Superior data insights related to your accounts usage of your products and additions. See addition revenue by product sub-category and review active additions and possible whitespace opportunities. Use PPO to set up your whitespace journey to drive near team revenue.
BeeCastle’s proprietary technology allows users to find appropriate opportunities within their accounts and to then push those opportunities into your PSA (ConnectWise, HaloPSA or AutoTask).
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
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.
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.
Ready to see how BeeCastle can improve your upsell and cross-sell?