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Marketing Portal for collaboration and data sharing for MSP customers

Marketing Portal: Collaboration & Lead Generation

About the client:


MSP Sales & Marketing (MSPSM), a premier outsourcing marketing and lead generation agency for MSP, VAR, and CSP looking to transition managed services.

They help to enter new markets, launch new solutions, amp up digital presence, build strong partnerships, eventually leading the result acceleration. MSPSM has helped many businesses grow with its staff of 60+ subject matter experts.

Tech Stack

MS .net Framework
MSSQL Server
RMM Tools Integrated
PSA Tools Integrated

Project Requirement

  • A consolidated and robust portal to help Marketopia collaborate and work with MSPs, VARs and CSP for providing Sales & Marketing Services
  • All-inclusive platform structure with RMM and PSA as a cohesive function
  • Streamline marketing, lead generation, and sales training solutions.

The Online Portal/Solution

  • The two user types in Portal - one by MSPSM Sales Team and other by Resellers
  • Portal allows management of Resellers, Vendors, Partners for MSPSM Team
  • Manage Campaign, Goals & Performance
  • Microsoft OneDrive integration within Portal that allows collaboration of files for Sales & marketing Collaterals and Updates
  • Integration of Vimeo for Online video tutorials/training, service provided to Resellers
  • RMM & PSA tools Integration to manage customer data within the portal and generate sales leads & opportunities based on reports generated
  • LeadForm that captures all the opportunity generated by Appointment setter


  • This helps to add value to the customer services process. MSPSM can provide online login for their 100+ customers, consolidate all sales & marketing processes and materials in real-time on the portal, improves sales & marketing team productivity and identify additional sales opportunities due to RMM & PSA integration, thus increase reseller revenue by 20%.

Timeline for this Project

1 Year   

Team allocation for this Project

  • 2 Developers
  • 1 Quality Assurance
  • 1 Project Manager

Project Details

MSP Sales & Marketing
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