Friday, January 30, 2015

Free Webinar: 5 Benefits Integrated CRM Brings to the IT Services Provider

Please mark your calendars for a free webinar with Results Software.

We use Result CRM in-house. We're just learning about the newest version. So I asked Sam to put together a webinar that is NOT a salesy tour of the menu options. 

This webinar will focus on the benefits of CRM and how you can make money selling CRM solutions to your clients. If you've only used Microsoft CRM, you'll be pleasantly surprised with the flexibility, power, and ease of use of Results.

(No, I'm not being paid to say that.)


5 Benefits Integrated CRM Brings to the IT Services Provider

Free Educational Webinar

February 9th 

1:00 PM Eastern / 10 AM Pacific

Join us on Monday, February 9th and learn how companies use CRM (Customer Relationship Management) to simplify their day to day operations and build successful and profitable business relationships. In this webinar we will take you above the hype to learn what CRM is and why it is relevant and important to you and your clients. 

We will also explore how to identify when a CRM solution is needed, using actual case studies and real life examples.  You’ll also learn how traditional CRM has evolved and the important differentiators of today’s Integrated CRM systems.

If your business goals include learning about the tools that can help your clients save time and money, increase growth and improve their operations, you won’t want to miss this dynamic webinar!

Join Sam Saab, President & Founder of Results Software, to explore:

  • What is CRM?
  • Why is CRM relevant and important?
  • Signs that a CRM Solution is Needed
  • The Case for Integrated CRM
  • Offering your Clients an Integrated CRM 
  • Interactive Q&A
Register Now

Your Hosts:

Sam Saab, President & Founder of Results Software

Sam Saab is passionate about helping businesses succeed! Sam is a recognized pioneer in the CRM industry and office automation technologies. In 2002, Sam developed and launched Results CRM as an integrated business solution that helps businesses centralize their data, streamline their operations and improve their business relationships. Sam is a national speaker and published author on CRM topics including business growth strategies, office automation, virtual offices, boosting sales and gaining a competitive advantage. 

For more information about Sam Saab, please visit

Karl W. Palachuk, Small Biz Thoughts

Karl W. Palachuk, is a technology consultant, author, speaker, trainer, and coach. He is the author of fifteen books. He has built several successful businesses, including two managed services companies. His books include Managed Services in a Month and The Network Documentation Workbook. Karl is a frequent trainer and speaker in the SMB Community. His popular blog can be found at He has more than twenty years experience as an I.T. professional and serves on advisory panels for several hardware and software companies.


Wednesday, January 28, 2015

Final January Webinar - Migrating off Windows 2003 Servers - Zynstra, HP, Hybrid Clouds

PLEASE don't miss our final January Webinar with Zynstra on Thursday, January 29th at 9:00 AM Pacific!

Register for the Free Webinar:

All month long, we've doing webinars with the Zynstra Hybrid Cloud team to explore how you can generate massive new revenue in 2015 with Zynstra Hybrid Cloud solutions.

Each week we've gone deeper into the Zynstra appliances. We've done a test drive. We've looked a pricing configurators. And we've answered lots of questions.

Tomorrow we're going to do a little Windows Server 2003 themed workshop. Windows Server 2003 is at "End of Life" this year and yet 40% of the servers out there are still WS03. What's your solution?

The agenda is:

- Recap on Zynstra and their principle deployment partner MyCloudMSP

- SBS and WS2003 - Intro and "Is it a real opportunity?"

- Explore Options for those still on WS03 (Transaction or as a service; On premise or in cloud; How to decide?)

- Qualifying best approach for your customers

- Audience feedback on opportunity

- Generating a proposal

- Technical Q & A

This is particularly timely since HP just announced "Operation Crescendo" to capture $1 billion in sales for HP and their partners. Microsoft has vowed that the world is really coming to an end for WS03 on July 14, 2015. See the CRN article here:

Previous Webinars

You can view two of our previous webinars on my YouTube channel, including the webinar from last week on the size/price configurator tool. The videos are here:

Webinar 1 - Hybrid Cloud Opportunities with Zynstra

Webinar 2 - Hybrid Cloud Opportunities

Join us and find out why Hybrid Cloud simply IS the way technology will be delivered from now on.

January 29th
9:00 AM PST

Register for the Free Webinar:

CloudMSP Named First North American Distributor to offer Zynstra's Hybrid IT Solution for SMBs to Partner Channel

Just got a note from my friends over at CloudMSP ( Looks like my local friends are teaming up with my UK friends to bring this amazing product to the U.S.

Here's the press release:

- - - - - 

CloudMSP First North American Distributor to offer
Zynstra's Hybrid IT Solution for SMBs to Partner Channel

State-of-the-Art Technology Available to Businesses in Time for
Looming Windows Server 2003 End-of-Support Deadline

SACRAMENTO, CA, January 28, 2015 – CloudMSP, a specialty value-added distributor of cloud and information technology solutions, has announced it is the first distributor of Zynstra, the pioneer in enterprise-class hybrid IT for the Small Medium Business (SMB) in North America.

Zynstra’s expansion into North America comes on the heels of great success abroad, where they have already gained significant momentum with its innovative hybrid IT solutions and sold to Europe's SMB market through their partner network.
Through CloudMSP, North American partners, including MSPs, VARs and telecom agents, can offer their SMB customers enterprise-class IT without the enterprise cost, just in time for the Windows Server 2003 and Small Business Server end-of-support deadline. Zynstra's subscription based model means businesses can upgrade their critical IT infrastructure without an upfront capital expense.

“We are excited be the first distributor in North America to offer such a game-changing service to the channel partner community,” said Jeffery Ponts, executive VP of CloudMSP. "Partners can leverage Zynstra's SMB IT Appliance, a fully-managed solution comprising an on-premises server integrated with cloud based services, to meet their customers' need to replace their Windows Server 2003 or Small Business Server, due to the impending end-of-support deadline.”

"CloudMSP is focused on enabling partners to switch from a break-fix model, to a more stable annuity model, making Zynstra's subscription based services a perfect addition to our portfolio," said CloudMSP president Daniel Langton. "Zynstra's product will also help standardize our partner's operations and, by leveraging Zynstra's technology and expertise to manage and support the server, partners will be able to focus their resources on more profitable professional services.” 

“Zynstra has a 100-percent channel model, so finding the right partners is very important,” said Nick East, Zynstra CEO. “CloudMSPs model for supporting and enabling partners through marketing programs, sales tools and strong technical resources is a holistic approach to going to market that will benefit partners greatly as they introduce Zynstra's services to their customers.” 

Zynstra’s Cloud Managed Server Appliances deliver enterprise class, worry-free IT for a simple monthly fee, making it an attractive and affordable option for SMBs. Sold as a service, through CloudMSP's partners, it is fully managed and supported by Zynstra. 

Key standard features include:

     Core IT services: A private cloud on one or more clustered servers, pre-integrated with network gateway, Active Directory, file and print servers, a range of managed applications, and a managed virtual machine “infrastructure as a service” environment are all included on the Zynstra appliance. Backup management and disaster recovery capabilities are built in, including a reverse backup for Office 365 users.

     Automatic updating: All support and management are conducted automatically and behind the scenes, so routine maintenance by the SMB is eliminated. Upgrades and security patches are always kept current.

     Pre integrated: The SMB IT Appliance comes out of the box integrated with Office 365, Azure and other key cloud applications.

Partners who wish to learn more about selling Zynstra through CloudMSP can visit

About CloudMSP
CloudMSP is a specialty value-added distributor of cloud and hybrid IT solutions. CloudMSP aims to ensure its partners are prepared to successfully navigate the new landscape of converged IT and telecommunications through widespread adoption of cloud technology.

Shawn Cordner

215 839-9639

- - - - -

Monday, January 12, 2015

Tune into My Annual "State of the Nation" Address for Small Biz IT Professionals - Wednesday

Tune into My Annual "State of the Nation" Address for Small Biz IT Professionals - Wednesday, January 14th, 2015


This presentation was recorded and you can view it here:

- - - - -
Mark your calendar now and don't miss this once-a-year podcast. For six years now, I've produced a podcast on the "State of the Nation" for small technology providers.

Don't miss this year's podcast.

Karl's Annual State of the Nation Address
Wednesday, January 14th
9:00 AM Pacific

Here's the Link you'll need:

No cost. Register now!

Paste that into your calendar so you don't forget!

Topics Include:
Highlights and Lowlights from 2014
Cloud Services Going Forward
The Economy and SMB
Strategies for Creating Wealth with your Managed Service Business

- - - - -

We like to call ourselves entrepreneurs. But "business owner" and entrepreneur are not the same thing.

Think about the difference between business people and entrepreneurs. A business person will look at a great idea and see a product, and even how to make money with that product. An entrepreneur will look at the same thing and see how to create a new business venture.

Too many business owners aren't entrepreneurial at all. They are business people. That means they're working hard trying to make the business work every day instead of looking at the much bigger picture.

Tune in to learn more.

The economy is going to really hit it's stride in 2015. Will you have phenomenal growth?

Join me for some ideas!

Wednesday, January 14th
9:00 AM Pacific

Register Now:

Sunday, January 11, 2015

New Core Standard Operating Procedures Class to Kick Off Our 2015 Schedule

Core Standard Operating Procedures for Small IT Providers

Instructor: Karl W. Palachuk
- Five Tuesdays - Jan. 13 - Feb. 10, 2015 Register Now
- All classes start a 9:00 AM Pacific

You're guaranteed to learn something that will make or save you the price of admission!

This course will cover the most important procedures you need to have in place to run an efficient and highly profitable Managed Services Business.

Whether you're a new "Computer Consultant" or an experienced Managed Service Provider, you need to create successful processes that will propel your company forward. Nothing is more critical to making profit than having the right processes and procedures in place!

When I take on new coaching clients, they have many of the same issues over and over again. And almost all of them boil down to SOPs - Standard Operating Procedures. Or the lack thereof.
Everyone knows you need SOPs. In fact you probably know which ones you need. But where do you start?
You will learn
  • A practical introduction to SOPs
  • The relationship matrix of SOPs
    • Clients
    • Employees
    • Vendors
    • Internal Organization
  • The Ten Most Important SOPs for your IT Consulting Business
  • SOPs management, organization, and updates
  • Implementation strategies internally
  • Implementation strategies for clients
  • Service Department SOPs
    • Building
    • Training
    • Deployment
    • Upkeep
  • Avoiding the biggest pitfalls with SOP development and deployment
  • Building an Action Plan that works

Delivered by Karl W. Palachuk, blogger and author of the very popular "SOP Friday" posts at

Includes five weeks of webinar classes with related handouts, assignments, and "office hours" with the instructor.

This course is intended for business owners and managers. It is particularly useful for the Service Manager or Operations Manager.

Join us!

Friday, January 09, 2015

Webinars: Hybrid Cloud Opportunities - with Zynstra

Hybrid Cloud Opportunities - with Zynstra

Yesterday we held our first of four webinars on nurturing Hybrid Cloud Opportunities with the Zynstra cloud appliances.

Please join us each Thursday at 9:00 AM Pacific for the remaining webinars - Free:

Jan 15 - 9 AM PST

Jan 22 - 9 AM PST

Jan 29 - 9 AM PST

Register for Free:

Join me and the Zynstra Hybrid Cloud team to explore how you can generate massive new revenue in 2015 with Zynstra Hybrid Cloud solutions. The January calls will demonstrate the Zynstra Hybrid Cloud solutions, talk to U.S. partners who are currently making money with Zynstra, and conclude with an "open forum" to answer all your questions.

One registration is good for all four calls.

Join us and find out why Hybrid Cloud simply IS the way technology will be delivered from now on.

I've enjoyed working with Zynstra for the last 18 months or so. Join us for the Channel Program Kick-Off and Let's Get This Party Started!

Not "Just" a Replacement for SBS

One of the topics of discussion in the SMB community for the last five years has been the "replacement" of Small Business Server. When you start from that perspective, you miss a great deal about what's changed in technology in the last 5-10 years.

Think about it: If you were to design the perfect small business network today, would you put Active Directory, RDS, Exchange, SQL, IIS, file storage, and backup all one one box? I don't think so!

Our cloud offering, since late 2008/early 2009 has consisted primarily of
- Local storage
- Local backup mirrored to the cloud
- Hosted Exchange
- Hosted Web site(s)
- Separate servers if clients need Exchange, SQL, etc.

We are excited about the Zynstra Hybrid Cloud solution because it fits right in with everything we're already doing.

Machines exist as VMs, completely autonomous from one another. So you can join them to the domain and migrate services over one at a time as needed.

The bottom line: You can put each service exactly where it works best.

The Recorded Webinar

Yesterday's webinar is recorded and you can view it here:

That should also bring up lots of other suggested interviews regarding the Zynstra family of appliances.

Have fun!

If you have questions, please join us for one of the other webinars in January.


Tuesday, December 23, 2014

Squeaked in Before the Year is Over: MSPmentor 250 - The Top Folks in Managed Services

I am happy to announce that I've been selected for this year's MSPmentor 250 list. The announcement is here:

... and the official announcement is:

Welcome to the seventh-annual MSPmentor 250 list, honoring the world’s top managed services provider (MSP) executives, entrepreneurs and experts.

This list is based on our annual global survey plus MSPmentor's daily coverage of the managed services market. Thanks to survey participants. And a special thanks to MSPmentor's readers for your continued support.

Thank you to whoever nominated me. I appreciate your support. 

I'm perhaps the luckiest person I know because I get to travel the globe doing what I enjoy and reporting back to the community - and I get paid for it.

I encourage you to check out the whole list. See if you're on it. Then see if your friends are on it.

But more importantly, see if there's anyone on the list who's moving and shaking in our industry that you want to get to know. Look up their LinkedIn profile and connect. After all, connections are what makes a community!


Sunday, December 21, 2014

Third Tier To The Rescue

The last week was a little busy for me.

I started a new Managed Service business earlier this year, and I've been lining up some clients. That's all good.

EXCEPT you know how it is. You take over from someone who is being replaced because they haven't been quite up to spec for some time. Maybe they haven't been patching. Maybe they don't know what they're doing. Maybe they took a well-maintained network and turned it into a neglected network.

So here's the story of my week.

First, a "new" client who signed up with us six weeks ago suddenly had a problem with their Exchange server. We'll call him Client A. Because the problem was intermittent, we didn't start getting user complaints until mid-day Monday.

Apparently, an update over the weekend ran into a snag. As a result, I started looking at the server and realized that it needed a major Rollup update. I tried to install that and the installation failed with no error. I prepared myself for some extensive research and a potential call to Microsoft.

Research quickly revealed a few other minor issues.

To my mind, that eliminates Microsoft tech support from the equation. Because they will solve one problem at a time, this could take several calls. Plus, most of these problems were really minor, so not worth paying $499 each to fix.

Enter Client B.

Client B had signed a managed service agreement with us to start January 1st. But their old I.T. guy had someone managed to nuke their firewall and kill every service on the server. So they asked me to step in and set things upright.

I worked with Client B for a good part of Monday.

Tuesday: Jury Duty

In Sacramento County, you don't go in for jury duty unless them might actually need you. In the old system, you went downtown and sat around for days until they need you. With the new system, you check a web site at 5PM to see whether you need to report the next day.

Tuesday I had to report for jury duty. One client was half-up and the other one was half-down.

My part time tech is not the guy to assign to a crisis on an Exchange Server or a firewall.

I had just recorded an interview with Amy Babinchak about Third Tier's outsourced helpdesk services. (Listen to that over on SMB Community Podcast.)

So I decided to call for help. I went to and registered on their help desk. Then I put in a ticket. Soon, Mr. Philip Elder contacted me. Philip is the author of Microsoft Small Business Server 2008 Blueprint. He's also a Microsoft MVP for Clustering, and formerly an MVP for SBS.

I had Philip work on Client A while I worked on Client B and did my jury duty.

In just a few billable hours, the problem was taken care of AND I got a note about some configuration suggestions regarding the terminal server connected to the SBS network at Client A.

It was an extremely easy, smooth process. And very satisfying.

Obviously, this kind of urgent request cuts into my profitability with the client. But under the circumstances I feel like I was saved from a much longer, more frustrating week. And since all of that was the week before Christmas, I'm happy for the assistance at any price.

Note: To make something like this work as smoothly as possible, I posted up LOTS of information with my original service request. And I gave lots more details once Philip was assigned to the ticket. He had several pages of reading before jumping in, but I believe it was all useful to understand the nature of the problem, what had already been done, and where I thought we were stuck.

If I hadn't given him that background, he would still have been able to fix the server, but it would have taken longer as he discovered everything.

The bottom line: I'm glad I called on Third Tier to help me out when we were overloaded. I had a great experience, and I would use them again!


Wednesday, December 10, 2014

Third Tier Chat - December 17th - Three New Services and a Produtct

I just got a note from Amy over at Third Tier. It looks like they have an amazing "Chat" scheduled for next week. Click the "download" link to add the Lync link to your calendar.

Here's the memo from Amy: 
Third Tier
Introducing 3 new services and our first product!

You are invited to a preview during our Chat on December 17th 6pm eastern. Download to your calendar now!
Our Chat will introduce the following new items at Third Tier. In addition we'll cover our usual content about security and patching. Join us for this special sneak preview of...

Tech Your Books
You know your books are supposed to do more for you than just keep you out of trouble with the IRS right? They are supposed to be a powerful business tool that helps you be more profitable and provide information so you can make evidence backed decisions about your business. It’s time to Tech Your Books!
Look, A Whale!
What to you do when you’ve got a Whale? Be it a crisis or a project, your company could benefit greatly if you choose to have a third party representing your organization.
Our First Product: SBS
Ever since Microsoft ceased production of small business server saying that small businesses would prefer to be "in the cloud" IT providers have wondered where that leaves them. Well we have a solution for you - Be The Cloud!
Super Secret News
ASP members have been enjoying reading classified documents from US intelligence and security agencies giving them the early information on the latest hacks, industry targets and break-out infections. Learn about our after ASP plans to bring this information to you.

Our goal at Third Tier is provide IT Professionals with access to the resources they need to be successful. We've now got: SMBKitchen, Advanced Helpdesk, MicroStaffing, Tech Your Books, Look, A Whale and SBS. And a full dozen people to bring these services to your team. We're giving IT firms the tools they need!

Hope to see you at the chat!


Amy Babinchak

Monday, December 08, 2014

Join Our Webinar: Globalization of SMB

The world becoming very flat and very small. In other words, we're more connected than ever before. Things that seemed "exotic" twenty-five years ago are very common today. How does this affect the Small and Medium Business consultant?

This series addresses many aspects of the globalization of SMB, featuring guests who have experience working across borders, across oceans, and across lots of time zones.

Please register for our kick-off webinar on

Dec 30, 2014 
9:00 AM PST 


We're kicking off the webinar series Tuesday, December 30th with Harry Brelsford, founder of SMB Nation. Harry's been traveling the globe for more than a decade, connecting people and companies from every continent.

In addition to running a truly international business himself, Harry has partnered with Microsoft and other companies that have a global footprint. As the founder of SMB Nation, he's always tuned into effect of global business changes on the small I.T. companies out there.

Please join us for the introduction to this series.

It will be informative and fun!

- - - - -

One registration gets you into all twelve webinars for FREE.

This webinar meets 12 times.
Tue, Dec 30, 2014 9:00 AM - 10:00 AM PST
Tue, Jan 27, 2015 9:00 AM - 10:00 AM PST
Tue, Feb 24, 2015 9:00 AM - 10:00 AM PST
Tue, Mar 31, 2015 9:00 AM - 10:00 AM PDT
Tue, Apr 28, 2015 9:00 AM - 10:00 AM PDT
Tue, May 26, 2015 9:00 AM - 10:00 AM PDT
Tue, Jun 30, 2015 9:00 AM - 10:00 AM PDT
Tue, Jul 28, 2015 9:00 AM - 10:00 AM PDT
Tue, Aug 25, 2015 9:00 AM - 10:00 AM PDT
Tue, Sep 29, 2015 9:00 AM - 10:00 AM PDT
Tue, Oct 27, 2015 9:00 AM - 10:00 AM PDT
Tue, Nov 24, 2015 9:00 AM - 10:00 AM PST

Format Note: As you know, I love the interview format, so we're going to have a wide-ranging discussion for about 30 minutes, followed by Question and Answer period.

Sign up now and Join us on the last Tuesday of every month.

- karlp