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Partner Guide

softwareadvisoryservice.com

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About Us

Software Advisory Service (SAS) is a specialist demand generation agency, providing an unparalleled pay-per-lead service to the IT and Telecoms Industry.

The experienced SAS team has been successfully delivering sales leads to the technology marketspace for over fifteen years and this, combined with a comprehensive digital marketing strategy, has established our position as the UK’s leading pay-per-lead provider.

Our omni-channel approach includes significant investment in PPC and SEO, social media engagement, dedicated content writers and a range of partner events. The warm prospects (members) are then verified by our highly accredited Technical Account Managers, ensuring SAS partners have detailed insight to each project.

SAS is recognised as a trusted, independent, intermediary to UK IT Buyers. Our partners are positioned as recommended providers to our members. This credibility leverages effective engagement and maximises inclusion within project shortlists.


“Simple, quick and effective”

We worked with the team at Software Advisory Service to find a technology partner to implement a new ERP system. From initial contact, the SAS team confirmed my requirements and put me in touch with key players suited to my individual business and project needs. I was very happy with the mix of vendors that SAS supplied - including both local and global solution providers. The service from SAS was simple, quick and effective and I would definitely use their services again. I’ll be recommending them to colleagues and friends!

Ian Pattinson Qualtex - ERP Solution


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Technical Account ManagerOur experienced IT professionals speak with every inbound enquiry, to verify and collect further intelligence. Pushing any Marketing Qualified Leads (MQLs) out to our registered SAS Partners.

Software Advisory Service pay-per-lead workflow, increasing the sales pipeline for our Registered Partners.

SAS Partner

The MQLs are reviewed by our registered SAS Partners, who select the prospects most relevant to their individual service offering

Typically, 3 out of 10 MQLs remain with the Marketing team for further nurturing and to build relationships

InboundChannels

LinkedIn, Facebook, TwitterWebsite, Referrals, Blogs

Inbound Calls, WhitepapersEvent Attendees

Pay-Per-Click

Our Partners reportthat generally 3 out of 10

MQLs are ready to meet, toimmediately quote

for business

On average, 4 out of 10 MQLs willbe sales ready within3 months and require

further Partnercollateral



I’ve been a SAS partner for 3 years now and I continue to be really happy with the service I receive from the team. Over this period, I have introduced and implemented their specialist consultancy to 3 different companies that I have worked for and it has been a big success each time. What makes it great for me is the customer service, the team are very active on their responses which makes the process really straightforward. Additionally, the quality of opportunities has exceeded our expectations and they are constantly flexible to our needs – you always get a change of requirements and timescales along the way. I would definitely recommend Software Advisory Service to other vendors who are looking for access to quality and targeted opportunities.

Jo Jones Client Account Manager, Solar



ERP CRM Financial Management Business Intelligence Facilities Management

Document Management Warehouse Management MRP IT Service Management Software Asset Management

IT Support/ Managed Service

Virtualisation Hosting IaaS Data Replication

Disaster Recovery/Back-Up Business Continuity Co-Location VDI IT Hardware refresh/upgrade

VoIP PBX Leased Lines Business Mobiles Skype for Business

Expertise

SAS uncovers a diverse range of projects, which our Technical Account Managers verify before sharing with our registered partners. Our partners select sales leads which are most relevant to their individual service offerings, maximising conversion to sales pipeline:


Process Software Advisory Service provides a pay-per-lead service which ensures our partners can effectively engage with relevant prospects (members).

Based on both partner and member feedback, the following processes have been created to streamline engagement:

Lead details received via e-mail from our SAS Sales Team. These details are anonymised, however do outline full project information:

A) Review lead details, including the project requirements and UK territory

B) Should you wish to engage with the prospect on this basis, notify the SAS Sales Team asap – these sales leads sell quickly, don’t miss out!

Prospect Engagement

A) Upon purchase, lead details reissued including the company and contact information

B) Initial contact should be made by telephone to commence prospect engagement, noting any specified preferences (i.e. DDi, Mobile, Preferred day etc.)

(i) Introduce your business and service offering. Explore prospect requirements and schedule any next action accordingly

(ii) Good luck!

Alternatively (i) If contact cannot be made by phone, immediately engage via email

noting previous call attempt and suggesting a more suitable time to discuss

(ii) If, following 5 x call attempts and 3 x e-mail attempts during the first 10 days, no contact has been made, please notify your Account Manager

(iii) SAS will speak with the prospect to confirm status

(iv) SAS will confirm partner can engage with the prospect, and provide a suggested timeframe for initial contact

(v) Should SAS determine the project is no longer viable, or not establish contact, the lead will be classed as Returned/Uncontactable

Alternatively

(i) If contact with prospect is achieved, however the project scope differs to that specified within the lead documentation – please notify your Account Manager

(i) SAS will engage with prospect to confirm project status and update latest position with the partner to support engagement

(ii) Should SAS determine the project is no longer viable, the lead will

be classed as Returned

* Partners should ensure records of all calls and emails are stored, as Software Advisory Service reserves the right to request these for audit purposes

* Please note, Software Advisory Service will only accept uncontactable sales leads when the above process has been followed.

* Where opportunities are passed back to be re-engaged by our team, and we are able to verify/confirm positive project status and prospect willing to engage with our partner, Software Advisory Service is unable to accept any future return of the sales lead.

* All sales leads are purchased based on the original, anonymised project details provided. With the exception of the passback process outlined above, Software Advisory Service cannot be held responsible for any subsequent changes to project requirements i.e. additions to functionality or SLAs needed. Leads may only be returned to Software Advisory Service should the project differ from that outlined on the initial lead documentation.

* Partners are unable to return sales leads following initial, successful contact. Whilst we love hearing feedback detailing progression to meetings, quotations and customer acquisition – Software Advisory Service cannot guarantee that, following initial discussions, our partners will be shortlisted for further engagement.

Software Advisory Service are confident that by following the processes detailed above you will see an increased conversion of leads to sales pipeline, and ROI.


Price Model

SAS is a low risk approach to increasing sales pipeline. Costs may vary, depending on specific requirements, however the following guide outlines our indicative pricing model:

Telecoms / Office365 / Skype / UC

Number of Users Lead Fee Exc. VAT

1 - 9 Users 150

10 - 19 Users 200

20 - 49 Users 250

50 - 249 300

250 - 1,000 350

1,000 Users + Bespoke

Managed Services

Project Type Lead Fee Exc. VAT

IT Support 300

Infrastructure 300

DR / Back-Up / Virtualisation 300

Co-Location / WAN / LAN 250

Cabling / CAT-5 / CAT-6 / CISCO 150 - 250

Leased Line / EFM 150 - 250

Mobile

1 - 9 Users 100

10 - 19 Users 150

20 - 49 Users 200

50 - 249 250

250 - 1,000 Users 300

1,000 Users + Bespoke

CRM

Number of Users Lead Fee Exc. VAT

Minus 10 Users 175

10 - 19 Users 200

20 - 49 Users 250

50 - 99 Users 275

100 - 249 Users 300

250+ Bespoke


Business Intelligence

Turnover of Opportunity Lead Fee Exc. Vat

Below £10 Million 250

£10 - 49 Million 275

£50 Million + Bespoke

ERP / Finance Solution

Turnover of Opportunity Lead Fee Exc. VAT


£10 - 20 Million 275

£20 - 50 Million 300


Document Management / SharePoint / Invoice Automation


£10 - 49 Million 275


All Other Projects

HR / Bespoke / Web Development / Other 200 - 400


Our Team

SAS is proud to have developed a dynamic, committed workforce. Our award winning team is a blend of experienced, accredited IT professionals and ambitious graduates. This has resulted in our recent Investors in Young People Gold status.

Our team ethos is centric to the sustained growth of SAS, and we look forward to replicating this during our international expansion.

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Software Advisory Service Kemp House, 152 City Road,LondonEC1V 2NX

T: 0203 640 8094 E: [email protected] Follow us

twitter.com/sasadvisory

facebook.com/softwareadvisoryservice

linkedin.com/the-software-advisory-service

Contact Us

softwareadvisoryservice.com

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