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Pax8 integration

Learn about the Pax8 integration inside Sales Builder.

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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  • Identify customers who are under-licensed or using outdated license tiers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:

  1. Review Customer Portfolio: Navigate to the Whitespace section to see license gap analysis

  2. Identify Top Opportunities: Look for customers with the highest potential revenue increases

  3. Create Targeted Proposals: Use the identified gaps to create compelling license upgrade proposals

  4. 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.

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