CTS
Charter Technology Solutions
Mission Critical IT
Internal — Sales Team
Sales team briefing

SaaS Management

We give clients a live dashboard and a monthly report on every SaaS app their team uses — who has licenses, who's actually logging in, what's about to renew, and where they're paying for seats nobody touches. The Client Manager turns the data into a quarterly cancel/consolidate/renew action list.

Sell rate
$4.50
per user / month
Product line
Recurring
Per-user
Pairs with
TCP · CMIT
Or standalone
Service wrap
Monthly
Client Manager
What the service does

Eight capabilities, one wrap

The platform delivers the data. The Client Manager and monthly report translate the data into action. The CTS value is in the wrap.

Discovery

Auto-discovers every SaaS app the client's team logs into. Pulls from Microsoft 365 / Google Workspace login records, browser activity, and network signals. Surfaces shadow IT — apps adopted by staff without going through procurement.

Inventory

Single live record of every SaaS app: name, owner/admin, total seats, active users, last login date, vendor contact, contract URL. The 'we don't know what we're paying for' problem, solved.

License utilization

Per-app breakdown of paid seats vs active users. Identifies reclaimable licenses (seats assigned to people who haven't logged in 30/60/90 days, or to staff who've left).

Spend visibility

Total SaaS spend trend, per-app cost, per-user cost. Answers the client question: 'where is our software budget going?' Often surfaces 20–40% reclaimable spend in the first quarter.

Renewal tracking

Calendar view of every contract renewal date with auto-renew flags. Stops accidental auto-renewals. Gives clients the lead-time to renegotiate, downgrade, or cancel before they're locked in for another year.

Risk visibility

Flags SaaS apps with weak security postures, recent breach history, or risky permissions. Pairs naturally with the Managed Cyber Advisory layer for vendor-risk review.

Vendor management

Centralized vendor contact + contract record. When 'who do we call at Asana?' comes up, the answer is one click away. Stops the institutional knowledge loss when staff turn over.

Monthly reporting

The service wrap on top of the platform. Client Manager reviews the report with the client, translates raw data into a prioritized action list: cancel these, consolidate these, renegotiate these.

Client language

The pains this fixes

If a client says any of these on a discovery call, the SaaS Management line is your answer.

License sprawl
"We have three licenses on Monday but nobody interacts with it."
Utilization report identifies the dead seats; Client Manager walks the cancel/consolidate path.
Offboarding tail
"Someone left six months ago and we just found out their Slack seat is still being billed."
Active-user tracking catches it at the next monthly review; ideally automation flags it within days.
Auto-renewal surprises
"I didn't realize that subscription auto-renewed for another year at the old price."
Renewal calendar surfaces the date with 60+ days lead time; Client Manager queues the renegotiation conversation.
Shadow IT
"Apparently the marketing team has been on a different design tool than the rest of us. Who approved that?"
Auto-discovery catches every app anyone has logged into. No more shadow IT.
Budget visibility
"I don't know how much we spend on software in a year."
Aggregate spend dashboard answers the question in one screen.
Vendor management chaos
"Who do we even call at Notion?"
Centralized vendor contact record. Account managers, renewal POCs, contract URLs — all in one place.
The rule

Function, not tool

When you talk to a client, you describe what the service does. You never name the platform underneath. This is a CTS standing rule and it applies to every CTS-wrapped third-party tool.

Standing rule

Describe the function. Never name the tool in customer-facing language.

1.

Decouples the CTS offering from the vendor underneath. If we ever swap platforms (and we have before), no contract language to redo and no client expectations to reset.

2.

Protects the wrap. CTS's value is the Client Manager + the monthly report + the action-list translation. Naming the tool reduces the perceived value to 'they're just reselling software.'

3.

Avoids direct-to-vendor risk. The vendor sells to MSPs but doesn't gate it. A sharp finance director could Google around and ask CTS to justify the markup if they know the tool name.

4.

Future-proofs the language. 'SaaS application management' stays correct regardless of which platform powers it.

Approved phrasings (use these)
"CTS SaaS Management"
Short pill / line item
"SaaS Application Management and Reporting"
Current quote line description
"Live visibility into every SaaS application your team uses — sanctioned and unsanctioned — with license utilization, spend, and renewal-date tracking"
One-line description
"A dashboard your finance and operations team can log into to see every SaaS app the organization is paying for, who actually uses each one, what's about to renew, and where you can reclaim unused licenses"
Discovery-call framing
"Monthly report from your Client Manager translates the data into action items"
Pair with the platform to surface the wrap
Banned phrasings (never with clients)
"Auvik SaaSlio"
Vendor product name
"SaaSlio platform"
Vendor product name
"SaaSlio-powered"
Reveals the vendor
"SaaSOps platform"
Category term that points to the vendor space
"SMP / SaaS management platform"
Vendor category acronym
Internal-only

The platform behind the wrap

For your knowledge only. Never name this in customer-facing context.

On the call

Discovery questions

Ask these on any SMB or nonprofit discovery call. Each one is designed to surface a specific pain that the SaaS Management line answers.

1
How do you currently track every SaaS app your organization is paying for?
Listen for: Spreadsheet. 'We don't really.' 'Finance has an idea.' Any of those = ripe.
2
When someone leaves, what's the process for reclaiming their software licenses?
Listen for: Manual checklist that someone is supposed to follow. Or no process. Either = ripe.
3
How often does an auto-renewal catch you by surprise?
Listen for: Even one 'yeah that happened recently' anecdote is the buying trigger.
4
Do you know how much your organization spends on software annually?
Listen for: Vague answers, qualifiers, or 'I'd have to check.' A precise number means they've already solved this themselves.
5
Has anyone on your team adopted a tool the rest of the team doesn't know about?
Listen for: Laughter. Eye-rolls. 'Probably?' Shadow IT confessions.
6
Walk me through how you'd answer if a funder or auditor asked 'list every system that touches your donor data.'
Listen for: Hesitation. Especially relevant for nonprofits with DDQ or data-handling obligations.
In the quote

How to position + price

Goes on TCP, CMIT, or standalone agreements as a Third Party Services line.

Sell rate
$4.50
per user / month
Available on
TCPCMITStandalone
Pairs naturally with
Managed Cyber Advisory (MCA-S)

MCA-S includes third-party vendor security review in its Flexible Advisory Time. The SaaS Management line surfaces the vendor inventory; MCA-S adds the risk lens. Together they answer 'which apps are we using AND which are safe.'

TCP / CMIT Account Change Management

Account Change Management handles the on/offboarding for Google or M365 accounts. SaaS Management extends that to every other SaaS app — so offboarding doesn't stop at email.

Quarterly Strategic Planning Meetings

The monthly SaaS report rolls up into the quarterly review with the Client Manager. Strategic-level conversations on tool consolidation, renewal timing, and budget planning all happen there.

When NOT to pitch this line
  • ·Client under ~15 users — the line is real but the absolute dollars are small enough that the conversation feels disproportionate.
  • ·Client is already on a competing SaaS Management product (Vendr, Zylo, Productiv, BetterCloud, Zluri) — different conversation, often consolidation-into-CTS or stay-where-you-are.
  • ·Client is a pure-Microsoft shop with low app diversity (uses ONLY M365 + maybe one CRM) — value is real but limited; lead with TCP/MCP and add SaaS Management as Year 2 if they grow.
Quote line language (copy-paste ready)
Product description (CW SKU)
CTS SaaS Management: Per User
Customer-facing description
CTS SaaS Application Management and Reporting: Per User · Includes Monthly Report and Annual Review with Client Manager
Service term
1 Year Term — Paid Monthly
Rate
$4.50 per user / month
Say it out loud

Talk tracks at three durations

Pick the length that fits the moment. All three describe the same service by function, no tool names.

We give your team a live dashboard of every SaaS app the organization is paying for, who actually uses each one, what's about to renew, and where you can reclaim unused licenses. Your CTS Client Manager brings you a monthly view of what to cancel, consolidate, or renegotiate. $4.50 per user per month.