Microsoft Cloud Solution providers, its time to scale your business.
Run and operate your entire business on Microsoft technology. TekStack’s certified solution for Dynamics 365 provides Microsoft CSPs with a fully pre-configured CRM system, built for software and service companies, that will help you increase sales efficiency, keep customers forever, scale services capacity, and run a great business.
TekStack includes all of the functionality below including integration to Microsoft Teams, SharePoint, OneNote. Over 50 Dashboard metrics powered by Power BI. TekStack starts at $38 (USD) per month including application support and upgrades.
Pre-configured sales & marketing to maximize funnel development for CSPs and improve win rates:
- Account-centric approach to managing prospects and customers
- Automate outbound sales motions to get the most out of your sales team
- Provide your sellers with prescriptive opportunity playbooks, documents, and emails to accelerate sales cycles and increase win rates.
- Sales forecasting to accurately predict your business’ growth and projections
- Create quotes for customers and prospects
- All the reporting and metrics you need to increase sales efficiency.
Full Professional Services Automation (PSA) that increases your services capacity and improves your customer’s experience:
- Track project schedules, status, progress, and gross margins
- Run TM, Fixed Fee, or Managed Service projects
- Operate agile, waterfall, or hybrid project methodologies with build in work item features
- Built in project revenue recognition and billing
- Provide customers with a self-service portal to view project progress, status and upload documents.
- Schedule resources based on role, geography, or skill.
- Monitor utilization. Compare booked versus actual.
- Track approved backlog so that you can hire with confidence.
Customer Success management to improve retention and create upsell opportunity:
- Automate renewal process for your customers, reducing revenue leakage using renewal playbooks.
- Segment customers
- Gain a full picture of your customer from one pane of glass.
- Built in Net Promoter Score surveying to gauge customer sentiment.
Full ticketing system to handle customer support requests:
- Intake from self-service customer portal, email, live chat, or phone.
- Knowledge Articles including case deflection
- Manage multiple boards or queues
- Track time against cases so you can measure customer profitability
- Send software and services invoices
- Co-term new orders mid subscription
- Track deferred subscription & services revenue