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
…
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Cornerstone Galaxy
Score8.1 out of 10
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Cornerstone Galaxy is a cloud-based application for talent management. Cornerstone offers suites for recruiting, training, performance monitoring and planning, learning, and HR data management. It is scaled for enterprises.
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
Cornerstone Galaxy is a good solution for larger companies that focus on training and want to offer a variety of options to their employees and departments. It is highly customizable. It does require a tech savvy team to set-up, and maintain. This is not a set-it-and-forget-it system. From an LMS perspective, it wouldn't be my top choice for employees who only need a mobile-friendly approach.
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
Ability to provide multiple customizable access roles from general end user to full system admin and anything in between
Powerful reporting system in the LMS to track a plethora of data points within the platform (user data, training information, transcript information)
Great options to customize the look and feel of your "home page" to best meet your company's needs and goals.
Ability to customize the transcript view for learners (i.e. when Completed training will move to their Archived transcript, what to do with Inactive training on transcripts)
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
Sometimes finding the right answer to your support question can be a bit more difficult than it should be.
I would like to see more OSHA related courses.
At times, the administrative interface seems to need to be updated, but the tradeoff honestly might be the absolute rock-solid stability of the platform.
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. TR verified that a representative sample of customers was invited. More Info
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
As long as pricing stays reasonable, we will likely stay with Cornerstone for at least one more contract renewal. It would be a large task to migrate all of our content to a new system. However, the LMS landscape is diversifying with new startups that are showing some real innovation.
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. TR verified that a representative sample of customers was invited. More Info
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.
Easy to use, easy to learn, lots of support during the learning process. There are a few parts of the system we don't use and I'm hesitant to begin using because other clients have said they're difficult and cumbersome (certifications) or outdated (libraries)
I haven't really had any major availability problems. The service is practically impeccable but it is true that at times, due to server and latency problems, the application has been slower. But these have been specific issues that have resolved themselves.
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 haven't seen many issues at all with load times. Sometimes learning assignments will take longer then expected but it is still reasonable. They have taken great effort over the last couple years to speed things up like reports and search results so I expect that effort to continue in the coming year.
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. TR verified that a representative sample of customers was invited. More Info
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
Its always important to have support when you are facing problems and when you are the main admin of the organization. Cornerstone Support is very supporting when you have not found the answer in the help guide. its very useful to have a team support to guide you.
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
we use also to admin all our training in person events and sessions. Its easy to admin this kind of trainings and automatize some processes we have. Also de user experience and the integration with other systems helps to the employees to use more. All modules integrated oriented to develop people is the principal reason to have CSOD. The training administration is very complete and allows to automate many processes.
The online modules are pretty good. You can access them at any time, which we have done. You learn a lot in the beginning, but having the ability to retake short lessons when you are working on those items was very 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. TR verified that a representative sample of customers was invited. More Info
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
The implementation was pretty difficult. We felt they (Cornerstone) didn’t properly allocate the resources to complete our implementation in the timetable we wanted.
For example, we worked on Workday and SSO integrations - work that we had specifically contracted for in advance. When we were ready to work on that project, they didn’t have the people ready to help us, so it took a lot longer than necessary. That was my biggest pain point.
The implementation approach we went with was a self-led implementation. We would speak to the implementation manager once per week, and self-trained. We met with implementation manager to discuss issues, review things that we’d learned for 1 hour. We found that wasn’t enough. Other things would come up outside that one hour window that we couldn’t get answers to. We didn’t have anyone to ask about those things and we had to wait to ask during our weekly meeting.
The advantage of the self-led implementation approach was that it was really inexpensive – significantly less than the implementation cost for the other systems that we looked at. I also liked that we could pace ourselves. There were however big roadblocks. We would have to make sure the right resources were available. We had an implementation/project manager with a lot of experience and felt that the person was knowledgeable but missed on a few things.
In hindsight, I would still go with the self-led implementation, but knowing what I know now, I would ask for the integration person to be available more. I would work that into the contract. With single sign-on, we needed deep linking to build direct links through a Single Sign-On tool, e.g. when someone gets an email, it directs them to training. But it has to go through SSO to get them to the correct link. Deep linking wasn’t turned on in our system and they had to activate it. We encountered little things like that – sequencing pre-requisites which were problematic. We tried to troubleshoot ourselves.
I recommend you consider contracting for some extra implementation hours and determine when they are going to be available. Work it into the contract that you have the ability to call tech support during implementation. In addition to weekly implementation meetings, they have technical webexes – 4 every week, but 2 didn’t apply to us – one as we were using SSO. The challenge is they were not always relevant – we had specific questions that didn’t fall into those categories
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
The user experience is a lot better than using SumTotal as an admin CSOD makes working easy. Without having workarounds. Reporting is a lot better than both platforms. Reporting in CSOD is complex however easy to manage and create when you understand the data points collected
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. TR verified that a representative sample of customers was invited. More Info
It is important to be familiar with the terms and annual increases in licenses and other aspects of the contract. I recommend analyzing this from the beginning and the permanence is relevant because Cornerstone updates its modules and brings out new features that may allow you to leave a module to acquire another
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
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. TR verified that a representative sample of customers was invited. More Info
As I have said before, I have no doubt that the services of the Cornerstone sales people were very good. In particular, our salesperson spent a lot of time in contact with us to make the process go smoothly. Perhaps being a large company in some cases the times were slowed down but it is something normal to take into account.
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
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. TR verified that a representative sample of customers was invited. More Info
