Helping Microsoft partners win more deals

Your pipeline can scale. Manual pre-sales can't.

The bottleneck isn't knowledge. It's the manual work behind every recommendation, built from portals, price lists and spreadsheets, one tenant at a time.

400 features to track · 60+ overlapping plans · 1 tenant at a time

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

Hidden dependencies, and a mapping that changes every month.

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

One workflow.

From tenant assessment to licensing recommendations, proposals and Microsoft funding, Softspend brings the work behind every deal into one automated workflow.

Assess: Framework assessments

Softspend scores a tenant against the framework you choose, whether CIS, Zero Trust or Copilot Readiness, and turns each gap into a costed licensing upgrade, with the evidence behind it.

Assess: Copilot readiness

Copilot can reach whatever a user can already reach, so a tenant needs both the right licences and the right identity and data controls before it goes live. The assessment checks every feature for both and reports what is missing.

Plan: Suite comparison

Put any two suites side by side and see every feature that is included. Each one comes with a clear summary of what it does and what changes for the client when it is switched on.

Optimise: Cost optimisation

Reclaim inactive and unassigned licences, then downgrade users to the suite their profile actually needs. The cheapest bundle that still covers them is priced with Microsoft promotions applied, and totalled into one annual saving.

Manage: Upgrade proposals

Build a costed proposal straight from the assessment. Each scenario is priced over one or three years and ends with a bill of materials procurement can order from.

Manage: Microsoft funding, evidenced

Microsoft pays partners to do assessment and deployment work through Commerce Incentives. A claim needs a documented baseline and a plan. Every Softspend assessment produces both automatically.

One platform, three ways to win

Defensible upgrades across your whole book

Every gap becomes a costed upgrade with the evidence behind it. Renewals stop arriving flat, and every QBR has something to say.

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 becomes an automated baseline and cost model. The accounts below your top twenty get the same treatment.

Grow your book of business

Anyone can quote the shopping list. Challenge your customers and prospects with what they actually use, and what they will need next.

Where the growth comes from

• Win new logos — The CSP motion is happening now. Challenge your prospects by quoting what they actually use.
• Upsell to your existing book — Assessments surface the security gaps that become your upsell motion.
• Unlock FY27 growth margin — Standardised upgrade proposals upsell more licensing on every deal, and the margin follows.
• Attach new services — Implement the new features and attach your services across new logos and your existing book.

How it works

1. Assess — Softspend scores every tenant against leading frameworks in one click, showing the security gaps and target features that become your upsell motion.
2. Plan — Softspend maps target features to product suites and recommends the roadmap and phasing. The gaps become the deal, and your services deliver it.
3. Optimise — Softspend compares what customers actually use against what they need, returning the optimum bundle with promos, so you secure the licensing deal.
4. Manage — Softspend tracks feature adoption and security posture, and continuously optimises, surfacing the next renewal or upsell automatically so every QBR becomes a new deal, not just a check-in.

Join the next wave of Microsoft 365 Intelligence

The partners who move first will set the standard