BeeCastle helps MSPs to sell more of their solution stack to customers through data driven relationship management, whitespace prospecting and a sales strategy informed by real-time insights.

- Customer engagement dashboards – know who your team have and have not been talking to, ensuring you meet your key account engagement KPI’s.

- Team activity indicators – get real-time and automated tracking of sales activities for each member of the team so you can have more meaningful 1-1’s

- Whitespace Prospecting – using real-time product and agreement data, understand what solutions have the greatest cross-sell opportunity, which customers are the best targets and feed those opportunities directly into your PSA.

- Free Revenue Insights – Make strategic leadership decisions based on growth trends, product penetration and revenue opportunity.

Following this 4-step methodology will bring more repeatable revenue growth to your MSP.

How BeeCastle works with Microsoft 365 and ConnectWise

• ConnectWise remains as your system of record with our real-time API integration. We sync companies, contacts, invoices, products, and agreements into dashboards that allow you to make strategic decisions.
• By combining ConnectWise and Microsoft 365 data you automatically get insight into how your team is engaged with your clients as we automatically record customer meetings, calls and emails.
• Navigate the whole of BeeCastle inside the app you work in: Microsoft Teams
• Use whitespace to understand what your customers have bought and what they’re missing in our real-time dashboards. Use this dashboard to identify opportunities and push them back into CW at a click of a button.
• Establish structure in your next sales strategy meeting, develop expectations of engagement with your key clients and put together a targeted campaign based on where the biggest opportunity is.