Whitespace Prospecting
Let us find the cross-sell and up-sell opportunities for you
BeeCastle's proprietary technology helps account managers supercharge growth with upsell and cross sell opportunities powered by our AI models trained on live MSP data.
Prospecting
Instantly see real time data insights on where your product whitespace exists, to understand what products you are selling to which clients and to quantify the opportunities.
Product Penetration Overview
See what products you are selling most of and where the opportunities lie.
Product penetration review provides a complete view of your accounts against your product sales to prioritise and drive your actions.
- View addition revenue by product sub-category
- Review active additions
- Possible whitespace opportunities
- Product penetration sets up your whitespace journey to drive near term revenue
Billed, last 365 days$6,834,916
Potential a month$506,393
See it with your own data
Find Opportunities
Use our search to find product opportunities.
BeeCastle's proprietary technology allows users to find product opportunities within their accounts and then push those opportunities into your PSA (ConnectWise, HaloPSA or Autotask).
- Use BeeCastle to generate opportunities by product
- Push to your PSA and allocate responsibility
BeeCastle suggests your core stack from what clients already buy.
Agreement Types
Instantly visualise what agreements you're invoicing your customers, as well as churned agreements and any gaps. See your data in real time and share insights across your team.
Whitespace analysis is the process of examining sales data to find opportunity for cross sell and upsell in your existing customer base. Whitespace simply refers to any gaps in a customer's needs that you could fill with your products or services. Whitespace analysis helps you to uncover areas to grow your accounts and focus your time by allowing you to identify where cross-sell and up-sell is possible.
Product stacksYour standard offers. Each category is a question asked of every client.
+ New stack✦ Suggested stack
Core stack
41 of your 73 managed clients already have at least 4 of these.
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Create a free trial account today. No credit card needed.
- Free trial, no credit card needed
- Connect ConnectWise, Autotask or HaloPSA in about ten minutes
- Sign up with your Microsoft account or your work email
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Agreement and Addition Mapping
Whitespace analysis helps account managers focus their next conversation on what the customer is actually likely to purchase next. It saves your reps time by concentrating on real opportunities, and gives them data to have personalised conversations that make customers feel more valued.
Whitespace analysis also gives sales leaders the data to map areas for growth, making it easier to scale revenue effectively. You can also measure your team's sales behaviour: compare product penetration and revenue for each of your sales reps so you can determine which offerings they should focus on.
Security stack
About $3,065 a month of whitespace
3 of 7 requirements met
Product Additions
Analyse which additions and products your accounts have purchased and where their revenue is coming from.
Not only can you visualise at a glance any gaps in your customers' agreement and product sets, BeeCastle's intelligent recommender system also automatically uncovers the best prospects for cross-sell and up-sell.
Prospects (40)
Do not have it yet, ranked by revenue
Already have (33)
Context: clients that already buy it
Ready to see how BeeCastle can improve your upsell and cross-sell?
Connect your PSA in about ten minutes and see your accounts, revenue and whitespace the same day.
