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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.

Best practices

Performance-Driven Goals: Maximizing Profitability and Productivity for MSPs

This is part two in a three part series on goal setting for MSPs.

Best practices

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.

Best practices

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.

Feature release

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.

Best practicesInsights

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.

Best practicesInsights

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.

Best practicesInsights

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.

Best practicesInsights

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.

Best practicesInsights

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.

Best practicesInsights

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.

Best practicesInsights

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.

Best practicesInsightsTraining

Finding an alternative to Power BI dashboards and BrightGauge

Key points: Looking for alternatives to BrightGauge? Looking for alternatives to Power BI?

News and events

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:

Best practicesInsightsTraining

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.

Best practices

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?

Training

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.

Training

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?

Training

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.

Feature release

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.

Feature release

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.

Best practices

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.

Feature release

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!

Feature release

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.

Best practices

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.

Best practices

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.

InsightsNews and events

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.

Best practices

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.

Best practices

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.

Best practices

MSP Benchmarking is LIVE!

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

Feature release

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.

Best practicesInsights

New Release: Contract Visibility Drives Revenue

Growth is hard to achieve at the best of times, and even harder in tough economic climates.

Feature release

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.

Feature release

Super-charge your MSP Sales Effectiveness

Context is King - Create Opportunities & Meetings in the Moment

Feature release

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.

Feature release

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.

Feature release

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.

Best practicesInsights

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.

Feature release

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.

Feature release

Product Update: Product Revenue Performance and more

You asked, we answered! Three highly requested features have recently been released for BeeCastle ProfitTrack.

Feature release

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.

News and events

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.

Best practices

Product Update: Launch of BeeCastle ProfitTrack

We are excited to formally launch our new addition to BeeCastle called ProfitTrack.

Feature release

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.

News and events

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.

Feature release

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.

Best practices

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.

Feature release

Testimonial: Zoaib Nafar from The Missing Link

One of BeeCastle’s earliest adopters was Sydney based MSP, The Missing Link.

Case study

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.

Feature release

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.

Feature release

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.

Best practices

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.

Best practices

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…

Feature release

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.

Feature release

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.

Feature release

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.

Feature release

4 steps to improve your client engagement as an MSP

As an MSP, you understand that most opportunities come from your existing customer base.

Best practices

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.

Feature release

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.

Case studyNews and events

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.

Feature release

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.

Feature release

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.

Best practicesInsights

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.

News and events

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.

Feature release

Product Update: Outlook Add-in

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

Feature release

Product Update: Teams Calling Integration

BeeCastle works best for organisations who live within Teams, Outlook and their phones.

Feature release

Product Update: Outlook Contacts Integration

BeeCastle is excited to announce the launch of Outlook Contacts integration!

Feature release

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.

Best practicesInsights

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!

Feature release

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’

Best practices

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’

Best practicesInsights

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.

Training

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.