Our tools leverage your ConnectWise and Microsoft 365 data to easily identify new sales opportunities with existing clients.
BeeCastle brings structure, insights and measurement through a 3-step methodology. Creating data and accountability for your team to proactively manage customers and maximise growth of existing accounts.
Structure your customer data to identify the key sales motions with the biggest growth opportunity.
Identify which accounts in your existing customer base are good prospects for these sales motions.
Use data to measure your team and ensure you’re nurturing these accounts to pitch your solutions.
Maximize the growth of your existing accounts using data to make informed decisions.
BeeCastle analyses all meetings, calls and emails with customers to give you automated dashboards and KPIs around key account engagement.
Get real time and accurate team and individual rep dashboards around sales activity. Have data driven conversations in your sales meetings and 1-1s.
Real-time whitespace analysis to understand the products and agreements your customers have bought, what they haven’t bought and where the opportunity lies within a client or patch.
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.
Integrate with Microsoft 365 and never have to manually record a meeting again.
Pull invoices, products, agreements and customer data from ConnectWise to keep it as your source of truth.
Navigate the whole of BeeCastle inside the app you work in: Microsoft teams.
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Everything in Starter plus:
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Everything in Growth plus:
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.