Expert Insights: Navigating the Pre-Sales Process for MSPs with Jacob Martin, VP of Sales ScopeStack

In this episode, we sit down with Jacob Martin, VP of Sales at ScopeStack, to discuss navigating the pre-sales process for MSPs. Learn about identifying client pain points, creating accurate proposals, pricing strategies, and more. Jacob Martin bio: Jacob Martin is the VP of Sales at ScopeStack. He has a background in sales and marketing within the IT industry, and is passionate about helping MSPs streamline their pre-sales process. ScopeStack description: ScopeStack is a software solution that helps MSPs automate the pre-sales process by combining product configurators, pricing rules, and quoting processes into a single platform. It integrates with CRM, ERP, and e-commerce systems. #salesprocess #pre-sales #MSPs #ScopeStack #automation #pricing #CRM #ERP #ecommerce

0:00 - Introduction 4:03 - Key Aspect of Successful Pre-sales 5:08 - Identifying Prospect Needs & Pain Points 6:30 - Overcoming Pre-sales Challenges 10:00 - Role of Pricing in Pre-sales 11:25 - Importance of Project Scoping 16:05 - Accurate Proposal Reflection 17:40 - Creation of Statement Of Work 19:14 - Leveraging Feedback in Pre-sales 21:35 - Managing Expectations in Pre-sales 22:40 - Tailoring Approach per Project Size 26:00 - Key Pre-sales Metrics for MSPs 26:45 - Using Metrics to Improve Pre-sales 30:00 - Sales Pipeline Metrics Evaluation 32:44 - Essential Financial Metrics 37:00 - Measuring Customer Satisfaction 41:48 - What is ScopeStack? 43:03 - CPQ Explained for MSPs

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