The BeeCastle blog
Insights for growing MSPs
Account management, whitespace, profitability and goal setting, plus everything new in BeeCastle.

Goal Setting for Innovation: Future-Proofing Your MSP in a Disruptive Industry
This is part three in a three part series on goal setting for MSPs.

Performance-Driven Goals: Maximizing Profitability and Productivity for MSPs
This is part two in a three part series on goal setting for MSPs.

From Vision to Reality: Crafting Clear and Achievable Goals for Your MSP
This is part one in a three part series on goal setting for MSPs.

BeeCastle announces Generation 2 Whitespace Update for MSPs
This platform update introduces several new features included in existing subscription prices, reinforcing BeeCastle's commitment to delivering continuous value to its clients.

4 Steps to Greater Profitability for Your MSP
The key to sustaining growth and profitability of your MSP lies not just in acquiring new clients, but in effectively managing and maximizing the potential of existing ones.

Building a Customer Success Program for Your MSP
In the fast-paced world of managed service providers (MSPs), account managers like yourself juggle a million priorities.

Embracing a Culture of Data for Business Transformation
In the landscape of modern business, data reigns supreme. Yet, the true value of data isn’t in its collection but in its application.

Transforming Data into Value: BeeCastle’s Approach to D&A Efficiency
In today’s data-driven world, Managed Service Providers (MSPs) are continuously seeking ways to transform copious amounts of data into actionable insights.

Making the Case for Data & Analytics Investment in MSPs
When Managed Service Providers (MSPs) consider advancing their data and analytics (D&A) strategies, the initial focus often lands on the potential costs involved.

BeeCastle Value Add Methodology
Harnessing the BeeCastle Value-Add Methodology for Enhanced Account Management This is the second post in a series on Enhanced Account Managemnent.

Embracing Data Transformation: A Strategic Imperative for MSPs
Introducing the art and science of Enhanced Account Management This post is part one of a series on the art and science of Enhanced Account Management where we delve into the details of how MSPs can use data and analytics to transform their client relationships and fully realise their business objectives.

10 steps to 10% growth in revenue for MSPs - Part II
Welcome back. 👋 If you have read this far and mastered steps 1 – 5, congratulations.

Finding an alternative to Power BI dashboards and BrightGauge
Key points: Looking for alternatives to BrightGauge? Looking for alternatives to Power BI?

10 steps to 10% growth in revenue for MSPs - Part I
Create a profit center vs cost center with BeeCastle by focusing on customer profitability analysis Key points:

White Space Analysis Unlocks Growth and Efficiency in MSPs
In the dynamic field of Managed Service Providers (MSPs), staying ahead of the curve is not just about acquiring new clients but also about maximizing the value provided to existing ones.

Discover how deepening client relationships can drive your MSP’s success
Elevate your client engagement with BeeCastle’s relationship equity strategies. Do you know the true strength of your client relationships?

Foundations of MSP Data Architecture
A strong foundation in stone or data architecture will always last the test of time and provide your firm with a competitive advantage.

The Theory of Reciprocity
Did you know that the theory of reciprocity dates back to the dawn of commerce, was first documented in the 1960’s but was made famous in Dr Cialdini’s seminal book “Influence: The Psychology of Persuasion” who rated 6 principals of persuasion - and the number 1?

Keeping Track with BeeCastle’s New Account Status Notes
BeeCastle’s new Account Status Notes are set to enhance the way businesses manage and monitor client engagements.

What are the BeeCastle free products?
Great news. There is quite a lot you can get for free in BeeCastle Keep your finger on the pulse of your business with accurate, accessible revenue reporting for MSPs and companies using Xero - completely free.

The 4 key roles Account Managers play in an MSP
In the bustling world of Managed Service Providers (MSPs), the account manager plays a pivotal role.

Transforming Sales Opportunities with BeeCastle’s New Whitespace Annotation Feature
At BeeCastle, we understand the dynamic landscape of sales and the importance of efficient, seamless integration of sales activities and opportunities.

BeeCastle’s New XERO Integration Maximizes Client Relationships with AI-Driven Insights for Business Growth
Exciting News Alert: BeeCastle is taking your business relationships to the next level with our groundbreaking integration with XERO!

How a CRO can leverage whitespace analysis to drive revenue growth in an MSP
As the Chief Revenue Officer (CRO) of a Managed Service Provider (MSP) business, your primary responsibility is to increase revenue and drive business growth.

Our highlights from Evolve Q3
In case you missed it, last week the Beecastle team were lucky enough to fly up to sunny Cairns for Q3 Evolve Peer groups.

Finding Hidden Profit in your MSP - Webinar with BeeCastle and Cloud Olive
Recently Matt Campion, Head of Product at BeeCastle presented on a Webinar with Adam Ross from Cloud Olive.

Reaching New Sales Heights: How Utilizing an MSP Customer Number Benchmark Can Help Your Business
For MSPs looking to grow their customer base and reach new sales heights, utilizing a customer number benchmark can be an invaluable tool.
Unlocking Your MSP’s Growth Potential: How Using a Recurring Revenue Benchmark Can Help
For MSP owners and CEOs looking to increase sales, the key to success is often found in understanding the industry’s best practices and developing a customized plan for growth.
Unleashing Business Potential: Harnessing the Power of Benchmarking for Financials and Growth
Benchmarking is a strategic tool that empowers businesses to measure their performance against industry standards and competitors.

MSP Benchmarking is LIVE!
MSP Benchmarking Enables Data Driven Growth We are very excited to announce our latest feature, MSP Benchmarking.

How data-driven strategies create sustainable growth for MSPs
In today’s competitive business landscape, Managed Service Providers (“MSPs”), Cloud Service Providers (“CSPs”) or Technology Service Providers (“TSPs”) need to be data-driven in order to succeed.
New Release: Contract Visibility Drives Revenue
Growth is hard to achieve at the best of times, and even harder in tough economic climates.

New Release: Create opportunities from Whitespace Finder matrix
Growing revenue from your existing customers is critical for MSPs, and doing so is cheaper and easier than finding new ones.

Super-charge your MSP Sales Effectiveness
Context is King - Create Opportunities & Meetings in the Moment

Sales Dashboard - Drive Results with Visibility
Pipeline Management: More Science Less Art There is an old sales adage that says, “sales is more art than science.

Open Opportunities - Pipeline with Activity Context to Help You Close More Deals
Managing Your Pipeline Got a Whole Lot Easier… It’s not uncommon for it to be a challenge for Sales Managers and Account Managers to mange their pipeline.

Setup Your ConnectWise Agreements & Products for Account Management Success
To be strategic in how you approach your customer base you must let your data guide you rather than using your intuition.

Customer Profitability - Providing Valuable Insights for Important Decisions
High-level customer profitability insights with low-level effort. We know how both important and long it can take to calculate customer profitability.

Product Update: Assigned Accounts - Personalising Your Experience
Manage Your Own Accounts. Faster. With the new “Assigned Accounts” feature, you will be able to easily toggle between “All Accounts” and your own “Assigned Accounts.

Product Update: Product Revenue Performance and more
You asked, we answered! Three highly requested features have recently been released for BeeCastle ProfitTrack.

Helping MSPs be more profitable - Microsoft Reactor
Recently Andrew Browne, Head of Partnerships at BeeCastle presented at Microsoft Reactor in Sydney in conjunction with Pax-8 and Connectwise.

How do I pick the right ConnectWise reporting tool?
ConnectWise data analytics in a nutshell The data within ConnectWise can be incredibly valuable, it contains every bit of information about your customers and business that when utilized correctly can help you achieve more.

Product Update: Launch of BeeCastle ProfitTrack
We are excited to formally launch our new addition to BeeCastle called ProfitTrack.

BeeCastle not impacted by Log4J vulnerability
As widely reported today, a vulnerability within the Apache Log4j tool has been identified – tracked as CVE-2021-44228.

Product Update: Whitespace Analysis and Prospecting Tool
For MSPs using ConnectWise our Whitespace analysis tool is here. Fully automated and syncing in real-time with ConnectWise, whitespace reports allow you to identify the best opportunities for growth easily and accurately in your existing accounts.

Free E-Book: Why it pays to be proactive as an MSP
The MSP business model is unique. Relationships with clients are long and the revenue model varied.

In case you missed it…BeeCastle Product Updates June 2021
Throughout the month of June, the BeeCastle team have been making the platform more personalised, with the insights you care about most.

Testimonial: Zoaib Nafar from The Missing Link
One of BeeCastle’s earliest adopters was Sydney based MSP, The Missing Link.
In case you missed it…BeeCastle Product Updates April-May 2021
This month we’ve brought you updates to your dashboards to give you even more powerful analytics and the insights you want to see.

How to grow your MSP through whitespace opportunities
What is whitespace analysis? Whitespace analysis is the process of examining sales data to find opportunity for cross sell and upsell in your existing customer base.

Why sales activities are an essential leading indicator for MSPs
An often-repeated phrase for sales managers is that you should only manage or coach through results.

Why MSPs should segment their customer base
In uncertain times, client retention becomes critical. But proactively tracking and managing relationships with customers outside of support queries can seem overwhelming, unstructured and unprofitable.
In case you missed it… BeeCastle Product Updates February 2021
Our ConnectWise integration is here! In case you missed it find out more about the highly requested integration and what else we’ve been up to in the past month…

In case you missed it…BeeCastle Product Updates January 2021
We’ve been hard at work building even more powerful dashboards and integrations to bring you the insights and analytics you want to see.

Product Update: User Analytics Dashboards
In response to your feedback we are excited to announce the new User Analytics dashboards as the first release of our People Analytics line of features.

How MSPs are using relationship data analytics for a competitive advantage
More and more we’re seeing technology becoming a commodity for MSPs in an ever-growing channel.

4 steps to improve your client engagement as an MSP
As an MSP, you understand that most opportunities come from your existing customer base.

In case you missed it… BeeCastle Product Updates October-November 2020
We’ve listened to your feedback and have been hard at work to make BeeCastle more powerful, easier to manage, and even faster to use.

How RIX Group uses BeeCastle & Microsoft Teams to manage their client relationships
About the RIX Group The RIX Group is a global leader in the sales promotion space.

In case you missed it… BeeCastle Product Updates September 2020
The BeeCastle team have been working hard to bring updates which make BeeCastle feel more personalised, more flexible and even faster.

Product Update: Sign in via Microsoft 365
We’ve been hard at work implementing your suggestions - sign in via 365 is now available for all BeeCastle users.

Great MSP service delivery does not equal greater customer growth
The ultimate goal for any MSP is to grow revenue. Often the focus is directed towards new logos through acquisition of clients.

BeeCastle appoints Andrew Browne as Head of Channel & Partnerships
We are very excited to announce that we have a new team-member, appointing Andrew Browne as our new Head of Channel and Partnerships.

In case you missed it… BeeCastle Product Updates July-August 2020
BeeCastle is a platform built for Microsoft 365. We’ve been working hard to make BeeCastle more powerful and easier to access for teams who work within Office 365 and Teams.

Product Update: Outlook Add-in
We are excited to announce the launch of the BeeCastle Outlook Add-in!

Product Update: Teams Calling Integration
BeeCastle works best for organisations who live within Teams, Outlook and their phones.

Product Update: Outlook Contacts Integration
BeeCastle is excited to announce the launch of Outlook Contacts integration!

6 ways to maintain client relationships in a crisis
Whether it’s a global issue like COVID-19 or a statewide emergency, businesses need to have a crisis communication plan in place for their customers, shareholders and stakeholders.

BeeCastle and Microsoft Teams Announcement
Today we are excited to announce our Microsoft Teams integration and app, which is currently in Beta and will be launched publicly in May!

What is BeeCastle? Digitising the secrets of the best relationship managers
‘The depth of our relationships is our only defence against the tyranny of competitor brands’

The 4 steps to organising your network of contacts
‘We try to control the chaos. Structure, focus and data allow us to get more from our relationship building’
How should I structure my ConnectWise product catalogue for whitespace analysis?
To be strategic in how you approach your customer base you must let your data guide you rather than using your intuition.
Ready to see what BeeCastle can do for your MSP?
Connect your PSA in about ten minutes and see your accounts, revenue and whitespace the same day.