ConnectWise CPQ vs. Infor CloudSuite ERP

ConnectWise Sell is great for Managed Service Providers and smaller IT shops who primarily do computer repairs and maintenance. The tool is generally good at everything it does, but I would not recommend using it for a company that sells IT equipment as its primary business. Quotes take a relatively large amount of time to build in order to get them looking good for the end user.

Incentivized

Manufacturing: Infor M3 is designed specifically for manufacturers and provides robust production planning and supply chain management features. The software can help optimize production processes, improve inventory management, and automate purchasing and order fulfillment.Distribution: Infor M3 offers advanced supply chain management capabilities, including inventory management and order tracking, making it an ideal solution for distribution companies.Large Organizations: Infor M3 is a scalable solution that can accommodate the needs of large organizations with complex supply chain and production requirements. The software's modular design allows organizations to customize their implementation to their specific needs.Global Operations: Infor M3 provides multi-language and multi-currency support, making it a suitable solution for organizations with global operations.

• It provides our company with a standardized quoting process. Everyone works the same way, uses the same templates, and generates a professional quote. Nothing gets left out or missed.
• Portal provides your sales staff and management with a complete view of their efforts. They see in real time what opportunities are in the pipeline, and how successful their efforts are when these opportunities are won.
• Provides a collaborative platform for our sales team to work on customer quotes. We can now have 2 or 3 members working in the same quote whereas before we had to wait for someone to free up the document before others could access it.
• It allows us to provide much more information in our quotes by attaching documents to the quote. Things like manufacturer specifications or brochures can now be easily attached into the quotes making it a presentation instead of a bunch of line items with numbers.
• ConnectWise Sell is customizable to meet the needs of my company. This is so important to us because similar products only allow you to do what they design it for. Our business changes regularly and we need our software systems to be agile and adaptive to it.

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• The accounting function of Infor ERP is designed very well and it is easy to use. From journal entries to generating a trial balance it only takes a few clicks to get what you need.
• The job tracking process within Infor ERP is easy to understand. You can view the progress of each job a number of different ways and this helps users know how close each job is to the finish line at any time.
• It is very easy to run month end processes that ensure all costs are accurate and then be ready for the next accounting period.

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• The first year we were using Quosal, they were consistently posting new 'How to' videos and live training sessions to help users become familiar with the software features and best practices. While those videos are still available, they are becoming less relevant with each software version patch. The help manual documentation should be updated with the software versions as well.

• You need an IT person in order to customize reports, overcome system locks, etc. But, usually having an IT guy in house is a good thing as well.
• There isn't auto lock future that would sign put users if they don't use the program for extended time.
• Missing auto warning messages when you're about to run a big amount of data.
• A continuous improvement (Lean) section with employee suggestions (ideas) ability would be great.
• Updates for latest technological improvements usually come late.

Incentivized

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

Other than the inherent pain of a new implementation, it's a great platform and Infor is a great partner to work with. Every system has problems, our are no worse than any other platform. Maybe even a little better, nothing to make us want to change platforms any time in the near future

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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.

This is a highly configurable product. Where all available support provided by [Information] is very good and exceeds our expectations! The investment in this product by Infor continues to be significant and is showing results! Infor is going a long way and is here to stay! No doubt about that!

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I dont think we use this tool to potential

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I have been in business for 30 years, we have about 30 vendors we have worked with or more. Connectwise is on the bottom, if you ask any MSP how you loose clients the fastest, it's all about response and support. Connectwise has not found that out yet.

The support is satisfactory, given the large user base of the product. We had no issues to meet our reporting deadlines with Lawson. The organizational support team internally are well trained and hence only on exceptional basis issues are escalated to Lawson support team. We had no negative experience so far with the support of Lawson.

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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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Both tools have a very common feature set. Sell is different primarily in the fact that it is online software-as-a-service based deployment, rather than a local server based deployment. That gives it a major leg up. I can use Sell from anywhere in the world easily.

Incentivized

We previously used Microsoft Navision and considered SAP, NetSuite and Sage in our selection process. Infor CloudSuite ERP was not a one size fits all solution like many of the others. Infor CloudSuite ERP has 3 cloud ERP for Distribution, Manufacturing and Service industries. In our case, Infor CloudSuite ERP also have a specific tract for food and beverage.

Incentivized

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.

Incentivized

• 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.

Incentivized

• We've been a customer since the early 80's. Avoiding conversion has saved us an incalculable amount of money. Fortunately, Lawson has kept up enough to keep meeting our needs.
• Having a self-service portal saves us internal FTEs in Human Resources and Accounting. Benefits enrollment alone likely saves us one Benefits Coordinator FTE alone.

Incentivized