Actionable analytics for MSPs
Our software gives you the tools to:
Understand the revenue and penetration of each product in ConnectWise. Use this to identify the potential in accounts that don’t have the solution and build and measure campaigns around those solutions.
Analyze your revenue changes over time and deep dive into the why including measuring new aquisition, understanding why existing customer spend has increased, decreased and churned.
Automatically tier your customer based on their revenue contribution. Use this tiering to be more intentional around account management and set engagement expectations for each tier.
Setup your integration with ConnectWise in under 10 minutes and you can get insights into all of the above instantly.
Our API integration with ConnectWise allows us to automatically ingest the needed data to build these dashboards and give you the power to structure your inside sales strategy.
Use real-time whitespace analysis dashboards to understand the products and agreements your customers have bought, what they haven’t bought and where the opportunity lies within a customer or patch of customers
Interrogate customer spend, broken down by agreements, additions and products.
View active, churned and even recommended solutions. Push the possible prospects back into ConnectWise as opportunties.
Recognize customers who transact a high amount of revenue outside of recurring agreements.
Visualize the relationships your team has with your customers so you know which clients you are spending time with and which ones are slipping through the cracks. Start being proactive when reaching out and ensure customers are not being over serviced.
Automatically measure email, meetings and Teams calling from Microsoft 365 with your clients
Track engagement for each customer tier, making sure you are meeting expectations
Ditch manually logging activities and start strategically planning your engagements.
BeeCastle provides us just the sort of visibility and insight that any high-performing sales organisation would love to have… the insight that BeeCastle provides is worth gold in terms having the ability to proactively see how well and often we are engaging with our clients.
Setup in 10 minutes or less!
Pre-built dashboards to:
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Everything in ProfitTrack plus:
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Everything in Starter plus:
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Everything in Growth plus:
Blog
How you can use structured upsell and cross sell campaigns to grow revenue
Blog
How you can bring measurement to your sales process to bring the right results.
E-Book
This e-book is a comprehensive guide on how the best MSPs implement a structured approach to account management.
BeeCastle is an out-of-the-box solution to elevate MSPs in their sales and account management practice. If you are interested in partnering with us to grow your existing accounts, sign up for our proof of concept today.