March 17, 202600:11:35

Beyond the Box: Charlene Ignacio of Fornix Marketing on CRM Strategy for MSPs and Channel Partners, Podcast

Charlene Ignacio of Fornix Marketing spoke with Doug Green, Publisher of Technology Reseller News, during the Enterprise Connect conference about Beyond the Box, a CRM platform designed to help MSPs and channel partners better manage customer relationships and business operations.

Ignacio explained that many service providers struggle with fragmented tools and processes when managing sales pipelines, customer engagement, and service delivery. Beyond the Box addresses this challenge by providing a platform tailored specifically to the needs of the channel, allowing MSPs to manage leads, automate workflows, and maintain better visibility into their business performance. “Beyond the Box was built with the channel in mind, helping partners streamline operations while maintaining strong relationships with their customers,” she said.

The platform is designed to integrate CRM capabilities with operational workflows, helping organizations align their marketing, sales, and service functions more effectively. This integration can help partners improve customer engagement while simplifying the management of ongoing client relationships.

During the conversation, Ignacio emphasized that effective CRM systems are becoming increasingly important as MSPs grow their customer bases and expand their service portfolios. By adopting tools that are purpose-built for the channel, partners can improve efficiency and scale their operations more effectively.

As conversations at Enterprise Connect continue to highlight the importance of digital transformation and operational efficiency, solutions like Beyond the Box are helping channel partners build stronger, more organized customer engagement strategies.

Learn more about Fornix Marketing: https://fornixmarketing.com/
Learn more about Beyond the Box: https://www.btbcrm.ca/

No transcript available.