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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HCL Connections
Score9 out of 10
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Connections from HCL Technologies (formerly from IBM, acquired by HCL in 2018) is a collaboration tool and employee digital workspace with key features like social analytics, blogs, document management, and a social network.
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Pricing
ConnectWise CPQ
HCL Connections
Editions & Modules
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No answers on this topic
Offerings
Pricing Offerings
ConnectWise CPQ
HCL Connections
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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More Pricing Information
Features
ConnectWise CPQ
HCL Connections
CPQ
Comparison of CPQ features of ConnectWise CPQ and HCL Connections
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
IBM Connections is well suited for larger organizations that need an internal social networking tool and are willing to deal with IBM and the complexity of the software. It is less appropriate for smaller organizations and those who don't want to deal with the complexity, or IBM's awful customer service and prices.
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 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 plugin for MS Office/Explorer has made saving and sharing working documents extremely convenient for me and my close colleagues
The newsfeed feature conveniently aggregates updates from the communities/people you follow. It's nice not to have to jump from community to community to see what's going on in the organization
The various apps can be used for several purposes. A little creativity goes a long way when establishing what type of information the apps can be useful for communicating
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
The lack of a note-taking tool became a bigger and bigger issue as time went on. Our pilot users felt Connections was a natural place to take and share meeting notes – including photos, drawings, recorded audio, etc. – and were always frustrated that there was no easy, organized way to do that. We tried using a Blog, Wiki, etc. but nothing really resonated as a good solution for this.
The Wiki tool is weak, providing rigid structure but with few options. A Community can only have a single Wiki, for instance. Wikis are weak in the mobile app as well; they’re not even easy to navigate. Users ended up ignoring Wikis completely despite our efforts to get them to convert documents like guidelines, policies, procedures, handbooks, etc. into Wiki form.
The Windows Explorer plug-in was useful but required a lot of manual intervention to setup. For instance, once a user joins a Community in Connections, the Community also has to be manually added to the Explorer plug-in so the user can find, open and edit files with it. We felt this process should be much more automated.
Tagging is only relevant in the web UI and, to a lesser extent, in the mobile app. However, in the Windows Explorer plug-in, Tags are not usable at all making it difficult to find things that were easy to find in the web UI.
IBM Docs was not included in the on-premises deployment; it was an additional license so we did not test it. Documents, mainly Microsoft Office files, are still the single most common way our user community creates, shares, edits and presents information. That proved to be a major gap for our users, and slowed user adoption considerably. We considered testing it, but IBM Docs would only work for about half of our users so we found ourselves wondering if we really wanted to support two document editing platforms. IBM Docs also offers no way to work offline as far as we could tell. This also meant we would need to keep licensing Microsoft Office which is not cheap.
Consulting costs are high because the back-end environment is complex. Installing, administrating and even patching Connections is a fairly complex process. We needed to hire consultants to install our test environment and any major upgrades would’ve required additional consulting fees. Any 3rd party add-ons we looked at were highly technical in nature meaning…you guessed it, more consulting costs.
Administrating IBM Connections requires editing XML files in a specific, secure way that is typically done in a console. I love consoles as much as the next admin, but when you only use a console once every 2 months it means looking up all the documentation and re-educating yourself. A single change could take me 2 hours to implement. 3rd party admin dashboards do exist, at an additional cost, but IBM really should provide a much easier way to manage the environment.
The lack of in-person or online training courses, materials, videos, etc. really discouraged a lot of users. The only decent training we could find (marketing videos aside) was a single video series on Lynda.com which, of course, was an additional cost. In the end that video didn’t really help our users much beyond introductory concepts.
IBM includes reporting, but it’s a massive Cognos system requiring some serious hardware and Cognos expertise. We had neither, and would have ultimately opted for a 3rd party add-on for reporting and statistics.
An often overlooked concern is eDiscovery. Our contracted eDiscovery service extensively works with various ECMs, but had no idea how they would handle Connections data. The cloud version of Connections offers an add-on for eDiscovery, but as far as we could tell IBM offered nothing for on-premises deployments.
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 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
Connections has continued to more than meet our needs from a collaboration point of view and we are currently working on integration with our IBM Websphere portal platform to provide an integrated collaboration solution. This scenario will provide our users the best both products have to offer in a single interface.
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
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.
Connections combines all the most useful abilities from various social networks. This makes it useful of course, but it also reduces user adoption time initially by allowing users to get comfortable with basic features. Once they are comfortable, it's easy for users to start exploring. They find new people in the organization to contact, new sources of information, etc. Before you know it, about half of the users are contributing back in some form -- and all with little or no training needed by IT.
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
Once Connections was installed, patched, etc. it was ALWAYS up. We only had to bring it down for OS updates to the servers. That seems to be typical of anything that runs on WebSphere; it's bulletproof and could probably run for months and years if the underlying OS didn't require constant patching.
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. More Info
IBM Connections web UI, mobile app (data sync to / from the device), and file transfer speeds were almost always very fast. It was rare for a slow-down of any kind, even when doing searches.
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
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
IBM Support has ALWAYS been quick to respond, regardless of the product. Even first level techs seldom provide "canned" responses and they really try to help. If they can't help, they don't wallow around but engage the right person immediately. It's very rare that the first level tech needs to escalate, and even more rare when they do escalate and the next person engaged cannot solve it. We have been more than satisfied with IBM support's quick and professional responses to our issues.
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
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
Try to understand you will never find a product which suites all your end user for 100%. IBM Connections is the best of all breeds but if you go look on each functionality on its own there are better example out there. But as IBM COnnections delivers it all in just one platform makes it the best example about integration of different functionality into one platform.
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
From the few times that I have used MS SharePoint, I can say that it doesn't seem to hold a candle to the robust features of IBM Connections. The out-of-the-box capabilities of IBM Connections are amazing and are more easy to access and use than what I've seen with MS SharePoint.
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
Scaling UP is never an issue with IBM's core technologies like WebSphere, DB2, etc. as long as you have or can find the technical resources to implement it. Where IBM seems to fail is scaling DOWN for smaller organizations. Connections 5.0 on-premises would have required us to create 7 servers -- yes, they would be virtualized, but still that's 7 OS licenses, 40 virtual CPU cores, 80GB RAM, and a few TB of hard disk space. All to replace Quick which runs on 1 server with 1 OS license, 4 cores, 8GB RAM and 600GB of disk. Granted, there are major differences in capabilities between the two, but how do you get a CFO understand why features like a mobile app, file sync, and social sharing require 10x the back-end resources?
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
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
