Visibility, profitability growth, relationship-building, and
so much more

From the Beginning

Collective Insights’ goals

Like many security consulting firms, Collective Insights has long reaped the rewards of using Microsoft’s products. However, they were yet to realize the full benefits of becoming a known entity to Microsoft. And as they understood, a strong relationship with Microsoft can precipitate a long, profitable partnership.

Along with their primary goal of closer ties with Microsoft,
Collective Insights hoped to:
- Leverage and understand the Microsoft partner ecosystem
- Receive additional solution designations from Microsoft
- Earn incentives through claims submissions

What came next ticked these boxes and beyond.

Our Process

Exceeding their objectives

After completing an initial assessment and educating Collective Insights on proper protocols for Claiming Partner of Record (CPOR) and Partner Admin Link (PAL) tagging, we were able to provide the firm with never-before-seen insights into their customers’ Microsoft usage.

After completing these workshops, we also supported Collective Insights with claiming dozens of workloads (including some second claims), recapturing value that may otherwise have been lost.

The Outcomes

Enhanced Visibility and Financial Growth

Enhanced visibility, easy upsells

Through customer associations, Collective Insights gained previously-unavailable access to their clients’ software usage and behavior. This revealed actionable engagements they could suggest and carry out (such as securing purchased endpoints), which opened up direct paths to revenue generation within their existing client base.

This additional visibility is also shared with Microsoft, who greatly appreciates the end-user insights—and the partners who generate them.

Better bonds, bigger earnings

While Collective Insights’ primary goals centered around their relationship with Microsoft, they’ve also enjoyed a significant financial boom. The firm’s incentive revenue before our involvement was measured in hundreds of dollars; after our engagement, it’s measured in hundreds of thousands. Between direct financial compensation and indirect revenue-generating opportunities, Collective Insights has enjoyed a minimum ROI of 10:1 on its annual spend with us. And that’s only the beginning.

The Path Forward

Next steps together

Now that Collective Insights is squarely on Microsoft’s radar, the firm is primed to enjoy all kinds of incoming benefits, including:

1. Access to additional Microsoft programs
2. Lucrative upsell opportunities based on visibility into current usage
3. A path to becoming a Managed Partner
4. The opportunity to share leads with Microsoft
5. A greater chance of winning Microsoft Partner of the Year awards
6. A custom TPM dashboard that helps drive usage