ConnectWise CPQ vs. Emptoris vs. FIMS

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.

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If you have a highly bureaucratic organization that is heavily focused on procurement, Emptoris can provide some value. It seemed to be very good at linking the contract information to procurement for better spend control. If you are trying to implement a standalone contract management solution that allows you to easily create contracts and store them in a central location, this isn't the tool for you. There doesn't appear to be a simplified implementation. In general, when a SaaS solution has a complicated and expensive implementation, I am very skeptical. This does not show that the vendor is trying to move customers forward on a single code base. If that many things need to be done during implementation, you are starting to customize the solution for every customer. This hurts the vendor's ability to scale and make improvements in the future.

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It is a very robust system and with the various modules you can accomplish much of what is needed for traditional transaction US-based grantmaking. If you have more complicated grantmaking, deal with foreign currencies or want to have tighter alignment of finance and budget numbers, GIFTS may not meet your needs. Additionally, some of their core projects have limited accessibility in terms of various mobile devices or access from outside the organization's network.

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• 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.

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• Document protection - the Check Out contract feature is a great way to allow external parties to make modifications to contract language without the ability to accept those changes. Those redlines can then be imported back into Emptoris and reviewed or further modified as needed.
• Notifications & reminders - you can trigger an email manually from within the system, or you can configure automated notifications andreminders to alert users when a new task is received or has aged a given amount of days, etc.
• Interview wizard - there is a lot of value in the interview wizard. Administrators can configure screens with selecting options via check boxes, radio buttons, or typed-in values. Variables and conditions can be used to selectively populate fields within the contract or apply other options, making for a quick and convenient method to generate contracts conforming to corporate standards.
• Field customization - administrators can customize a list of options for various fields including contract substatus, address type, and user created business term variables.
• Approvals - many different options are available to configure approvals to trigger automatically upon presenting and/or executing the contract including specific individuals, one or more approver groups, or based upon various criteria including terms within the contract, type of contract, or the contract's owning organization.

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• Simple layout
• Duplication reports
• Lots of fields for organization-specific information

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• 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.

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• Reporting, Emptoris comes with standard reports which can not always can be fit into our business. This needs to be improved. I hope Emptoris is addressing this issue in their latest releases.
• Though the feature of editing language in MS word is excellent, loading MS word takes time.

• While GIFTS Classic is the most barren interfaces of all MicroEdge products, there are some simple capabilities I wish GIFTS could still perform such as better email integration from outlook to a GIFTS request, more efficient requirement reminders, and a wider use of Microsoft Office and other external product integration (GuideStar).
• It's disappointing that you have to purchase an additional "Customizer Module" or "Budget Module" in order to access basic functions of a GMS. This seems like a basic system function that MicroEdge takes advantage of, unfortunately.
• The online application module (IGAM) is still quite antiquated and you have to be knowledgeable of basic HTML in order to really customize your organization's online application. More flexibility and design functions would be greatly appreciated with the online application function, especially since this is a public document and represents your organization.

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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

There are a lot of new, exciting products coming out in every field and I believe that there is always something better right over the horizon. If it was my choice, I would review my usage of Emptoris and other software periodically to make sure I'm using the most efficient software possible.

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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.

Emptoris is a pretty robust tool overall. Learning curve is small and it is simple to use

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I dont think we use this tool to potential

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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

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The above rating for the overall support from Emptoris is for their product / product support, roll out training and refresher training / ongoing training, which is not only good but superior. There is no major or reconizable bad review that can be given to Emptoris at this point in time, from where is stands.

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I typically receive a response to an inquiry within an hour or two, if not sooner. Most tech support people are knowledgeable about our problems, and if not, they will escalate to the proper person.

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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.

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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.

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I am a fan of Ariba to be used for the entire lifecycle of Sourcing. From RFX's to cutting PO's. I feel Emptoris misses the boat on the idea of a "One Stop Shop" for all of your Sourcing/Purchasing needs

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It is really a matter of priority. I can see situations where GIFTS Classic is a very strong option! Once an organization determines its priorities then it should definitely consider GIFTS to see how well it compares with mission critical functionality.

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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.

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• 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.

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• We won the 2005 Baseline Magazine Award for best ROI related to a technology implementation with an ROI 5544% (see 2005 Baseline ROI Awards, GlaxoSmithkline).
• We always felt we could do "two times the work, with half the people and deliver double the savings".

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• Reporting was difficult on GIFTS - often we had to place data into Excel by hand since we could not create simple customized reports. This increased time spent on tasks GIFTS was supposed to streamline.
• GIFTS did not alert us to duplicated organization records, so often it was difficult to reflect an organization's full grant history to our Board of Directors, leading to employees spending time searching through paper records to make sure all information was properly reported.
• GIFTS created duplicate contact records, meaning it was difficult to find out which contact was related to which organization and cluttered our data. This caused decreased processing and response time to "new" contacts who turned out to be previous contacts or contacts whose information was tied to previous organizations. Even when contact information was updated for a new organization, sometimes the program would revert to the first organization contact information, several times leading to checks cashed to incorrect organizations---the very worst consequence of using GIFTS to our organization. Thankfully, the money was recovered upon the few times that error occurred, but it led to me and other employees reading through out 800+ checks before issue to make sure the correct organization was in fact being rewarded.

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