Channelscaler is the product resulting from the combing of Allbound and Channel Mechanics. It is a cloud-based channel sales and marketing platform that allows organizations to give real-time access to sales enablement, marketing tools and resources in one mobile-friendly place.
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ConnectWise CPQ
Score9.1 out of 10
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ConnectWise CPQ (formerly ConnectWise Sell, and Quosal) is the quote and proposal
solution of the ConnectWise Suite. With
ConnectWise Sell, users can create professional technology quotes and proposals
that include rich product information, cover letters, and statements of work in
minutes and automatically update their sales pipelines accordingly.
The vendor says key benefits include:
Save time creating IT quotes
and proposals through automation
…
Allbound is a sleek solution that neatly organizes data. Clearly presents useful instructional content. The slowness of the CRM connection is a problem. When it comes to reaching out to our worldwide network of channel partners, we turn on Allbound to streamline our communication and sales enablement efforts. Our reseller partners may use this central hub to register new deals, stay up to speed on product changes, and have access to all relevant product information.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The most powerful features are the fact that you can see when your clients have viewed your quote, and that it can pull in real-time information about the products you are selling. It is all online-based, so you can use it from anywhere which is a big advantage over other quoting tools that I have used. We don't use the procurement capabilities, but for quoting pricing and customer visibility it works fantastically.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Content Management including sales & marketing resources, calendar items, distributor and partner communications, and news for partners
Deal registration and MDF management--providing an easy to use system for partners and Cambum administrators to enter and review requests.
Increasing partner engagement--providing an easy way to update the portal frequently keeps our partners coming back to see the latest and greatest resources and benefits
ConnectWise Sell does an excellent job of neatly presenting quotes and proposals to the end user. There are multiple different options for the look and function of the quotes. There are also options for custom quote templates that are designed directly for your organization.
ConnectWise Sell does a reasonably good job of connecting to and working with Autotask. It took our organization about 6 months to figure out the correct way to flow from quote to invoice with our systems. Sell will easily pull in your customer information from Autotask into a quote and allow you to send the quote direct from your email.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The fact that you can't make payouts to partners within the platform itself is super frustrating and that would be a huge improvement.
The ability to track clicks, page views, etc is not available like on other partner platforms like Tune, Impact, and Cake. It would be awesome to see that tracking data for the content being shared.
Having more integrations with platforms like Zuora which we use for payments would be great.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I'd like to see ConnectWise Sell develop a more user-friendly environment for advanced form and template design that doesn't require developer skills or consulting engagements. in order for us to develop these forms makes us reliant on consultants. These engagements are worth the cost, but sometimes we just don't have time to wait for them to be delivered.
I'd like to see ConnectWise Sell automatically generate a quote for items such as warranties or services that are expiring in ConnectWise Manage. This would save us a tremendous amount of time preparing quotes.
I'd like to see a new version automatically created when changes are made to a quote with the ability to reverse or revert back to a particular version. Sometimes people make mistakes and delete or change something they shouldn't have. Or customers want a change to version 1 only to change their minds when you send them the updated one, and want to go back to the original one.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Allbound is so easy to use as an administrator and provides human support and a resource for its customers to learn about the features and tools available. Our partners consistently provide feedback to us about how much they absolutely love our partner portal, which Allbound provides the structure and functionality to allow us to over amazing things to thousands of partner globally. Almost every person who provides feedback says some iteration of "this is the best partner portal i've ever used."
We are in our 4th year with Quosal and fully expect to renew again and again. With their development of additional features such as the Order Porter, Visual Quoting and others, we see the adoption rates continuing to rise while making our time to quoted shorter and shorter. Quosal and ConnecWise's vision of automated quoting is an exciting frontier that we are very happy to be a part of
It is by far the easiest system to administrator that I have either had experience doing or demoed from other vendors. No coding skills needed. Simple interfaces for everything. And the Allbound University and live support are great!
Quosal is a very solid product with a LOT of functionality. Quosal has two main products that they offer, 'Quosal Sell' and 'Quosal Create.' If you are looking for an "out-of-the-box" or "ready to use" quoting software, I would recommend Quosal Sell. If you are interested exploring advanced functionality and integration or have a resource on staff willing to assume an "admin" role, I would highly recommend Quosal Create.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Allbound has a support team that is easy to contact right through the PRM interface. Additionally, we have a dedicated account manager and development team who are super responsive and helpful. Allbound has a ticketing system for support as well, which keeps you up to date on status of your support requests.
Have to wait till 11pm EST time to get someone knowledgeable. That sucks truly. Almost half my day is gone. They need to provide premium support, where I can contact a "real" Quosal rep, anytime of the day or night 24/7
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Regular meetings, lots of UAT, quick responses, and adherence to our timeline made implementation a breeze -- even though we had some really complex processes we needed to support.
Great implementation, the Quosal team has a smart and well planned process to guide your team through the process. More importantly, they understand the challenges with change and user adoption.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
They are different in the sense that Allbound allows you to loop in different parners to a degree that HubSpot doesn't outside smaller extensions and portals. More visbility into interactions with HubSpot, but it's truly built for marketing vs a sales forward/partnership management tool.Extensions from Allbound into Google could be helpful
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
When it comes to the quoting layout Sell gives you so many more customization options. The item inventory is also easier to maintain. Sell is by far the best selling module that I have used thus far and it has helped keep us more organized.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Connectwise Sell is listening and building their software to fit the needs of their customers. Sell is consistently looking to us for feedback and making sure their product is working for us as partners/customers. We feel we are generally behind on getting to know their updates and software upgrades. They are a great vendor and wonderful corporation.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The sharing of knowledge has a positive effect on the partners who benefit from it.
Our smaller partners are now able to conduct their own campaigns with the help of our Campaigns in a Box, freeing us to concentrate on our larger clients.
Our latest products can all be better explained with the aid of our learning tracks.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Customer satisfaction improvement. It's an impressive and professional way to present information that our customers appreciate. They not only have a clear way of knowing exactly what is being proposed, but now have another method they can use to easily track and organize approved/ not-approved quotes.
Improved brand consistency. We have a reputable, trusted image that projects across our client portfolio (not to mention within our community) and this system helps to promote and maintain our transparency and professional image.
Following up and referencing past quotes is made easy and quickly, which has benefited us from a time-cost savings perspective.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
