Partner Value Framework
Our commitment to simplifying what brings you success.
Marketplace
Acquire new customers:
Seamless Buyer Journey
Storefronts provide a branded, self-service experience, allowing MSPs to attract new customers with curated product offerings.
Data-Driven Sales Insights
Opportunity Explorer identifies prospects’ needs and recommends tailored solutions, making it easier for MSPs to target and acquire new clients.
Integrated Quoting Process
Quoting enables MSPs to present bundled solutions professionally, reducing friction in the sales process and increasing conversion rates.
Increase wallet share of existing customers:
Cross-Sell and Upsell Automation
Opportunity Explorer highlights complementary products, helping MSPs expand customer contracts.
Bundled Offerings
Storefronts allow partners to package services and products into higher-value solutions that drive incremental revenue.
Flexible Quoting</p
MSPs can customize quotes to offer tiered pricing, upgrades and additional services increasing overall deal size.
Identify new revenue streams:
Solution-Based Selling
Storefronts and Quotes allow MSPs to move from product reselling to selling comprehensive IT solutions.
Custom Product Support
Quoting and Storefronts support non-Pax8 products, enabling MSPs to monetize their own services alongside Marketplace offerings.
Recurring Revenue Growth
Opportunity Explorer identifies recurring service opportunities (e.g., security monitoring), helping MSPs shift toward subscription-based revenue.
Billing Efficiency
Acquire new customers:
Tailored Tears
Storefronts provide a branded, self-service experience, allowing MSPs to attract new customers with curated product offerings.
Grow Paths
Scalable, strategic paths of growth and retention aligned to the size and complexity of your business.
Marketplace Access
Access to the award-winning Pax8 Marketplace. Experience the Pax8 advantage with an AI-driven partner ecosystem.
Increase wallet share of existing customers:
Professional Services
Extend your team and onboard customers faster with Professional Services. Gain access to tiered pricing as you increase your tier.
Pax8 Academy
Pax8 Academy is a strategic resource for our partners to grow their businesses. On-Demand Resources, Instructor-Led Training, Business Coaching and Peer Groups. Education your way.
Loyalty Program
Additional Loyalty benefits based on Partner Spend, coming soon.
Identify new revenue streams:
Vendor Not-for-resale Licenses
Access to these NFR licenses allows you to test innovative solutions, making it easier for you to stay on the cutting edge of technology.
Vendor Growth
As Pax8 accelerates our growing partner base, we’ll draw in new vendors and advanced technologies, fueling a network effect within our Infinity Engine. By streamlining access to resources, we not only make it easier for partners to tap into new opportunities but also save them valuable time and costs.
Catalog
Acquire new customers:
Transparent and Predictable Pricing
Anniversary Billing ensures new customers understand exactly what they will be billed for, reducing confusion and increasing trust.
Simplified Onboarding
Clear, consolidated invoices make it easier for new partners to integrate Pax8 billing into their financial systems.
Competitive Alignment
Offering the same billing model as Microsoft and competitors eliminates a key barrier to acquisition for partners who expect this standard.
Increase wallet share of existing customers:
Flexible Subscription Management
Co-terming and Anniversary Billing allow partners to streamline their customers’ subscriptions, making it easier to upsell and expand contracts.
Multi-Vendor Billing Consolidation
Partners can bundle and manage multiple vendors under a single invoice, encouraging them to expand their product stack with Pax8.
Accurate Usage-Based Billing
Supporting proration and consumption-based billing enables partners to confidently sell variable-cost products without financial risk.
Identify new revenue streams:
Enable MSP Service Bundling
Consolidated billing supports partners in packaging their own services alongside vendor products.
Streamlined Global Expansion
Supporting global tax compliance and multi-currency billing allows partners to enter new markets confidently.
Billing Engine Integration
API-based billing automation helps partners scale operations, freeing up resources to pursue new business opportunities.
Custom Products
Acquire new customers:
Seamless Buyer Journey
Storefronts provide a branded, self-service experience, allowing MSPs to attract new customers with curated product offerings.
Data Driven Sales Insights
Opportunity Explorer identifies prospects’ needs and recommends tailored solutions, making it easier for MSPs to target and acquire new clients.
Integrated Quoting Process
Quoting enables MSPs to present bundled solutions professionally, reducing friction in the sales process and increasing conversion rates.
Increase wallet share of existing customers:
Cross-Sell and Upsell Automation
Opportunity Explorer highlights complementary products, helping MSPs expand customer contracts.
Bundled Offerings
Storefronts allow partners to package services and products into higher-value solutions that drive incremental revenue.
Flexible Quoting
MSPs can customize quotes to offer tiered pricing, upgrades and additional services increasing overall deal size.
Identify new revenue streams:
Solution Based Selling
Storefronts and Quotes allow MSPs to move from product reselling to selling comprehensive IT solutions.
Custom Product Support
Quoting and Storefronts support non-Pax8 products, enabling MSPs to monetize their own services alongside Marketplace offerings.
Recurring Revenue Growth
Opportunity Explorer identifies recurring service opportunities (e.g., security monitoring), helping MSPs shift toward subscription-based revenue.
My Solutions
Acquire new customers:
Pre-Packaged Solutions for SMB Needs
MSPs can create industry-specific solution bundles (e.g., cybersecurity for remote teams, compliance-ready IT stacks) that make it easier for new customers to adopt a full-service package rather than selecting individual products.
Competitive Differentiation
Unlike traditional resellers who sell single products, MSPs can position themselves as trusted advisors offering comprehensive business solutions, making them more attractive to SMBs looking for long-term partners.
Stronger Lead Generation
By promoting differentiated solution packages rather than commodity products, MSPs can attract prospects searching for tailored IT solutions rather than just individual tools.
Increase wallet share of existing customers:
Solution Bundling for Higher Margins
Partners can offer curated solution stacks rather than individual products, increasing overall contract value per customer.
Upselling Through Tailored Packages
By grouping security, productivity, and support services, MSPs can expand customer adoption of additional Pax8 products.
Differentiated Pricing Models
Partners can set solution-level pricing, including uplifts or discounts, to optimize revenue per client.
Identify new revenue streams:
Expansion Into Managed Solutions
Enables MSPs to create standardized service offerings, shifting from transactional sales to recurring solution-based revenue.
Cross-Vendor Offerings
Combining multiple vendors into a single package allows partners to create premium service tiers.
Customized SMB Offerings
MSPs can create industry-specific solution bundles (e.g., security for remote teams), tapping into new customer segments.
Opportunity Explorer
Acquire new customers:
Product Recommendations
Pinpoints industry-specific and location-based opportunities to connect with new prospects and drive meaningful engagement.
Data-Driven Targeting
Leverages customer profiles and market trends to highlight gaps competitors may not be addressing.
Competitive Positioning
Delivers targeted learning resources that equip and empower partners to pitch confidently and win over new audiences.
Increase wallet share of existing customers:
Upsell & Cross-Sell Opportunities
Spotlights products that seamlessly integrate with customers’ existing stacks to drive deeper engagement and growth.
Untapped Value
Identifies underused products or services to unlock full potential and maximize customer spend and investment.
CIS Framework Matching
Suggests tailored security solutions to close gaps and expand service offerings for existing clients.
Identify new revenue streams:
Next-Gen Product Insights
Uncovers emerging products that perfectly match customer needs and capitalize on market trends.
Product Benchmarking
Provides 2×2 graphs to benchmark new products, enabling partners to strategically diversify their portfolios.
Trend Analysis
Taps into global data from 399K+ partners to pinpoint untapped opportunities and drive targeted growth.
Quotes
Acquire new customers:
Integrated Quoting
Partners can create quotes that combine Pax8 catalog products and outside offerings, providing a seamless experience to new clients.
Increased Competitive Advantage
By enabling quoting directly within the Pax8 ecosystem, partners no longer need third-party tools, reducing friction for acquiring new customers.
Streamlined Onboarding
Custom line items and PDF quotes allow partners to quickly tailor solutions for new prospects, increasing conversion rates.
Increase wallet share of existing customers:
Enhanced Cross-Selling
Partners can include multiple Pax8 catalog items in one quote, encouraging customers to purchase additional products.
Simplified Upselling
Ability to quote upgraded or premium versions of existing solutions alongside current offerings.
Data-Driven Growth
Analytics tied to the quoting process help identify areas where customers are underutilizing services.
Identify new revenue streams:
Custom Product Quoting
Partners can include non-Pax8 offerings, like hardware or services, enabling them to enter new markets.
Bundled Solutions
Ability to package third-party products with Pax8 catalog items encourages new revenue models.
Competitive Differentiation
Surpassing competitors like ConnectWise and Arrow ECS by offering a fully integrated ecosystem.
Storefronts
Acquire new customers:
Custom Experience
Storefronts allow partners to create curated product pages tailored to specific audiences, improving appeal to new customer segments.
Audience-Specific Targeting
Partners can define audiences by attributes like location or industry, ensuring Storefronts resonate with potential customers.
Analytics Insights
View and click analytics help partners refine their Storefronts to attract and convert new customers effectively.
Increase wallet share of existing customers:
Personalized Offerings
Storefronts enable partners to publish targeted products based on client needs, encouraging existing customers to expand their purchases.
Self-Service Publishing
A web-shop experience empowers customers to explore and buy more products independently.
Data-Driven Recommendations
Analytics provide insights into customer behavior, helping partners upsell or cross-sell effectively.
Identify new revenue streams:
Tailored Product Pages
Partners can experiment with new products or bundles in Storefronts to gauge interest from specific audiences.
Multiple Storefronts
Partners can target different markets or industries, exploring untapped revenue opportunities.
Audience Analytics
Understanding audience engagement can reveal demand for new product categories.
Integrations Hub
Pax8 Academy
Acquire new customers:
Customer Acquisition
Gain the skills to acquire and retain new customers, build better campaigns and deliver more value.
Engineering Expertise
Technical training (On-Demand, Instructor-Led) to expedite engineering expertise.
Secure Environment
Pax8 Academy courses teach you how to develop strong cybersecurity for your end customers.
Increase wallet share of existing customers:
Growth Opportunities
On-demand resources to help keep pace with the Microsoft Cloud Partner Program and identify growth opportunities.
Selling Optimization
Academy offers the Results Selling Framework, teaching partners how to optimize selling to end customers.
Role Training
Instructor-Led Training offer role specific training, including technical training in Microsoft Azure, Copilot and Business Premium.
Identify new revenue streams:
Revenue Growth
Grow your revenue faster with new competencies.
Vedor Trainings
Hundreds of vendor specific trainings prepare partners for new offerings.
Customer Segmentation
Increase the capability to grow your ideal customer profile.
End User Helpdesk
Acquire new customers:
Reach
Expand your reach by using Helpdesk to engage in opportunities that are currently out of scope (i.e. 24/7 needs).
Increase wallet share of existing customers:
Cost Effective Services
Allow for additional margin.
Guided Growth
Acquire new customers:
Tailored Enablement Experience
Guided Growth provides a structured learning experience that equips partners with new knowledge and skills, enabling them to confidently position and sell new solutions.
Personalized Guidance
Partners receive personalized guidance to optimize their learning journey, which helps them implement new practices that drive business growth.
Customer Ready Resources
The program offers customer-ready resources that partners can use to attract and engage new customers effectively.
Increase wallet share of existing customers:
Cross-Sell and Upsell Opportunities
Guided Growth helps partners identify and leverage cross-sell and upsell opportunities within their existing customer base, increasing revenue per customer.
Enhanced Customer Engagement
By providing partners with the tools and knowledge to engage customers more effectively, Guided Growth helps increase customer satisfaction and loyalty, leading to higher wallet share.
Solution Area Enablement
The program focuses on enabling partners in specific solution areas, allowing them to offer more comprehensive and valuable services to their existing customers.
Identify New Revenue Streams:
New Solution Offerings
Guided Growth enables partners to develop and offer new solutions, opening up additional revenue streams.
Strategic Conversations
The program encourages partners to have strategic conversations with their customers about risk management, cybersecurity and growth potential, which can lead to new business opportunities.
Market Differentiation
By helping partners build value-added services and differentiate themselves in the market, Guided Growth allows them to attract new clients and increase revenue.
Partner Support
Acquire new customers:
Scale
Effortless license mobility to Pax8 through migration services.
Support for When You Need It
Pax8 is your trusted partner, with deep expertise available any time of day, 7 days a week.
Increase wallet share of existing customers:
Boosting Team Capabilities
Lean on Pax8 Support Expertise when exploring new Vendors and Products.
Identify New Revenue Streams:
Revenue Focus
Keep your focus on growing your business, let Pax8 focus on making sure the technology is working as expected.
Professional Services
Acquire new customers:
Fixed-Price, Fixed-Scope Repeatable Services
Hire for long-term needs versus short-term demand.
Extend Your Capacity
Gain confidence in acquiring new customers by having Pax8 as an extension of your team, providing additional engineering capacity.
Shorten Sales Cycle
Accelerate revenue recognition with simple discovery and fixed-scope, fixed-price repeatable implementation services.
Increase wallet share of existing customers:
Cost-Effective
Services allow for additional margin.
The Pax8 ProServices
Team will work with the partner to identify the right solution, even if it’s not what the partner originally wanted or thought they needed.
Augment Your Skillset
Deliver projects without investing in expensive resources.
Identify new revenue streams:
Increased Capacity to Expand and Evolve Customer Solutions
ProServices supports a variety of business challenges, allowing you to boost your top line with the expertise and upskilling needed to drive further growth.
Funding Opportunities
Leverage our vendor ecosystem to drive down the cost of cloud transformation.
Training and Support
Leverage Pax8 Academy and Pax8 Guided Growth to enhance your technical expertise and take new products to market through courses and resources that support your long-term success.
Voyager Alliance
Acquire new customers:
Tailored Tiers
Tailored tiers with curated enablement, education and support offering tailored advantages. Success at every stage.
Growth Paths
Scalable, strategic paths of growth and retention aligned to the size and complexity of your business.
Marketplace Access
Access to the award-winning Pax8 Marketplace. Experience the Pax8 advantage with an AI-driven partner ecosystem.
Increase wallet share of existing customers:
Professional Services
Extend your team and onboard customers faster with Professional Services. Gain access to tiered pricing as you increase your tier.
Pax8 Academy
Pax8 Academy is a strategic resource for our partners to grow their businesses. On-Demand Resources, Instructor-Led Training, Business Coaching and Peer Groups. Education your way.
Loyalty Program
Additional Loyalty benefits based on Partner Spend, coming soon.
Identify new revenue streams:
Vendor Not-for-Resale Licenses
Access to these NFR licenses allows you to test innovative solutions, making it easier for you to stay on the cutting edge of technology.
Vendor Growth
As Pax8 accelerates our growing partner base, we’ll draw in new vendors and advanced technologies, fueling a network effect within our Infinity Engine. By streamlining access to resources, we not only make it easier for partners to tap into new opportunities but also save them valuable time and costs.
Launch Briefings
Acquire new customers:
Expand your Business Capabilities with Voyager Alliance and the Loyalty Program
Gain access to exclusive benefits that scale with your business tier and earn loyalty rewards with partner spend and participation —coming soon.
Identify new revenue streams:
Explore Solutions with Opportunity Explorer
Explore opportunities and design solutions within a single, intuitive interface.
Identify Gaps with Opportunity Explorer in the Marketplace
Experience a live demo to see how the Pax8 Marketplace and Opportunity Explorer can help you identify gaps in solution offerings.
Microsoft Monthly Updates
Discover tactics to better utilize Microsoft rebates and incentives.
Momentum
Acquire new customers:
Create a Culture of Security
Cybersecurity starts by establishing a culture of security.
Increase wallet share of existing customers:
Tailored Bundling and Suggestive Pricing
Identify new revenue streams:
Hone Business and Technical Skills
Serves as an entry point for enablement for Pax8 partners to shape security strategy and gain alignment as a team by honing in on both technical and business skillsets.
Grow Vendor Stack
Learn how to sell vendor solutions from participating sponsors and build a comprehensive, saleable tech stack.
Learn from Peers
As partner panel dives into latest industry trends, challenges and opportunities for growth.
Mission Briefings
Acquire new customers:
Pax8 Marketplace
Learn how to use the Pax8 Marketplace as a sales tool.
Learn from Your Peers
Gain valuable insights, real-world examples, actionable strategies and walk away with fresh perspectives that can drive your business forward..
Increase wallet share of existing customers:
Microsoft Updates
Discover tactics to better utilize Microsoft rebates and incentives.
Loyalty Program
Additional Loyalty benefits based on Partner Spend, coming soon.
Identify new revenue streams:
Grow Your Vendor Stack
Learn how to sell vendor solutions from participating sponsors.
How to Sell Cybersecurity
Key strategies for effectively selling security:
• Discover how to create compelling bundles and implement suggestive pricing to drive customer adoption.
• Learn how to sort your existing customer base, confidently initiate security conversations, handle objections and navigate pricing discussions.
Learn from Your Peers
As partner panel dives into latest industry trends, challenges and opportunities for growth.
Bootcamps
Identify new revenue streams:
Technical Deep Dives
Dive into Microsoft, Security and AWS solutions.
Grow your Vendor Stack
Learn how to sell vendor solutions from participating sponsors.
Vulnerability Assessments
In our Security Bootcamp, learn how to build a cloud company using security vulnerability assessments with sponsoring vendors.
Microsoft Monthly Udate
Identify new revenue streams:
Expand your Understanding of Microsoft Solutions
Microsoft solution area updates (Azure, Dynamics and Modern Workplace).
Actionable Next Steps
In house Microsoft experts will close out each event with clear Pax8 and Microsoft partner action items.
Microsoft Incentives and Rebates
Learn how to benefit from Microsoft incentives and rebates.
Vendor Monthly Update
Acquire New Customers:
-
New Vendors in the Marketplace
Discuss the strategic value and competitive advantages offered by our new technology vendors, highlighting how these partnerships can enhance our service offerings and drive growth.
Increase Wallet Share of Existing Customers:
-
Vendor Spotlight
Provide key updates of our featured vendor, highlighting recent developments and changes and discussing how their innovations can enhance your competitive edge and drive growth.
Identify new revenue streams:
-
#1 Partner Source for News Updates with Vendors
Discuss the latest updates on community vendors and explore how these solutions can offer innovative advantages and complement your technology portfolio.
Beyond
Acquire New Customers:
Buyer Personas: Stepping into Your Buyers’ Mindset
Learn to create buyer personas and improve customer engagement with Jeff Weiss, Executive Coach at Pax8. Discover sales techniques for gathering and analyzing customer data to build accurate personas and drive better business outcomes.
M&A for the MSP: How to Build Your Winning Strategy
Are you M&A curious or looking to improve your approach? Join David Schafran, Vice President of Partner Enablement at Pax8, for a high-level discussion on the merger or acquisition process, potential deal structures, and valuation methodologies. Gain deep insights and essential knowledge to drive maximum value in your M&A transactions. Ideal for those new or semi-new to M&A.
How to Break Through Your Next Business Plateau
Join Ron Losefsky, Lead Executive Coach at Pax8, to spot warning signs, uncover what’s holding your business back, and take action. Learn a strategic growth framework to align your team, sharpen your vision, and drive momentum. Get practical strategies and fresh perspectives to break through stagnation and scale smarter. Let’s get your business back in motion.
Increase Wallet Share of Existing Customers:
Ask Better Questions to Sell More – The Results Selling Framework
Join Keith Marchiano, Senior Executive Coach at Pax8, to master meaningful conversations with your prospects. Learn how to build trust, uncover needs, align your value with their goals, handle objections, and secure commitment with confidence.
5 Marketing Tips to Better Your Business Today
Learn five key tactics: optimizing your online presence, leveraging social media, creating compelling content, utilizing data analytics, and engaging with your audience effectively. By the end, you’ll understand how to boost your marketing performance and achieve better results quickly.
Why You Suck at Selling
Uncover common pitfalls and mistakes that hinder sales success. Discover strategies to overcome these challenges, improve your sales soft skills, and close more opportunities. By the end, you’ll know how to identify and address your sales weaknesses, enhance your selling skills, and achieve better results.
Identify new revenue streams:
Prepping for RSF: How to Attract Clients by Being Undeniably Different
Make your uniqueness your greatest selling point. This session focuses on showing up with confidence, crafting a distinctive brand, and proving your value to ideal clients. Learn quick techniques to sell yourself in 30 seconds and make a lasting impression. By the end, you’ll have high-impact conversations, a clear grasp of your strengths, and a strategy to attract your perfect client. This session is for those ready to take bold action and leave their mark.
Profitable Math: EBITDA + MSPs = Success
If you think “EBITDA” is just a mistyping of “debit,” this session is for you. Brian Davies, Program Manager of Value Creation Coaching at Pax8, will explain the basics of EBITDA, how to calculate it, why it matters for your business, and how it measures a company’s performance and value. You’ll leave with a clear and practical understanding of EBITDA and how to use it to achieve your growth goals.
Did You Raise Your Prices Yet?
With Jonathan Mack, Lead Executive Coach at Pax8 Academy, learn about the impact of price adjustments on market positioning, client perception, and profit growth. Key topics include value-based pricing, competitive analysis, and overcoming emotions in pricing. By the end, you’ll understand how to evaluate and implement price changes to maximize profitability and maintain client satisfaction.
Industry Events
Acquire New Customers:
-
Live Events
We do this through on stage presentations, keynotes, breakout sessions, 1:1 meetings, booth time, networking -
Online Thought Leadership
Virtual events, podcasts, Facebook lives, webinars, blogs and Thought Leadership i.e. 2025 predictions -
Social Media Engagement
Social media management (FB, LI, Reddit) – reaching out to partners and prospects
Increase Wallet Share of Existing Customers:
-
Live Events
For existing customers, we do this through on stage presentations, keynotes, breakout sessions, 1:1 Meetings, booth time, networking. -
Online Thought Leadership
Virtual events, podcasts, Facebook lives, webinars, blogs and Thought Leadership i.e. 2025 predictions -
Social Media Engagement
Social media management (FB, LI, Reddit) – reaching out to partners and prospects
Identify new revenue streams:
-
In-The-Know/ Real-Time Trends
Pulse of the MSPs on what’s trending within their businesses from a revenue generating and technology perspective. At events, we emphasize the importance of staying up-to-date with the latest technological advancements to appeal to potential clients and stay ahead of the competition. -
Vendor Relationships
We develop relationships with new vendors that are MSP centric and introduce them to the Vendor Acquisition and Development. -
Global Outreach
Understanding the ecosystem and looking for global opportunities beyond our traditional communities.
Pax8 Premier
Acquire New Customers:
Market Visibility and Branding Opportunities
Prominently display your branding alongside Pax8 at sports team venues to increase brand awareness among some of the most diverse and engaged audiences around, helping to enhance recognition and recall of your brand.
Business introductions from the Team
Get one on one introductions to the Teams other sponsors and business partners like their accountants and lawyers and get introduced to the teams IT department.
Pax8 Blog – Wolf Consulting Testimonial
“Thanks to Pax8 Premier, we’ve had an opportunity to boost our local brand awareness, streamline and consolidate licensing procurement for clients, and also meet new prospective clients – without blowing our marketing budget!”
Richard Kask, VP of Client Experience, Nucleus Networks.
Increase Wallet Share of Existing Customers:
Strengthen client relationships
Gain trust and build meaningful relationships with clients through VIP experiences, including exclusive suites and premium seating, helping you build stronger connections that open doors to new sales and upsell/cross-sell conversations.
Event Hosting
You can host unforgettable events at top venues, creating custom experiences that spotlight your brand and help grow key client relationships.
Identify new revenue streams:
Marketing budget management
Budget friendly marketing opportunities with greater impact and reach. Allows partners to allocate additional resources elsewhere.
Business Networking
You’re able to tap into our exclusive network of sponsors and industry leaders, so you can build connections, share ideas and uncover partnerships that take your business to the next level.
Pax8 Voyager Alliance benefits unlocked
Inside the Voyager Alliance program, partners can move up in tiers and continue unlocking more saving benefits and access, moving your Premier business to Pax8 supports tier mobility.
Marketplace
Billing:
Automated Quote-to-Bill Process
Seamless integration between Quotes and Pax8 billing ensures accurate invoicing.
Subscription Consolidation
Storefronts allow MSPs to sell packaged solutions as a single subscription, simplifying billing.
Clear Revenue Attribution
Opportunity Explorer tracks product adoption and revenue influence, helping MSPs optimize pricing models.
Service Delivery:
Standardized Solution Deployment
Storefronts enable MSPs to create repeatable, pre-configured solution stacks, reducing setup time.
Guided Sales Enablement
Opportunity Explorer provides data-driven insights that streamline the sales-to-service transition.
Automated Quote Management
Quoting reduces manual entry errors and ensures customers receive consistent pricing and service details.
Customer Support:
Self-Service Storefronts
Customers can browse and purchase solutions independently, reducing support inquiries.
Clearer Pricing and Offerings
Quotes provide customers with transparent, detailed breakdowns, minimizing confusion and disputes.
Data-Backed Recommendations
Opportunity Explorer helps MSPs proactively address customer needs, reducing reactive support tickets.
Billing Efficiency
Billing:
Automated Invoicing and Payments
Reduces manual reconciliation and eliminates billing errors.
Consolidated Monthly Invoice
Organizes charges by customer and vendor, simplifying partner accounting.
Self-Service Billing Insights
Partners can preview invoices and manage subscriptions without contacting support.
Service Delivery:
Co-Term Billing Simplifies Subscription Management
Reduces administrative work for partners managing multiple customer contracts.
Subscription Modification Flexibility
Allows partners to adjust subscriptions up to the last moment before billing, preventing unnecessary charges.
Improved Financial Reporting
Aligning with Microsoft’s billing structure makes revenue forecasting more accurate.
Customer Support:
Clearer Invoicing Reduces Billing Disputes
Predictable charges and detailed invoices minimize partner confusion.
UTC-Based Billing Provides Global Consistency
Standardizing billing times across regions prevents support escalations due to time zone differences.
Automated Credit Adjustments
Anniversary Billing credits ensure partners are not overcharged, reducing manual refund requests.
Catalog
Billing:
Automated Invoicing & Payments
Reduces manual reconciliation and eliminates billing errors.
Consolidated Monthly Invoice
Organizes charges by customer and vendor, simplifying partner accounting.
Self-Service Billing Insights
Partners can preview invoices and manage subscriptions without contacting support.
Service Delivery:
Co-Term Billing Simplifies Subscription Management
Reduces administrative work for partners managing multiple customer contracts.
Subscription Modification Flexibility
Allows partners to adjust subscriptions up to the last moment before billing, preventing unnecessary charges.
Improved Financial Reporting
Aligning with Microsoft’s billing structure makes revenue forecasting more accurate.
Customer Support:
Clearer Invoicing Reduces Billing Disputes
Predictable charges and detailed invoices minimize partner confusion.
UTC-Based Billing Provides Global Consistency
Standardizing billing times across regions prevents support escalations due to time zone differences.
Automated Credit Adjustments
Anniversary Billing credits ensure partners are not overcharged, reducing manual refund requests.
Custom Products
Billing:
Automated Quote-to-Bill Process
Seamless integration between Quotes and Pax8 billing ensures accurate invoicing.
Subscription Consolidation
Storefronts allow MSPs to sell packaged solutions as a single subscription, simplifying billing.
Clear Revenue Attribution
Opportunity Explorer tracks product adoption and revenue influence, helping MSPs optimize pricing models.
Service Delivery:
Standardized Solution Deployment
Storefronts enable MSPs to create repeatable, pre-configured solution stacks, reducing setup time.
Guided Sales Enablement
Opportunity Explorer provides data-driven insights that streamline the sales-to-service transition.
Automated Quote Management
Quoting reduces manual entry errors and ensures customers receive consistent pricing and service details.
Customer Support:
Self-Service Storefronts
Customers can browse and purchase solutions independently, reducing support inquiries.
Clearer Pricing and Offerings
Quotes provide customers with transparent, detailed breakdowns, minimizing confusion and disputes.
Data-Backed Recommendations
Opportunity Explorer helps MSPs proactively address customer needs, reducing reactive support tickets.
My Solutions
Billing:
Single Subscription for Bundled Solutions
Reduces invoice complexity by consolidating multiple product charges into a single line item.
Automated Pricing Adjustments
Partners can apply markups and discounts at the solution level rather than adjusting each individual product.
Streamlined Revenue Tracking
Billing integration allows partners to monitor solution-based revenue separately from individual product sales.
Service Delivery:
Pre-Packaged Deployments
Reduces setup time by allowing partners to sell pre-configured solutions instead of assembling them manually.
Standardized Offerings
Helps partners reduce variability in implementations, leading to faster, more consistent service delivery.
Improved Resource Allocation
Enables MSPs to focus on high-value consulting instead of customizing each customer’s product stack from scratch.
Customer Support:
Reduced Support Tickets
Standardized solutions lower the risk of configuration errors, leading to fewer support escalations.
Pre-Defined Troubleshooting Workflows
Partners can develop repeatable support processes for specific solutions, increasing efficiency.
Self-Service Through Storefronts
Customers can purchase and manage solutions independently, reducing inbound support requests.
Opportunity Explorer
Billing:
Quoting Integration
Syncs recommendations with quoting tools to streamline subscription updates and improve efficiency.
Simplified Product Selection
Minimizes manual effort in pinpointing the right add-ons or upgrades for customers.
Billing Precision
Delivers metrics such as average spend per employee to ensure accurate and aligned billing with client needs.
Service Delivery:
Strategic Planning Support
Matches product recommendations with long-term customer goals, cutting down on redundant efforts.
Targeted Gap Analysis
Identifies service gaps to address weaknesses and sharpen delivery focus.
On-the-Go Opportunity Integration
Access Opportunity Explorer recommendations in the Pax8 mobile app, enhancing service delivery for partners anywhere.
Customer Support:
Partner Education
Provides targeted learning materials to accelerate resolution and empower partners with key product insights.
Tailored Recommendations
Partners can curate recommendations to efficiently resolve support inquiries.
Personalized Client Insights
Leverages seat utilization and spend data to deliver tailored support and drive better outcomes.
Quotes
Billing:
Unified Quoting and Invoicing
Integrating quotes directly with the Pax8 platform streamlines billing and eliminates manual reconciliation.
Accurate Catalog Pricing
Ensures all quotes use up-to-date pricing from the Pax8 marketplace, reducing billing errors.
Automated Quote Sharing
Easily share PDFs with customers, expediting the approval-to-payment process.
Service Delivery:
Clear Scope of Work
Quotes that combine Pax8 catalog items and external offerings reduce misunderstandings during service delivery.
Predefined Packages
Partners can create reusable quote templates for faster service delivery.
Fewer Tool Transitions
Consolidating quoting within Pax8 reduces time wasted switching between tools.
Customer Support:
Comprehensive Quote History
Support teams can access quotes directly to resolve customer inquiries faster.
Error Reduction
Standardized quoting minimizes customer disputes caused by inconsistent pricing or services.
Self-Serve Options
Partners can share easily understood PDF quotes with clients, reducing back-and-forth communications.
Storefronts
Billing:
Streamlined Product Selection
Customers choose products directly, reducing partner involvement in billing queries.
Centralized Analytics
Storefronts provide visibility into product purchases, simplifying billing reconciliation.
Audience Segmentation
Organized Storefronts help partners manage billing more effectively by grouping clients.
Service Delivery:
Reduced Partner Intervention
Self-service Storefronts let customers handle purchases, freeing up partner resources.
Curated Offerings
Partners can streamline service delivery by focusing on pre-defined product bundles.
Actionable Insights
Analytics help partners anticipate and prepare for customer needs.
Customer Support:
Self-Service Access
Customers can shop and manage their purchases independently, reducing support queries.
Clear Information Display
Storefronts provide detailed metadata, helping customers understand offerings without assistance.
FAQ Sections
Storefront homepages include FAQs, reducing repetitive inquiries.
Integrations Hub
Pax8 Academy
Billing:
Operational Improvements
Operations Coaching supports the improvement of the service department which impacts billing optimization.
Service Delivery:
Operational Best Practices
Instructor-Led Training, Coaching, and Peer Groups offer business and role specific training to implement operational best practices.
Service Management
Instructor-Led Training and Peer Groups offer business and role specific training, including service management.
Dispatch Training
Peer Groups offer role specific training, including Dispatch 101.
Customer Support:
Dispatch Training
Instructor-Led Training offer role specific training, including Dispatch 101.
End User Helpdesk
Billing:
Cost Savings
Outsourcing the Helpdesk function can result in significant cost savings for MSPs. By leveraging the resources and expertise of Pax8, MSPs can reduce their staffing costs, minimize the need for expensive technology investments and streamline their operations.
Service Delivery:
Improved Service Levels
Outsourcing the Helpdesk function can result in improved service levels for MSPs. Pax8 offers 24/7 support, which means that clients can receive timely and effective support whenever they need it.
Documentation and Process Enhancement
The Pax8 Helpdesk will work with the partner to identify document gaps during onboarding and troubleshoot issues with end users. They will hold bi-monthly or monthly meetings to ensure we stay aligned with client expectations.
Increased Expertise
The Pax8 Helpdesk has a broad range of expertise across different technologies and industries. By working with an outsourced Helpdesk, MSPs can leverage this knowledge and expertise to deliver a higher quality of service to their clients.
Customer Support:
Enhance Your Capacity
Helpdesk acts as an extension of your team with L1 engineers to service end customers.
L1 / L2 Support
Provides white-labeled front line L1/L2 desktop support for your customers,
Maximize Talent
Maximize your in-house technical talent and allow them to focus on higher level work and revenue generation.
Guided Growth
Service Delivery:
Access to Best-In-Class Experts
Partner has simple solutions delivered by best-in-class experts where they want to leverage our Pro Serve teams.
Implementation Enablement
The Vendor Growth Tracks go deeper than just providing content on sales, with content on support and implementation as well.
Professional Services Team
We have a dedicated Professional Services team who can offer support and delivery to partners, meaning they do not have to engage with a third party or have to build up in-house skills before they’re ready.
Customer Support:
Strategic Service Portfolio Expansion
Expand your service portfolio strategically with step-by-step, continued guidance from our team of advisors. Partner has support of Pax8 and specifically their CAM to ensure they can engage with xSCs/SoCos as required on a deal-by-deal basis.
Optimize Growth
Provides personalized guidance to optimize the learning journey and implement new practices that drive lasting change in the business.
Implement Practices
Implement new practices that drive lasting change through utilization of customer-ready resources, Marketplace enablement and hands-on enablement.
Partner Support
Billing:
Vendor Fee Elimination
Eliminate premium fees for vendor support.
Reduced Complexity of Billing
Leverage the team of experts at Pax8 to talk through the complexities of billing. Let Pax8 manage complicated Vendor Billing.
Service Delivery:
Automates Business Processes
The Pax8 Marketplace simplifies changes to licenses and eliminate any ordering or billing issues.
Realtime licensing
Pax8 automates and delivers licenses in real time so that your customers have what they need when they need it.
Customer Support:
Lower Costs and Time
Lower your headcount cost and decrease time to resolution of tickets.
In House Solve Rate
Pax8 focuses on solving cases in house. Leading to quicker time to resolution for you and your customer.
Professional Services
Billing:
Streamline billing
Fixed-price, fixed-scope repeatable services.
Funding Opportunities
We leverage numerous funding programs through our Vendors to drive down project costs for our partners.
Service Delivery:
Expedite Project Timelines
Accelerate revenue recognition by leveraging project resources to complete projects sooner.
Remain Competitive in MSP Landscape
Successful at winning larger deals and growing with customers.
Integrated Tools
Services integrated in the same ecosystem that help you buy, sell, and manage cloud solutions.
Customer Support:
Focus On Long-Term Growth
Hire for long-term needs versus short-term demand.
Enablement for Best-In-Class Services
With our enablement-first approach, we empower partners to optimize internal processes and technology—equipping your team to deliver best-in-class service with efficiency and confidence.
Clear Execution
Increase bandwidth and expertise. All services are delivered under the guidance of our experienced Project Management Office.
Voyager Alliance
Billing:
Payment Flexibility
Whether through ACH with extended payment terms, or via Credit Card, find the payment method that works best for your business.
Service Delivery:
Service Elevation
Elevated technical support for Velocity and Titan Partners.
Service Elevation
Premium technical support for Galactic Partners.
Customer Support:
Support Elevation
Elevated customer support for Ignite, Velocity and Titan Partners.
Support Elevation
Strategic Account Management for Galactic Partners.
Partner Network
Influence the Pax8 Roadmap. Share your feedback on Marketplace enhancements.
Launch Briefings
Billing:
PSA Integrations
Discover How PSA Integrations Can Simplify Billing Processes
Service Delivery:
Live Demo
Explore opportunities and design solutions within a single, intuitive interface.
Customer Support:
Learn From Your Peers
As partner Q&A dives into latest industry trends, challenges and opportunities for growth.
Introduce Partner to Voyager Alliance Tier
Strengthen understanding of Pax8 education and enablement opportunities available to multitude of roles within MSP organization.
Momentum
Service Delivery:
Build Your Tech Stack
Integrate and onboard new products into your stack with less stress.
Customer Support:
Understand Broader MSP Landscape
The best practices in ever-evolving landscape and extend beyond to cover innovations that impact the broader MSP space.
Cybersecurity Conversation
Learn how to have cybersecurity conversations with your customers and how to overcome objections.
Learn From Your Peers
Gain valuable insights, real-world examples, actionable strategies, and walk away with fresh perspectives that can drive your business forward.
Mission Briefings
Service Delivery:
Explore Opportunity Explorer in the Marketplace
Discover opportunities and design solutions—all within a single, intuitive interface in the Pax8 Marketplace.
Bootcamps
Service Delivery:
Collaboration with In-House Experts and Sponsored Vendors
Customer Support:
Explore Future of Solution Landscape
With Pax8 and vendor sponsors.
Learn from Your Peers
The best practices in ever-evolving landscape and extend beyond to cover innovations that impact the broader MSP space.
Microsoft Monthly Udate
Customer Support:
Essential Microsoft Program Updates
#1 partner source for the latest news and updates with Microsoft
Stay Ahead of Microsoft Dates and Deadlines
Keep Up with AI and Microsoft Copilot
Up-to-date information about AI and Microsoft Copilot.
Vendor Monthly Update
Billing:
Vendor Product Updates
Stay informed on vendor pricing changes and new product additions to optimize your purchasing decisions and enhance your competitive edge.
Beyond
Billing:
Budgeting: If You Don’t Know Where You Are Going, You’ll End Up Someplace Else
Trying to grow without a budget is risky. Join David Schafran, VP of Partner Enablement, and Adam Hannemann, Sr. Academy Peer Group Program Manager, to learn budgeting fundamentals for MSP leaders. Discover essential techniques, align financial goals, and leverage data for informed decisions. Walk away with tools to lock in your financial strategy, allocate resources precisely, and scale your business responsibly.
What is Gross Margin and How Do You Control It
Curious about gross margin? Join Rex Frank to learn how to calculate it, what impacts it, and how to improve it. Discover practical strategies for smart pricing, cost control, and operational efficiencies to boost profitability. Rex will also demonstrate the “Green Zone” measurement tool, helping you confidently apply it to drive sustainable growth.
Service Delivery:
Habits of a Successful Service Manager
Discover the essential routines and practices of top service managers with Ken Sponsler, Senior Director of Academy at Pax8. Learn about effective time management, proactive problem-solving, and strong communication with team members and clients. Gain strategies for continuous improvement, staying updated with industry trends, and fostering a positive work environment. Enhance your performance and drive your team’s success.
Service Manager Survival Guide
Gain expert insights on excelling as a service manager from Todd Schorle, Lead Executive Coach at Pax8. Learn about a typical day for a service manager, effective time structuring, and developing a long-term success plan. Whether you’re starting out or looking to advance your skills, this session will help you plan your best path forward.
AI Unplugged: How New Tech Can Lead to Smarter Service Management
How do you integrate cutting-edge AI into your service operations without hitting roadblocks? In this panel discussion, AI experts and seasoned MSP service managers share real-world strategies for overcoming AI integration challenges. Learn how to battle resistance to change, train your team, and navigate legacy systems. Join us for an unfiltered conversation on embracing AI with confidence and transforming your service delivery.
Customer Support:
Wrangling Your Service Department – How Dispatching Can Save You Thousands
This session explains why dispatch systems are crucial for thriving businesses. We’ll address real challenges like bottlenecks, miscommunication, and lost revenue, and show how a strong dispatch system transforms workflow, drives profitability, and keeps engineers and clients satisfied. Your most valuable inventory is time — learn how to stop wasting it.
Shape a Winning Culture: Service Success Starts Here
Service shapes the culture of an organization, influencing interactions with customers, employees, and partners. Join Craig Donovan, Chief Experience Officer at Pax8, to explore key elements of a winning service culture, including vision, values, communication, recognition, and empowerment. You’ll leave with tools to identify strengths and weaknesses and build a winning culture in your organization.
Optimized Processes: Harnessing Automation for Growth
Automation is key to optimizing your business. Join Sean Apodaca, Pax8 Solutions Engineer L4, to learn strategic implementation of automation to enhance efficiency and productivity. Identify repetitive tasks for automation, choose the right tools, and design workflows to reduce manual effort. Avoid common pitfalls and ensure smooth integration. Elevate your operations with this session.
Industry Events
Service Delivery:
Relational Remediation
Escalate issues that come across at industry events or on social media. Diffuse the situation with partners, reintroduce them to their Account Executive and move the relationship forward.
Introduce Partner to Voyager Alliance Tier
Help educate both partners and prospects about partner enablement offerings and services within Pax8.
Pax8 Premier
Marketplace
Business:
Consistent Pricing and Packaging
Storefronts and Quotes ensure standardized pricing, preventing revenue loss due to manual errors.
Proactive Customer Insights
Opportunity Explorer highlights potential customer churn risks, enabling MSPs to take action.
Stronger Partner Stickiness
A unified quoting, sales and service platform makes MSPs more reliant on Pax8, reducing churn.
Technical:
Pre-Validated Product Bundles
Storefronts and Quotes prevent incompatible product pairings, reducing deployment issues.
Secure and Scalable Infrastructure
Pax8’s Marketplace framework ensures MSPs can expand offerings without system instability.
Accurate Data-Driven Recommendations
Opportunity Explorer leverages AI to reduce human error in solution recommendations.
Operational:
Standardized Solution Offerings
Storefronts and Quotes enable MSPs to create repeatable, pre-configured solutions, reducing inconsistencies in pricing, service delivery and customer expectations.
Automated Sales and Billing Processes
Integrating Quotes with Pax8’s billing system ensures accurate invoicing and subscription management, minimizing manual errors and reducing operational overhead.
Improved Visibility and Tracking
Opportunity Explorer provides data on customer adoption and revenue influence, helping MSPs proactively manage service gaps, optimize operations and prevent churn.
Billing Efficiency
Business:
Compliance with Regional Tax and Billing Regulations
Reduces risk of financial penalties for partners operating internationally.
Prevents Revenue Leakage
Anniversary Billing ensures all services are billed accurately according to commitment terms.
Stable Cash Flow Management
Predictable billing cycles allow partners to better plan for expenses and revenue.
Technical:
Automated Subscription Tracking
Ensures accurate billing even when partners modify subscriptions at the last minute.
Billing Engine Integration Minimizes Errors
Direct API integrations reduce the risk of manual data entry mistakes.
Standardized Billing System Across Vendors
Ensures all products, including Microsoft and Adobe, follow a single, consistent billing logic.
Operational:
Eliminates Manual Adjustments
Automated credit processing and invoice generation reduce partner workload.
Co-Term and Anniversary Billing Prevents Overlapping Charges
Reduces disputes and the need for complex billing corrections.
Real-Time Billing Visibility
Partners can track and validate charges before invoices are finalized, minimizing end-of-month surprises.
Catalog
Business:
Compliance with Regional Tax and Billing Regulations
Reduces risk of financial penalties for partners operating internationally.
Prevents Revenue Leakage
Anniversary Billing ensures all services are billed accurately according to commitment terms.
Stable Cash Flow Management
Predictable billing cycles allow partners to better plan for expenses and revenue.
Technical:
Automated Subscription Tracking
Ensures accurate billing even when partners modify subscriptions at the last minute.
Billing Engine Integration Minimizes Errors
Direct API integrations reduce the risk of manual data entry mistakes.
Standardized Billing System Across Vendors
Ensures all products, including Microsoft and Adobe, follow a single, consistent billing logic.
Operational:
Eliminates Manual Adjustments
Automated credit processing and invoice generation reduce partner workload.
Co-Term and Anniversary Billing Prevents Overlapping Charges
Reduces disputes and the need for complex billing corrections.
Real-Time Billing Visibility
Partners can track and validate charges before invoices are finalized, minimizing end-of-month surprises.
Custom Products
Business:
Consistent Pricing and Packaging
Storefronts and Quotes ensure standardized pricing, preventing revenue loss due to manual errors.
Proactive Customer Insights
Opportunity Explorer highlights potential customer churn risks, enabling MSPs to take action.
Stronger Partner Stickiness
A unified quoting, sales and service platform makes MSPs more reliant on Pax8, reducing churn.
Technical:
Pre-Validated Product Bundles
Storefronts and Quotes prevent incompatible product pairings, reducing deployment issues.
Secure and Scalable Infrastructure
Pax8’s Marketplace framework ensures MSPs can expand offerings without system instability.
Accurate Data-Driven Recommendations
Opportunity Explorer leverages AI to reduce human error in solution recommendations.
Operational:
Eliminates Manual Adjustments
Storefronts and Quotes enable MSPs to create repeatable, pre-configured solutions, reducing inconsistencies in pricing, service delivery and customer expectations.
Automated Sales and Billing Processes
Integrating Quotes with Pax8’s billing system ensures accurate invoicing and subscription management, minimizing manual errors and reducing operational overhead.
Improved Visibility and Tracking
Opportunity Explorer provides data on customer adoption and revenue influence, helping MSPs proactively manage service gaps, optimize operations and prevent churn.
My Solutions
Business:
Consistent Solution Delivery
Standardized solution stacks reduce variability, ensuring predictable service quality.
Reduced Client Churn
MSPs offering full-service solutions instead of standalone products create deeper customer dependencies.
Greater Pricing Control
By setting solution pricing independently, partners can maintain profitability regardless of vendor price fluctuations.
Technical:
Validated Product Compatibility
Ensures that all bundled products work seamlessly together, reducing integration failures.
Obfuscation of Individual Components
Prevents customers from shopping around for lower-cost alternatives, protecting MSP value.
Ongoing Vendor Support for Solutions
Ensures that MSPs can rely on vendor-backed solutions with established best practice.
Operational:
Standardized Solution Offerings
By creating repeatable, pre-packaged solutions, MSPs reduce variability in deployments, minimizing errors and operational inefficiencies.
Centralized Management of Offerings
The Solutions Builder enables MSPs to manage all their bundled solutions in one place, ensuring consistency across customers and reducing the risk of misconfigurations.
Automated Compatibility Checks
The system validates product compatibility within a solution, preventing partners from bundling incompatible products that could cause operational issues.
Opportunity Explorer
Business:
Comprehensive Insights
Identifies underserved customer areas to help prevent churn.
Framework Alignment
Ensures recommendations adhere to industry standards like CIS, fostering trust.
Pinning and Upvoting
Curates key opportunities to ensure they align strategically with customer needs.
Technical:
CIS Framework Insights
Highlights security gaps to strengthen clients’ technical resilience.
Cybersecurity Solution Mapping
Recommends solutions to address targeted security vulnerabilities.
Ongoing Algorithm Optimization
Keeps recommendations accurate and aligned with current technical needs.
Operational:
Strategic Planning Alignment
Guides partners in defining future product stacks, ensuring seamless client alignment.
Performance Benchmarks
Measures penetration rates across clients to uncover inefficiencies.
Integrated Tools
Minimizes dependence on separate systems by centralizing insights and actions.
Quotes
Business:
Decreased Dependence on Third-Party Tools
Integrating quoting into Pax8 minimizes reliance on external platforms.
Accurate Quotes
Up-to-date catalog pricing ensures no underpricing or overpromising of services.
Improved Partner Loyalty
Providing partners with a quoting solution increases their dependency on Pax8, reducing churn.
Technical:
Built-in Architecture Alignment
Collaborating with architecture teams ensures the quoting solution integrates seamlessly into the Pax8 ecosystem.
Minimized Errors
Automating quote generation reduces the risk of manual mistakes.
Standardized Formats
PDF quotes ensure compatibility across customer and partner systems.
Operational:
Centralized Quote Management
Partners can manage all quotes in one location, reducing operational complexity.
Visibility into Changes
Metadata on last updates and authors of changes ensures transparency and accountability.
Scalable Solution
The quoting tool’s alignment with non-functional requirements ensures it can handle increased usage without downtime.
Storefronts
Business:
Targeted Marketing
Storefronts minimize risk by focusing resources on well-defined audiences.
Real-Time Data
Analytics help identify underperforming products or audiences, allowing timely pivots.
Controlled Access
Draft and unpublished Storefronts prevent unpolished offerings from reaching clients.
Technical:
Built-In Analytics
Partners can monitor Storefront performance and address technical issues proactively.
Iterative Testing
Partners can create multiple Storefronts to test different strategies without technical disruptions.
Simplified Maintenance
Centralized Storefront management reduces complexity in managing multiple client-facing systems.
Operational:
Centralized Management
Partners have an overview of all Storefronts, simplifying operations and reducing oversight gaps.
Streamlined Updates
Metadata and actions (edit, archive) ensure Storefronts remain accurate and relevant.
Role-Based Access
Only authorized users can update Storefronts, ensuring operational integrity.
Integrations Hub
Pax8 Academy
Business:
Best Practices
Understand and adopt business best practices with the guidance of experts.
Preparation
Prepare for impending events with the guidance of experts.
Technical:
Technical Knowledge
Hundreds of courses support in-depth knowledge of the changing technical landscape providing partners with one place to stay informed.
Operational:
Efficiencies
Learn to improve operational efficiency (EBITDA) through Peer Groups and Coaching.
Sustainable Processes
Build and implement sustainable processes.
Compliance Readiness
Academy prepares partners to meet compliance standards and frameworks. These standards are crucial for ensuring that an organization’s systems and processes are secure, reliable and capable of protecting sensitive information. (NIST, SOC2, etc.)
End User Helpdesk
Business:
Eliminate Trainings
Eliminate the need to staff and train L1 Helpdesk engineers.
Technical:
Integration
Best-in-class services integrated in the same ecosystem that is helping you buy, sell and manage cloud solutions.
Operational:
Improved Response Times
First Response SLA under 30 minutes for all tickets ensuring that the customer experience is exceptional.
Improved Scalability
MSPs often need to scale their IT support quickly and efficiently to meet the changing demands of their clients. The Pax8 Helpdesk can provide the necessary resources and expertise to handle increased volumes of support requests without having to hire additional staff or invest in new technology.
Enhanced Flexibility
The Pax8 Helpdesk can provide MSPs with greater flexibility to adapt to changing client needs. This can include providing additional resources during peak periods, adjusting support levels to align with client priorities, or adding new services to meet emerging requirements.
Guided Growth
Business:
Confidence to Navigate Complex Solutions for Business Success
Establish the confidence necessary to overcome complex solution landscapes, allowing you to focus on client success.
Marketing Collateral for Strategy and Lead Generation
Partner builds out suitable marketing collateral using supporting resources, to articulate strategy and to generate leads that go beyond simple IT and into comprehensive security and risk management.
Business Growth
Solution area paths to engage and enable partners to develop Strategy, Technical, Sales and GTM capability within an existing or new solution area.
Technical:
Confidence to Navigate Complex Solutions for Technical Success
Establish the confidence necessary to overcome complex solution landscapes, allowing you to focus on client success.
Tailored Enablement and Structured Learning
Tailored enablement experience for Pax8 partners, designed to equip new knowledge and skills through structured learning.
AI Readiness
Hardening tenants, cleansing data, training teams and migrating legacy on-prem to secure cloud are all useful in overall AI readiness as well as reducing the risk that is perceived by some MSPs as being a blocker to AI rollout.
Operational:
Equip
Develop new knowledge and skills through readiness assessments, digital learning and virtual sessions.
Avoid Commoditization of MSP
Get a seat at the top table when you talk cyber strategy, risk management and growth potential.
Partner Support
Business:
Reliability Creates Strong Customer Relationships
24/7 Marketplace and Vendor Technical Support keeps clients protected and operational.
Software Best Practices
Pax8 Support will validate software best practices when helping work through technical issues.
Technical:
Air Cover
Provide air cover while your technical team skills up on new products.
Operational:
Dedicated Channel to Reach Support
Get the help you need when you need it through our dedicated support channels.
Professional Services
Business:
Subject Matter Experts
Leverage our experts to assist with projects outside of your normal scope to keep customers from shopping around.
Increase Bandwidth to Best Serve Client Needs
Pax8 can act as an extension of the partner’s team to deliver project support to their clients.
Project Supervision via Pax8 Project Management Office
All services delivered under the guidance of our experienced Project Management Office.
Technical:
Address Skill Gap
Address skill gap for project-based work. Maximize your in-house technical talent by matching the right projects with the right technicians.
Expand Technical Offerings
Minimize the risks associated with implementing new technology.
Integrated Systems
Services integrated in the same ecosystem that help you buy, sell and manage cloud solutions.
Operational:
Experts Serve as Extension of your Team
Acts as an extension of your team, delivering expertise that drives smarter decisions and helps you avoid costly missteps. Pax8 prioritizes education and enablement, equipping partners to implement the same high-caliber services as our in-house experts.
Free Up Time
Dedicate more time to building your business and engaging with clients.
Voyager Alliance
Business:
Account Management
We help you streamline operations, maximize profitability and minimize risk with expert guidance. From day one at Ignite, you’ll have a dedicated Account Manager, your direct line to tailored support and stronger business outcomes.
Technical:
Best-in-Class Technical Support
Whether during business hours or in the middle of the night, our Pax8 support professionals are standing by to get you the help you need when you need it.
Operational:
Pax8 Academy
With the benefit of tiered pricing, partners have an assortment of learning opportunities and enablement to choose from, that support all aspects of business.
Launch Briefings
Momentum
Business:
Business Target Audience
Learn together model. Encourage both business and technical resources to attend.
Sales Processes
Implement repeatable cybersecurity sales processes.
Security Solution Stack
Learn how to select your perfect solution stack.
Technical:
Technical Target Audience
Learn together model. Encourage both business and technical resources to attend.
Learn How to Secure a Business
Learn how to navigate security controls, technical challenges and secure your business from a cyberattack.
Operational:
Operational Session
Session focused on how to operationalize solution area of focus for event (ie. Security).
Productize Service Offerings
Security Insights
Gain deeper insight on cybersecurity insurance landscape and impact to customers.
Mission Briefings
Business:
Build a Solution Stack
Learn how to build solution area stack and improve sales processes.
How to Sell a Security Solution
Learn how to cultivate a proactive sales mindset across your organization by engaging your team, emphasizing cybersecurity’s value, and mastering effective sales strategies for impactful customer interactions.
Operational:
Academy: Building a Security Culture
The process of building a strong internal cybersecurity culture, helping you overcome the challenges of integrating security into your services.
Academy: Create a Successful Security Practice
How to create a profitable, well-governed, and fully supported security practice that strengthens both business and customer trust.
Academy: Implementing Security Protocols, Tools, Etc.
Highlight the importance of prioritizing security by weighing costs, investing in training, and implementing the right tools and policies.
Bootcamps
Business:
Business Use Cases
Hear business use cases and learn from leading Pax8 partners.
Technical:
Product Integrations to Serve Client Needs
Strengthen understanding of how products integrate to provide ideal stack offering to your client needs.
Learn from Your Peers
Hear technical use cases and learnings from Pax8 leading partners on our partner panel.
Cyber Risk Preparedness
Learn to manage and mitigate cyber risk, protect your company with early detection of threats, detect issues when something goes wrong and take action.
Microsoft Monthly Udate
Vendor Monthly Update
Beyond
Business:
P&E Unveil new Pax8 Products
Shape a Winning Culture: Service Success Starts Here
Service shapes the culture of an organization, influencing interactions with customers, employees, and partners. Join Craig Donovan, Chief Experience Officer at Pax8, to explore key elements of a winning service culture, including vision, values, communication, recognition, and empowerment. You’ll leave with tools to identify strengths and weaknesses and build a winning culture in your organization.
Cybersecurity Session with Matt Lee
Technical:
AI + Engineers: Harnessing the Power of AI to Shape the Future
Engineers and technicians play a crucial role in advancing AI models. Your ticket documentation and data, such as ticket categorization and asset configuration, provide invaluable insights for developing this technology. This session will explore how to improve algorithm performance by effectively documenting your work, enhancing data quality, and leveraging it to contribute to the next generation of AI solutions.
Cybersecurity Session with Matt Lee
Operational:
6 Operational Pitfalls and How to Avoid Them
Avoid operational mistakes that can disrupt your business. Join Stephanie Heflin, Director of Academy Coaching at Pax8, and Andrew Wipperforth, Director of Operations at CTI Technologies, to discover the top six mistakes made by service providers and how to avoid them. Gain strategies to keep your business on track and succeed.
Cybersecurity Session with Matt Lee
Industry Events
Business:
Recommend Pax8 Security Solutions
In our presentations on stage, at booth, on social media, etc., we recommend Pax8 products, resources, solutions, strategic partnerships, Academy, etc.
Technical:
Recommend Pax8 Security Solutions
In our presentations on stage, at booth, on social media, etc., we recommend Pax8 products, resources, solutions, strategic partnerships, Academy, etc.
Operational:
Recommend Pax8 Security Solutions
In our presentations on stage, at booth, on social media, etc., we recommend Pax8 products, resources, solutions, strategic partnerships, Academy, etc.
Pax8 Premier
Revenue
Acquire new customers:
Seamless Buyer Journey
Storefronts provide a branded, self-service experience, allowing MSPs to attract new customers with curated product offerings.
Data-Driven Sales Insights
Opportunity Explorer identifies prospects’ needs and recommends tailored solutions, making it easier for MSPs to target and acquire new clients.
Integrated Quoting Process
Quoting enables MSPs to present bundled solutions professionally, reducing friction in the sales process and increasing conversion rates.
Increase wallet share of
existing customers:
- Cross-Sell and Upsell Automation
Opportunity Explorer highlights complementary products, helping MSPs expand customer contracts. - Bundled Offerings
Storefronts allow partners to package services and products into higher-value solutions that drive incremental revenue. - Flexible Quoting
MSPs can customize quotes to offer tiered pricing, upgrades and additional services increasing overall deal size.
Identify new revenue streams:
- Solution-Based Selling
Storefronts and Quotes allow MSPs to move from product reselling to selling comprehensive IT solutions. - Custom Product Support
Quoting and Storefronts support non-Pax8 products, enabling MSPs to monetize their own services alongside Marketplace offerings. - Recurring Revenue Growth
Opportunity Explorer identifies recurring service opportunities (e.g., security monitoring), helping MSPs shift toward subscription-based revenue.
Costs
Billing:
- Automated Quote-to-Bill Process
- Subscription Consolidation
- Clear Revenue Attribution
Service delivery:
- Standardized Solution Deployment
- Guided Sales Enablement
- Automated Quote Management
Customer support:
- Self-Service Storefronts
- Clearer Pricing and Offerings
- Data-Backed Recommendations
Risk
Business (Partner or customer):
- Consistent Pricing and Packaging
- Proactive Customer Insights
- Stronger Partner Stickiness
Technical:
- Pre-Validated Product Bundles
- Secure and Scalable Infrastructure
- Accurate Data-Driven Recommendation
Operational:
- Standardized Solution Offerings
- Automated Sales and Billing Processes
- Improved Visibility and Tracking
Revenue
Acquire new customers:
- Seamless Buyer Journey
- Data-Driven Sales Insights
- Integrated Quoting Process
Increase wallet share of
existing customers:
- Cross-Sell and Upsell Automation
- Bundled Offerings
- Flexible Quoting
Identify new revenue streams:
- Solution-Based Selling
- Custom Product Support
- Recurring Revenue Growth
Costs
Billing:
- Automated Quote-to-Bill Process
- Subscription Consolidation
- Clear Revenue Attribution
Service delivery:
- Standardized Solution Deployment
- Guided Sales Enablement
- Automated Quote Management
Customer support:
- Self-Service Storefronts
- Clearer Pricing and Offerings
- Data-Backed Recommendations
Risk
Business (Partner or customer):
- Consistent Pricing and Packaging
- Proactive Customer Insights
- Stronger Partner Stickiness
Technical:
- Pre-Validated Product Bundles
- Secure and Scalable Infrastructure
- Accurate Data-Driven Recommendation
Operational:
- Standardized Solution Offerings
- Automated Sales and Billing Processes
- Improved Visibility and Tracking
