ConnectWise CPQ vs. Strategy Analytics

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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MSTR is great for any organization that is looking for a way to deliver complicated data in an uncomplicated way. From business teams to marketing and finance, several departments benefit from using MSTR to keep track of KPIs enabling teams to make optimizations along the way. MSTR provides great visual representations of data enabling team members to distill thousands of data points into easily digestible charts and graphs

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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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• They sell the product well, and make promises you will actually believe
• "checks the box" for most features a company would need. Doesn't actually deliver them though
• They answer the phone in a timely manner. Can't answer your questions or provide support, but the queue time isn't bad
• They have online documentation. It's not up to date, and likely doesn't reflect the version of software you are using, but hey... they can point to it.

• 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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• The graph options are not as robust as an Excel user might want.
• The metadata layer can sometimes be slower, and it takes a long time for reports to run.
• Viewing the data feed entered can be cumbersome at times, in terms of validation with reports.

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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

I would always choose to renew MicroStrategy as long as they lead the market in features, functionality and price. The support of MicroStrategy is timely and professional, I frequently get answers to my questions within 24 hours and normally have solutions within 48 hours. Training available for MicroStrategy completely covers everything required to be able to expertly use MicroStrategy and understand data warehousing.

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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.

The standard grid reporting could look more like the styling and object used for the Import and Visual Insight products. In addition, object properties almost seem to be hidden when first using the product. It's as if they are asking the engineers to only use the presets we make available...and, these presets are 10+ years old. On the positive side, Microstrategy seems to be the only product, not named Cognos, which can scale to Big Data. The product is "hackable" via the SDK or tricking the Intelligence Server to do uncommon things. The Microstrategy development team also seems to be very involved with their OEM partners; especially when it comes to features and enhancements. A large majority of the improvements we suggested have made it into the product or on the roadmap for future enhancements. Only suckas fall for the shiny objects from most other vendors; Microstrategy is really the only choice for Enterprise BI.

I've never had an issue with MicroStrategy not being available due to MicroStrategy application malfunction. It is very robust and only failures I've seen were due to user error or the platform the machine running the service failed some how.

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I dont think we use this tool to potential

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Being able to customize the performance based on the business need is extremely powerful. Proper configuration and understanding of the usage pattern is key, if the technical ability of the architect is not at top level, then the product will not be configured correctly which will lead to poor performance.

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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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Good user community. Support team is available if you are under AMC. You get decent support after raising the support ticket. If it is product bug they will inform you and let you know which patch will resolve the same.

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I have attended many trainings offered by MicroStrategy; both distance and in-person training. I earned my CRD (Certified Report Developer) certification via the online training. I found the training to be well organized and concise. Overall I will definitely continue to increase my knowledge with MicroStrategy via the online training offering.

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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We measured following KPI for the success

• Increase in Business Feeds Loads
• Reduction in Controllers Manual Work.
• Conversion of Manual Work into Systematic Workflows.
• Increase in Customer Spend
• Reduction in Service costs
• Reduction in time-to-market for new campaigns
• Increase in cross sell and Up sell
• Error reduction in customer Identification
• Existing client retained

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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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Tableau is probably MicroStrategy Analytic's biggest competitor I've noticed over time, and I'm not sure why. Tableau only covers visualizations independently for each business user, which then creates the issues of every employee creating their own version of the data, and then you have 20 versions of the truth. A enterprise data warehouse and MicroStrategy's Visual Insight is a better method.

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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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This software is extremely scaleable, one can add more core servers which performs as a load balancing. The configurations available to manage usage patterns and daily activity are as high a caliber as any other enterprise level software. This product can be installed on both a windows and unix platform allow for integration on a budget.

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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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• MicroStrategy was helpful for reducing the amount of time we needed to spend number crunching large data sets, and in doing so, allowed me as the primary users to spend more time gleaning insights from the data that in turn informed our leadership team to make strategic decisions.
• By creating numerous canned reports available to all members of the team through email distribution or basic access to the platform, we were able to reduce the time I spent showing people how to pull the data in Microsoft Excel by nearly 40% .
• We ended up needing to make many changes to the way our DMP was feeding data into MicroStrategy due to incorrect reporting that caused complications in accounting and finance.