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Whitespace Prospecting

Let us find the Cross-sell and Up-sell opportunities for you

BeeCastle propriety technology helps account managers supercharge growth with upsell and cross sell opportunities powered by our AI models trained on live MSP data.
BeeCastle Whitespace Prospecting Logo
BeeCastle Whitespace Prospecting Logo
BeeCastle Whitespace Prospecting Logo

See Whitespace in action

Share your details to see our all-access demos showing you how BeeCastle can help your MSP grow revenue, profitability and customer satisfaction through the power of your PSA data.
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Prospecting

Use data to calculate the strength of your business relationships and determine the next best action you can take.
Prospecting

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 team revenue
BeeCastle Product Penetration
BeeCastle Product Penetration
BeeCastle Product Penetration

Find Opportunities

Use our search to find product opportunities

BeeCastle’s proprietary technology allows users to find product opportunities within their accounts and to 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 Finding Opportunities
BeeCastle Finding Opportunities
BeeCastle Finding Opportunities

Whitespace Matrix

Use data to calculate the strength of your business relationships and determine the next best action you can take.
Whitespace Matrix

Whitespace Matrix

Combine experience data and behaviour cues and map out the end-to-end customer journey so you can step in at the right time to remove friction and optimise their journey.

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

BeeCastle Agreement Type Whitespace
BeeCastle Agreement Type Whitespace
BeeCastle Agreement Type Whitespace

Agreement and Addition Mapping

Whitespace analysis helps account managers focus their next conversation on what the customer is actually likely to purchase next. Saving your reps time by concentrating on real opportunities, and giving them data to have personalised conversations to make customer feel more valued.

Whitespace analysis also gives sales leaders the data to map areas for growth, making it easier to more effectively scale revenue. 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.

BeeCastle Agreement and Addition Mapping
BeeCastle Agreement and Addition Mapping
BeeCastle Agreement and Addition Mapping

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 customer’s agreement and product sets, BeeCastle’s intelligent recommender system also automatically uncovers the best prospects for cross-sell and up-sell.

BeeCastle Product Additions
BeeCastle Product Additions
BeeCastle Product Additions

Ready to see how BeeCastle can improve your upsell and cross-sell?