ConnectWise CPQ vs. PersistIQ

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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PersistIQ is well suited for outbound marketing. It's great for setting up sales and marketing campaigns to new and prospective clients. The fact that PersistIQ emails are basic (they look like normal personal emails) and easy to personalize, makes the whole process feel more genuine than, say, MailChimp. PersistIQ won't replace a bulk emailing tool or CRM. It serves a different purpose than, for example, Marketo or MailChimp, two products we also use

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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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• Integrates well with tools that work with LinkedIn Sales Navigator to scrap lead emails.
• Makes it easy to manage large-scale cold email campaigns with 3+ steps.
• When a prospect replies to an email, it doesn't send them any of the automated emails which allow me to follow-up with those warm leads correctly.

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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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• I wish there was a way to send more than 1,000 emails per day.
• If it had more integrations with data scrapers or ways to add new leads it would be much better.
• I'd like a way to go deeper into a lot of my stats on various emails.

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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

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.

In my opinion, poor service, and in our experience, ignoring our advise on who our customers are.

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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Terrible; non-existent. Weeks without replies, and no improvements in 4 months.

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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We decided on PersistIQ because it was cheaper than the incumbents and as we were starting we wanted to see if this would be helpful or relevant to us. We later discovered Apollo.io and we might switch to them as they are also cheap and look better, but we might also get back to manual emailing and Linkedin connecting.

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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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• Using PersistIQ has allowed us to engage more people more quickly than other outbound processes. So, more leads.
• We're able to understand message performance more rapidly and readily having used PersistIQ.
• PersistIQ has improved our bottom line by getting us more leads. So, increased ROI.

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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