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See how iasset combines real-time data insights and smart automation to remove manual tasks, maximize revenue, and capture every opportunity.
AUTOMATE YOUR DATA
Easily upload your installed base and connect to your existing tech stack (ERP, CRM, ITSM, and more) via our seamless API integration. Import supplier quotes, product catalogs, and price lists with ease.
Record all critical information, such as products and services sold; price lists; vendor and partner associations, end-customer records; contract terms; SKUs; serial numbers; license keys; and more.
iasset will help you exchange sales data securely with your vendors or partners in real time. These connections ensure a fully automated, frictionless process that drives efficiency and maximizes revenue opportunities.
Your installed base data is now primed to drive retention and growth!
AUTOMATE YOUR QUOTING
Create quotes for every stage of the customer journey - from new sales and add-ons to renewals, upgrades, upsells, cross-sells, co-sells, asset retirements, and cloud migrations - all from a single platform.
iasset will analyze your installed base data to automatically generate quotes in your preferred format. Send quotes directly to your partners or end customer with just one click.
Easily apply your unique pricing rules, including buy discounts, margins, multipliers, currency conversions, co-terms, rebates, and more - no spreadsheets required.
Create large, multi-vendor quotes in minutes. Use advanced tools like product configurators, instant bulk edits, dynamic pricing updates, quote versioning with rollback, and intelligent options to co-term, consolidate, or merge line items.
AUTOMATE YOUR RENEWALS
Set automated rules based on contract value, customer tier, or any other criteria. iasset will handle quote generation and delivery without lifting a finger.
Support all renewal scenarios - whether it’s maintenance, licenses, warranties, subscriptions, or support agreements. Automate like-for-like renewals or present alternate options with every quote with ease.
Stay ahead of deadlines with automated escalation workflows, keeping partners and customers informed as renewal dates approach.
Once a renewal is completed, iasset updates all related records in preparation for future expansion and renewal opportunities.
AUTOMATE YOUR GROWTH
Define your campaign name, timeline, and desired outcomes. Add custom branding and tailored messaging to create a professional, personalized experience.
Move beyond traditional EDMs. iasset lets you embed pre-built, auto-generated quotes directly into your campaign emails - accelerating the path to purchase. All pricing, discounts, and logic are handled automatically by our CPQ tool.
Allow iasset to do the hard work by analyzing your installed base data for query matches. The opportunities are endless — upsell, cross-sell, attach, win-back, warranty extension, end of life/service, complimentary products, and more.
Once set, iasset will do the rest — from quote generation and campaign distribution to engagement tracking and follow-up actions for signed deals.
AUTOMATE YOUR PAYMENTS
Customers can choose options and complete the order process via a secure online quote generated with iasset.
Integrated with DocuSign, the approval process is fast, compliant, and automatically triggers billing and fulfillment.
Connects to your bank or third party payment gateway, for instant payments via credit card or purchase order.
Once quotes are booked and invoiced, iasset converts sales and POS data into installed asset records — ready for future revenue opportunities.
Talk to our team today and see how iasset.com can work for your business.
