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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Sales.Rocks
Score 9.0 out of 10
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Sales.Rocks is a Sales and Marketing Enablement Platform. By using data-driven solutions, we help companies increase pipeline levels, convert leads faster by reducing the cycle time and make the sales and marketing process more streamlined. Acording to the vendor, as a source for B2B customer service, Sales.Rocks is a self-servicing platform that allows users to gain quick access to full contact data, and reach the right people thanks to the constantly updated in-house…
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Pricing
ConnectWise CPQ
Sales.Rocks
Editions & Modules
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No answers on this topic
Offerings
Pricing Offerings
ConnectWise CPQ
Sales.Rocks
Free Trial
Yes
No
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
No setup fee
$99 per user
Additional Details
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More Pricing Information
Community Pulse
ConnectWise CPQ
Sales.Rocks
Features
ConnectWise CPQ
Sales.Rocks
CPQ
Comparison of CPQ features of Product A and Product B
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.
In customer prospecting through cold contact, "cold mailing" is a very cost-effective practice and is widely used in the U.S. market, particularly for selling saas software and high-cost business services. (In my case it is used for selling insurance policies). We generally find several saas (i.e., monthly paid) email contact generation software on the market, generally found on linkedin and freely accessible. But this is not enough, you need software for sending emails (additional cost) and it must be specific to cold mailing otherwise you end up in spam. And you need a CRM, not all cold mailing software has that! Additional cost is for paid email verification and you have to waste time uploading and downloading the excel files to be verified and derived from the verification... then adapt them to the cold mailing software... A yes, not all cold mailing software has email warmers and many do not warm all types of emails (instead Sales.Rocks warmed because of my emails from an unknown hosting that no system warmed...). But if you had one software that does everything in one platform without driving you crazy switching between them, especially if you have large volumes of emailing and with the ability to track everything, create email sequences based on funnel-like behaviors, schedule phone calls or maybe an initial linkedin message from your Sales.Rocks linked account ... well, Sales.Rocks is all of that, and with support that lets you know how serious the company is. It's an expensive product for a freelancer like me, but it's unique, and for a structured company it's simply beneficial and has a huge return.
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.
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.
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
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.
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
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.
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.
Saleshandy, Hexospark, Getmails, Postaga. Mature product like Saleshandy, constantly updated for further improvements like Saleshandy and Hexospark. Sales.Rocks is the opposite of Getmails: the former has a myriad of features and a dashboard that gives you control like a NASA technician! But that is not why it is difficult to use. Getmails is super simple, wants to do everything automatically saving time for nerds like me who get curious and waste time trying every menu.
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.
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.
