# SmarTrak.ai

> SmarTrak.ai is an AI-native sales engine built by Cisco partners for Cisco partners. It unifies fragmented install-base data pulled from 30-40 sources across Cisco, distributors, partners, and customers, then turns it into prescriptive intelligence that tells channel partners what to sell, when to sell it, and how to grow adoption. Instead of static dashboards, the platform surfaces renewals, upsell gaps, and expansion opportunities so sales, customer success, and operations teams work from a single view of recurring revenue.

- **Founded:** 2022
- **Headquarters:** Quincy, Massachusetts, United States
- **Founders:** Ted Lee (Founder & CEO), Stu Holloway (Co-Founder & COO)
- **Team size:** ~14 employees
- **Products:** SmartMap & SmartBudget, Install Base Intelligence, Lifecycle Recommendations, Account Collaboration Workspace, API Integrations
- **Notable:** Named Americas Digital Solutions Integrator (DSI) Innovation Partner of the Year at Cisco Partner Summit 2024, Closed a multimillion-dollar strategic investment led by Granite Telecommunications co-founder Rand Currier (Dec 2024), Signed multiple contracts with leading IT resellers alongside the funding announcement

## Products & services

- **SmartMap & SmartBudget** — Visualizes the install base with customer details, product data, lifecycle stages, and contract expiration dates, and forecasts renewals and budgets so upcoming costs surface in real time.
- **Install Base Intelligence** — Identifies gaps, overlaps, and risks across accounts, prioritizes high-value prospects, and uncovers expansion opportunities while protecting recurring revenue.
- **Lifecycle Recommendations** — Delivers role-specific guidance inside EA Workspace and SmartCS playbooks, with proactive health and renewal alerts and AI-driven prioritization for renewals and consumption forecasts.
- **Account Collaboration Workspace** — A shared workspace connecting Sales, CX, Ops, and customers through common dashboards to eliminate silos around renewals, upsells, and expansion.
- **API Integrations** — Connects to Cisco data sources including CCWR, Subscriptions, EA, and Lifecycle Advantage with automatic daily updates for current install-base information.

## Achievements

- Named Americas Digital Solutions Integrator (DSI) Innovation Partner of the Year at Cisco Partner Summit 2024
- Closed a multimillion-dollar strategic investment led by Granite Telecommunications co-founder Rand Currier (Dec 2024)
- Signed multiple contracts with leading IT resellers alongside the funding announcement
- Positioned as the first AI-native, self-service sales engine for the Cisco channel

## Latest updates

- **2025-08** — Featured on Technology Reseller News podcast, 'Driving Double-Digit Growth for Cisco Partners and Beyond.'
- **2025-06** — Ted Lee interviewed live from Cisco Live 2025 in San Diego on how SmarTrak's AI engine drives real revenue for partners.
- **2024-12** — Announced strategic multimillion-dollar funding led by Rand Currier plus new contracts with leading IT resellers.
- **2024-11** — Named Americas DSI Innovation Partner of the Year at Cisco Partner Summit 2024.

## Links

- Website: https://smartrak.ai
- LinkedIn: http://www.linkedin.com/company/smartrakio
- YouTube: https://m.youtube.com/watch?v=q80QwDtCHyw

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Profile page: https://yespress.io/smartrak-ai
Published by YesPress — https://yespress.io
Last updated: 2026-07-02