Proposal Generation Software (CPQ)

Transform your CPQ tools into strategic assets with MSP+OS, empowering your MSP business to drive significant growth.

Strategic Quoting for Strategic Growth

At MSP+OS, we recognize the transformative power of CPQ solutions for today's progressive MSPs. These systems are crucial for streamlining complex sales cycles, ensuring quote accuracy, and driving revenue growth. We view each client as a dynamic ecosystem of products, pricing, and customer demands, and tailor our CPQ solutions to align perfectly with your unique business matrix. Our deep understanding of the MSP landscape allows us to not just apply, but strategically customize these tools to foster your measurable success.

READY TO ENHANCE YOUR CPQ PROCESSES?

Book your complimentary 30-minute consultation with MSP+OS and start transforming your proposal generation today.

Clearing Your Path to Success

Outdated CPQ systems and disjointed sales processes can severely limit the growth and efficiency of IT/MSP businesses. Without expert intervention to identify and rectify these issues, companies often struggle to optimize operations and achieve their full market potential.
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ALIGNMENT

IT/MSP businesses often struggle with strategic misalignment across sales, service, and finance divisions, which hinders their operational efficiency and potential for growth.

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Clarity

Unclear roles and inefficient module configurations create accountability gaps and operational bottlenecks within many IT companies.

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Insights

A lack of precise metrics and effective system integrations prevents IT/MSP businesses from effectively tracking progress or adapting to market shifts.

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STEP 1: DISCOVERY

Our process begins with an exhaustive review of your organization’s sales, service, and finance divisions. We evaluate all relevant system settings, configurations, and integrations to develop a tailored action plan. This plan is designed to meet your specific needs, adhere to industry standards, and ensure regulatory compliance.

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STEP 2: IMPLEMENTATION

We carefully execute the necessary changes across your system modules, involving key stakeholders in every step to ensure alignment and approval. This stage focuses on precision in modifications to guarantee that each element serves your organizational objectives effectively.

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STEP 3: OPTIMIZATION

Post-implementation, our team conducts a thorough review and testing phase to address any issues and fine-tune the system. We provide comprehensive training and mentoring, ensuring your team is fully equipped to leverage the new processes and technologies for optimal performance.

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Book Your Strategy Session

Optimize your systems and transform your operations. Enter your email to begin.

Results

80 %
Efficiency Increase
45 %
Faster Closing Rates
30 %
Higher Conversion Rates

UNCOVER HIDDEN OPPORTUNITIES

There are always ways to refine your processes further, and our strategic coaches are here to help. Schedule a free consultation to gain valuable insights from our experts.

We’ll evaluate your current systems and processes, uncovering hidden inefficiencies and blind spots. Our team will collaborate with you to develop a strategic action plan, introduce effective third-party apps, and provide tailored training. Let our strategic coaching drive your IT/MSP business to new heights of operational excellence and growth.

 Our goal is to help you discover and implement 
 a better way of doing things.
 

Let’s work together to unlock new opportunities and drive your business forward.

 

QUESTIONS? HERE ARE THE MOST COMMON

How do you know an Improvement Project is right for me, you haven't assessed my system?

As part of our sales process, we will arrange an Explore Session between your team and one of our systems experts. During this session, which will be conducted via a screen-sharing platform, the expert will review your system in detail.

This collaborative review is aimed at ensuring that an Improvement Project aligns optimally with your company's needs and objectives. It's an essential step to make sure we're providing the most suitable and effective solution for your business.

It will be easier to work with ConnectWise directly for consulting and implementing?
You can work directly with the ConnectWise Professional Services Team. However, it's worth noting that their approach typically aligns with an idealistic "perfect world" scenario. Sierra Pacific Group (SPG), on the other hand, offers a more pragmatic approach that is grounded in real-world experiences. Our consultants have an extensive track record of "been there and done that", not merely possessing product expertise. We understand the challenges and nuances of implementing solutions in diverse, dynamic environments.
We would love to re-prioritize some of the phases, as we have a big fire right now in sales. Can we do that?

The structure of our Improvement Project has been thoughtfully designed to ensure efficiency and effectiveness. While some sessions can be adjusted, it's crucial that we review, modify, and finalize the foundational elements before addressing sales, service, or finance. This sequential approach is necessary to prevent potential disruptions.

Jumping around the platform without adhering to this structure can lead to additional work, and may risk disrupting existing workflows or generating inaccurate reports. Therefore, it's essential to follow the designed path of our Improvement Project for the most successful outcome.

I need this project done in three months. Can we speed up the timeline?

Given that this is a fixed fee project, the pace at which we proceed is entirely in your hands—you can choose to go as quickly or as slowly as you prefer. However, experience has taught us that completing an Improvement Project in under six months is often not feasible.

The rationale behind this is that changing habits, particularly in a professional context, is not an overnight process. It takes time for individuals to unlearn less efficient habits and adopt improved ones. For long-term success, it's crucial that your team adheres consistently to better processes, and this transition requires patience and time. Thus, a six-month timeline is a more realistic expectation for the completion of an Improvement Project.

How does this work for companies looking to acquire multiple businesses in a single year?

Our approach involves stepping in promptly and making improvements to establish a standardized methodology or a "one way of doing things in a single instance". As your business grows and acquires new entities, you can conveniently re-engage with the Sierra Pacific Group (SPG) to facilitate the training of new staff and align them with the established standard procedures.

To achieve this alignment, we offer a variety of service options including a migration project, a block of time, or our virtual admin services. Each option is designed to cater to your specific needs, ensuring a smooth integration of new staff into your existing processes and maintaining consistency in your operations.

Do you gave any discounts or financing options?

We offer a variety of discounts for clients who participate in case studies or are part of peer groups. These discounts are our way of appreciating your collaboration and commitment to mutual growth.

Moreover, we understand that budgeting is essential for every business. Therefore, we provide progress billing for all our projects, including a flexible 5-pay option to ease your financial planning.

Please reach out to your sales representative to inquire about the discounts available for you. We're committed to providing you the best possible services in the most budget-friendly manner.