Designed for
High Tech Vendors and Partners

Intelligent Connected Devices

Industry Verticals

High Tech: networking, security, storage, computing
Manufacturing: connected devices and equipment

Sales Model

Enterprise end user customers (B2B) - ongoing relationships
Direct and indirect multi-tier sales channels (2-tier, 3-tier)

Product Types


Transform Installed Base Management
From Art To Science

Revenue Growth

2.3 times industry average


3% to 5% additional return on sales

Shareholder Value

8% higher total return to shareholders

Source: McKinsey & Company – “What the future science of B2B sales growth looks like” - January 2018

Grow Customer Yields To Increase Operating Income

3%-10% Higher Customer Yields = $3M-$20M Higher Operating Income

Improve Yields

* Results of our research on impact of change in Customer Yields on Operating Income.
Based on publicly available information on cohort of high tech companies with average annual revenue of $500M.

Discover how much you can improve Operating Income by growing Customer Yields

Contact Us To Estimate Your Potential Business Case

Customer Scenario

Expand After Landing Cross-Sell Add-Ons Renew Support/Subscriptions


High tech vendor provides networking and security solutions for remote offices
End user customer is a large insurance company
Insurance company has 5,000 branch locations - scaling factor for vendor's product
Pilot successfully deployed in 100 locations
Landed 1st Purchase Order for initial rollout of 1,000 locations
Successful “hunter” salesperson promoted to replicate success
New “farmer” salesperson assigned to account
Account plans stored in spreadsheets, slides and salesperson's memory
Account transfer executed over lunch

Typical Outcome

New salesperson has slow ramp to full productivity
Missed revenue opportunities during account transfer
Customer frustrated by loss of continuity and having to “train the new person”


Powered by Customer Roadmaps, Customer Playbooks and Customer Visibility

New salesperson has fast ramp to full productivity
All sales opportunities are captured through a data-driven account transfer
Customer experiences seamless transition generating high satisfaction

Customer Predictive Analytics

Roadmap of projected expansion plan to capture full customer potential
Recommendations for add-on products based on actual product usage patterns
Suggestions for performance upgrades based on actual product utilization trends
Introduction to other product categories based on pattern of similar companies

Customer Predictive Analytics

Triggers to engage with customer on roadmap and budget planning at their schedule
Execution of ongoing customer business reviews in support of "trusted advisor" role
Coordination of deal registrations and opportunities with relevant partner(s)
Tracking of relevant contacts at customer and partner(s) for each installed product

Timely and Actionable Information

Number of units shipped/installed on open order - alert when new order is required
Amount of product capacity consumed - alert when capacity trending toward overage
Schedule of subscription/support service renewal dates - alert for approaching dates
Complete visibility across opportunities, point-of-sale, orders and installed base

Use Power of Data Science

Value Proposition

Revenue Growth

Revenue Visibility

Sales and Partner Productivity

Customer Experience

Transform Installed Based Management

Installed Base Management
From Art To Science

Using Our Installed Base Consulting Services

Use Data Science
To Grow Existing Customers