As an MSP, there are chances that you rely heavily on Microsoft Excel or similar spreadsheet tools to keep track of your leads, customers, and business in general. While spreadsheets are a great tool for businesses, here are a few reasons why they are not the best marketing, sales or CRM tool out there.
Spreadsheets need to be updated
Let’s start with the biggest challenge. Spreadsheets need updating. For example, when a lead gives you an appointment or attends a demo, or even converts, you have to manually update the spreadsheet with the new milestone. Between attending your clients and running your business, do you really have the time for that?
Security is a concern
As an MSP you know the importance of data security and accessibility. When you share a spreadsheet with others, you may be able to prevent others from making edits, but ensuring one person’s data is not visible to another using the same spreadsheet can be a challenge. Plus, there’s the fear of Personally Identifiable Information (PII) of your leads being leaked if your spreadsheet is hacked.
Spreadsheets tell you what you already know
Like we said before, spreadsheets show the data you input. Sure, it is capable of some calculations, but the spreadsheet’s capability to judge probabilities, analyze the data and make intelligent decisions for you is limited. For example, a lead opens a marketing email from you. There’s no way for your spreadsheet to know this happened unless you update it with the information. Let’s say you do. What next? It won’t prompt you on the next course of action.
So,what’s the solution?
Now that we have discussed some key reasons why a spreadsheet is not the right tool for your marketing activities, let’s look at what is. The answer is, a powerful MSP marketing and sales enablement platform which has the ability to-
- Track your lead’s activities and update you of the key milestones, so you know when they open an email, click on a link or check out your website.
- Carry on with your MSP marketing and sales activities even as you are busy working in your business. For example, someone downloaded your whitepaper, maybe the system can follow up with an email that has a link to your blog.
- Create a secure environment for all your MSP marketing and sales activities through data encryption, access and permission control settings.
Mindmatrx’s MSP Advantage Program comes with one such powerful MSP marketing and sales enablement platform that does all of these and more! Please visit www.mspadvantageprogram.com to learn more or contact us today.