Increase profitability, unlock new revenue streams, and improve your client satisfaction with Advisor sales plays
Deliver Greater Client Value
Here are some key ways our platform helps solution providers, value-added resellers, and managed services providers achieve successful business outcomes.
Mine your installed base
Uncover pipeline for refresh opportunities based on your order data combined with client and OEM end of service life dates
Grow wallet share
See pending refresh and renewals across your client’s entire asset base – including competitively sold assets - to target contract takeovers and position alternative solutions
Target the software estate
Get visibility into new areas of client spend with full visibility into enterprise software and SaaS apps
Client experience
Give clients easy visibility into orders, inventory, projects, renewals, licensing and upcoming equipment refresh to remain in compliance, avoid production impacts and eliminate audit issues
Sell to the C-suite
Leverage detailed spend analytics and consumption data help gain executive buy-in to obtain new project funding
Enterprise Agreements
Drive EA adoption and increase renewal rates with real time insight into client license consumption
Simplify renewals
Identify coverage gaps with real time validated inventories for every support and licensing agreement, cross checked with OEM and client data allow simple “one-click” renewals
Improve margins
Secure registration and gain sales leverage with your OEMs with advanced notice of pending renewals and equipment refresh
Mine your Installed Base
Advisor gives partners the insights they need to find the new revenue opportunities hidden in their client data
We automatically identify equipment that is approaching end of service life – applying both OEM lifecycle data and the client’s own refresh policies - to enable partners to deliver proactive refresh proposals to their clients that align with the client’s business processes.
With our innovative solution, partners can box out their competition, grow their pipeline, and ensure their customers are always at the forefront of current technology.
The Challenge
Incomplete data and disconnected tools lead to a labor intensive, manual process to identify equipment refresh opportunities for most partners today. Without a better approach, partners can’t provide advanced notice of budget impacting events, exposing clients to increased risks and opening the door to competition.
The Impact
Missed Revenue
Increased competitive risk
Client operational and audit risk from unsupported equipment
Your Outcomes
The Advisor dashboard provides one place for partner leadership teams and account managers to see all of their client’s’ upcoming lifecycle events. Advisor Anytime alerts deliver automated notifications to your team for each of their clients about upcoming events that can lead to new revenue.
Your Outcomes
Increased Revenue
Smooth account transitions
Lower risk
Improved Customer Experience
Grow Wallet Share
Advisor provides visibility into the client’s complete IT footprint, regardless of who the client originally bought it from
The result is a powerful view into every upcoming refresh and renewal the client has – even for assets you didn’t originally sell. With this view, you can get a head start on your competition helping you sell into white space in your accounts, drive up margins with early OEM deal registration, and secure lucrative renewals.
The Challenge
Partners often have only a limited view into their client’s complete IT footprint especially in larger customers. They end up getting siloed into one or two client teams and only having view into the equipment they sold directly. The lack of visibility into the full client footprint makes it challenging for partners to build campaigns to dislodge competitors and puts them at a discount disadvantage when they finally do get an opportunity to compete.
The Impact
Missed Revenue
Lower margins / lost deals
Increased competitive threat
Your Outcomes
The Advisor dashboard provides one place for partner leadership teams and account managers to see all of their client’s’ upcoming lifecycle events. Advisor Anytime alerts deliver automated notifications to your team for each of their clients about upcoming events that can lead to new revenue.
Your Outcomes
Increased Revenue
Higher margins
Competitive displacement
Greater wallet share
Increased client relevance
Target the Software Estate
Advisor gives partners the tools and insights they need to move into new areas of a client’s spending
With Advisor, you’ll gain a view into a client’s complete IT spend – infrastructure, enterprise software, SaaS, and cloud – giving you data you can use to build a compelling business case, expanding your relationships and becoming a client’s trusted advisor for segments of their spend you’ve never been involved in.
The Challenge
Partners often have an area of specialty that lands them in a defined swim lane inside their client’s organization with limited opportunities to grow beyond it. As technology has evolved, the lines between infrastructure, cloud, and enterprise software have blurred, creating new opportunities but also new competitive pressures for traditional partners, challenging their ability to protect their installed base and margins.
The Impact
Stagnant growth
Lower margins
Less client relevance
Your Outcomes
The Advisor dashboard provides complete visibility into every license and subscription a client owns, tracking their consumption vs entitlement, identifying unused or underutilized subscriptions, and highlighting opportunities that could result in savings.
With Advisor, you’ll gain the tools you need to earn a place at the table to discuss the client’s complete software estate. Advisor will arm you with the insights you need to differentiate yourself, add value, and become a trusted advisor in a large and growing segment of your client’s spending.
Your Outcomes
Increased Revenue
Broader client relationships
Competitive displacement
Client experience
Advisor gives partners the tools andAdvisor tracks assets across their full lifecycle – from point of purchase through decommissioning and at every stop between insights they need to move into new areas of a client’s spending
With Advisor you’ll be able to improve your client’s IT ownership experience giving them visibility into open orders, changing ship dates, the impact on project timelines, their warehouse inventory, and the support and lifecycle status for every asset in their environment. Advisor saves your team time and makes IT ownership easy for clients, creating lasting preference.
The Challenge
Keeping track of orders and assets and their impact on a client’s business objectives is a time-consuming, error-prone challenge where even small mistakes or delays can have an outsized impact on client relationships. Client requests are unpredictable and good data to build an answer is hard to find. In the end, this complexity leads to a poor customer experience, lower levels of loyalty, and an increased competitive threat
The Impact
Stagnant growth
Account churn / competitive loss
Wasted time
Your Outcomes
The Advisor dashboard provides complete visibility into every order a client places, the assets on those orders, the projects they affect, and important lifecycle data the client needs to easily manage their environment. With Advisor, you can deliver a unified client experience that creates loyalty and preference and blocks out your competition
Your Outcomes
Lower account churn
Increased customer loyalty
Increased revenue
Higher margins
Sell to the C-Suite
Our Spend Advisor gives partners new insight that helps them elevate their game and increases their relevance to C level executives
We perform a deep analysis of client spending data to deliver unparalleled visibility and granular detail into how clients are investing their IT budgets. Spend Advisor provides data to accelerate supplier consolidation efforts and uncover savings that can unlock budget for strategic initiatives. Partners armed with Spend Advisor data can elevate their sales campaigns, creating proposals to guide client strategic decision making backed by the numbers needed to secure executive buy-in
The Challenge
Client procurement teams have been tasked with consolidating suppliers to help their companies reduce waste and extract savings. Whie the biggest opportunities for cost reduction comes from cutting the number of OEMs, purchasing departments don’t have the background or the data to understand which OEMs they can remove, forcing them to put all their focus on consolidating reseller partners.
The Impact
Stagnant growth
Lower margins
Less client relevance
Your Outcomes
Spend Advisor analyzes every IT purchasing transaction a client has made for up to 5 years, letting them easily visualize what they’ve bought by OEM, technology category, and channel. More importantly, Spend Advisor assigns a granular IT context to purchasing data, helping procurement teams and executives understand their spending from a functional requirements level and letting them quickly identify OEM consolidation targets and extract savings.
With Advisor, you’ll have the tools to help procurement teams refocus consolidation efforts away from you and towards the OEMs. You’ll have the data you need to become a trusted advisor, helping your clients select which OEMs they should eliminate, and which best align with their overall strategic goals. You’ll have insight you can use to make your proposals more relevant and interesting to client executives, setting yourself apart from your competition.
Your Outcomes
Stronger client relationships
Faster deal closure
Higher revenues
Enterprise Agreements
Advisor gives partners visibility to help accelerate EA adoption, streamline renewals, and ensure that the agreement is structured to meet the true needs of your clients
We perform a deep analysis of client spending data to deliver unparalleled visibility and granular detail into how clients are investing their IT budgets. Spend Advisor provides data to accelerate supplier consolidation efforts and uncover savings that can unlock budget for strategic initiatives. Partners armed with Spend Advisor data can elevate their sales campaigns, creating proposals to guide client strategic decision making backed by the numbers needed to secure executive buy-in
The Challenge
Enterprise agreements are valuable contracts and are strategic for most OEMs but can leave clients feeling like they didn’t get the value they expected. Low adoption of certain included licenses undermines the overall business case while overconsumption of other licenses increases compliance risk and budget impacts for customers. Without real time visibility and active management, client’s find it hard to justify renewing the agreements when they come due.
The Impact
Lower renewal rates
Reduced deal size
Competitive pressure on revenue and margins
Your Outcomes
Advisor gives you a real time view into how every component license is being used by clients, letting you create a business case and drive adoption of under-utilized features and giving your customers advanced notice of any compliance issues of potential cost impacts from over-consumption.
Advisor will give you the insight you need to ensure your client EAs fit your customer’s business needs putting you in a strong competitive position at renewal time, helping you more effectively negotiate with the OEM, and strengthening your client relationships.
Your Outcomes
Higher renewal rates
Stronger client relationships
Higher revenues
Simplify Renewals
Advisor gives partners advanced notice of pending support and licensing renewals along with a validated inventory for every contract
With accurate data and improved visibility, you can simplify and accelerate the renewal process for every OEM in your client’s environments, reducing the amount of time required to prepare renewal quotes and eliminating a source of business risk. Advisor Anytime alerts make the process even easier, delivering automated renewal notifications right to your inbox – removing the need for manual tracking and giving you back time
The Challenge
With most clients having hundreds of OEMs in their environment these days, tracking renewals manually can lead to missed expirations, increased business risk for your clients, and damage to your client relationships.
Building accurate renewal quotes is time-consuming and difficult. Data on IT assets exists on client systems, OEM databases, and in partner records – but this data is often inaccurate or inconsistent requiring time and manpower to get to a workable quote while increasing the risk items will be missed, driving up costs and risk for your clients.
The Impact
Longer sales cycles
Higher partner costs
Increased client risk
Damage to customer relationships
Your Outcomes
Advisor combines and rationalizes OEM data, client information, and partner records for IT assets to create a validated source of truth showing what’s in production, the status of every asset, and the renewal date for the contract covering it.
We create a single window showing the revenue value and timing of every renewal across every OEM along with automated alerts delivered to your inbox so your clients will never miss a renewal again.
With a validated real-time inventory in place for every contract, building your renewal quotes will be as simple as a one click download from Advisor, helping you save time while being more responsive to your customers.
Advisor will give you the insight you need to simplify renewal management, helping strengthen customer relationships and creating client preference.
Your Outcomes
Higher renewal rates
Simplified renewal process
Bigger competitive edge
Better customer relationships
Improve Margins
Advisor gives partners advanced notice of upcoming customer spending requirements for equipment refresh and support renewals – even for assets the partner didn’t sell
Advisor provides visibility up to 18 months ahead of the required spending giving partners a strategic advantage by letting them position the right solutions, secure vendor registration, and get to the table first with renewal proposals leading to higher margins on every transaction
The Challenge
Fierce competition in the IT space puts constant pressure on partner margins. OEM registration programs are the key to profitability which puts partners at the mercy of their suppliers. OEMs can disrupt long term client relationships by registering an opportunity with a competitor, denying registration in favor of an incumbent, or by withholding registration altogether. The key to success is getting to the opportunity first, but partners usually only have a view into the assets they sold making it challenging to anticipate other client spending and get well positioned to win deals.
The Impact
Lower margins
Competitive disadvantage & lost opportunities
Damaged customer relationships
Dependence on your OEMs
Your Outcomes
Advisor provides complete visibility of the timing and value of upcoming client spending on equipment refresh, support renewals, and software subscriptions across the customer’s entire footprint.
Advisor Anytime Alerts make it easy to build pipeline, providing you automated notifications months in advance showing your client’s spending requirements.
With Advisor you’ll be able to plan your campaign – securing registration for new opportunities and positioning new OEMs if registration isn’t available. You’ll be able to get ahead of renewals, targeting competitive takeover opportunities and growing wallet share.
Advisor will give you data and time you can use to set the customer’s technical agenda, secure a competitive advantage, and drive up your average margins.
Your Outcomes
Higher renewal rates
Simplified renewal process
Bigger competitive edge
Better customer relationships
What can Advisor do for you?
