Share-of-Wallet and Spend Allocation
Identify expansion opportunities and optimize customer wallet share
Overview
HG Insights provides visibility into how your customers allocate their technology budgets, revealing opportunities to expand your share of their wallet. By understanding competitive installations, spend patterns, and technology roadmaps, you can strategically position solutions to capture more of your customers’ IT investments.
Spend Visibility
See total IT spend and category-specific budgets for each account
Competitive Analysis
Understand which competitors have installations and budget share
Expansion Triggers
Identify when contracts expire or budgets are reallocated
Key Features
Customer Spend Profiling
Detailed view of how existing customers allocate IT budgets across technology categories
Wallet Share Analysis
Calculate your current share of wallet and identify gaps where competitors capture budget
Contract Timeline Intelligence
Know when competitor contracts expire to time expansion conversations perfectly
Cross-Sell & Up-Sell Recommendations
AI-powered recommendations for which products to position based on customer technology environment
How It Works
Customer Portfolio Analysis
Upload your customer list and HG enriches each account with spend and technology data
Wallet Share Calculation
View your share of each customer’s relevant IT spend compared to competitors
Opportunity Identification
Prioritize expansion opportunities based on spend potential, contract timing, and fit
Strategic Engagement
Arm customer success and sales teams with insights to drive expansion conversations
Business Impact
35% Increase
in expansion revenue from existing customers
2.5x Higher
customer lifetime value through strategic expansion
60% Improvement
in cross-sell conversation success rate
45% Faster
time to identify expansion opportunities
Ready to Maximize Customer Value?
Discover how to capture more wallet share from your best customers
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