Customer health
Understand the operational position across the services being delivered: device health, vulnerability exposure, endpoint status, tickets and open recommendations.
Are the services working?
Sales Intelligence for MSPs & MSSPs
Turn service insight into commercial intelligence.
Know which customers need attention, why it matters and what should happen next. Bring health, risk, adoption and renewal context into one provider-level view, grounded in the services you actually deliver.
- Prioritised customer attention
- Evidence-backed account briefs
- Renewal and adoption insight
One account. Three important perspectives.
A healthy service score is not the same as a secure renewal. Missing data should not be mistaken for a genuine decline in service. Keep the context visible.
Commercial attention
Bring renewal dates, incomplete onboarding, low adoption, unresolved actions and missing coverage into the customer conversation.
Where does the relationship need attention?
Data confidence
See when stale integrations, failed synchronisation, incomplete mappings or unconfirmed scope weaken the evidence behind an account view.
How current and complete is the evidence?
Use the provider portfolio to focus on customers where a timely conversation can improve service, protect the relationship or uncover a relevant next step.
AI-generated account intelligence
Prepare for the conversation, not the spreadsheet.
AssurSight AI CSM brings operational and commercial signals into a clear account brief. Sales and customer-success teams can start with the current evidence rather than reconstructing the story across tools.
- What changed: health, risk, service adoption and outstanding actions.
- Why it matters: the customer, service and commercial context.
- What to discuss: review priorities, renewal readiness and ways to deliver more value.
- What supports it: the underlying service record, report, recommendation or workflow history.
Renewal readiness
Build confidence before the renewal meeting.
Bring current health, historical trends, contract dates, service adoption and unresolved actions into renewal planning. Give teams time to address gaps and demonstrate value before the commercial discussion begins.
- Review the direction of travel: distinguish a temporary issue from a persistent service pattern.
- Show the work completed: connect improvements, reports and customer acknowledgements to the service record.
- Agree the remaining actions: make responsibilities and next steps clear to the account team and customer.
More than today’s score.
Review health and risk movement, recurring issues, adoption and the effect of completed work over the period that matters to the customer.
Keep changes in context.
Configurable health weights reflect the provider’s service model. Versioned scoring context helps distinguish operational improvement from a change to the model, without silently rewriting previous results.
Grow through relevance, not generic upsell.
Start with a verified customer need. Link the observed gap to current service scope, supporting evidence and an appropriate action—not an unsupported sales pitch.
New assets outside the service scope.
Compare the inventory with monitoring and endpoint coverage. Confirm the gap before discussing a relevant catalogue service or product pack.
Start withDevice evidence + contracted scope
More value from a service already purchased.
Identify underused capabilities and incomplete onboarding. The right next step may be adoption support rather than an additional sale.
Start withAssigned services + adoption history
An outcome without adequate service support.
Review missing or stale evidence, shared responsibilities and service mappings. Explain how an improvement could support the customer’s target profile.
Start withOutcome mapping + current evidence
From account signal to a tracked outcome.
Sales Intelligence enhances your CRM; it does not replace it. Keep pipeline and forecasting in the CRM, and bring the live service context into commercial and engineering workflows.
- 01
Observe
Bring health, risk, adoption and service evidence together.
- 02
Prioritise
Assess account attention alongside data confidence.
- 03
Explain
Summarise the change and the evidence behind it.
- 04
Review
Validate the recommendation and customer context.
- 05
Act
Coordinate a follow-up, service action or PSA ticket.
- 06
Track
Record progress, acknowledgements and outcomes.
Customer mappings keep connected CRM, PSA, ITSM and project activity associated with the correct customer. Available actions depend on the configured integration and provider permissions.
Explore integrations →
Shared context, appropriate control
Give commercial teams insight—not administrator access.
The Provider Salesperson role supports read-only access to assigned customer accounts. Review health, trends, account summaries, recommendations and relevant opportunities without exposing connector credentials or platform-wide configuration.
Sales, customer success and engineering share the account context while working within their permitted roles and customer boundaries.
Account-scoped visibility
Show the customer information relevant to the user’s assigned accounts, not another provider’s or customer’s data.
Acknowledgement is not resolution
Recording that a signal has been reviewed does not mark the underlying service issue as fixed.
Evidence and human judgement
Keep the sources behind account recommendations visible. Material communications and commercial decisions remain under provider control.
Protect relationships. Prove value. Grow through relevance.
See how Sales Intelligence connects live service evidence to account reviews, renewal planning and customer conversations.