---
title: How iasset Works | iasset.com
description: See how the iasset platform works. Streamline your entire sales process, remove manual tasks, maximize revenue, and capture every opportunity.
---

[![mix](https://www.iasset.com/hubfs/mix.svg) ![mix-1](https://www.iasset.com/hubfs/mix-1.svg) ](https://www.iasset.com?hsLang=en)

- Platform 
    - [Platform Overview](https://www.iasset.com/platform)
    - [How it Works](https://www.iasset.com/platform/how-it-works)
    - [Integrations](https://www.iasset.com/integrations)
    - [Products Quoted](https://www.iasset.com/hardware-software-quoted-through-iasset.com)
    - [Book a Demo](https://www.iasset.com/book-a-demo)
- Solutions for 
    - [IT Vendors](https://www.iasset.com/vendors)
    - [IT Distributors](https://www.iasset.com/distributors)
    - [IT Resellers + MSPs](https://www.iasset.com/service-providers-vars)
- [Methodology](https://www.iasset.com/lips-strategy)
- [Resources](https://www.iasset.com/blog) 
    - [Case Studies](https://www.iasset.com/blog?type=case+study)
    - [Guides](https://www.iasset.com/blog?type=ebook)
    - [Videos](https://www.iasset.com/blog?type=video)
    - [Blogs and Articles](https://www.iasset.com/blog?type=blog)
    - [FAQs](https://www.iasset.com/channel-revenue-automation-faq)
- [Our Company](https://www.iasset.com/about-us)

[![Chat to us](https://no-cache.hubspot.com/cta/default/538985/f70b3f34-d06a-4687-bc8f-d9fce275c316.png)](https://cta-redirect.hubspot.com/cta/redirect/538985/f70b3f34-d06a-4687-bc8f-d9fce275c316)

[![mix](https://www.iasset.com/hubfs/mix.svg) ![mix-1](https://www.iasset.com/hubfs/mix-1.svg) ](https://www.iasset.com?hsLang=en)

- Platform 
    - [Platform Overview](https://www.iasset.com/platform)
    - [How it Works](https://www.iasset.com/platform/how-it-works)
    - [Integrations](https://www.iasset.com/integrations)
    - [Products Quoted](https://www.iasset.com/hardware-software-quoted-through-iasset.com)
    - [Book a Demo](https://www.iasset.com/book-a-demo)
- Solutions for 
    - [IT Vendors](https://www.iasset.com/vendors)
    - [IT Distributors](https://www.iasset.com/distributors)
    - [IT Resellers + MSPs](https://www.iasset.com/service-providers-vars)
- [Methodology](https://www.iasset.com/lips-strategy)
- [Resources](https://www.iasset.com/blog) 
    - [Case Studies](https://www.iasset.com/blog?type=case+study)
    - [Guides](https://www.iasset.com/blog?type=ebook)
    - [Videos](https://www.iasset.com/blog?type=video)
    - [Blogs and Articles](https://www.iasset.com/blog?type=blog)
    - [FAQs](https://www.iasset.com/channel-revenue-automation-faq)
- [Our Company](https://www.iasset.com/about-us)

[![Chat to us](https://no-cache.hubspot.com/cta/default/538985/f70b3f34-d06a-4687-bc8f-d9fce275c316.png)](https://cta-redirect.hubspot.com/cta/redirect/538985/f70b3f34-d06a-4687-bc8f-d9fce275c316)

# Discover how iasset works

See how iasset combines real-time data insights and smart automation to remove manual tasks, maximize revenue, and capture every opportunity.

[![Book a demo](https://no-cache.hubspot.com/cta/default/538985/a7ae63f5-09f5-47fe-b5c8-c1ff2dd5ccc8.png)](https://cta-redirect.hubspot.com/cta/redirect/538985/a7ae63f5-09f5-47fe-b5c8-c1ff2dd5ccc8)

[01

Automate data

](https://www.iasset.com/platform/how-it-works#automate-data) [02

Automate quoting

](https://www.iasset.com/platform/how-it-works#automate-quoting) [03

Automate renewals

](https://www.iasset.com/platform/how-it-works#automate-renewals) [04

Automate growth

](https://www.iasset.com/platform/how-it-works#automate-growth) [05

Automate payments

](https://www.iasset.com/platform/how-it-works#automate-payments)

AUTOMATE YOUR DATA

## Installed base optimization

Start by transforming your data into a powerful growth engine. We centralize and connect your systems of record, laying the foundation for scalable revenue retention and expansion.

![Installed base optimization](https://www.iasset.com/hubfs/assets-s2/Installed%20base%20optimization.svg)

1. ##### Set up 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.
2. ##### Capture details
   
   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.
3. ##### Connect with the channel ecosystem
   
   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!
   
   
   
   [![See our integrations](https://no-cache.hubspot.com/cta/default/538985/7f028761-3132-4661-ac2a-fa4098d23f2d.png)](https://cta-redirect.hubspot.com/cta/redirect/538985/7f028761-3132-4661-ac2a-fa4098d23f2d)

AUTOMATE YOUR QUOTING

## Channel Configure, Price, Quote (CPQ)

Close deals faster with accuracy and efficiency. Equip your team with a user-friendly CPQ built for vendors and partners. 

![quoting-illustration](https://www.iasset.com/hubfs/assets-s2/quoting-illustration.svg)

1. ##### Configure quotes across the lifecycle
   
   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.
2. ##### Automate quote generation
   
   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.
3. ##### Apply your pricing logic
   
   Easily apply your unique pricing rules, including  buy discounts, margins, multipliers, currency conversions, co-terms, rebates, and more - no spreadsheets required.
4. ##### Leverage smart features
   
   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

## Full renewal automation

Repetitive, low-value renewals shouldn’t drain your team’s time. With iasset, you can fully automate renewals and end-of-service processes - eliminating manual effort, capturing every opportunity, and keeping your team focused on growth.

![renewals-illustration](https://www.iasset.com/hubfs/assets-s2/renewals-illustration.svg)

1. ##### Determine criteria
   
   Set automated rules based on contract value, customer tier, or any other criteria. iasset will handle quote generation and delivery without lifting a finger.
2. ##### Action every renewal type
   
   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.
3. ##### Trigger timely reminders
   
   Stay ahead of deadlines with automated escalation workflows, keeping partners and customers informed as renewal dates approach.
4. ##### Prepare next steps
   
   Once a renewal is completed, iasset updates all related records in preparation for future expansion and renewal opportunities.

## See how iasset fits into your business.

[![Book a demo](https://no-cache.hubspot.com/cta/default/538985/38691535-a9b0-4649-8a4d-f8b15b63b667.png)](https://cta-redirect.hubspot.com/cta/redirect/538985/38691535-a9b0-4649-8a4d-f8b15b63b667)

[![Explore integrations](https://no-cache.hubspot.com/cta/default/538985/2795908b-de2a-41fb-9541-639a75089230.png)](https://cta-redirect.hubspot.com/cta/redirect/538985/2795908b-de2a-41fb-9541-639a75089230)

AUTOMATE YOUR GROWTH

## Proactive revenue expansion

Unlock new revenue from your existing customers. iasset empowers you to run intelligent, automated expansion campaigns - built on actual installed base data - to grow customer value at scale.

![growth-illustration](https://www.iasset.com/hubfs/assets-s2/growth-illustration.svg)

1. ##### Prepare campaign and emails
   
   Define your campaign name, timeline, and desired outcomes. Add custom branding and tailored messaging to create a professional, personalized experience.
2. ##### Add your quotes
   
   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.
3. ##### Apply search criteria
   
   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.
4. ##### Send
   
   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

## Quote-to-cash transactions

Give your customers a seamless self-service quote-to-cash experience by allowing them to order, sign, and pay online, effortlessly.

![payments-illustration](https://www.iasset.com/hubfs/assets-s2/payments-illustration.svg)

1. ##### Set up online ordering
   
   Customers can choose options and complete the order process via a secure online quote generated with iasset.
2. ##### Capture approvals
   
   Integrated with DocuSign, the approval process is fast, compliant, and automatically triggers billing and fulfillment.
3. ##### Collect payment
   
   Connects to your bank or third party payment gateway, for instant payments via credit card or purchase order.
4. ##### Process and repeat
   
   Once quotes are booked and invoiced, iasset converts sales and POS data into installed asset records — ready for future revenue opportunities.

# Want to see iasset.com in action?

Talk to our team today and see how iasset.com can work for your business.

[![Book a demo](https://no-cache.hubspot.com/cta/default/538985/a7ae63f5-09f5-47fe-b5c8-c1ff2dd5ccc8.png)](https://cta-redirect.hubspot.com/cta/redirect/538985/a7ae63f5-09f5-47fe-b5c8-c1ff2dd5ccc8)

##### Join the community

Receive exclusive insights and the best resources for technology providers.

[Subscribe](https://www.iasset.com/platform/how-it-works#)

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- Product 
    - [Platform Overview](https://www.iasset.com/platform)
    - [How it Works](https://www.iasset.com/platform/how-it-works)
    - [Integrations](https://www.iasset.com/integrations)
    - [Products Quoted](https://www.iasset.com/hardware-software-quoted-through-iasset.com)
    - [Channel Gateway](https://www.iasset.com/channel-gateway-iasset.com)
    - [Book a Demo](https://www.iasset.com/book-a-demo)
- Solutions For 
    - [IT Vendors](https://www.iasset.com/vendors)
    - [IT Distributors](https://www.iasset.com/distributors)
    - [IT Resellers + MSPs](https://www.iasset.com/service-providers-vars)
- Resources 
    - [Resource Library](https://www.iasset.com/blog)
    - [Case Studies](https://www.iasset.com/blog?type=case+study)
    - [Guides](https://www.iasset.com/blog?type=ebook)
    - [Whitepapers](https://www.iasset.com/blog?type=whitepaper)
    - [News](https://www.iasset.com/blog?type=news)
    - [Videos](https://www.iasset.com/blog?type=video)
    - [FAQs](https://www.iasset.com/channel-revenue-automation-faq)
- Company 
    - [About us](https://www.iasset.com/about-us)
    - [Methodology](https://www.iasset.com/lips-strategy)
    - [Partner Program](https://www.iasset.com/partner-program)
    - [Contact us](https://www.iasset.com/contact)
    - [Book a call](https://www.iasset.com/book-a-call)

- Product 
    - [Platform Overview](https://www.iasset.com/platform)
    - [How it Works](https://www.iasset.com/platform/how-it-works)
    - [Integrations](https://www.iasset.com/integrations)
    - [Products Quoted](https://www.iasset.com/hardware-software-quoted-through-iasset.com)
    - [Channel Gateway](https://www.iasset.com/channel-gateway-iasset.com)
    - [Book a Demo](https://www.iasset.com/book-a-demo)
- Solutions For 
    - [IT Vendors](https://www.iasset.com/vendors)
    - [IT Distributors](https://www.iasset.com/distributors)
    - [IT Resellers + MSPs](https://www.iasset.com/service-providers-vars)
- Resources 
    - [Resource Library](https://www.iasset.com/blog)
    - [Case Studies](https://www.iasset.com/blog?type=case+study)
    - [Guides](https://www.iasset.com/blog?type=ebook)
    - [Whitepapers](https://www.iasset.com/blog?type=whitepaper)
    - [News](https://www.iasset.com/blog?type=news)
    - [Videos](https://www.iasset.com/blog?type=video)
    - [FAQs](https://www.iasset.com/channel-revenue-automation-faq)
- Company 
    - [About us](https://www.iasset.com/about-us)
    - [Methodology](https://www.iasset.com/lips-strategy)
    - [Partner Program](https://www.iasset.com/partner-program)
    - [Contact us](https://www.iasset.com/contact)
    - [Book a call](https://www.iasset.com/book-a-call)

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