Partner Value Framework

Our commitment to simplifying what brings you success.
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 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:

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:

 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.

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 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 Invoicing

    Organizes charges by customer and vendor, simplifying partner accounting.

  • Self-Service Billing

    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 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.

 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 Solutionss



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 Alocation

    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 through Storefronts, 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:

 

  • Integrated Quoting Experience

    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



 

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 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:

 

  • 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.

 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

    Ensures that all bundled products work seamlessly together, reducing integration failures.

  • 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



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.

SBR Map

 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
smb-map-vertical

 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
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