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Explore answers to frequently asked questions about revenue automation, channel revenue management and iasset's platform, capabilities, integrations and more.
iasset pricing - how much does iasset cost?
Can iasset integrate with our existing systems?
What is channel-friendly CPQ software?
How does iasset simplify quoting?
How does iasset identify upsell and cross-sell opportunities?
Can iasset help identify end-of-life and refresh opportunities?
Can we adapt our CRM or ERP instead of implementing iasset?
Should we build a solution in-house?
Is iasset a CPQ platform?
Is iasset a renewal management platform?
Who is iasset designed for?
How can AI improve channel sales performance?
How do technology companies automate renewals?
What is installed base management?
How does iasset compare with standard CPQs and CRMs?
Unlike legacy enterprise SaaS that charges per user or licence, iasset uses an outcome-based pricing model. We only charge when revenue is processed through the platform, closely aligning our success with yours. This allows you to scale across teams and partners without additional seat costs while focusing on measurable business outcomes rather than software consumption.
Yes. iasset is designed to integrate with existing CRM, ERP, ITSM, ESG, license management/consumption and finance systems to reduce silos and improve data accuracy, including Salesforce, Oracle, SAP, Netsuite, Boomi, Mulesoft and more. For a full list of iasset’s integrations visit our Integrations page.
Channel-friendly CPQ software is designed specifically for vendors, distributors and partners that need to manage complex pricing structures, multi-vendor configurations, approvals and high quote volumes.
iasset automates quote creation using predefined pricing rules, approvals and product configurations, enabling the platform to generate accurate quotes faster for your teams while eliminating manual effort and errors.
By analysing installed base information, contract dates and lifecycle events, iasset uncovers hidden revenue for upgrades, expansions, refreshes, EOX and additional services.
Yes. iasset can identify products approaching end-of-life or end-of-support, helping teams proactively recommend replacement solutions.
While CRM and ERP systems are critical systems of record, they are not purpose-built for complex channel quoting, renewals and installed base revenue management. Most organisations use iasset alongside these systems to extend their capabilities.
Building internally can require significant investment, ongoing maintenance and specialised expertise. Organisations often choose iasset to accelerate time-to-value and avoid the hidden costs associated with custom development. iasset is also continually upgraded as part of the service and most internal applications are not.
Yes, but the CPQ is only one part of the platform. iasset includes a channel-native CPQ that humans can use in the traditional way, but the real difference is automation: the platform can generate quotes automatically, without anyone touching a keyboard. CPQ sits alongside renewals automation, installed base intelligence, expansion selling and quote-to-cash, all in one platform.
Yes. Renewal automation is one of iasset's core capabilities, helping organisations retain recurring revenue and cut manual effort. But it's one outcome of a broader platform, iasset also covers CPQ, quote-to-cash, expansion, and customer lifecycle quoting - all built on top of installed base intelligence.
iasset is built for technology vendors, distributors, partners (VAR, SI, MSP, MSSP, Telco) and other organisations that manage recurring revenue through indirect channels.
Artificial intelligence helps technology vendors, distributors and partners improve sales performance by analysing large volumes of data and identifying revenue opportunities that would not appear in a normal reporting format.
Technology companies automate renewals by consolidating installed base data, identifying contracts approaching expiry, generating renewal quotes automatically and triggering workflows for approvals, notifications, follow-up and payments. iasset is the only platform that helps vendors, distributors and partners manage hardware, software, maintenance, subscriptions, licences, cloud billing and renewals at scale.
Installed base management is the process of tracking every product, subscription, licence and service a customer owns, including all the related channel parties involved in the sale, and following them throughout their entire lifecycle, from the initial sale through renewal, expansion, upgrade or churn.
Installed base data is the critical foundation on which the rest of the iasset platform runs. It's what makes CPQ context-aware rather than a blank quote form, what triggers renewals automation before a contract lapses, what surfaces expansion and upsell opportunities as usage changes, what manages the EOx process, and what feeds quote-to-cash so billing reflects what a customer actually holds. It's also the layer iasset’s “InGRID” sits on top of, since AI-driven recommendations are only as good as the installed base data behind them.
Done well, installed base management helps organisations:
• Automate as much as 65% of the quote load
• Automate renewals and suggested upgrades
• Identify upsell and expansion opportunities
• Reduce churn
• Deliver more proactive, better-timed customer engagement
iasset’s offering is unique and doesn’t fit neatly into an existing software category. While CRM and CPQ systems are essential components of the technology stack, they are not typically designed to manage the complexity of channel quoting, rebates, renewals and installed base-driven revenue growth. iasset complements and extends these systems by providing purpose-built capabilities for the technology industry.
| Capability | iasset | Standard CRM | Standard CPQ |
| Purpose-built for IT vendors, distributors, partners | |||
| Channel-friendly CPQ and approvals | Limited | ||
| Multi-vendor quoting | Limited | Limited | |
| Renewal automation | Limited | Limited | |
| Installed base management | Limited | ||
| Automated upsell, cross-sell, expansion campaigns | Limited | Limited | |
| End-of-life and refresh opportunity management | |||
| Quote-to-cash orchestration (order, sign, pay online) | Limited | Limited | |
| Visibility across customer lifecycle | Limited | ||
| Channel ecosystem visibility and reporting | |||
| Agentic AI driven insights and actions | Emerging | Emerging | |
| Complex quoting with unlimited line items | Limited | ||
| Bulk configurations | Limited | ||
| POS data capture and management | Limited | ||
| Integrates with other systems | |||
| Outcome-based pricing (not per user) |
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