becoming a ccp: developing your autotask line of business

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Autotask's Certified Consulting Partner (CCP) program connects existing Autotask experts with new and existing Autotask customers looking to improve their businesses. The CCP offers strong Autotask know-how with proven industry experience to provide more effective implementations for new customers and better, deeper utilization of Autotask for existing customers. This session will be valuable for anyone looking for help with their Autotask system, or those who think they have what it takes to become a Certified Consulting Partner.

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Page 1: Becoming a CCP: Developing your Autotask Line of Business
Page 2: Becoming a CCP: Developing your Autotask Line of Business

Press Release: June 12, 2012

“Autotask Corporation Announces Certified Consulting Partner Program”

Page 3: Becoming a CCP: Developing your Autotask Line of Business

Program Goals/Objectives

Quality control - Optimize the quality of services being delivered by third parties through formal certification

Scalability – Augment Implementation/PS team by leveraging partners for spikes in demand. Potential candidates identified in each territory to support capacity.

Customer Value – Combine product knowledge, local presence, and industry/domain experience to consult our customers

Page 4: Becoming a CCP: Developing your Autotask Line of Business

What are the characteristics of a CCP?

Predominantly Autotask customers & Power Users Typically at least 12 months of Autotask experience PASSIONATE about Autotask

Passed the formal certification exam for Implementation

Maintain exceptional product knowledge, and re-certify every 2 years to maintain their credential

Desire to leverage their expertise & service offerings for revenue opportunity

Page 5: Becoming a CCP: Developing your Autotask Line of Business

30 Partners in 12 Countries Worldwide

Page 6: Becoming a CCP: Developing your Autotask Line of Business

What are the benefits to becoming a CCP?

Unprecedented opportunity for collaboration

Leverage Autotask Sales & Drive new business growth

Dedicated Partner Program Manager support

Additional training resources to develop & enhance skills and product knowledge.

Page 7: Becoming a CCP: Developing your Autotask Line of Business

The Certification Process:

Sign Up: Program Discussion Does this make sense for your business? What to expect

Certification Exam: Implementation “The Proven Way” Proven Methodology Technical knowledge requirement

Enablement Kickoff meeting Initial Training & Ongoing Support Bi-annual recertification based on Quality Metrics set by Autotask

Page 8: Becoming a CCP: Developing your Autotask Line of Business

Developing your Autotask Services…$$$

Custom report development? New LiveReports Ability to develop reports against Data Warehouse

Integrations / API development

Additional Training & Consulting

Page 9: Becoming a CCP: Developing your Autotask Line of Business

Power Consulting Group - NYC

MSP, IT Consulting & MSP Consulting

Founded 1991, 14 employees 2012 Revenue - $3.2MM (53%

growth over 2011)

2013 projected - $4.1MM (25% projected)

Re-Deployed Expanded Cloud Architecture in 2013

3 Autotask CCPs Ingram Micro SMB Alliance

Member

Page 10: Becoming a CCP: Developing your Autotask Line of Business

About

Founded first MSP in 2001 (Now an IM VTN Member)

Ingram Micro SMB Alliance Advisory Council Member

Autotask Certified Consulting Partner

Autotask NYC User Group Leader

CRN – “7 Young VAR’s To Watch”, 2007

RONNIE PARISELLA

Director of Business Development at Power Consulting Group, Inc.

Page 11: Becoming a CCP: Developing your Autotask Line of Business

What Does An MSP Need To Compete?

Accounting & Reporting

RMMPSA

Notifications & Workflow

Sales Process

Page 12: Becoming a CCP: Developing your Autotask Line of Business

What Does An MSP Need To Compete?

PSA – Professional Services Automation Options:

Autotask, ConnectWise, etc. Considerations:

Service Provider Type Sub-contractors

Page 13: Becoming a CCP: Developing your Autotask Line of Business

What Does An MSP Need To Compete?

RMM – Remote Monitoring & Maintenance Options:

Kaseya, N-Able, Level Platforms, etc. Considerations:

Scripting/Automation In-house knowledge

Page 14: Becoming a CCP: Developing your Autotask Line of Business

What Does An MSP Need To Compete?

Accounting & Reporting Accounting

Options: SAGE, MYOB, etc. Reporting

Evaluate Options: XXX Considerations

What do you want to report on?

Page 15: Becoming a CCP: Developing your Autotask Line of Business

What Does An MSP Need To Compete?

Sales Process – Quoting Options:

Quosal, QuoteWerks, etc. Considerations:

HW/SW Resales or Service Integrated Marketing

Page 16: Becoming a CCP: Developing your Autotask Line of Business

What Does An MSP Need To Compete?

Service Delivery Process – Notifications & Workflow Notifications

Automation of all support-related client communication

Workflow Automation of common

service delivery tasks

Page 17: Becoming a CCP: Developing your Autotask Line of Business

MSP Consulting

Initial Setup & Configuration

Notifications &

Workflow Rules

Sales Process Design

Quoting & Accounting Integrations

Remote Monitoring & Maintenance

Integrations

Page 18: Becoming a CCP: Developing your Autotask Line of Business

Example – Acquisition – Iconic Consulting

Autotask User MSP Revenue - $400k/year+ 2 Employees 10 Clients on-boarded in 4m

Page 19: Becoming a CCP: Developing your Autotask Line of Business

Suggestions for Small/Growing MSPs

Don’t try to do it all – Specialize! Partnerships

Pick strategic vendors Training & Certifications

Ingram Micro SMB Alliance Pick an Autotask User Group Team up with Complementary Vendors

VoIP/Software Development/Cabling/CoLo, etc.

Leverage MDF!!!!!

Page 20: Becoming a CCP: Developing your Autotask Line of Business

Special Offer From IM, Autotask & PCG

15% Off Autotask Pro Premium & More

■ Buy Autotask Pro Premium & Get a $1,000 Voucher!

■ *NEW Customers: Good for up to 50% off implementation services up to $1,000

■ Using Autotask Pro Premium? Get 50% Off Professional Services!

■ *EXISTING Customers: Good for up to 50% off professional services up to $1,000

■ OFFER EXPIRES: September 30, 2013

Page 21: Becoming a CCP: Developing your Autotask Line of Business

IM SMBA

Requirements $200,000 in annual business with Ingram Micro SMB focus of end users with less than 1,000 seats Attendance at one Invitational per year

Benefits IMTS, Blanket authorizations, IMTA discount Buffalo-based sales and credit team 1 fully covered trip per year Fusion funds, branding help, 3rd-party discounts

Page 22: Becoming a CCP: Developing your Autotask Line of Business

QuestionsDon’t be shy!

There are no dumb questionsSpeak up!

Page 23: Becoming a CCP: Developing your Autotask Line of Business

Thank You

Page 24: Becoming a CCP: Developing your Autotask Line of Business