and managing flexible pricing strategies to improve margins and increase customer retention

Solutions:

Establish Dynamics 365 Sales as your pipeline “source of truth”
Optimize lead management utilizing Dynamics 365 Sales standard features
Implement explicit lead qualification criteria
Automate your quoting process with Experlogix CPQ
Leverage Work 365 to manage the entire renewal and recurring revenue lifecycle from sales through billing
Establish sales and marketing KPIs that drive proactive decisions and engagement

Next Steps:

●Clean up your pipeline - get rid of the fiction, fluff, and the spreadsheets
●Establish clear, consistent, and measurable lead qualification criteria
●Align your sales process from the perspective of the customer’s buying journey by type of opportunity (i.e. stop treating every deal the same)
●Enable your selling resources through proper pipeline management
●Streamline your sales process by leveraging Dynamics 365 Sales and automation, removing non-value-add “stuff” that provides an optimal customer buying experience
●Standardize contract structures and guidelines across your product and service lines to accelerate the quoting process

Strategic Account Management for Revenue Expansion

Challenges:

The onboarding and implementation teams are often surprised by what was sold
Customers often demonstrate “buyer’s remorse”
Too many or too few people are interacting with your customer accounts
Struggle to expand customer revenue - lack of insight equates to lack of expansion
Resources are allocated to the biggest accounts vs. the “best” accounts for revenue growth
Customers have to call for everything - no ability to self service

Solutions:

Within Dynamics 365 Sales, establish a 360-degree view of all customer data: opportunities, quotes, orders, contracts, subscriptions, invoices, services and support
Every interaction is an opportunity to expand revenue
Use AI to measure customer satisfaction early and often, automatically feeding negative sentiment to account managers
Implement account plans that are action oriented and outcome driven
Implement a culture of everyone sells and has a role in revenue growth
Align your account ranking to focus on future growth and alignment to growth strategy
Implement data-driven insights that drive account plan outcomes
Allow customers to self-service for common needs and requests

Next Steps:

●Formalize a repeatable onboarding and adoption playbook
●Implement an activity-based customer relationship model to enable Account Management Executives to hold their team responsible and enable account managers to meet the needs of the business
●Implement and hold account leaders/managers to target outcomes according to action-oriented account plans
●Train and enable account leaders/managers and account teams on the required expectations, goals and outcomes for their accounts
●Segment accounts based on current and future value vs. size
●Update compensation plans and corresponding job/role expectations
●Enhance your customer portal to provide simple and seamless self-service for subscriptions and renewals

Connecting Service Excellence to Revenue Growth

Challenges:

Inefficient or non-existent process for directing revenue opportunities from Customer Support or Delivery to Sales
Field service platform is disconnected from CRM
Delivery resources do not know how and/or feel it is their job to grow and expand accounts
Project management and delivery is siloed and disconnected from sales process
Change order process is complicated and inefficient
Account management has little to no insight into delivery issues or customer concerns

Solutions:

Connect Dynamics 365 Sales to customer support system to streamline revenue opportunities identified by Customer Support or Delivery
Automate provisioning of subscriptions with Work 365 – speed is perceived as value
Integrate your customer delivery system with Dynamics 365 Sales to provide project insight to sales team and account managers
Utilize Dynamics 365 Project Operations to manage projects and entitlements
Improve forecasting demand and capacity optimization to recover lost and or “leaked” revenue
Leverage the integration between Dynamics 365 Sales and Dynamics 365 Business Central to optimize your change order process
Connect sales and purchasing using the tight integration between Dynamics 365 Sales and Dynamics 365 Business Central

Next Steps:

●Improve forecasting system, processes and tools with best-in-class forecasting in Dynamics 365 Sales
●Update/refine performance management metrics for delivery resources
●Train and enable delivery resources on the required expectations, goals and outcomes for being part of account teams
●Update compensation plans and corresponding job/role expectations, if necessary

Strategic Revenue Planning and Forecasting

Challenges:

Sales team is technically skilled but inexperienced in sales, spending more time waiting vs engaging
Sales process is disconnected from customer’s buying experience
Do not have standardized pricing and consistent deal margins
Many services are customized/tailored to individual customer needs slowing quoting process and complicating delivery
Unable to accurately predict demand for services
Revenue forecasts are manual and not trusted
Managing finances becomes overwhelming with growth

Solutions:

Elevate the sales team training to highlight linkages between specific business functions and the revenue impact of roles within those functions
Train and communicate broadly the revenue lifecycle, highlighting linkages between contracts, revenue booking and revenue invoicing/billing
Optimize pricing guidelines
Utilize Dynamics 365 Sales to improve forecasting accuracy
Utilize Dynamics 365 Business Central for financial data centralization, process automation, and real-time business insights
Enable data-driven decision making with Power BI-enabled data analytics

Next Steps:

●Implement revenue lifecycle management training
●Implement robust forecasting and scheduling systems
●Implement dynamic pricing strategies based on demand and capacity
●Implement role-based revenue management dashboards containing KPIs, metrics, progress and outcomes aligned to strategic goals

Why Dynamics 365 for MSPs?

As an MSP, you need more than just a CRM. You need a fully integrated platform that aligns every aspect of your business—from sales and marketing to service delivery and finance—so you can scale effectively and deliver exceptional client experiences. With Dynamics 365 and our partner solutions, you’ll gain:

Revenue-Driven Growth: Tap into every revenue touchpoint within your organization. From marketing and lead management to sales enablement, renewal tracking, and account planning, Dynamics 365 provides a complete view of your customers, ensuring you maximize every revenue opportunity.
Data-Powered Decisions: Leverage Power BI and the Microsoft Power Platform to transform raw data into actionable insights. Whether you’re forecasting sales or managing projects, real-time analytics help you make informed, strategic decisions that drive measurable outcomes.
Unified Data and Operations: Break free from siloed systems. Dynamics 365 integrates seamlessly across all your operational areas—sales, marketing, service, project management, finance—giving you a single source of truth for your business and your customers.
Tailored Solutions: Built on the robust Dynamics 365 foundation, our specialized partner solutions take your revenue pipeline to a new level. Automate subscription management and recurring revenue tracking with Work 365 and simplify complex quoting processes with Experlogix CPQ. Together, these integrations let you streamline operations, increase efficiency, and close deals faster.

Comprehensive Solutions for MSPs

We understand that every MSP operates differently, which is why we develop a customized roadmap tailored to your business. Whether you need to implement everything at once or prefer a phased approach, Empellor CRM will work with you to roll out a strategy that maximizes impact and minimizes disruption.

Our Solution Includes:

D365 Sales

Accelerate your sales process with AI-driven insights, streamlined workflows, and real-time data that empower your team to build stronger relationships, close deals faster, and drive revenue growth.

D365 Project Operations

Streamline project management from start to finish with real-time visibility, smart resource allocation, and financial insights that ensure your projects are delivered on time and on budget.

D365 Customer Service

Deliver exceptional support experiences with tools that empower your teams to resolve issues faster, anticipate customer needs, and build lasting loyalty through AI-powered insights and intuitive workflows.

D365 Business Central

Simplify business operations with a comprehensive solution that unifies finance, supply chain, and operations, helping you adapt to market changes and fuel growth effortlessly.

Work 365

Eliminate revenue gaps and streamline subscription management with ease. Work365 empowers you to seal up hidden leaks, ensuring sustainable growth and reliable recurring revenue.

Experlogix

Transform your quoting and SOW generation with advanced automation. Experlogix streamlines the process, boosting speed, accuracy, and customer satisfaction every step of the way.

Copilot

Unleash the power of AI to automate repetitive tasks, uncover transformative insights, and deliver intelligent recommendations at every step. Empower your team to work smarter, innovate faster, and focus on what truly drives success.

Data Analytics

Transform raw data into meaningful insights with interactive dashboards and advanced visualizations that help you make data-driven decisions and uncover opportunities across your organization.

Customer Insights: Journeys

Craft personalized customer journeys that resonate. Engage your audience with tailored messaging, seamless automation, and AI-driven insights to deliver the right message at the right time, every time.

Customer Insights: Data

Harness the full power of your customer data to deliver tailored experiences and anticipate needs before they arise, driving deeper connections and smarter decisions.

Accelerate your growth strategy via go-to-market optimization, refined value propositions, strategic account management, and revenue management. McMann & Ransford leverages proven methodologies to transform product-focused companies into solution-led enterprises to achieve lasting revenue growth.

With these powerful tools, your MSP can break down barriers, unify your teams, and create a connected, data-driven operation that drives growth and customer loyalty.

Strategic Implementation: Maximizing Benefits, Minimizing Impact

At Empellor CRM, there’s no such thing as a one-size-fits-all rollout. Instead, we craft a tailored implementation strategy that meets your business exactly where it is, delivering immediate, meaningful improvements without disrupting your operations. Whether it’s enhancing your sales pipeline, refining customer support workflows, or automating your billing process, we’ll focus on the changes that yield the greatest return right away. As you move through each phase, you’ll gain measurable results that power long-term, sustainable growth. And with the Dynamics 365 foundation enhanced by Microsoft Copilot, you’ll tap into advanced AI capabilities—automating repetitive tasks, elevating customer interactions, and harnessing predictive insights to stay one step ahead.

Our Trusted Partners

To go beyond the capabilities of Dynamics 365, industry-leading experts have aligned to bring you unparalleled innovation and strategic insight. Each of the partners contributes unique strengths and specialized solutions, ensuring that every aspect of your business operates in perfect harmony:

Focused on more than just technology, Empellor CRM infuses business strategy directly into your CRM framework. The result? A holistic transformation that drives execution on strategic goals and directly fuels revenue growth. Learn More

Supercharge your quoting and SOW generation with Experlogix. Purpose-built to transform the quoting experience, their advanced quoting and document automation platform enhances speed, accuracy, and overall customer satisfaction. Learn More

Tackle hidden revenue leaks head-on. Work365’s solution streamlines subscription management and eliminates revenue gaps, paving the way for sustainable, recurring income. Learn More

Move beyond technology. With McMann & Ransford, gain proven strategies that prompt meaningful action, accelerate your growth trajectory, and deliver measurable results.
Learn More

Connect your finance team to the broader business. Queue Associates integrates financial management into your full operational stack, increasing productivity and profitability across the enterprise. Learn More

Ready to Transform Your MSP?

Don’t wait for the competition to leave you behind. The longer you delay, the more you risk falling into commoditization — where clients see your services as just another option, easily replaced by the next provider. Empellor CRM’s Dynamics 365 solution is the key to unlocking your full potential.

Empower Your Business with Empellor CRM’s End-To-End MSP Solution

Revenue Flywheel

Growth Strategy

Challenges:

Solutions:

Next Steps:

Growth Strategy

Challenges:

Solutions:

Next Steps:

Filling the Pipeline

Challenges:

Solutions:

Next Steps:

Increasing Opportunity Velocity and Conversion

Challenges:

Solutions:

Next Steps:

Strategic Account Management for Revenue Expansion

Challenges:

Solutions:

Next Steps:

Connecting Service Excellence to Revenue Growth

Challenges:

Solutions:

Next Steps:

Strategic Revenue Planning and Forecasting

Challenges:

Solutions:

Next Steps:

Why Dynamics 365 for MSPs?

Comprehensive Solutions for MSPs

Our Solution Includes:

D365 Sales

D365 Project Operations

D365 Customer Service

D365 Business Central

Work 365

Experlogix

Copilot

Data Analytics

Customer Insights: Journeys

Customer Insights: Data

Strategic Implementation: Maximizing Benefits, Minimizing Impact

Our Trusted Partners

Ready to Transform Your MSP?

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