I chat with Ryan Redmond, founder of Optrua and a long-time advocate for smarter sales, better systems, and industry progress. Ryan walks us through his background in CRM and ERP, shares why MSPs struggle with sales automation, and explains the challenges facing IT professionals when adopting Microsoft Dynamics and integrating it with existing business tools. We also dig into why process matters more than technology, how co-pilot and AI are changing the game, and what NSITSP is doing to move industry standards forward.

Topics include Optrua’s consulting approach, practical tips for CRM adoption, sales process optimization, resources for MSP growth, and the importance of active participation in IT advocacy. You’ll find fresh perspectives to help you run your business smarter.

​List of Companies, Products, and Books: 

• Optrua: https://optrua.com
• NSITSP: https://nsitsp.org
• Microsoft Dynamics: https://dynamics.microsoft.com
• Microsoft 365: https://microsoft.com/microsoft-365
• Microsoft CRM (now Dynamics): https://dynamics.microsoft.com/crm/
• IAMCP: https://iamcp.org
• Salesforce.com: https://www.salesforce.com
• Oracle: https://www.oracle.com

SPONSORS:

• Livestream Partner, ThreatLocker: https://www.itbusinesspodcast.com/threatlocker
• Legacy Partner, NetAlly: https://www.itbusinesspodcast.com/netally/
• Internet Provider, Rythmz: https://www.itbusinesspodcast.com/rythmz
• Production Gear Partner, Liongard: https://www.itbusinesspodcast.com/liongard
• Travel Partner: Bvoip: https://www.itbusinesspodcast.com/bvoip
• Travel Partner: TruGrid: https://www.itbusinesspodcast.com/trugrid
• Digital Partner, Designer Ready: http://itbusinesspodcast.com/designerready

SHOW MUSIC: 

• Item Title: Upbeat & Fun Sports Rock Logo
• Item URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UET
• Author Username: AlexanderRufire
• Item License Code: 7X9F52DNML

=== Connect with Uncle Marv

🌐 Website: https://www.itbusinesspodcast.com/
🎙 Host: Marvin Bee
🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ
☕ Support the show: https://ko-fi.com/itbusinesspodcast

If you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.