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Quick question. How much are you currently earning from your Office 365 clients? If you’re a Microsoft Advisor, it’s probably about 3% a month. In a previous blog, we told you all about Microsoft’s decision to slash margins for its Partners of Record (POR). As of last year, commissions under the Advisor program dropped from 23% to 15% in the first year and from 4% to 3% in the second year.

Find out how Sherweb can help you grow your business!

We hope you’ve started looking around for a better partner program. In case you haven’t, help is on the way. Sherweb has just developed a new tool that will make it easier for Advisors like you to transfer all your Office 365 clients to the Cloud Solution Provider program. You’ll earn higher commissions and get a better handle on your customer relationships. Best of all, you won’t have Microsoft as a middleman. Here’s how it works.

It’s called the Office 365 Import Tool and it’s been designed to make the entire transfer process incredibly easy. At one time, resellers had to go through the laborious task of transferring profile information, services, plans and contract renewal dates manually for each client. If you have hundreds of clients and thousands of seats, you’re looking at a lot of hours. Now the entire process is automatic. The Import Tool will also verify all your clients’ renewal dates and provision their new Office 365 subscriptions. How much will all this cost? Not a penny. It’s free under the CSP program.

How to Import Your Office 365 Clients to CSP

  1. Export your customer list in a CSV format to our Partner Portal.
  2. Once you’ve uploaded the CSV file in the import tool, you’ll see a complete list of your customers displayed in one single pane, including the organization name, license information and plans as shown below.
  3. Then, you can start transferring each organization to Sherweb. The entire customer profile will be created in our Partner Portal.
  4. The customer must approve the transfer, but we’ve made it easy for you by creating an option that will send approval request to your client.


What’s So Hot About the CSP?

You might be wondering: What’s so great about the CSP program? Here’s the thing. Transferring your Office 365 POR customers to CSP lets you run your own show. You can package your offers any way you want, and there’s no middleman like Microsoft to get in the way. This means you can bundle Office 365 with your own solutions. And, by teaming up with an Office 365 distributor like Sherweb, you can do all this without the heavy lifting! No need to be a migration or support expert. Simply rely on our professional partner support or use our white-label end-customer services to your advantage. Become an Office 365 CSP expert overnight!

Written by Jason Brown Vice President, Product @ Sherweb

Jason spearheaded Sherweb’s global product strategy, specifically for Microsoft 365 (formerly Office 365). He's been very successful in creating products and services for Sherweb's partner and direct customer channels, drawing on his solid background in product, marketing and channel operations. Jason’s efforts have greatly contributed to Sherweb positioning itself among the best partners in North America for Microsoft’s Cloud Solution Provider (CSP) program.