Tech Stack
Find the competitor tools a customer uses, value what they spend on them, and track the ones you could replace with Microsoft.
Tech Stack lists third-party tools the customer uses that a Microsoft product could replace, and what that's worth to you. Anyone with Deal Hub access can work on it.
The figures
| Card | |
|---|---|
| Tracked Tech Stack Value | Value of the competitors you've selected |
| Total Identified Opportunity | Estimated annual spend across all competitors |
Both cards, and the per-user suggestion, are in the opportunity's currency.
Find competitors
Choose Sync from Microsoft 365 to detect third-party tools from the customer's tenant (it needs M365 data connected). Tools are grouped by category, with how many users signed in to each.
To add one by hand, choose Add Other / Manual Entry, fill in Competitor Name, Microsoft Equivalent, Category, Estimated Annual Spend ($) and Notes, and choose Add Custom Competitor.
Track a competitor
Tick the competitor to track it.
Choose Edit to add its annual spend. Add each one's annual spend to value them.
Set its status: High, Medium, Low, Won or Lost.
The tracked value appears in the Tech Stack column of the Customers list.