CRM Pipeline & Nurture Integration: - The CRM should move leads into appropriate nurture flows based on status. E.g., if lead becomes an SQL and an opportunity is open, likely stop automated marketing emails (to avoid confusion) and handle through direct sales communications. If an opportunity goes cold, perhaps re-enter them into a lighter nurture track after some time. Sales and Marketing Alignment: - Sales and marketing should meet regularly to refine MQL criteria (if too many MQLs arent converting to SQL, tighten criteria). - Feedback from sales on common objections or questions can feed back into nurture content or blogs. - Both should use the same messaging guides (the Messaging Matrix) so that from first ad to sales call, the message is cohesive. With this framework, leads from various sources are captured, nurtured, and progressed systematically, reducing lead leakage and ensuring timely, relevant follow-ups crucial given long B2B sales cycles and multiple stakeholders involved. 6.2 Strategic Partnerships Strategic partnerships can amplify RTCs reach and credibility by aligning with other organizations that serve the same target market in complementary ways. Key categories of potential alliances include: Tech Resellers & MSPs (Managed Service Providers): Many value-added resellers (VARs) and MSPs have close relationships with mid-market and enterprise clients providing hardware, software licensing or IT services. Potential Partners: Large resellers like SHI, SoftwareONE, CDW, or regional MSPs who manage IT environments. Also, cloud solution providers (e.g., AWS Premier Partners) who manage cloud for clients. Partnership Value: These firms often focus on selling or managing IT, but not on aggressively optimizing costs (some might have FinOps, but others dont). By partnering, they can bring RTC in as the cost optimization specialist, adding value to their client offering. For example, an MSP can say "We also constantly optimize your spend, including partnering with RTC for independent cost reviews." That could differentiate them. In return, RTC gets access to their client base. Structure: Could be referral agreements (they refer clients to RTC for a fee or reciprocal referrals), or bundling (MSP includes cost opt. service by RTC in their package). Example: A Microsoft licensing reseller might bring RTC in when a clients Enterprise Agreement is up for renewal to help optimize usage before the purchase the reseller benefits by delivering a better outcome for client (maybe lower volume but happier client likely to renew with them). Or a cloud MSP could use RTCs advice to right-size resources and then the MSP implements those changes. FinOps Platforms & SaaS Tools (Cloud Cost Management, SAM tools): Potential Partners: Apptio (Cloudability), Flexera, ServiceNow ITBM, Zylo (SaaS management), Snow Software (SAM), etc. Partnership Value: These software providers often offer the tool but clients may lack expertise or resources to act on the insights. By partnering, the tool vendor can recommend RTC as certified services partner to help clients achieve the outcomes the tool identifies. For instance, Flexera could refer a client struggling to interpret its optimization data to RTC for consulting. Conversely, RTC 66
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