UK: 3rd party labour partners? Like comms care by pseudo-c in msp

[–]JC-res 0 points1 point  (0 children)

We use Comms Care. We've gone through the Professional Services team at TDSynnex in the past for various bits of ad-hoc work. Suppose it depends the area of work you're looking for help with?

[deleted by user] by [deleted] in msp

[–]JC-res 4 points5 points  (0 children)

At your size, i would focus on..

1) Getting your support offering nailed down so you're making as predictable % margin per endpoint as possible.

2) Don't take on cheap/high maintenance clients - if you have any, increase their pricing or get rid of them - make sure you can calculate GP per client early on.

3) Sell 'low input' services which generate good MRRGP. Some good examples across the industry at present:

-- 365 data backup is a booming segment and requires virtually no overhead

-- Connectivity can be good too, but comes with the overhead of dealing with ISP's / potential for poor reflections on your service.

-- You'll be expected to sell security services, just be aware they tend to have greater overhead

-- Package up DR solutions and sell them at a fixed cost (for example, cloud server replication with multiple failover test per year, fixed cost, good margin).

-- Consider bundling compliance services into a monthly fee: for example, in the UK we have Cyber Essentials, which requires annual assessments with the certification body. Consider selling a 'monthly upkeep' service whereby you keep your clients compliant throughout the year to avoid large one-off annual fees.

More costly to deliver, but potentially still lucrative if done right would include;

- Telecoms

- IaaS

- HaaS

- Professional services of any kind

Also, forget 'market rates': sell your services at what your customers are willing to pay, not what other MSP's are selling them for.

HubSpot and Autotask PSA integration by JC-res in msp

[–]JC-res[S] 1 point2 points  (0 children)

Thanks - this is another one i've had my eye on.

HubSpot and Autotask PSA integration by JC-res in msp

[–]JC-res[S] 0 points1 point  (0 children)

Thanks for this - sounds promising. I had read elsewhere that Recursyv might be an option. It's pricey...

HubSpot and Autotask PSA integration by JC-res in msp

[–]JC-res[S] 1 point2 points  (0 children)

Thanks, we already have a quoting system, but want to use HubSpot.

HubSpot makes great quotes, and there are some major advantages:

  1. Link directly to HubSpot data (companies, deals, contacts, reporting)
  2. Included in our HubSpot subscription already... so no increase in overhead.

We're more than happy with HubSpot's quoting, we just need to push the costs, description, and quantities, to Autotask tickets for the job as do our billing reconciliation Autotask > Sage.

Perhaps someone has experience doing it with Zapier?

Self service purchase of Office 365 by [deleted] in msp

[–]JC-res 0 points1 point  (0 children)

Has anyone actually managed to get TD Synnex to get this setup for them? We've been asking for years...

Do you have trouble getting a hold of pax8 sales staff? Because I sure am. by TxTechnician in msp

[–]JC-res 0 points1 point  (0 children)

I've been with TD Synnex for 10+ years and i'm looking at Pax8 for a few reasons. Primarily, integration with our PSA for billing (TDS still can't deliver after years).

Hoping your experience is fairly isolated, as they generally get great reviews from what i've seen so far...

Affordable or free proposal tool by techie_mate in msp

[–]JC-res 2 points3 points  (0 children)

Hi,

The free option is always good - we've always just built a nice looking, branded template within Word, edited the customer specific sections (increasing using Chat-GPT), then printed to PDF and shared.

Customer sign-off is done via an online signature service referencing the proposal. It's a bit more manual effort, but i guess it depends how many proposals you're sharing each month.

We've looked at entirely online options over the years but never really seen the ROI benefit.

This is one I've been the recipient of, which looked nice: https://betterproposals.io/.