ConnectWise Sell - Detailed Review
Sales Tools
ConnectWise Sell - Product Overview
Introduction to ConnectWise Sell (Now ConnectWise CPQ)
ConnectWise Sell, now known as ConnectWise CPQ (Configure, Price, Quote), is a cloud-based software solution specifically designed for sales organizations, particularly those in the IT services industry.
Primary Function
The primary function of ConnectWise CPQ is to streamline the configuration, pricing, and quoting process. This helps in generating accurate quotes and proposals quickly, which in turn accelerates the sales cycle and improves overall sales efficiency.
Target Audience
The target audience for ConnectWise CPQ includes technology service providers (TSPs), IT service businesses, and any organization that needs to manage complex quoting and proposal processes.
Key Features
Automated Quotes and Proposals
ConnectWise CPQ automates the quoting process, allowing clients to review, give feedback, and approve quotes from any device. This feature integrates seamlessly with other ConnectWise products, such as ConnectWise Manage, to automate invoicing and ensure accurate financial transactions.
Product and Pricing Rules
The software allows you to set up criteria-driven pricing rules to enforce your pricing strategy, protect margins, and ensure correct quotes. This includes setting product prices and running service discounts to maximize profitability.
Live Pricing and Availability
ConnectWise CPQ provides real-time pricing and availability from leading distributors and vendors, streamlining the process of comparing products and ensuring up-to-the-minute accuracy.
Custom Sales Workflows
The platform supports customizable sales workflows, enabling businesses to adapt the quoting process to their specific needs. This includes features like guided selling, which helps sales representatives identify upsell and cross-sell opportunities.
Sales Notifications and Tracking
ConnectWise CPQ offers real-time intelligent quote tracking, notifying the sales team when a client interacts with a quote. This enhances customer engagement and increases the likelihood of closing deals.
Integration with Other Systems
The software integrates with popular CRMs like Salesforce and NetSuite, as well as with other ConnectWise products such as ConnectWise Manage and ConnectWise PSA. This integration eliminates manual data entry, reduces errors, and improves workflow efficiency.
Electronic Payments and Signatures
Clients can receive and approve quotes, sign documents electronically, and make secure payments through various payment gateways like PayPal, Authorize.net, or ConnectBooster.
By leveraging these features, ConnectWise CPQ helps businesses streamline their sales processes, reduce errors, and improve overall sales performance.
ConnectWise Sell - User Interface and Experience
User Interface Overview
The user interface of ConnectWise Sell is designed to be intuitive and user-friendly, aiming to streamline the sales process and enhance efficiency.
Automation and Simplification
ConnectWise Sell automates many aspects of the sales process, such as generating quotes and proposals, which significantly simplifies the user experience. The system uses customizable templates to prepare and deliver professional quotes, and it integrates with top distributors to populate product and price information, reducing the need for manual data entry.
Ease of Use
The interface is structured to be accessible for both novice and seasoned sales staff. For example, the pricing calculator features pulldown menus for Price Modifiers and Rounding Options, making it easy to determine the right pricing strategies with just a few clicks. This simplifies the process of producing accurate quotes quickly, which is beneficial for both the sales team and the customers.
Personalization and Interactivity
Users can create personalized, multi-media proposals by adding headshots and videos to quotes, enhancing customer interactions and making the sales process more engaging. The system also supports online interactive quotes, allowing clients to review, give feedback, and approve quotes from any device, which adds a personal touch and facilitates smoother communication.
Integration and Workflow Automation
ConnectWise Sell integrates seamlessly with other ConnectWise tools, such as ConnectWise Manage, to automate workflows and ensure a smooth transition from quote to order and invoicing. This integration helps in maintaining accurate client information and ensures that all steps in the sales process are tracked and documented, providing full visibility for each team member.
Electronic Signatures and Payments
The system includes features like eSignatures and electronic payments, making it easy for clients to approve documents and make payments securely from any location. This reduces friction points and minimizes human error, such as inconsistent quotes and invoices.
User Feedback and Approval
The multi-level approval feature ensures that quotes and proposals go through the necessary checks before being finalized, protecting margins and maintaining client relationships. Automated notifications and tracking keep the sales team informed and on track throughout the process.
Conclusion
Overall, the user interface of ConnectWise Sell is designed to be straightforward, efficient, and engaging. It automates key tasks, provides real-time pricing and interactive quotes, and integrates well with other business management tools, making the sales process smoother and more accurate for both the sales team and the clients.
ConnectWise Sell - Key Features and Functionality
ConnectWise Sell Overview
ConnectWise Sell, a Configure, Price, Quote (CPQ) solution, is packed with features that streamline and automate the sales process, making it more efficient and effective. Here are the main features and how they work:
Automated Quote and Proposal Creation
ConnectWise Sell automates the process of building quotes and proposals, saving time and reducing manual errors. This feature allows you to create professional, customized quotes using templates that can be branded with your company’s information. The automation ensures that pricing and product information are accurate and up-to-date, which can be pulled directly from distributors and vendors.
Integration with CRM Systems
The tool integrates seamlessly with various CRM systems such as Salesforce, Microsoft Dynamics CRM, and NetSuite. This integration enables you to pull client data, update opportunities, and track your sales pipeline from a centralized location. It also automates the sales cycle, ensuring that all data is synchronized without the need for double entry.
Product Catalog Management
ConnectWise Sell maintains a centralized repository of products, services, and pricing information. This ensures that sales teams have access to the latest product data and pricing rules, reducing errors and improving the accuracy of quotes.
Procurement Automation
The procurement automation feature simplifies the process of sourcing products. It integrates with distributors to provide real-time pricing and availability details, allowing you to import distribution quotes and configurations easily. This streamlines the fulfillment process with electronic orders.
Guided Selling
Guided selling features provide sales representatives with recommendations and prompts during the configuration process. This helps identify upsell and cross-sell opportunities and guides customers towards the most suitable options, leading to higher conversion rates and increased deal sizes.
Rules Engine
The rules engine enforces pricing policies, discounts, and business rules consistently across all quotes. This ensures that all quotes comply with company guidelines and regulatory requirements, maintaining consistency and accuracy in the quoting process.
Tax Compliance
ConnectWise Sell integrates with AvaTax to manage transactional tax compliance. This integration helps determine the right taxability, rates, and jurisdictions, making tax calculations more accurate and less cumbersome.
Leasing Options
The integration with GreatAmerica Financial Services allows you to offer leasing options to clients. This feature provides real-time queries for terms, advance payments, points, and purchase options, enabling you to close high-value deals more effectively.
Customizable Templates and Layouts
The tool offers customizable templates for quotes and proposals, as well as an Output Grid Layout Editor. This allows you to create visually appealing and professional documents that align with your brand.
Electronic Quote Delivery and Approval
ConnectWise Sell enables you to deliver quotes online and track when they are viewed. It also includes built-in eSignature capabilities, which facilitate quick approval from clients.
Sales Pipeline Visibility
The system provides visibility into the entire quoting process, from product configuration to pricing and approvals. This allows sales managers to monitor sales performance, enforce pricing policies, and identify areas for improvement.
AI Integration
While the specific resources provided do not detail explicit AI-driven features within ConnectWise Sell, the automation and guided selling capabilities are likely supported by underlying algorithms and data analytics. These features help in predicting customer needs, identifying upsell opportunities, and ensuring compliance with business rules, all of which can be enhanced by AI-driven insights.
Conclusion
In summary, ConnectWise Sell is a comprehensive CPQ solution that automates and streamlines the sales process through integrations, guided selling, and robust management tools, making it an invaluable asset for sales teams aiming to increase efficiency and revenue.
ConnectWise Sell - Performance and Accuracy
Performance of ConnectWise CPQ (formerly ConnectWise Sell)
ConnectWise CPQ is a cloud-based configure, price, quote (CPQ) software that has been well-received for its ability to streamline the sales process, particularly in the IT services industry.Automation and Efficiency
One of the key performance highlights of ConnectWise CPQ is its automation capabilities. It automates manual elements of the quoting process, eliminating clerical errors and process inefficiencies. This allows sales reps to generate accurate quotes and proposals quickly, often in just a few minutes.Real-Time Pricing and Availability
The software provides real-time pricing and availability from leading distributors and vendors, ensuring that quotes are accurate and up-to-date. This feature is particularly useful for managing product sourcing and ensuring that sales teams have the most current information at their fingertips.Sales Workflow Automation
ConnectWise CPQ includes features like sales workflow automation, which guides the sales team through key sales events and optimal delivery timeframes. This automation includes automated notifications, tracking, and full visibility for each team member, improving sales productivity and accountability.Approval Workflows and eSignatures
The platform also offers multi-level approvals and eSignature capabilities, which expedite the quote approval and payment processes. Clients can review, provide feedback, and approve quotes from any browser-enabled device, and contractual documents can be easily routed for eSignatures.Integration with Other Systems
ConnectWise CPQ integrates seamlessly with other ConnectWise products, such as ConnectWise Manage (PSA) and ConnectWise Sell (CRM), as well as with popular CRMs like Salesforce and NetSuite. This integration reduces errors and redundancies, improves resource management, and enhances communication across different platforms.Accuracy
Product and Pricing Rules
The software ensures high accuracy by allowing businesses to set product prices and run service discounts within predefined parameters. This protects margins and helps in forecasting revenue without the need for manual approval of every quote.Live Pricing and Availability
The real-time pricing and availability features ensure that quotes reflect the most current product information, reducing the likelihood of errors due to outdated pricing or inventory issues.Customizable Templates and Reporting
ConnectWise CPQ provides customizable templates for quotes and proposals, and it includes detailed sales reporting features. These tools help in analyzing quoting data and making informed decisions based on accurate and comprehensive statistics.Limitations and Areas for Improvement
Implementation Challenges
Some users have noted that the implementation of ConnectWise CPQ can be difficult. Reviews on Gartner Peer Insights highlight that while the software is useful, the initial setup can be challenging.Support and Cost
There have been complaints about the cost of the software and the quality of support. Users have mentioned that additional support often comes at an extra cost, and the sales teams can be difficult to deal with, especially for smaller businesses.Aging Architecture
Although improvements are being made, some users have criticized the architecture of ConnectWise products, including the CPQ module, for being outdated and bulky. The mobile app has also been described as lacking in some areas.Marketing Functions
The sales and marketing functions within ConnectWise CPQ have been criticized for not being robust enough for modern managed services businesses. This can be a limitation for businesses that rely heavily on marketing automation and advanced reporting. In summary, ConnectWise CPQ performs well in automating and streamlining the sales process, ensuring accuracy through real-time pricing and availability, and integrating well with other business applications. However, it faces challenges in implementation, support, and the need for more advanced marketing functions. ConnectWise Sell - Pricing and Plans
Pricing Structure of ConnectWise Sell
The pricing structure of ConnectWise Sell, a cloud-based Configure Price Quote (CPQ) software, is segmented into three main plans, each with varying levels of features and capabilities.
Basic Plan
- This plan is free and includes features such as:
- Support for up to 3 users.
- Distributor Quote Import.
- Built-in eSignature.
- Real-Time Distributor Pricing & Availability.
- Recurring Revenue Management.
- Integrations with Manage and Autotask.
Standard Plan
- Also free, this plan includes all the features of the Basic plan, plus:
- Unlimited users.
- Sales Coaching Automation.
- Reporting & Business analytics.
- Product Catalog.
- Email Integration & Management.
- Integrations with Salesforce, Microsoft Dynamics, and NetSuite.
Premium Plan
- This plan, while also listed as free on some sources, likely involves a cost given the advanced features it offers. It includes all the features of the Standard plan, plus:
- Management Approvals.
- Sales Team Management.
- Procurement Automation.
- Pricing & Product Rules.
- ePayment.
Important Notes
- The pricing for ConnectWise Sell is not publicly disclosed on their website or in the provided sources. Instead, it suggests contacting a sales representative for specific pricing details.
- The free listing for all plans might be an error or a promotional offer, as other sources indicate that advanced features, especially in the Premium plan, would typically come with a cost.
For accurate and up-to-date pricing, it is recommended to contact ConnectWise directly or consult with a sales representative.
ConnectWise Sell - Integration and Compatibility
ConnectWise CPQ Overview
ConnectWise CPQ, formerly known as ConnectWise Sell, is a versatile quoting and proposal solution that integrates seamlessly with various tools and platforms, enhancing its compatibility and usability across different environments.Integration with Other Systems
ConnectWise CPQ integrates with a wide range of systems, making it a highly compatible tool for businesses. Here are some key integrations:ConnectWise Manage
This integration allows for automated processes such as paying invoices based on recurring and fluctuating agreements set in ConnectWise Manage. It also enables the secure storage of customer payment data offsite and automates new invoice and past due/collection notifications.
Accounting Software
ConnectBooster’s integration with ConnectWise CPQ extends to accounting software, streamlining billing tasks and reducing accounts receivables. This integration ensures that payments can be accepted directly via quotes without the need for manual invoicing.
CRM Systems
ConnectWise CPQ integrates with various CRM systems, including Salesforce, Microsoft Dynamics CRM, and NetSuite. This allows for seamless data exchange and workflow automation between the quoting tool and the CRM system.
Multiple Third-Party Systems
Through services like ApiX-Drive, ConnectWise CPQ can be integrated with over 294 different systems. This integration enables automatic data transfer between systems without the need for programming, making it highly flexible and adaptable.
Compatibility Across Devices and Platforms
Cloud-Based Access
ConnectWise CPQ is a cloud-based solution, allowing users to access and manage quotes, proposals, and product catalogs from any browser-compatible device. This ensures that users can work efficiently from anywhere.
PCI Compliant Payment Vault
The integration with ConnectBooster provides a fully PCI Compliant Payment Vault, ensuring that customer payment information is securely stored off the internal network, enhancing security and compliance.
Customizable Portals
The system allows for customizable and branded portals, which can be tailored with logos, colors, and other branding elements, providing a professional billing experience for customers.
Automation and Workflow
ConnectWise CPQ automates several key processes, including:Quote and Proposal Creation
Users can quickly create professional quotes and proposals using pre-built templates, which can be customized with the company’s brand.
Sales Coaching and Automation
The system includes features for sales coaching automation, where rules and triggers can be set to perform actions automatically within the CRM.
Product Catalog Management
ConnectWise CPQ automates the updating of product catalogs from various sources, ensuring that pricing information is always up-to-date and accurate.
Overall, ConnectWise CPQ’s extensive integration capabilities and cloud-based accessibility make it a highly compatible and efficient tool for businesses, particularly IT service providers and resellers.
ConnectWise Sell - Customer Support and Resources
Customer Support Options
ConnectWise offers comprehensive support for its users. Here are some of the key support features:24/7 Support
ConnectWise provides around-the-clock support through various channels, including email, 24/7 chat support, and 24/7 community forum access.
Phone Support
Both outbound and inbound phone support are available, especially with the Premium support package, which includes faster Service Level Objectives response times and holiday support.
Remote Support
ConnectWise also offers remote support to help resolve issues quickly and efficiently.
Dedicated Premium Services Manager
For Premium users, a dedicated services manager is assigned to handle support needs, including quarterly support reviews and business transformation audit report reviews.
Additional Resources
In addition to the support options, ConnectWise provides several resources to help you maximize the use of their platform:Online Documentation
Access to 24/7 online documentation ensures you can find answers to common questions at any time.
Community Forum
The community forum is a valuable resource where you can interact with other users, share experiences, and get help from peers.
Sales Workflow Automation Guides
Detailed guides and resources are available to help you automate your sales workflows, including success lists, approval workflows, and eSignatures.
Quote and Proposal Tools
ConnectWise CPQ offers features like customizable templates, product sourcing from top distributors, and an interactive portal for client feedback to streamline your quoting and proposal process.
Integration Guides
Resources are provided to help you integrate ConnectWise CPQ with other systems, such as CRM and cloud data warehouses, ensuring seamless data flow and analysis.
These support options and resources are designed to help you efficiently manage your sales processes, automate key tasks, and maintain high productivity levels.
ConnectWise Sell - Pros and Cons
Advantages of ConnectWise Sell
Automation and Efficiency
ConnectWise Sell significantly streamlines the sales process by automating quotes, proposals, and invoices. This automation minimizes human error, ensuring consistent and accurate quotes and invoices, which is crucial for maintaining revenue and customer trust.
Client Convenience
The platform offers a self-service experience, allowing clients to review, give feedback, and approve quotes or proposals from any browser-enabled device. Clients can also sign documents electronically and make secure payments through various payment gateways like PayPal and Authorize.net.
Pricing Control
ConnectWise Sell enables you to set criteria-driven pricing rules, ensuring that your products and services are not sold for less than their worth. This feature helps protect margins and prevents over-discounting, especially during challenging economic times.
Integration and Visibility
The software integrates seamlessly with other ConnectWise tools, such as ConnectWise Manage, and can also connect with CRM and PSA solutions. This integration enhances visibility into business operations, streamlines order fulfillment and invoicing, and improves sales productivity.
Customization and Flexibility
ConnectWise Sell provides customizable templates for quotes and proposals, allowing you to include product information, pricing, agreements, and other relevant details. The platform is highly flexible and can be adapted to match your existing sales processes and branding.
Sales Analytics and Reporting
The platform offers dynamic sales analytics and reporting features, which help in tracking sales performance, identifying trends, and making informed decisions. It also provides insights into supplier and product line reports, aiding in supplier management and contract negotiations.
Disadvantages of ConnectWise Sell
Learning Curve
Some users have reported that ConnectWise Sell can be difficult to use, especially for those who are not familiar with CPQ software. It may require some time and effort to fully utilize its features.
Custom Design Costs
If you are particular about the look and feel of your proposals matching your existing documents, you may need to pay for professional services to customize the templates. This can add additional costs to your investment.
Integration with Distributors
While ConnectWise Sell integrates well with many systems, the integration with distributors such as Ingram Micro still needs improvement. This can cause some friction in the sales process.
Full Managed Services Proposals
Some users have found that ConnectWise Sell is not ideal for creating full managed services proposals, which can be a limitation for businesses that require detailed and complex proposals.
By considering these points, you can make a more informed decision about whether ConnectWise Sell aligns with your sales team’s needs and operational requirements.
ConnectWise Sell - Comparison with Competitors
When Comparing ConnectWise CPQ
When comparing ConnectWise CPQ (formerly ConnectWise Sell) with other products in the sales tools and CPQ (Configure, Price, Quote) category, here are some key points to consider:
Unique Features of ConnectWise CPQ
- Integration with ConnectWise Products: ConnectWise CPQ integrates seamlessly with other ConnectWise products such as ConnectWise Manage (PSA) and ConnectWise Sell (CRM). This integration streamlines workflows, reduces manual data entry, and enhances resource management and communication.
- Live Pricing and Availability: It offers real-time pricing and availability from leading distributors and vendors, which helps in creating accurate and up-to-date quotes.
- Procurement Automation: ConnectWise CPQ allows for automated ordering processes, including auto-populating product and shipping details, and integrates with e-commerce sites for effortless item import.
- Sales Coaching Automation: The platform includes features that automate sales processes and provide guidance on best practices, ensuring consistency in the sales process and improving overall sales performance.
- Custom Sales Workflows: Users can create custom workflows for various tasks, including proposal approvals, multi-level approvals, and e-signatures, which helps in reducing the sales cycle time.
Alternatives and Competitors
CloudSense CPQ
- CloudSense is a strong alternative, particularly for technology, managed services, and telecommunications businesses. It stands out with its synchronized data, providing a comprehensive view of client information, and excels in managing complex configurations. CloudSense also offers features like deal scoring, native Salesforce integration, and QuickQuote for fast cost estimates.
- Key Difference: CloudSense is more specialized in telecommunications and managed services, offering quicker and more accurate pricing and quote generation.
QuoteWerks
- QuoteWerks is another alternative that is highly rated by users. It is known for its ease of setup, user-friendly interface, and extensive integration capabilities. QuoteWerks supports more CRM integrations (14 vs 5), vendor/distributor integrations (23 vs 11), and payment gateways (over 80 vs a few) compared to ConnectWise CPQ.
- Key Difference: QuoteWerks is generally easier to set up and use, with a lower cost per user ($89 per concurrent user per month vs undisclosed pricing for ConnectWise CPQ). It also offers more integrations with various business applications.
AI-Driven Sales Tools
While ConnectWise CPQ is not primarily an AI-driven tool, it does offer some automated features. Here’s how it compares to other AI-driven sales tools:
Salesforce Einstein
- Salesforce Einstein is an AI-powered CRM tool that provides AI-driven insights, content generation, and automation. It helps in managing pipelines, identifying leads, and predicting sales outcomes. Einstein also summarizes sales calls and offers customizable dashboards.
- Key Difference: Salesforce Einstein is more focused on AI-powered CRM functionalities, whereas ConnectWise CPQ is a CPQ tool with some automation features but not primarily AI-driven.
Potential Drawbacks and Considerations
- Implementation Complexity: ConnectWise CPQ has been noted for its complicated setup process, which often requires a mandatory implementation costing around $3000 and taking several months.
- Pricing: The pricing for ConnectWise CPQ is not publicly disclosed, which can make it difficult for potential users to compare costs. In contrast, alternatives like QuoteWerks offer transparent pricing.
In summary, ConnectWise CPQ is a powerful CPQ tool with strong integration capabilities within the ConnectWise suite, but it may face competition from alternatives like CloudSense and QuoteWerks, especially in terms of ease of use, cost, and integration options. For those looking for more AI-driven sales tools, Salesforce Einstein could be a viable option.
ConnectWise Sell - Frequently Asked Questions
Frequently Asked Questions about ConnectWise Sell
What is ConnectWise Sell and what does it do?
ConnectWise Sell, formerly known as ConnectWise Quote & Proposal, is a quote and proposal automation tool. It helps automate the pricing and sales process, consolidates sales team management, and increases efficiency and revenue growth. It allows you to build quotes and proposals quickly using custom templates, automated sourcing, and real-time pricing integrations.
Does ConnectWise Sell offer any integrations with other systems?
Yes, ConnectWise Sell integrates with various systems and tools. For example, it integrates with Cisco CCW and Ingram Micro for quote imports, ConnectBooster for payment processing, and ConnectWise PSA for procurement automation and other functionalities. These integrations help streamline processes and reduce manual entry.
How does ConnectWise Sell automate the quote and proposal process?
ConnectWise Sell automates the quote and proposal process by using custom templates, real-time pricing integrations, and automated workflows. It allows you to pull and compare pricing from multiple distribution partners, your pricing tables, and customer catalogs in one place. This automation saves time and reduces the likelihood of human errors.
Can ConnectWise Sell help manage pricing and discounts?
Yes, ConnectWise Sell helps manage pricing and discounts by allowing you to set criteria-driven pricing rules. These rules automate and enforce your pricing strategy, ensuring that products and services are not sold for less than they are worth. It also supports multi-level approvals to protect margins.
Does ConnectWise Sell provide any features for customer interaction and approval?
Yes, ConnectWise Sell offers features that enhance customer interaction and approval. Customers can receive and approve quotes, sign documents electronically, and make payments securely from any location. The Order Porter feature allows for online quote delivery, and electronic payments can be made via PayPal, Authorize.net, or ConnectBooster.
How does ConnectWise Sell handle procurement and order management?
ConnectWise Sell combines with ConnectWise PSA to automate procurement processes. It allows you to place e-orders through your preferred distributor and automates opportunity conversions. This integration streamlines the process from quote to order fulfillment.
Are there any features for tracking and notifications in ConnectWise Sell?
Yes, ConnectWise Sell provides real-time intelligent quote tracking and notifications. You receive updates when a client interacts with your quote, and you can set up renewal reminders for agreements, warranties, or equipment upgrades. This keeps your entire organization, including marketing, sales, support, and finance, up to date automatically.
Does ConnectWise Sell offer a free trial or a free plan?
No, ConnectWise Sell does not offer a free trial or a free plan. The pricing is custom and depends on the specific needs of your business. You need to contact the vendor for a detailed pricing quote.
How does ConnectWise Sell impact the efficiency of the sales team?
ConnectWise Sell significantly improves the efficiency of the sales team by automating tasks such as building quotes and proposals, managing pricing, and tracking client interactions. According to Forrester, using ConnectWise Sell can save up to two hours per quote, allowing the sales team to focus more on selling rather than administrative tasks.
Can ConnectWise Sell be used by remote sales teams?
Yes, ConnectWise Sell is suitable for remote sales teams. It allows clients to review, give feedback, and approve quotes or proposals from any device and location. This makes it easier to manage sales processes remotely and ensures a consistent buying experience for customers.
How does ConnectWise Sell ensure consistency in the buying experience?
ConnectWise Sell ensures a consistent buying experience by providing timely proposal delivery, high-quality presentation, and seamless processes from quote acceptance to goods delivery. It also supports e-signatures and electronic payments, making the entire process smooth and efficient for customers.
ConnectWise Sell - Conclusion and Recommendation
Final Assessment of ConnectWise Sell
ConnectWise Sell, formerly known as Quosal, is a comprehensive sales tool that offers a wide range of features to streamline and automate the sales process. Here’s a detailed look at who would benefit most from using it and an overall recommendation.Key Benefits
Automation and Efficiency
ConnectWise Sell automates the process of generating quotes and proposals, minimizing manual steps and reducing the time between quote generation, order processing, and revenue collection. This automation includes features like automatic payment collection, recurring payment setup, and e-signatures for contractual documents.
Professional Templates and Customization
The platform provides professional templates for quotes and proposals, allowing users to edit customizable templates and include product information, pricing, agreements, and more. This helps in creating interactive presentations and positive customer experiences.
Sales Analytics and Reporting
ConnectWise Sell offers dynamic sales analytics and reporting capabilities, enabling users to gain deeper insights into their quoting data. This includes margin comparisons and supplier and product line reports, which are valuable for supplier management and contract negotiation.
Integration and Accessibility
The tool is cloud-based, allowing users to generate quotes from anywhere, at any time. It also integrates with existing CRM systems, ensuring seamless updates and access to internal catalog databases and specialized online catalogs like Etilize.
Client Engagement
Clients can review, provide feedback, and approve quotes or proposals from any browser-enabled device, facilitating quicker client responses. Automated notifications keep both the sales team and clients informed about key tasks and activities.
Who Would Benefit Most
ConnectWise Sell is particularly beneficial for businesses that need to manage complex sales processes, especially those in the IT and technology sectors. Here are some key groups that would benefit:IT Service Providers
Companies providing IT services can leverage ConnectWise Sell to automate their quoting and proposal processes, which is crucial for managing multiple clients and complex IT solutions.
Sales Teams
Any sales team looking to streamline their workflow, reduce manual errors, and increase productivity would find ConnectWise Sell highly valuable. The automated notifications and multi-level approval workflows ensure that all team members are on the same page.
Businesses with Complex Product Catalogs
Companies with extensive product catalogs can benefit from the product configurator and the ability to access internal catalog databases. This feature helps in managing hundreds of attribute fields and customizable user-defined fields.
Overall Recommendation
ConnectWise Sell is a powerful tool for any business aiming to enhance its sales efficiency and customer engagement. Here are some key points to consider:Ease of Use
The platform is user-friendly, with intuitive templates and automation features that make it easy to generate professional quotes and proposals.
Scalability
Whether you are a small business or an enterprise, ConnectWise Sell can adapt to your needs, offering scalable solutions that grow with your business.
Integration
The seamless integration with CRM systems and other sales tools ensures that ConnectWise Sell fits well into your existing sales infrastructure.
In summary, ConnectWise Sell is an excellent choice for businesses seeking to automate and streamline their sales processes, enhance client engagement, and improve overall sales productivity. Its features are well-suited for IT service providers, sales teams, and businesses with complex product catalogs. If you are looking to reduce manual steps, increase efficiency, and improve your sales workflow, ConnectWise Sell is definitely worth considering.