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Our iasset.com platform helps Service Providers and VARs efficiently capture customer retention and expansion opportunities.
iasset.com 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 disparate systems mean 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 iasset.com as your single source of truth, you have a consolidated, real-time view of the entire installed base which makes customer retention and revenue extension a reality. Automate time-consuming manual processes, streamline renewal management and expedite quoting from hours, down to minutes. By leveraging the iasset.com platform, you are freed to focus on delivering more value to your customers in an efficient, cost-effective way.
Get a real-time, consolidated view into your entire installed base and monetize it with ease without relying on suppliers to provide important sales data. Centralization of data will provide your team with valuable insights that can help drive customer success.
How it works
iasset.com 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.
Create multi-vendor quotes in a matter of minutes with automatically calculated buy-discounts, multipliers, exchange rates, price books, and other pricing attributes. Now you can redirect the focus from manual admin tasks to sales while sending out more quotes.
How it works
iasset.com 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.
Eliminate the cost and administrative burden of managing subscriptions, renewals, and cloud billing, particularly for repetitive, lower-value transactions. Ongoing management becomes simple when driven by automation, allowing you to do away with laborious manual processes.
How it works
iasset.com 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 then automatically sends alert notifications containing pre-configured quotes, ready for your customers to action.
If you are a direct Microsoft CSP, our cloud billing engine converts customer cloud consumption data into billing information ready for your ERP to invoice.
Proactive management of each lifecycle opportunity opens the door to unlocking 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.
How it works
iasset.com’s rule-based wizard identifies upsell, cross-sell or refresh opportunities within your installed base. It will even automatically generate sales opportunities with pre-priced quotes ready for immediate action by your customers.
Once a sale is closed, iasset.com updates with the latest product or service information, ready for the next lifecycle event.
We can now process extremely complex transactions in minutes instead of hours. The renewal and reporting capabilities offered by iasset.com are excellent for forecasting and sales hygiene.
Our experience with iasset.com has been exceptional — from proof of concept through to implementation. It's now a platform we use daily to help us manage customer lifecycles and more.
Our legacy systems felt prehistoric, so we knew an API-driven solution was a must. iasset.com has helped make our quoting process bulletproof. The environment is stable, reliable, and extremely efficient.
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 till your data is “cleansed” before activating your lifecycle strategy. Simply load what you have to iasset.com and it will consolidate and clean it for you. The platform will “build as you go” and create device/asset or contract records with each new install.
Want to know more? Read more.
Yes, absolutely! We offer an entry-level version of our platform called iasset.com Lite designed for small-to-medium resellers and service providers. You still get the benefits of automated, easy management and quoting of net-new, renewal, and extension opportunities with iasset.com Lite.
Find out how here
Traditional CPQs 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, iasset.com 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 growth.
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