Strategic Growth Target a potential cross-sell by aligning with Principal Financial Group's recent expansion into employee benefits via Beam Benefits acquisition, and position solutions that complement benefits administration, HR analytics, and payroll integration for small to mid-market clients in the retail office equipment sector.

SMB Focus Leverage the small company size (2-10 employees) and mid-market revenue signals to offer affordable, scalable HR tech and workflow automation that can grow with clients as they scale, emphasizing ease of use and fast deployment.

Tech Enablement Engage with Principal’s technology stack users—The Trade Desk, Spark, Snowflake, SharePoint, GitHub, Bitbucket, Citrix—to propose integrated data, analytics, and collaboration solutions that improve efficiency in procurement, vendor management, and back-office operations.

Recognition & Inclusion Capitalize on the company’s recognition in UK Best Workplaces for Women and disability inclusion to pitch employee experience, accessibility, and inclusion-focused HR technology as differentiators for prospective clients prioritizing ESG and talent retention.

Financial Signals Monitor Principal Financial Group earnings and stabilization signals to identify opportunities for financial services partnerships, such as insurance, benefits administration, and retirement planning tools that can be offered to similar-sized organizations within the retail office equipment space.