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Protect and extend your profitability

Our platform helps IT, IoT, and MedTech Distributors use automation to protect recurring revenue and uncover sales opportunities across the customer lifetime.

The SaaS built for Distributors. is all you need to protect and grow your business.

Within product and sales data lies a goldmine of opportunities for optimizing the customer lifecycle, yet ineffective management means these events often go undetected. Lost revenue and risk of churn, not to mention operational inefficiency, are a given for businesses poorly managing their lifecycle sales.

With as your single source of truth, you have a consolidated, real-time view of the entire installed base. You can automate time-consuming manual processes, streamline renewal management and expedite quoting from hours, down to minutes. Valuable data insights also help you make decisions that turn customer retention and revenue extension into a reality.

By leveraging the platform, you are freed to focus on delivering more value to your customers and partners in an efficient, cost-effective way.


Unlock untapped revenue

Proactive management of each lifecycle opportunity helps uncover additional revenue from existing customers. From upsell, cross-sell, upgrades, refresh, and maintenance, through to end-of-life and end-of-support alternatives, your growth opportunities are endless.

  • Deliver added value to your partners
  • Enable incremental revenue growth
  • Extend customer lifetime value

How it works’s rule-based wizard identifies upsell, cross-sell or refresh opportunities within your installed asset base. It will even automatically generate pre-priced quotes for immediate action by your partners.

Once a sale is closed, updates with the latest product or service information, ready for the next lifecycle event.


Automate subscriptions + renewals

Eliminate your team’s administrative burden and the cost of ineffective subscription and renewal management, particularly for repetitive, lower-value transactions. Ongoing management becomes simple when driven by automation, allowing you to do away with laborious manual processes.

  • Protect recurring revenue streams
  • Retain customers and prevent churn
  • Reallocate resources to focus on what matters

How it works proactively flags expiring contract items such as warranties, licenses, subscriptions, maintenance, and support, so you no longer need to scour through copious data. The platform will then automatically send alert notifications containing pre-configured quotes for resellers to act on.


Accelerate quoting

Simplify the multi-vendor quoting process and generate complex quotes in a matter of minutes.

Automatically calculated buy-discounts, multipliers, exchange rates, price books, and other pricing attributes mean fast, accurate, and more frequent quoting. Now, you can redirect resources from administrative tasks to driving sales.

  • Increase quantity and speed of delivery
  • Reduce the cost of sale
  • Improve quoting accuracy

How it works automatically generates quotes, no matter the complexity, based on your set pricing logic. The platform also allows bulk configuration or pricing updates including the creation of new quote versions, before sending them to customers in your pre-defined format.


Control sales data

Get a real-time, consolidated view into your entire installed base and partner sales data, and monetize it with ease. Data centralization provides you with valuable insights for better decision-making and customer success.

  • Review sales and product data in one place
  • Understand customer purchase behavior
  • Prepare customer success strategies

How it works consolidates, validates, and ensures ongoing accuracy of your sales and product data via API integrations into your existing systems, data imports, as well as bookings closed through the platform.

Plus, every piece of information is captured such as install sites, SKUs, part numbers, and contract start and end dates, unlike a regular CRM, CPQ, or ERP.

Smart customer success is one click away

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Chat to us helped us increase our renewal rates from 40% to 90% within months. The platform transformed our renewals business from a process to a profitable go-to-market program.

Sales Director
Distribution Central

Featured resources

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Global Distributor Automates Installed Base Sales Management

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A Distributor's Guide to Becoming Simply Irresistible

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Forrester 2020 Channel Trends - Part 3

The final episode of our 3 part video series with Forrester's Jay McBain covers the great distribution...

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Frequently asked questions

Got a question we haven’t answered?

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Can’t my IT team build this platform in-house instead?

Building software in-house isn’t as straightforward or cost-effective as it seems. In fact, we’ve witnessed countless companies try and fail. The vast majority never finish and even if they do, the software is usually inferior to any SaaS available on the market. And let’s not ignore the significant time, expertise, and resource requirements for ongoing maintenance.

We know firsthand it takes over 12 years, a large team of developers (who understand channels), and deep knowledge of the world’s best operational practices from a variety of companies and verticals to create software comparable to the platform. Let us save you the headache.

Still not convinced? Read more

What if my product and sales data is “bad”?

The concept of “bad” data is unfortunately a persistent misconception. Often data is poorly organized for lifecycle sales, but it’s not inherently bad since it can be restructured and turned into useful information.

You don’t need to wait until your data is cleansed before activating your lifecycle strategy. Simply load what you have into and it will consolidate, cleanse, and create accurate asset or contract records as you continue to use the platform.

Want to know more? Read more

Can’t we use or adapt our CRM, ERP, CPQ, or ITSM application?

Traditional CPQ and CRMs are geared to handle less complex, net-new sales, not a dynamic channel business built on ongoing customer success and lifecycle sales.

Additionally, is not intended to replace your CRM, ERP, or other critical business applications. We recommend you leverage the platform in unison with existing technologies to better service your customers and facilitate incremental growth.

Got a question we haven’t answered?

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Ready to get started?

Talk to our team and discover how can help protect and grow your business.

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