AI-powered margin intelligence that tells your reps exactly what to price on every deal — and shows them why. Built for Value-Added Resellers who are done guessing.
Your reps are pricing deals on gut instinct, hallway conversations, and tribal knowledge. Every deal is a guess — and the guesses are costing you millions.
Fulcrum lives directly on the Salesforce Opportunity record — right where your reps already work. No new tabs. No context switching.
Every deal gets scored 0-100 on a red-to-green spectrum. Reps instantly see if their pricing is optimal, and exactly what features are helping or hurting their score.
See your win/loss record against every competitor at every account. Know exactly who you beat, who beats you, and what strategies work.
Contextual intelligence cards for every deal: OEM benchmarks, competitive pressure alerts, services attach opportunities, and network-sourced market trends.
Model different deal structures in seconds. See how registration type, competition level, and value-add change your margin and win probability side by side.
Fulcrum delivers value on Day 1 from your existing Salesforce data. But the real magic? It compounds. Every closed deal, every competitive outcome, every market shift makes the recommendations sharper.
Three steps to transform how your team prices deals.
Install the managed package. Fulcrum reads your Opportunity data — wins, losses, margins, competitors, OEMs — to understand your pricing history.
Our engine blends rule-based scoring with k-nearest-neighbor analysis of your historical deals. 15+ features. Real-time. No black boxes — every recommendation is explained.
Recommendations appear directly on the Opportunity record. Reps see the score, the margin, the win probability, and the reasoning. One click to apply.
Five proprietary layers turn your raw Salesforce data into actionable pricing intelligence. Not a black box — every recommendation is fully explainable.
Your deal's unique fingerprint
Every deal has a unique DNA. DealPrint reads 15+ signals directly from your Salesforce Opportunity — OEM, deal size, customer segment, competitive landscape, registration type, services, and more. No manual data entry. No surveys. Just the data your reps already capture.
Your own history, working for you
MatchIQ searches your entire deal history to find the deals most similar to the one in front of your rep right now. Same OEM? Similar size? Same type of customer? What margin won those deals? What margin lost them? Your past becomes your competitive edge.
Where data becomes a recommendation
PricePoint combines DealPrint signals with MatchIQ history to calculate the optimal margin. It starts with your segment baseline, then adjusts for every factor that matters — deal registration, competitive pressure, relationship strength, value-add, and more. Every adjustment is visible and explainable.
The sweet spot: higher margin with acceptable win rate — maximizing risk-adjusted gross profit
The margin vs. win rate tradeoff, visualized
Every point of margin changes your probability of winning. Price too high, you lose the deal. Price too low, you leave money on the table. WinCurve models this tradeoff and finds the sweet spot where risk-adjusted gross profit is maximized.
One number. Total clarity.
Everything rolls up into a single score from 0 to 100. Green means your rep priced it well. Red means there's money on the table or unnecessary risk. Factor pills show exactly what's helping and hurting. No black boxes — every score is fully explainable.
No single mid-tier VAR has enough data to compete with the giants. But together? Together, you see everything.
Non-competing VARs contribute anonymized deal outcomes to a shared intelligence layer. No one sees your raw data — everyone benefits from the aggregate.
See how CDW, SHI, Presidio, and other competitors price across the network. Know their win rates, margin patterns, and weak spots.
When a network member appears as your competitor, their data is automatically excluded. Zero information leakage. Full trust.
Network data increases recommendation confidence by up to 23% vs. your data alone. More data = better recommendations = more profit.
The world’s largest VARs know they need this. The problem is proven. The ROI model is proven. They just can’t build it — cultural inertia and existing processes block execution.
We ship in weeks, not quarters. No consultants. No committee approvals. Just a Salesforce package and an API key.
Enterprise VARs have pre-negotiated OEM pricing and could build this in-house. Mid-tier VARs have standard discounts, more pricing flexibility, and no data science team. That’s where we win.
Every feature maps to a real pain point we’ve heard from sales leaders at mid-market resellers.
Stop spending 3+ hours per deal in margin review meetings. Fulcrum gives the answer before the meeting starts.
New hires don’t have 10 years of pricing instinct. Fulcrum gives them institutional knowledge from day one.
Expanding into cybersecurity? Cloud? Use management knobs to accept lower margins strategically while the algorithm learns.
Different reps pricing the same deal at different margins? Fulcrum normalizes pricing based on deal attributes, not who’s selling.
Know exactly how to price against CDW, SHI, or Presidio at each account. Historical matchup data turns guesswork into strategy.
Stop choosing between “safe low margin” and “risky high margin.” Fulcrum shows the risk-adjusted expected value.
Join the VARs who are turning margin setting from an art form into a science. Book a 15-minute demo and see Fulcrum on a live Salesforce org.