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Increase channel revenue with automation and lifecycle intelligence.

Automate renewals, simplify complex quoting, manage installed base data and help partners uncover more revenue opportunities - without the added complexity.

Revenue automation platform built for IT Vendors.

What is revenue automation?

Revenue automation helps technology vendors increase recurring revenue by automating quoting, renewals, lifecycle opportunities, and other revenue-generating processes across the channel.

By connecting installed base, customer, contract, POS, and partner data, vendors can improve visibility, uncover growth opportunities, reduce manual effort, and help partners sell more effectively.

iasset is purpose-built for technology vendors, combining CPQ, renewals automation, lifecycle intelligence, and quote-to-cash capabilities in a single platform.

Why technology vendors need revenue automation

Selling through the channel (distributors, resellers and MSPs), creates significant growth opportunities, but it also introduces complexity, making it difficult to capture every revenue opportunity.

Common challenges facing technology vendors include: 

  • Limited visibility beyond distributors: Many vendors can see sales into distribution but struggle to understand what happens beyond that, creating blind spots for renewals, upgrades, upsell, cross-sell, refresh, end-of life and partner performance.

  • Revenue leakage from missed renewals: Managing renewals across contracts, maintenance agreements, subscriptions and support services can be challenging. Without proactive renewal automation, recurring revenue can be put at risk.

  • Partner growth is difficult to scale: Vendors want partners selling more products and services but often lack the operational systems or data required to identify and action lifecycle opportunities.

 

  • Slow quote turnaround: Tech sales often involves complex pricing, product configurations, discounts, currencies and approvals. Without efficient processes and systems, quote turnaround times can delayed and laborious.

  • Fragmented data and inefficient processes: Disconnected systems, fragmented data, manual processes, and the use of tools not fit for purpose can make it difficult for vendors to support partners effectively and capture every revenue opportunity.

How iasset helps IT vendors increase revenue and improve operational efficiency

  • Automate renewals:
    Our customers enjoy renewal rates of over 90%.
  • Simplify channel quoting:
    We help reduce quote times from hours to minutes.
  • Manage installed base data:
    Get a holistic view into assets, contracts, partners, customers.
  • Enable partner growth:
    Your partners can better identify and act on revenue opportunities.
  • Automate quote-to-cash:
    End customers can easily order, sign, pay securely online. 
  • Uncover revenue opportunities:
    Surface upgrade, refresh and expansion opportunities with ease.
01

Grow revenue

 02

Centralize sales data

 03

Automate renewals

 04

Generate quotes faster
vendors-unlock-untapped-revenue-2

Grow revenue

Empower your partners to sell more of your products and services by proactively identifying and quoting on each lifecycle opportunity. From upsell, cross-sell, upgrades, refresh, and maintenance, through to end of life and end of support alternatives, your growth opportunities are endless.

  • Extend customer lifetime value
  • Enable incremental revenue growth via aftermarket sales
  • Strengthen customer success

How it works

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

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

vendors-control-sales-data-2

Centralize sales data

Get a real-time, consolidated view into your entire installed base, POS, and partner sales data, and monetize it with ease. Centralization of data provides your team with valuable insights that help drive customer success.

  • Get visibility and insights into sales in/sales out
  • Consolidate and control your data
  • Prepare customer success strategies

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.

vendors-automate-renewals-and-subscriptions-2

Automate renewals

Eliminate your team’s administrative burden and the cost of managing subscriptions and renewals, 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

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 will then automatically send alert notifications containing pre-configured quotes for partners to act on.

vendors-accelerate-quoting-2

Generate quotes faster

Cut down on wasted time and create large, complex quotes in a matter of minutes. Quotes are automatically calculated using your current pricing logic such as price lists and yearly uplifts, saving you considerable manual effort. Now you can redirect the focus from administrative tasks to sales while sending out more quotes.

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

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.

Deployment of iasset.com has enhanced our customer experience. The platform allows us to improve our deliveries, by including our channel partners and their inventories as an integral part of our overall supply chain process.

Director of Channel Excellence,
Leading Industrial Automation Provider

Turn your installed base data into revenue

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Frequently asked questions

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Isn't it better to build a solution in-house?

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 iasset.com platform. Let us save you the headache.

Still not convinced? Read more.

How can IT vendors increase recurring revenue?

Technology vendors can increase recurring revenue by proactively managing renewals, identifying expansion opportunities within their installed base, and making it easier for partners to engage customers throughout the lifecycle. By automating these processes, vendors can reduce revenue leakage, improve retention and unlock new growth opportunities.

 

Can I adapt my existing CRM, ERP, CPQ for revenue and renewal automation?

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.

How do tech vendors automate renewals?

Many vendors outgrow manual renewal processes built on spreadsheets and disconnected systems. Renewal automation uses installed base, contract and subscription data to identify upcoming renewals, auto-generate quotes and streamline the entire process - helping vendors improve renewal rates, protect recurring revenue and scale more efficiently.

How can AI improve channel operations for technology vendors?

AI can help vendors streamline channel operations by analysing installed base, customer and sales data to identify opportunities and take action automatically. This enables teams and partners to work more efficiently and drive revenue growth with ease.

How can technology vendors retain customers and reduce churn?

Customer retention starts with proactive engagement. By automating renewals, identifying customers at risk and uncovering opportunities to deliver additional value through upgrades, support and expansion initiatives, vendors can strengthen customer relationships, improve renewal rates and reduce churn.

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