Name: iasset.com
Price: 249 USD
Author: iasset.com

Help Desk

Web and Video Conferencing

Customer Support

Functional Testing

Virtual Reality

Development

Learning Management

Education

Business Intelligence (BI)

Case Management

Collaboration

Document Generation

File Sharing

Supply Chain Management

Workspace Planning

Enterprise

Accounting

CTRM

Digital Banking

Treasury Management

Finance and Accounting

ACA Compliance

Applicant Tracking

Corporate Learning Management

HR Compliance

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Access Gateways

Business Internet Service Providers (ISPs)

Cloud Storage

Enterprise Printing

Fraud Detection

High Availability Cluster

Incident Response

Integration Platform as a Service (iPaaS)

Internet Security

IoT Security

Log Management

Message Oriented Middleware

Network Performance Monitoring

SOA Application Gateways

Sensitive Data Discovery

Unified Communications Monitoring

Vendor Risk Management

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Journey Mapping

Demand Generation

Domain Registration Services

Email Marketing

Market Research

Marketing Automation

Mobile Marketing

Social Media Management

Survey & Forms Building

Technology Review

Video

Web Analytics

Marketing

Field Service Management

Project Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Sales Content Management

Sales Performance Management

Sales

Cloud Security Posture Management

Secure Access Service Edge (SASE)

Security

Construction Management

Direct Secure Messaging

Membership Management

Online Voting

Real Estate

Text Analysis

Vertical-Specific

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iasset.com is a SaaS platform developed by iasset.com that automates customer retention and expansion strategies for businesses in the IT, IoT, and MedTech industries. The platform offers a range of features to protect recurring revenue, extend customer lifetime value, and increase aftermarket sales. It caters to small to large-sized companies in these industries, including IT providers, IIoT providers, and MedTech providers.

## Key Features

**Single source of truth**: iasset.com provides a unified, real-time view of product and sales data, ensuring accurate and up-to-date information for better decision-making. The platform seamlessly integrates with existing systems and supports multiple languages and currencies.

**Automated renewals and subscriptions**: iasset.com automates subscription management, renewals, and cloud billing, reducing administrative burden and cost. It proactively identifies expiring contract items and sends alert notifications with pre-configured quotes for partners to take action. The platform supports complex pricing logic, enabling accurate and efficient quoting.

**Customer lifecycle extension**: iasset.com enables proactive opportunity management throughout the customer lifecycle. It identifies upsell, cross-sell, refresh, and maintenance opportunities within the installed base, generating pre-priced quotes for immediate action. This helps businesses extend customer lifetime value and drive incremental revenue growth.

**Accelerated quoting process**: iasset.com streamlines the quoting process, allowing businesses to create complex quotes quickly. The platform automatically calculates pricing attributes, such as buy-discounts, multipliers, and exchange rates, saving time and reducing the cost of sale. It supports bulk configuration and pricing updates, as well as the creation of new quote versions.

**Business intelligence and insights**: iasset.com provides real-time visibility and insights into sales and product data. It helps businesses understand customer purchase behavior and trends, capturing and consolidating data from multiple sources for accurate analysis. This enables businesses to make informed decisions and develop effective customer success strategies.

**Campaign management**: iasset.com enables businesses to execute targeted sales campaigns for customer retention and expansion. It helps create and track campaign activities, ensuring timely follow-up and maximizing conversion rates. The platform provides analytics and reporting capabilities to measure campaign effectiveness and optimize future strategies.

Basic

PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

Starter

Business

PandaDoc

Silver

Gold

Free

Bronze

Jotform

iasset.com

Contract management software is a program or series of related programs for storing and managing legal agreements such as contracts with vendors, leases and licensing agreements.

Contract Management

Contract Authoring

Features related to the contract authoring process.

Contract creation

Includes a document generator and tools for creating new contracts.

Contract templates

Allows users to set up templates or templatize old contracts in order to make new contract creation easier and more consistent.

Clause library/saved fields

Users can save certain fields of a contract for re-use; these may be stored in a template or a clause library.

Integration to CPQ

Integrates to CPQ software so that calculated quotes/configuration details can feed into contracts. This is an important element of automation in the contract authoring process.

PDF generator

Users can generate PDFs of contract documents.

Contract attachments

Users can attach other documents, like invoices, images, meeting minutes, memos, etc, to contracts.

Guided logic

Automated questions (based on company policies and the circumstances of the deal) help with the contract authoring process; this is an example of partial automation.

Contract Collaboration

Features related to collaborating on contracts.

Contract sharing

Users can easily and securely share contracts with internal users and external users. Contracts are accessible.

Contract editing

Contracts can go through multiple drafts and revisions; the software supports multiple versions and version comparison.

Contract merge

Multiple versions of a contract can be merged.

Collaborating on contracts

Internal and external users can collaborate on contracts without changing the text of the contract; this may be done through comments, questions, and/or message board conversations.

MS Word plug-in

Users can make changes to contract language using Microsoft Word.

Approval process

Approval workflows can be configured to streamline and automate the approval process; the approval process is helpful and convenient.

Parallel approvals

Users can set up complex workflows to handle parallel approvals.

Interdepartmental workflows

Users can set up interdepartmental workflows so that contracts can flow between teams in a logical and organized manner.

Contract Monitoring

Features that enable users to monitor the status of contracts.

Contract database

Contracts are stored and organized in a central repository.

VORs

Allows users to send/receive variation order requests and coordinate these with contracts.

Contract search

Users can easily look up contracts within the database.

Contract milestone reminders & alerts

Users can schedule reminders and/or trigger alerts according to contract milestones.

Custom contract reports

Users can create custom reports about the status of contracts, contract timelines, efficiency, and revenue tied to contracts.

Tracking contract status

Users can track the status of a contract as it moves through the approval process and beyond.

Salesforce integration

Integrates to Salesforce so that contracts are tied to contact’s CRM records.

Compliance check

Users can define and enforce complex business rules related to compliance regulations; helps automate or partially automate contract compliance check.

Tools and features to aid in contract management and formation.

Contract Storage

Centralized storage and management of all contracts in one place.

Document Management

Ability to upload, organize, and track changes to contract documents.

Advanced Search and Filtering

Efficient search functionality and advanced filters to quickly locate specific contracts or clause language.

Version Controls

Ability to track and manage different versions of contracts, including changes made and the history of revisions.

Customizable Contract Templates

Pre-defined templates that can be customized for different types of contracts.

Workflow Acceleration

Streamline the contract approval process by automating workflows and notifications.

E-Signatures

Capability to electronically verify user signatures, eliminating the need for physical signatures and enhancing efficiency.

Reminders and Alerts

Automated alerts and reminders for important contract dates, deadlines, and milestones.

Analytics and Reporting

Generate reports and gather insights on contract status, performance, and compliance.

Integration with other Systems

Ability to integrate with other tools, such as CRM or ERP systems, to exchange contract data seamlessly.

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iasset.com

Overview

What is iasset.com?