28 problems software resellers bring us, each with the cause, what it costs and what we build to fix it.
Software resellers lose renewals because dates sit in vendor portals and old quotes. We build one renewal register fed by portals, orders and distributors.
Software resellers lose protected pricing when deal registrations expire or go unfiled. We build a CRM-linked tracker that files and watches them.
Software resellers quote licences on old distributor cost and lose margin once the order goes in. We build quoting that loads current cost and rechecks it.
Software resellers retype quotes into distributor portals and invoices. We build a quote to order flow that carries each line through without rekeying.
Software resellers chase customers for true-up counts every year. We build a process that gathers counts, compares them with entitlement and drafts the order.
Software resellers cannot see true margin per deal once rebates, credits and FX land later. We build deal margin tracking that joins every cost and income line.
Software resellers log into many vendor portals to check orders, renewals and alerts. We build a daily digest that brings portal updates into one working view.
Software resellers miss vendor rebates and MDF claims because deadlines and proof sit in portals. We build a tracker for accruals, claim deadlines and evidence.
Software resellers field calls from customers who cannot find licence keys. We build fulfilment that logs every key and sends it to the right person.
Software resellers leave customers on scattered renewal dates after mid-term add-ons. We build quoting that co-terms them and shows the pro-rata maths.
Software resellers lose track of cloud seats nobody invoiced on. We build a monthly reconciliation that matches every seat to a customer charge.
Software resellers miss short cancellation windows on subscription changes. We build a seat change desk that logs requests and checks each window.
Software resellers risk dropping partner tiers when certifications lapse or targets slip. We build a tracker for exams, staff, revenue and reviews.
Software resellers learn of vendor price rises late and customers see them on renewal quotes. We build impact lists and customer notices ahead of time.
Software resellers are asked for a customer's full purchase history when an audit letter arrives. We build an entitlement record per customer, ready to export.
Software resellers lose approved special bid pricing when bid numbers miss the order or expire. We build a bid register tied to quotes and orders.
Software resellers get orders rejected for missing or wrong end-user details. We build a customer data check that fills and validates them before submission.
Software resellers send renewal quotes on time, then wait on a PO while the licence lapses. We build renewal chasing that follows the customer's buying process.
Software resellers pay distributor invoices without checking price, term or quantity. We build matching against orders and quotes that flags differences.
Software resellers buying licences in dollars see exchange rates shift before the customer pays. We record the rate on each line and flag moves before ordering.
Software resellers route every compatibility and edition question to scarce pre-sales staff. We build an assistant grounded in vendor documents, with review.
Software resellers miss upgrade conversations because nobody links vendor end-of-support dates to the installed base. We build that list per customer.
Software resellers sell services days with licences, then lose track of what was used. We build a services balance per customer linked to deals and timesheets.
Software reseller customers email for licence counts, renewal dates and invoice copies. We build a customer account view that answers them from your records.
Software resellers have orders held when distributor credit fills up at quarter end. We build a credit forecast from open deals, payments and receipts.
Software resellers miss vendor promotions because eligibility rules live in bulletins nobody checks. We build a check that matches each deal to live promotions.
Software resellers set up evaluation licences, then trials expire without follow-up. We build a trial tracker with usage checks and timed account manager tasks.
Software resellers lose vendor-passed leads when portal notices sit unread past the response deadline. We build lead intake that assigns and tracks them.