Whitespace
Identify upsell and cross-sell opportunities across your customer base.
- Whitespace & UpsellIdentify upsell and cross-sell opportunities across your customer base using the whitespace matrix, filters, and campaign export.
- Users & Devices Calculation StrategyHow Salesbuildr determines the number of users and devices per customer — used in Whitespace analysis and per-seat pricing.
- ConnectWise data in WhitespaceWhich ConnectWise agreement and addition fields appear in Whitespace, where service-code columns come from, and how product subcategories map to Salesbuildr categories.
- HaloPSA data in WhitespaceWhich HaloPSA contract and recurring-invoice fields appear in Whitespace, where service-code columns come from, and how companies and contacts show up.
- Autotask data in WhitespaceWhich Autotask contract, service, and billing-code fields appear in Whitespace, which contracts are visible, and how companies and contacts show up.