Helping Microsoft partners win more deals

Connect a tenant. Get back a priced, defensible upgrade plan.

Softspend reads what a customer already owns and returns the gap, the optimum bundle and the funding that pays for the work.

Minutes, not weeks

1. A security and Copilot readiness score
2. A licence gap map, feature by feature
3. The optimum bundle, priced
4. The Microsoft funding claim pack

400 Features mapped · 60+ Microsoft 365 suites · Monthly Licensing updates

We don't replace your experts. Same team. Same expertise. 10x the output.

The bottleneck was never knowledge. It is that every recommendation gets handcrafted out of portals, price lists and spreadsheets. Softspend does that work continuously, across every tenant.

The addressable market is enormous. Six things limit how much of it you can reach.

What it is costing you

Losing Revenue

Microsoft is rewarding partners who drive customer growth, not just simply maintain the status quo.

Funding Unclaimed

Every partner has unclaimed Microsoft funding (Co-Op). The issue is scale to drive that funding pipeline.

Losing Deals

Calculating optimised bundles, incentives and promotional discounts manually in spreadsheets is slow and prone to human error.

Why it happens

Capacity to scale

High effort to do client analysis impacts speed and scalability.

Hard to differentiate

It's a highly competitive market. What value do you bring to the table to win and keep customers.

Microsoft Complexity

400 features, 60+ overlapping plans, hidden dependencies, monthly changes.

Softspend builds the analysis for you, across every tenant you manage.

One platform, three ways to win

Defensible upgrades across your whole book

Softspend scores every tenant against a framework, shows what the current licence already covers, and prices the gap. Each upgrade you propose is backed by the assessment.

Quote on value, not lowest cost

Each quote is built from that tenant’s own usage and gaps, with the optimum bundle and current promotions applied. You compete on how well the recommendation fits, not on discount.

Scale delivery with your existing team

Three to five days of senior analysis per engagement becomes an automated baseline and cost model. Your team runs more engagements at a better service margin.

Grow your book of business

Anyone can quote the shopping list. Challenge your customers and prospects by quoting what they actually use and based on their future need.

1. Assess — Softspend scores every tenant against leading frameworks in one click, surfacing the security gaps and unused licensing that become your upsell motion.
2. Advise — Softspend compares what they actually use against what they need, and returns the optimum licensing bundle with available promos.
3. Sell — The gaps become the deal: sell the new solutions and the services to implement them, securing the licensing and the FY27 growth incentives.
4. Deliver — Sell your professional services and implement the new licensing.

Where the growth comes from

• Win new logos — The CSP motion is happening now. Challenge your prospects by quoting what they actually use.
• Upsell your existing book — Assessments surface the security gaps that become your upsell motion.
• FY27 growth margin — Assessment-led upsell enables the FY27 incentive model on growth margin.
• Attach new services — Implement the new licences and attach your services across new logos and your existing book.

The funding is yours. Nobody has claimed it.

Microsoft pays partners to do assessment and deployment work, through Commerce Incentives and ECIF. Eligibility is assessed per tenant. A claim needs a documented baseline and a plan — and every assessment already builds one.

~$15K per tenant, typical claim. Amounts vary by programme, workload and tenant size.

Why it goes unclaimed: The paperwork, not the eligibility.

What changes: The assessment produces the paperwork.

The 30-day play

Day 1 — 1 Click

Tenant connected, assessment running.

• Connect tenant via Microsoft Graph
• Identify Microsoft funding
• Run 1-click security and Copilot readiness assessments

Day 5 — $15K

Microsoft funding identified, per tenant.

• Unlock ~$15K Microsoft funding
• Map licensing gaps to upgrade paths
• Deliver Microsoft ready client reports for MCI funding

Day 30 — $300K

20 tenants × ~$15K. Repeatable revenue.

• Focus on your top 20 accounts
• Automate assessments across your client base
• Secure Microsoft funding at scale

Join the next wave of Microsoft 365 Intelligence

The partners who move first will set the standard