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iasset FAQs: Everything you need to know

FAQ-iasset copy

Frequently asked questions about channel revenue automation.

Explore answers to frequently asked questions about revenue automation, channel revenue management and iasset's platform, capabilities, integrations and more.

Contents - quicklinks

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?

 



iasset pricing - how much does iasset cost?

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.

Can iasset integrate with our existing systems?

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.

What is channel-friendly CPQ software?

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.

How does iasset simplify quoting?

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.

How does iasset identify upsell and cross-sell opportunities?

By analysing installed base information, contract dates and lifecycle events, iasset uncovers hidden revenue for upgrades, expansions, refreshes, EOX and additional services.

Can iasset help identify end-of-life and refresh opportunities?

Yes. iasset can identify products approaching end-of-life or end-of-support, helping teams proactively recommend replacement solutions. 

Can we adapt our CRM or ERP instead of implementing iasset?

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.

Should we build a solution in-house?

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.

Is iasset a CPQ platform?

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. 

Is iasset a renewal management 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.

Who is iasset designed for?

iasset is built for technology vendors, distributors, partners (VAR, SI, MSP, MSSP, Telco) and other organisations that manage recurring revenue through indirect channels.

How can AI improve channel sales performance?

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.

How do technology companies automate renewals?

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.

What is installed base management?

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

 

How does iasset compare with standard CPQs and CRMs?

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.

Comparison table - iasset vs standard CPQ and CRM systems

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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