Pax8 Integration: Unlock Hidden Revenue with Intelligent Whitespace Analysis
Transform your Pax8 licensing strategy from reactive to proactive with Salesbuildr's intelligent integration. Our platform analyzes your entire customer landscape to reveal exactly which licenses each client is missing, turning your existing customer data into a revenue goldmine.
What You Can Do with the Pax8 Integration
🔍 Discover Hidden Revenue Opportunities
Salesbuildr's whitespace intelligence instantly analyzes your customer base against available Pax8 licenses, revealing:
Which customers lack essential Microsoft 365, security, or productivity licenses
Specific license gaps that represent immediate upsell opportunities
Revenue potential ranking to prioritize your sales efforts
Visual portfolio maps showing complete license coverage across all clients
💰 Maximize Revenue from Existing Customers
Instead of constantly chasing new prospects, focus on expanding revenue within your current customer base:
Targeted Campaigns: See exactly which customers need specific license types
Solution Bundling: Combine Pax8 licenses with your managed services into comprehensive packages
Opportunity Prioritization: Focus on customers with the highest revenue potential first
Proactive Account Management: Approach customers with data-backed recommendations
⚡ Streamline Your Sales-to-Procurement Workflow
Eliminate manual processes and reduce errors with automated workflows:
Real-Time Pax8 Pricing: Live license pricing synchronized automatically into proposals
Billing Term Intelligence: Accurately handle monthly, annual, and multi-year commitments
Professional Quote Generation: Create branded proposals in minutes that bundle Pax8 licenses with your services
Purchase Order Automation: Generate and send POs directly to Pax8 from approved quotes
Accurate Invoicing: Prevent billing errors with precise commitment period tracking
📊 Customer Portfolio Visualization
Get complete visibility into your customer technology landscape:
Compare current Pax8 licenses against your recommended technology stack
Identify customers who are under-licensed or using outdated license tiers
Track license renewal dates and commitment periods
Monitor license utilization and optimization opportunities
Key Benefits
Time Savings: Cut sales administration time by 75% with automated workflows and real-time data synchronization.
Revenue Growth: MSPs typically see 20-35% revenue increase from existing customers by identifying and addressing license gaps.
Billing Accuracy: Eliminate invoicing errors by automatically tracking Pax8 billing terms and commitment periods.
Professional Image: Generate compelling, branded proposals that position you as a strategic technology advisor.
Setting Up Your Pax8 Integration
Read this article to learn how to connect to your Pax8 account from within Salesbuildr.
Post-Setup Verification
After setup, verify your integration is working properly:
Check that Pax8 products appear in your Salesbuildr catalog
Confirm pricing displays in your selected currency
Test creating a quote with Pax8 licenses
Getting Started with Whitespace Analysis
Once your integration is active:
Review Customer Portfolio: Navigate to the Whitespace section to see license gap analysis
Identify Top Opportunities: Look for customers with the highest potential revenue increases
Create Targeted Proposals: Use the identified gaps to create compelling license upgrade proposals
Monitor Results: Track which opportunities convert to measure ROI
Support and Best Practices
Need Help? Contact our support team if you encounter any issues during setup or have questions about maximizing your Pax8 integration.
Pro Tip: Start by focusing on your top 10 customers by revenue—the whitespace analysis will often reveal significant expansion opportunities within your most valuable accounts.