Are you looking to unlock the full potential of how to sell My365 to clients while ensuring high returns on your investment? In this article, we’ll guide you through the process of selling My365 to clients, from conducting a client demo to onboarding tenants and delivering top-notch services. By following these steps, you’ll be well on your way to building a successful partnership with your clients and ensuring their satisfaction.
1. Client Demo
Your journey begins with a compelling client demo. During this presentation, you should showcase the impressive features and benefits of My365. It’s crucial to create a compelling narrative around the platform, highlighting the efficiency it brings to your client’s business processes. The beauty of My365 lies in its simplicity, with just three clicks allowing users to access an array of services, making it incredibly user-friendly and a productivity booster.
Demonstrate the power of My365’s company intranet, which enables seamless communication and collaboration within the organization. Show how My365 simplifies file storage and synchronization, ensuring that your clients’ data is always accessible and up to date. The seamless integration of Teams for meetings and calling is a key selling point in today’s remote work landscape. Highlighting these features in your demo will give your clients a clear picture of the value My365 brings to their organization. Moreover, the emphasis on Security & Compliance showcases My365 as a trustworthy solution, making data protection a priority.
Not only does My365 provide robust security features and compliance tools, but it also does so at a cost-effective price point. This affordability ensures that both small and large enterprises can benefit from enhanced data protection without breaking the bank. The demo should conclude with a focus on Device Management, underscoring the ease with which clients can oversee their devices in one unified platform. Closing with the importance of a Tenant Assessment sets the stage for the next phase in the My365 adoption journey.
2. Tenant Onboarding
After the successful client demo, it’s time to onboard your clients. Here’s how to go about it:
a. Unique Credentials
Provide clients with unique credentials for accessing My365 on their tenant. These credentials should be seen as the keys to a secure and productive workspace, emphasizing the importance of safeguarding them.
b. GDAP Relationship
Establishing a strong and productive GDAP (Global Directory and Authentication Provider) relationship with the tenant is vital. It ensures that My365 seamlessly integrates with the client’s existing systems, providing a cohesive user experience.
c. Checklist of Next Steps
To ensure a smooth onboarding process, hand over a checklist of next steps to your clients. This list should be comprehensive and easy to follow, helping clients understand what to expect in the coming phases.
d. Book Next Steps
Once the initial steps are clear, book the next appointments or tasks. Setting clear timelines and expectations will keep the onboarding process moving smoothly, ensuring no essential steps are missed or delayed.
3. Tenant Assessment
Conducting a tenant assessment is a pivotal step to understand your client’s specific requirements. Here’s what to focus on:
a. Usage of Resources or Apps
During the assessment, gain insights into the client’s particular resource and application needs within My365. This information will guide customization.
b. File Locations
Find out where the client’s files are located, and ensure that their organization is structured efficiently. Identifying any disorganized or misplaced files is essential to streamline operations.
c. SharePoint Settings, Privacy, and Security
As part of the assessment, verify and optimize SharePoint settings and assess the privacy and security measures in place. Addressing any vulnerabilities in these areas is crucial for data protection.
d. Authentication Methods
Check the authentication methods through Entra ID and look for multi-factor authentication. My365 provides various authentication options, and understanding which ones are in use is essential for enhancing security.
e. Identify Potential Breach Areas
Examine the system for potential breach points and vulnerabilities. Proactively identifying areas where security could be compromised allows for preventative measures.
f. Misconfigured Settings
Highlight any settings that may be missed or misconfigured during the initial setup. Rectifying these settings can enhance the overall My365 experience.
g. Recommendations
Provide recommendations to the client based on your findings. These recommendations should be clear, actionable, and focused on optimizing the use of My365.
h. Next Steps
Conclude the assessment by clearly outlining the next steps in the process and ensuring your client is well-informed about the path forward.
4. Discovery
Review the findings of the tenant assessment, discuss recommended bookings, and clarify the next steps with your client. This phase should be seen as a collaborative effort, where you and your client jointly identify priorities and outline the course of action. Discuss the assessment results in detail, allowing your client to gain a deeper understanding of how My365 can be tailored to meet their specific needs. This collaborative approach will foster trust and confidence in your services.
5. Baseline Builder
Now, it’s time to set up the My365 environment to meet your client’s needs. Here’s what to do:
a. Deploy Settings to Endpoint Manager
To ensure a smooth My365 experience for your client, deploy the necessary settings through the Endpoint Manager. This central management tool simplifies the configuration and control of devices.
b. Setup Microsoft Defender for Business
Enhance security by setting up Microsoft Defender for Business. This robust security solution safeguards your client’s data and devices.
c. Migrate to Modern Authentication
Migrating to modern authentication methods is a strategic move to improve efficiency and security. It enhances user experience and streamlines access to My365 resources.
d. Create Viva Landing
Establish Viva Landing to provide an engaging and organized user interface for your client. A well-designed Viva Landing page can significantly improve user engagement and productivity.
e. Enable Sensitivity Labels & Retention Labels
Implement sensitivity labels and retention labels to manage data effectively. These labels ensure data is appropriately classified and retained, aligning with your client’s compliance and data management needs.
6. Migration – Emails & Files
Plan and execute the migration process, ensuring a smooth transition for your client. The migration process is a critical phase that requires careful planning and execution. It’s essential to ensure that no data is lost during the transition and that all email and file assets are successfully migrated to My365. Collaborate with your Managed Service Provider (MSP) to design a migration plan that aligns with your client’s specific needs. Your past experiences with migration projects should guide you in avoiding common pitfalls, ensuring a seamless transition.
a. Plan a Migration Through Your MSP
Leveraging your Managed Service Provider (MSP) is a strategic choice. They bring expertise and resources to the table, making the migration process smoother and more efficient.
b. Start a Project with Netlogic My365
Initiating a project with Netlogic My365 is a smart move. Their My365-specific expertise ensures that the migration process is tailored to the platform, maximizing its potential.
c. Review Past Calls on Migrations
Reviewing past migration experiences is invaluable. Learning from previous projects can help you identify and address potential challenges, ensuring a smoother migration process for your current client.
7. Post Baseline Builder Review
After the baseline setup, confirm configurations, identify errors or issues, and provide resolutions or next steps to your client. This phase ensures that your client’s My365 environment is configured correctly and free of errors. Review the configurations with your client to ensure that their specific needs are met. If any issues or errors are identified, promptly provide resolutions or define the next steps. It’s vital to maintain open communication with your client to address any concerns and keep the project on track.
8. Device Joining
Assist your client in setting up their devices, allowing them to choose the right enrollment type, whether it’s BYOD or corporate-owned. Proper device setup is crucial for a seamless My365 experience. Help your client understand the advantages and considerations associated with Bring Your Own Device (BYOD) and corporate-owned device enrollment. Tailor the device setup to align with your client’s preferences and needs, ensuring they have a productive and secure device environment.
9. End-User Training
Provide comprehensive training to end-users in areas such as SharePoint, Teams, devices, and email. Training is the key to ensuring your client’s team can fully utilize the My365 platform. Create a customized training program that addresses your client’s specific needs. Offer SharePoint training to enable effective document management, Teams training for efficient collaboration, device training to ensure that devices are used optimally, and email training to enhance communication. Be open to requested training, tailoring your approach to your client’s requirements.
10. Next Client
With one client successfully onboarded, it’s time to move on to the next one and continue the cycle. A successful My365 implementation and onboarding experience with one client should serve as a foundation for building trust and credibility in the market. As you conclude the onboarding process for one client, maintain a sense of momentum and transition swiftly to the next, ensuring your services reach more clients and maximizing your returns.
Cultivating Profitable Partnerships Through My365
By following these steps, you can ensure your clients get the most out of My365 while enjoying a profitable partnership. The process of selling My365 to clients isn’t merely a transaction; it’s the establishment of a dynamic and mutually beneficial relationship. This multifaceted journey begins with the initial client demo, a critical juncture where you lay the groundwork for a deeper understanding of My365’s myriad advantages. It’s not just about showcasing features; it’s about crafting a compelling narrative around how My365 can be a transformative force in their business operations. By effectively communicating this value proposition, you ignite your clients’ interest and set the stage for a successful partnership that extends beyond the immediate sale.
Good luck on your journey to My365 success!