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SaaS Platforms Sales Playbook

This document helps you position, qualify, and pitch ConnectSoft's ready-made SaaS platforms (Identity, Audit, Config, Bot) to potential customers. It is written for sales, product, and business development teams.

ConnectSoft platforms are production-ready SaaS solutions built by the Factory. They provide common capabilities (identity, audit, config, bot) that most SaaS applications need, eliminating the need to build these from scratch.

Tip

Strong Pitch: "Why build identity, audit, config, or bot capabilities from scratch when you can use production-ready platforms? ConnectSoft platforms are built by our AI Factory, follow best practices, and integrate seamlessly with your microservices. Focus on your business logic, not infrastructure."

Ideal Customer Profile

Segment Characteristics Red Flags
SaaS Companies Building Products Building SaaS products, need identity/audit/config/bot No SaaS product, prefer to build everything
Microservices Teams Building microservices, need common capabilities No microservices, monolith only
Platform Teams Internal platform teams, need standardized services No platform team, ad-hoc approach
Startups Building SaaS, need speed, limited resources No budget, prefer free/open-source only
Enterprises Large organizations, need compliance and audit No compliance requirements, prefer custom

Red Flags to Watch For

  • No SaaS Product - Platforms are for SaaS applications
  • Prefer to Build Everything - Platforms are for buying, not building
  • No Budget - Platforms require subscription/licensing
  • No Compliance Needs - Audit platform requires compliance needs
  • No Multi-Tenancy - Platforms are multi-tenant by design

Platform-Specific Value Propositions

Platform Key Value Typical Trigger
Identity Platform Complete OAuth2/OIDC server, multi-tenant, external IdP federation Need user authentication, SSO, or identity management
Audit Platform Comprehensive audit logging, compliance, retention policies Need audit trails, compliance, or security logging
Config Platform Centralized configuration, feature flags, tenant settings Need configuration management or feature flags
Bot Platform AI-powered conversational interfaces, multi-channel support Need chatbots, support bots, or conversational interfaces

Identity Platform

Value Proposition: - Complete OAuth2/OIDC authorization server - Multi-tenant identity management - External IdP federation (Azure AD, Google, GitHub) - RBAC and permission management

Ideal For: - SaaS applications needing user authentication - Multi-tenant applications - Applications requiring SSO - Applications needing external IdP integration

Audit Platform

Value Proposition: - Comprehensive audit logging - Compliance and retention policies - Query and reporting capabilities - SIEM and analytics integration

Ideal For: - Compliance requirements (SOC2, GDPR, HIPAA) - Security and audit needs - Change tracking - Regulatory reporting

Config Platform

Value Proposition: - Centralized configuration management - Feature flags and A/B testing - Tenant-specific settings - Configuration change tracking

Ideal For: - Multi-tenant applications - Feature flag management - Configuration centralization - Gradual rollouts

Bot Platform

Value Proposition: - AI-powered conversational interfaces - Multi-channel support (Slack, Teams, web chat) - Natural language processing - Integration with backend services

Ideal For: - Customer support automation - Internal productivity bots - Conversational interfaces - Multi-channel communication

Platform Categories and Bundles

ConnectSoft platforms are organized into 12 categories, enabling: - Category Bundles - Multiple platforms from the same category (e.g., Security Bundle, Communication Bundle) - Industry Bundles - Platforms for specific industries (e.g., Healthcare Bundle, Finance Bundle) - Starter Bundles - Essential platforms for new SaaS products

See: Platform Categories Overview and SaaS Platforms Business Model

Bundling Options

Option 1: SaaS Foundation Stack

Bundle: Identity + Audit + Config

Value: - Complete SaaS foundation - Identity, audit, and config in one stack - Consistent integration patterns - Reduced integration complexity

Ideal For: - New SaaS applications - Applications needing complete foundation - Teams wanting consistency

Option 2: Compliance Stack

Bundle: Identity + Audit

Value: - Complete identity and audit solution - Compliance-ready - Security and audit trails - Regulatory compliance support

Ideal For: - Compliance requirements - Security-focused applications - Regulated industries

Option 3: Full Platform Stack

Bundle: Identity + Audit + Config + Bot

Value: - Complete platform stack - All common SaaS capabilities - Consistent integration - One vendor, one support

Ideal For: - Complete SaaS applications - Applications needing all capabilities - Teams wanting full platform

Discovery Questions

Identity Needs

  1. How do you currently handle user authentication?
  2. Do you need multi-tenant identity management?
  3. Do you need external IdP federation (Azure AD, Google, etc.)?
  4. What are your RBAC requirements?
  5. Do you need SSO capabilities?

Audit Needs

  1. Do you have compliance requirements (SOC2, GDPR, HIPAA)?
  2. Do you need audit trails for user actions?
  3. Do you need audit logging for compliance?
  4. How long do you need to retain audit logs?
  5. Do you integrate with SIEM or analytics systems?

Config Needs

  1. How do you currently manage configuration?
  2. Do you need feature flags?
  3. Do you need tenant-specific configuration?
  4. How do you handle configuration changes?
  5. Do you need configuration versioning?

Bot Needs

  1. Do you need conversational interfaces?
  2. What channels do you need (Slack, Teams, web chat)?
  3. Do you need AI-powered responses?
  4. What use cases do you have for bots?
  5. Do you need bot analytics?

Objections and Responses

Objection 1: "We can build this ourselves"

Response: - Building identity/audit/config/bot is complex and time-consuming - Platforms are production-ready and battle-tested - Focus on your business logic, not infrastructure - Faster time-to-market with platforms

Objection 2: "We already have a solution"

Response: - Understand current solution limitations - Compare features and capabilities - Consider migration path - Evaluate total cost of ownership

Objection 3: "It's too expensive"

Response: - Compare cost to building and maintaining custom solution - Consider development and maintenance costs - Factor in compliance and security costs - Evaluate ROI and time-to-market

Objection 4: "We need more customization"

Response: - Platforms are highly configurable - Can be extended with custom logic - Factory can generate custom versions - Balance customization vs. speed