{"id":17389,"date":"2019-01-17T09:30:53","date_gmt":"2019-01-17T14:30:53","guid":{"rendered":"https:\/\/www.sherweb.com\/blog\/?p=17389"},"modified":"2020-05-13T17:04:51","modified_gmt":"2020-05-13T21:04:51","slug":"bundle-office-365-managed-services","status":"publish","type":"post","link":"https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/office-365\/bundle-office-365-managed-services\/","title":{"rendered":"5 Steps to Creating Your First Managed Services Bundle"},"content":{"rendered":"<p>How much time have you spent surfing the Internet to find the latest and greatest information to resell Microsoft 365? Probably more hours than you care to count. It\u2019s a tough market and MSPs like you have to work hard to stand out from the competition. Here\u2019s where a bundle strategy can help increase your sales, profit margins and competitive edge.<\/p>\n<h3><a href=\"https:\/\/info.sherweb.com\/WBN18-11O365-BundleLaunch_LP-ONDEMAND.html\" target=\"_blank\" rel=\"noopener noreferrer\">Want to Triple Your Margins with Office 365? Watch this Popular Webinar to Learn How<\/a><\/h3>\n<p>Before we go into the 5 important steps for building your managed services bundle, keep these client selling points in mind:<\/p>\n<p><strong>Value<\/strong><\/p>\n<p>Customers have more than one IT need. When you combine multiple products and services within a bundle, they get a comprehensive solution that produces greater results as a whole than as individual parts.<\/p>\n<p><strong>One-stop Shopping<\/strong><\/p>\n<p>Here\u2019s a great way to look larger in the eyes of your clients and prospects. Your bundle is your gateway to becoming a one-stop shop for all your clients\u2019 business needs, including security and backup. You should even add an <a href=\"https:\/\/www.sherweb.com\/blog\/office-365-e-learning-quickhelp\/\" target=\"_blank\" rel=\"noopener noreferrer\">e-learning solution<\/a> that will help increase their adoption of Microsoft 365, allowing them to see a bigger return on their investment.<\/p>\n<p>Over time, you can update your bundle to better meet their needs and branch out into other solutions, such as Dynamics 365, Azure and Cloud PBX.<\/p>\n<p><strong>Expertise<\/strong><\/p>\n<p>The solutions you choose to include in your bundle will reflect your expertise. This is where your value can truly shine. The more value you show, the more your clients will invest in you.<\/p>\n<p><strong>Relationship Building<\/strong><\/p>\n<p>What drives client loyalty and stronger relationships? A bundle can be the cornerstone of a long-term commitment. When your clients have the advantage of accessing your various services for different areas of their business, they\u2019re more likely to stick with you.<\/p>\n<h2><strong>How to Create Your Managed Services Bundle <\/strong><\/h2>\n<p>Now, let\u2019s get to those steps!<\/p>\n<h4><strong>Step 1: Know Your Clients\u2019 Pain Points<\/strong><\/h4>\n<p>A big part of your work goes toward understanding their specific needs. What problems are they trying to solve? What challenges are they facing? How can your services help?<\/p>\n<p>Listen to their pain points carefully so you can convert them into opportunity. You\u2019d\u00a0be surprised at what you\u2019ll\u00a0learn, either in conversations or email exchanges.<\/p>\n<p>Once you understand their\u00a0challenges and\u00a0goals,\u00a0start thinking of a new product or service that can address\u00a0these problems.<\/p>\n<h3><strong>Here\u2019s a cross-selling scenario:<\/strong><\/h3>\n<h4><strong>Challenge:<\/strong><\/h4>\n<p>Your client tells you that his employees are frustrated with Microsoft 365 and it\u2019s setting them back. They\u2019re finding that the tools they need to do their work are complicated and inefficient.<\/p>\n<h4><strong>Opportunity:<\/strong><\/h4>\n<p>Here\u2019s\u00a0your chance to pitch a solution that will address his productivity issue. You can\u00a0talk to him about an easy e-learning\u00a0training software like QuickHelp. It\u2019s engaging, interactive and will teach\u00a0his employees\u00a0how to work better with the tools they\u00a0use every day,\u00a0plus\u00a0save time.<\/p>\n<p>Remember to emphasize the product\u2019s benefits and how it will improve their entire organization.<\/p>\n<h4><strong>Step 2: Build Your Bundle<\/strong><\/h4>\n<p>Before you piece together your managed services bundle, you first need to know exactly what you can bring to the table. Not sure where to start?<\/p>\n<p>Start with what you know and what\u00a0you\u2019re\u00a0good at.\u00a0For example, if\u00a0you\u2019re\u00a0more knowledgeable in providing managed security, make it a big part of your Office 365\u00a0bundle\u00a0pitch.\u00a0Once you\u00a0get\u00a0your customers on\u00a0board, you can add another solution and\u00a0service later, such as managed training for Office 365.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-17414 aligncenter\" src=\"https:\/\/www.sherweb.com\/blog\/wp-content\/uploads\/managed-services-300x229.jpg\" alt=\"Services Bundle\" width=\"362\" height=\"276\" srcset=\"\/blog\/wp-content\/uploads\/managed-services-300x229.jpg 300w, \/blog\/wp-content\/uploads\/managed-services.jpg 540w\" sizes=\"auto, (max-width: 362px) 100vw, 362px\" \/><\/p>\n<h4><strong>Step 3: Market Your Bundle<\/strong><\/h4>\n<p>Marketing not your strong suit? We understand. Many MSPs have let their marketing fall to the bottom of their list of their most urgent tasks. If you want to sell your bundle effectively, here\u2019s a tip.<\/p>\n<blockquote><p>\u201cIt\u2019s about educating, not selling.\u00a0What\u2019s\u00a0the difference? The difference is in the way you have that conversation. <strong>Use education versus sales tactics.<\/strong>\u201d<\/p>\n<p>\u2013<u><a href=\"https:\/\/www.linkedin.com\/in\/marketingcopilot\/?originalSubdomain=ca\" target=\"_blank\" rel=\"noopener noreferrer\">Marie Weiss<\/a><\/u>, President and Founder of Marketing\u00a0CoPilot\u00a0Inc.<\/p><\/blockquote>\n<p>Think for a moment about what business owners fear.\u00a0Security, productivity, business continuity are probably high on their list.\u00a0So, what is it that\u00a0makes\u00a0them act on their fear and come to a decision?\u00a0The answer is a complete solution that helps to overcome that fear: Your bundle.<\/p>\n<p>Talk about the potential consequences of security breaches, loss of productivity and expensive downtime.\u00a0They need to know that different problems require different solutions.<strong>\u00a0<\/strong> Then, show them\u00a0what\u00a0your bundle has to offer\u00a0to overcome their fears and challenges.<\/p>\n<h4><strong>Step 4: Add Your Services<\/strong><\/h4>\n<p>Combining your services with your solution bundle is the cherry on top.<\/p>\n<p>When you\u2019re pitching your bundle, remember to sell the value of your managed services. For example, you can provide your customers with a list of proactive measures that come with your Microsoft 365 bundle, such as software deployment and configuration, security consultation, monitoring and reporting \u2013 the list can go on!<\/p>\n<p>You\u2019ll\u00a0also want to make sure that you\u2019re able to give them good customer service.\u00a0Make this part of your strategy\u00a0by showing them that\u00a0you\u2019re\u00a0committed<strong>\u00a0<\/strong>to doing what it takes to ensure their success.\u00a0If you feel like you\u00a0can\u2019t\u00a0meet\u00a0this expectation or need help, join forces with\u00a0a\u00a0trusted\u00a0cloud\u00a0provider like Sherweb and leverage their 24\/7\u00a0support.<\/p>\n<h4><strong>Step 5: Show Your Value<\/strong><\/h4>\n<p>Truth is, if your clients feel like\u00a0they\u2019re\u00a0not getting what they need from you,\u00a0they\u2019ll probably switch\u00a0to your competitor. That\u2019s why it\u2019s important to demonstrate your value any way you can.<\/p>\n<blockquote><p>&#8220;A study shows that <strong>high-growth MSPs<\/strong> communicate and show the full value of their services to their clients.&#8221;<\/p>\n<p>Source:\u00a0<u><a href=\"https:\/\/www.channelfutures.com\/sites\/channelfutures.com\/wp-content\/Kaseya_A170076.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Kaseya<\/a><\/u>: 2017 Global MSP Pricing Survey<\/p><\/blockquote>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/z9aTef0ExLw\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><br \/>\nWhat more can\u00a0you\u00a0possibly add to your offering that can make them stick with you?<strong>\u00a0<\/strong>Think about how you can\u00a0truly highlight your expertise and skills with\u00a0your\u00a0solution bundle.\u00a0The more\u00a0value\u00a0you show, the more your clients will invest in you.<\/p>\n<p>Here\u00a0are\u00a0just\u00a0some things you can\u00a0do:<\/p>\n<ul>\n<li>Offer security, backup and disaster recovery\u00a0consultation<\/li>\n<li>Monitor,\u00a0report and alert on the performance and health of their systems, network\u00a0and activities<\/li>\n<li>Create\u00a0regular touchpoints\u00a0through their lifecycle\u00a0about their security activities, throughout their onboarding process, etc.<\/li>\n<li>Offer technical support, migration and data seeding<\/li>\n<li>Help implement a learning culture with an Office 365 e-learning tutorial\u00a0program<\/li>\n<li>Monthly or quarterly reports highlighting what you accomplished, and the problems you fixed and prevented<\/li>\n<\/ul>\n<h4><strong>Upsell!<\/strong><\/h4>\n<p>Once\u00a0you\u2019ve\u00a0established a relationship with your clients, it\u2019s easier to suggest new products or an upgrade.\u00a0Check in with\u00a0them\u00a0from time to time\u00a0to find opportunities to upsell and cross-sell other products and services.\u00a0It\u2019s\u00a0a great way to increase revenue and making\u00a0sure they\u2019re getting the most out of technology.<\/p>\n<h3><a href=\"https:\/\/www.sherweb.com\/resell-office-365\/\" target=\"_blank\" rel=\"noopener noreferrer\">Sherweb makes Office 365 easy so you can focus on your business<\/a><\/h3>\n<h2><strong>Over to You<\/strong><\/h2>\n<p>Remember, the goal of creating a unique bundle of vital services is to get more clients in the door and meet a variety of their needs for long-term success. It\u2019s all about building a winning bundle that\u2019s tailored to them and communicating the value of your services effectively.<\/p>\n<p>Have what you need to get started? Get more expert tips and tricks on selling Office 365 in our <a href=\"https:\/\/info.sherweb.com\/Office-365-Sales-Guide.html\" target=\"_blank\" rel=\"noopener noreferrer\">Sales Guide<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>How much time have you spent surfing the Internet to find the latest and greatest information to ","protected":false},"author":177,"featured_media":17561,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[751],"tags":[],"class_list":["post-17389","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-office-365"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>5 Steps to Creating Your First Managed Services Bundle | Sherweb<\/title>\n<meta name=\"description\" content=\"It\u2019s a tough market and MSPs have to work hard to stand out. 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Here\u2019s how a bundle strategy can help increase your sales, profit margins and competitive edge.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/office-365\/bundle-office-365-managed-services\/\" \/>\n<meta property=\"og:site_name\" content=\"Sherweb\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/Sherweb\" \/>\n<meta property=\"article:published_time\" content=\"2019-01-17T14:30:53+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-05-13T21:04:51+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.sherweb.com\/blog\/wp-content\/uploads\/managed-services.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"460\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"The Sherweb Team\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@SherWeb\" \/>\n<meta name=\"twitter:site\" content=\"@SherWeb\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"The Sherweb Team\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/microsoft-ecosystem\\\/office-365\\\/bundle-office-365-managed-services\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/microsoft-ecosystem\\\/office-365\\\/bundle-office-365-managed-services\\\/\"},\"author\":{\"name\":\"The Sherweb Team\",\"@id\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/#\\\/schema\\\/person\\\/42a19dccace310904575a5656cc20976\"},\"headline\":\"5 Steps to Creating Your First Managed Services Bundle\",\"datePublished\":\"2019-01-17T14:30:53+00:00\",\"dateModified\":\"2020-05-13T21:04:51+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/microsoft-ecosystem\\\/office-365\\\/bundle-office-365-managed-services\\\/\"},\"wordCount\":1213,\"commentCount\":4,\"image\":{\"@id\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/microsoft-ecosystem\\\/office-365\\\/bundle-office-365-managed-services\\\/#primaryimage\"},\"thumbnailUrl\":\"\\\/blog\\\/wp-content\\\/uploads\\\/managed-services.png\",\"articleSection\":[\"Microsoft 365\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/microsoft-ecosystem\\\/office-365\\\/bundle-office-365-managed-services\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/microsoft-ecosystem\\\/office-365\\\/bundle-office-365-managed-services\\\/\",\"url\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/microsoft-ecosystem\\\/office-365\\\/bundle-office-365-managed-services\\\/\",\"name\":\"5 Steps to Creating Your First Managed Services Bundle | Sherweb\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/microsoft-ecosystem\\\/office-365\\\/bundle-office-365-managed-services\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/microsoft-ecosystem\\\/office-365\\\/bundle-office-365-managed-services\\\/#primaryimage\"},\"thumbnailUrl\":\"\\\/blog\\\/wp-content\\\/uploads\\\/managed-services.png\",\"datePublished\":\"2019-01-17T14:30:53+00:00\",\"dateModified\":\"2020-05-13T21:04:51+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/www.sherweb.com\\\/blog\\\/#\\\/schema\\\/person\\\/42a19dccace310904575a5656cc20976\"},\"description\":\"It\u2019s a tough market and MSPs have to work hard to stand out. 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