What Actually Happens During a 90-Day ServTrax Pilot
“You can't improve what you aren't tracking.”
Overview
Most VARs do not hesitate to start a pilot because they dislike the idea.
They hesitate because they assume it will create disruption thinking:
"Another system"
"Another rollout"
"Another demand on already stretched teams"
This post exists to clarify what a 90-day ServTrax pilot actually looks like in practice, and not just the sales version, but the operational reality.
What the Pilot Is and What It Is Not
A ServTrax pilot is not a full platform rollout. It's not a rip and replace project. It's not a commitment to long term change.
The pilot is a controlled test designed to answer one question:
"Would having clean install base data and automated renewal workflows materially improve how your team operates?"
That's it. Everything about the pilot is intentionally limited so you can evaluate value without taking on risk.
How Much Time Your Team Actually Spends
This is usually the first concern, so it is worth being direct.
Most pilots involve:
A primary point of contact on your side, usually a renewal specialist or operations manager
Light data validation at the start that includes retrieving install base data from vendors
Regular communication on top of weekly check ins during the 90 days
There is no expectation that your sales team changes how they work on day one. There is no daily maintenance required. ServTrax handles the heavy lifting so your team can stay focused on your existing operations.
If the pilot required significant ongoing effort, it would defeat the purpose.
What Data Is Used and Why It Is Limited
You do not hand over your entire install base.
The pilot starts with a defined subset of customers, assets, or contracts. Enough to show real value, not enough to create exposure or anxiety.
This approach does two things:
It protects your team from disruption
It allows results to show up faster
You see patterns, gaps, and opportunities without committing everything up front.
What You Will See by Day 30, 60, and 90
By Day 30, most teams see clarity because they finally have a clean view of what they sold and when it expires.
By Day 60, renewal workflows start to feel different: less chasing, fewer surprises, better conversations.
By Day 90, the impact is measurable: opportunities become visible and manual effort drops.
At no point are you locked in. You are simply observing what changes when the platform and our data team start working for you.
What Happens If It Is Not a Fit
This is the quiet question most people do not ask out loud.
If the pilot does not deliver value, we stop.
There is no obligation to continue. No forced conversion or awkward conversation.
Why the Pilot Feels Easier Than Expected
Most people expect the pilot to feel like work, but actually, it usually feels like relief.
Instead of the pilot asking your team to do more, it removes the friction they have been working around for years.
If you want to see how this works in your environment, the fastest way is to experience it directly.
Learn more about the ServTrax platform and start your own 90-day pilot today.
