Managed Services & Renewals Across Clients
Integrators and resellers that support many clients need to see every warranty, license and support contract coming up for renewal, and every open ticket, across all of them. Beam's master account gives a cross-customer view of renewals and revenue, with SLA, warranty and license alerts and upsell opportunities surfaced, while each client's assets and tickets live in their own workspace.
Use case in practice
- Cross-Customer Renewals: Every upcoming renewal across your clients in one view.
- SLA, Warranty and License Alerts: Know what is expiring before the client does.
- Upsell Opportunities: Surface clients with aging equipment or expiring cover.
- Client Tickets: Support requests arrive through each client's portal.
- Cross-Deployment Reporting: Report across every client from the master account.
Why it matters
- Recurring Revenue Protected: Renewals are offered on time, not lost.
- Proactive Service: Contact clients before expiries become problems.
- One Place to Work: No switching between client spreadsheets.
- Better Forecasting: See renewals coming up across the whole portfolio.
- Scalable Support: Add clients without adding admin.
