BeeCastle
Integration

Overview

BeeCastle is an account management automation & data analytics platform, purpose built for MSPs, which integrates seamlessly with Halo.

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  • More meetings & client engagement
  • More revenue via improved sales results
  • Greater visibility of granular account & agreement profitability
  • Time saved via account management automation
  • Team management tools via clarity for KPIs

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Features & Benefits

Relationship Keeper

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Healthy relationships are the lifeblood of a service provider.

Measure exactly how engaged your customers truely are, automate logging of CRM activities, & understand precisely what actions you need to take next to nurture, grow and retain clients.

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Whitespace Finder

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Growing existing clients costs less than hunting new business.

Let the system uncover product and service gaps across your client base, and build targeted upsell & cross sell campaigns to penetrate more deeply into every single account you have.

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Opportunity Assist

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A long list of open opportunities is the dream, but you don’t want to let any go stale.

Understand which deals require your attention next, save at-risk deals before its tool late, and forecast with a pipeline that is (actually!) accurate so you can crush those monthly targets.

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Revenue Analyzer

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Finance insights for sales brains, without the jargon.

Automatically tier your customers by revenue, review spending patterns, and get insights into product trends so you can steer sales efforts accordingly.

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Profit Booster  

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True profit used to be hard to measure, but we’ve made it simple.

See exactly where you’re making profit (and where you’re not) with a range of organisational-level, portfolio-based, and detailed customer profitability views.

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