Allan shares insights into:
How Agilitec shifted from traditional sales methods to a structured MSP sales system.
The challenges faced with tools like HubSpot, Salesforce, and PSA systems like ConnectWise.
Why Membrain’s modular platform combined with Fox & Crow's engineering approach made sales processes simple, visual, and effective.
The critical importance of account growth strategies and how Membrain supports client retention and MRR expansion.
How integrating modern CRM with tools like Halo PSA improved operational efficiency without cluttering back-end systems.
If you're an MSP owner, sales leader, or IT services executive looking for a better way to manage and grow your pipeline, this video provides real-world advice and success strategies from the field.
Learn more about:
MSP Sales Process CRM: https://www.membrain.com/en-us/partner/fox-and-crow
Fox & Crow Group: https://www.foxcrowgroup.com
Agilitec: https://agilitec.com
Recorded in 2025 | WIN Podcast with Carrie Richardson
Timestamps:
0:00 - Introduction to Agilitec and Sales Challenges
1:00 - Past Tools and Systems: HubSpot, CRMs, PSAs
2:30 - Why Membrain Was Different
4:00 - Fox & Crow’s Custom MSP Sales Process
6:00 - PSA Integration Challenges and Solutions
7:30 - Favorite Features: Simplicity, Oversight, and Efficiency
8:30 - Final Thoughts on CRM Strategy for MSPs
#AgilitecIT #WINPodcast #MembrainCRM #FoxAndCrow #MSPSalesProcess #CRMForMSPs #SalesEnablement #ManagedServicesSales #ITSalesStrategy #AccountGrowth #MSPBusinessGrowth #SalesAutomation #MembrainSuccessStory #HaloPSA #SalesCRM