5 Quoter features to surprise and delight existing MSP customers

For managed service providers (MSPs), focusing on existing clients can lead to increased customer satisfaction, higher retention rates, and, ultimately, revenue growth. As Harald Fanderl, Senior Partner at McKinsey & Company, says, “Creating a harmonized, seamless customer journey for existing customers can cost significantly less than acquiring new customers.” 

Existing customers are already familiar with your people, services, and processes. Trust has likely been earned and established. But that doesn’t mean there aren’t opportunities to surprise and delight, further engaging them with your offerings and opening up new conversations that could lead to more sales. 

In this article, we will explore five powerful features of Quoter that can surprise and delight your existing MSP customers. Kick your proactive revenue mindset into high gear and supercharge business growth – let’s get to it!  

Why your existing customers deserve your attention

Before diving into features, let’s examine why your existing customers deserve your undivided attention. Building solid relationships with your clients goes beyond providing excellent service; it is about showing them that you value their loyalty and are committed to their success.

Existing customers already trust and rely on your MSP services, making them your most valuable asset. By investing in their satisfaction and happiness, you can strengthen this relationship and create a loyal customer base that will return to you first. 

When you prioritize your existing customers, you demonstrate that their business matters to you. This level of attention can lead to increased customer retention rates and long-term partnerships. By consistently delivering exceptional service and going the extra mile to meet their needs, you solidify their trust and loyalty.

Moreover, existing customers can provide valuable insights and feedback that can help you improve your products or services. By actively listening to their suggestions and concerns, you can make necessary adjustments and enhancements to meet their expectations better. This continuous feedback loop fosters a collaborative relationship where customers feel valued and heard.

Another reason to focus on your existing customers is the potential for upselling and cross-selling opportunities. By understanding their unique needs and preferences, you can identify additional products or services that benefit them. This personalized approach not only increases their satisfaction but also boosts your revenue streams.

Furthermore, happy existing customers can become your brand advocates. When they have a positive experience with your MSP services, they are likelier to recommend your business to others. Word-of-mouth referrals are powerful marketing tools that attract new customers and expand your reach.

Your existing customers deserve your attention because they are the foundation of your business. By prioritizing their needs, listening to their feedback, and providing exceptional service, you can cultivate long-lasting relationships, drive revenue growth, and create a positive brand reputation. 

With that in mind, let’s look at 5 Quoter features you can use to surprise and delight your valuable existing customers. 

Quoter feature: Electronic quote acceptance 

One of the key Quoter features that can surprise and delight your existing MSP customers is electronic quote acceptance (e-signatures). Gone are the days of cumbersome paperwork and delays in closing deals. With Quoter’s e-signature option for approving quotes, you can streamline your sales process and provide a sustainable and convenient experience for your customers.

By allowing your clients to electronically sign important documents, such as contracts and service agreements, you are not only saving time and resources but also demonstrating your commitment to efficiency and innovation. This feature gives your existing customers the confidence that your MSP business is at the forefront of technology, further solidifying their trust in your services.

Not only does the electronic signature acceptance save time, but it also saves resources. Think about all the paper and ink wasted if you had to print out contracts for every client. By going digital, you are not only reducing your environmental impact but also cutting down on costs associated with printing and shipping.

Related: “Points for Sustainability: All The Ways Quoter Is The Environmentally-Friendly Choice for Quoting.” 

But it’s not just about saving time and resources. E-signature also enhances the overall customer experience. Your existing clients will appreciate the convenience of signing documents electronically without the hassle of printing, signing, and scanning. This seamless and convenient experience will leave a lasting impression on your customers (who may have previously had to go through the manual signing process to work with you) and set you apart from your competitors.

Furthermore, by embracing e-signatures, you are showcasing your commitment to innovation and staying ahead of the curve. In today’s digital age, businesses constantly look for ways to streamline processes and improve efficiency. By offering e-signatures, you demonstrate that your MSP business is fearless in embracing new technologies and adapting to the changing needs of your clients.

So, whether you are a small MSP just starting or an established player in the industry, e-signature can be a game-changer for delighting your existing customers. It not only saves time and resources for your team and customers but also enhances the customer experience and showcases your commitment to innovation. 

Quoter feature: Product Configurator & Optional Items 

Another exciting Quoter feature that can surprise and delight your existing MSP customers is our Product Configurator. With this powerful tool, you can empower your clients to customize their services according to their specific needs and preferences.

Imagine a scenario where a customer is looking for IT infrastructure management but has specific requirements that go beyond the standard packages you offer. With the Product Configurator, they can easily tailor their services to fit their needs, selecting from options such as size, model, plan, material, or any other variable that would affect the configuration and pricing of a product or service. 

Not only does customization provide a more personalized experience for your customers, but it also showcases your commitment to meeting their specific requirements. By allowing them to personalize their MSP offerings, you demonstrate that you genuinely care about their business success.

Optional Items open up upselling opportunities for your business. As customers explore the various options available to them as optional line items on their quote, they may discover additional services or features that they have yet to consider. With Quoter, you can showcase the value-added services you can provide and potentially increase your revenue.

The Product Configurator and Optional Items are designed to be user-friendly and intuitive from the customer-facing proposal interface. Your customers don’t need to have extensive technical knowledge to navigate through the customization process. All changes are updated automatically for the customer’s copy and your quote tracking dashboard.

With Quoter, you can delight your existing customers by giving them more customization capabilities for their quote and increasing upselling potential simultaneously. 

Quoter feature: CRM & PSA integrations

Effective management of customer relationships and projects is crucial for any MSP. Quoter’s seamless integrations with Customer Relationship Management (CRM) and Professional Services Automation (PSA) tools can revolutionize how you handle client interactions and project management in your quote-to-cash process. 

These integrations provide a comprehensive view of your customers, enabling you to track client communication, identify upselling opportunities, and deliver personalized experiences. By streamlining your internal processes and enhancing customer satisfaction, you can surprise and delight your existing MSP customers and set yourself apart from the competition.

Quoter feature: Automated follow-up emails

Consistent communication and follow-up are vital for maintaining relationships with your existing MSP customers. You may have had a few slip-ups, such as forgetting to send a quote or follow up promptly; with Quoter’s automated follow-up email feature, you can redeem your team and delight the customers who know you best. 

With this feature, you can set up personalized and timely automated emails to quickly follow up on pending quotes. By providing proactive attentiveness and staying engaged, you can ensure that your existing customers feel valued and appreciated (and you’ll ensure no sales opportunity falls between the cracks!) 

Quoter feature: Discounts

Last but certainly not least, Quoter’s Discounts feature can be a delightful surprise for your existing MSP customers. Everyone loves a good deal, and by offering exclusive discounts to your loyal clients, you can make them feel appreciated and rewarded for their ongoing partnership.

Discounts can be created at the quote level and applied as a percentage or dollar amount. You can even narrow in on discounts per line item. Discount codes in Quoter are easy to create and reuse, so you can keep the good deals flowing! When people feel like they’re getting a deal, it not only encourages customer loyalty but also boosts customer satisfaction and helps foster mutual growth and success.

In conclusion, Quoter offers a range of features that can surprise and delight your existing MSP customers, reinforcing your commitment to their success and happiness. By leveraging the power of Electronic Quote Acceptance, Product Configurator, CRM and PSA integrations, automated follow-up emails, and Discounts, you can re-engage your existing customers and open up conversations that could lead to more sales.

Foster loyalty, exceed expectations, and set yourself apart in the competitive MSP industry by leveraging these powerful Quoter features today. See a demo to learn more.