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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Qualaroo
Score7 out of 10
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Qualaroo Insights allows you to survey or nudge site visitors at various stages of their visit, to gather insights and generate sales leads.
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
It makes it easy to move from design to development. We collect highly targeted feedback without organizing a meeting to discuss every iteration, saving time and effort. The comments are open-ended and unorganized. But with survey Nudges, we can ask additional questions about design UI/UX.
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
Qualaroo’s question engine connects fragmented data points spread across all the customer feedback gathered from varied sources.
Qualaroo allows us to connect with our customers’ questions directly so that we can focus on the most important ones on priority.
The insights we get from Qualaroo surveys help us prioritize which hypotheses to formally run as an experiment first, and which to implement straight away.
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
I wish the dashboard was a little more interactive so that you can do some deeper analysis - things like filtering out people who answered a certain way
I wish the building of the survey "nudge" was easier and more visual - it's a bit clunky and hard to reorder questions.
I wish there was a way to add more logic into questions, as you have to duplicate questions to get around this which can make the building process difficult
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
The micro-survey landscape is evolving very quickly and it seems like there is a new entrant almost every month. I'm generally happy with Qualaroo (we got what we expected) and I like the folks on the Qualaroo team (support is fast and friendly and rarely needed), but there haven't been real improvements to the platform in the last eight months. We will be re-assessing Qualaroo's features and price versus other competitors when our current contract is up.
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.
We know the value of consumer feedback and believe that users actually want to be a part of the process. With Qualaroo, we have learnt that people like answering certain types of questions, especially if you ask them something about themselves — like what they want most and their motivations behind purchases — they can’t resist typing a response.
I've never experienced an outage where Qualaroo was unavailable. I don't think I've even gotten notices for scheduled down/maintenance time. The platform is always available.
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
Our developers complain that Qualaroo is just one of several similar site add-ons that slow down our site performance. I'm skeptical that Qualaroo has any measurable impact on our page load times, but don't have any hard evidence either way. The Qualaroo admin interface and reporting mechanisms are all quick and reliable.
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
I have only contacted customer support twice, and they have managed to solve my problem every time. There is a slight waiting time between the query and resolution, but other than that I don’t need to contact them time and again to understand things since their help section is sufficient most of the time.
Qualaroo doesn't offer full-blown online training, at least not that I've used or needed. The online help documentation is adequate and Qualaroo-sponsored webinars are informative.
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
Have your technical team set up the "Identify" feature right out of the gate - this is a "fire and forget" feature. Once it's set up, your data is much more valuable. Also, if there are very specific kinds of page targeting you might imagine doing, have a technical person set up and test at least 2-3 examples of using Qualaroo's regular expression features to achieve this targeting. With a couple good examples in place to work from, it becomes much easier to create your own regular expressions for custom targeting.
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
Qualaroo makes it very easy to launch a quick survey based on templates or custom questions with an intuitive user interface. It is also very flexible and can be easily integrated with AB testing thanks to the advanced options. Reports are getting better but analytics wise it's still not up to the refinement level of SurveyMonkey but it does beat the latter in terms of UI experience. When compared to SurveyGizmo, the flexibility on surveys is what stands out and how easy it is to create different survey flows.
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
Qualaroo's simplicity has its down sides when it comes to scaling. Managing multiple nudges across multiple domains, at least in the Pro edition, is challenging. The active nudges all appear as a single list on the admin home page, automatically grouped by domains. Archived nudges are on a separate tab. It would be helpful to have a folder system to organize nudges. Also, once you have multiple active nudges that are targeted to different sections of your site using regular expressions, it's difficult to keep track of what is appearing where. It's also difficult, if not impossible, to figure out where you may have competing nudges. And there's no ability to assign reporting or configuration access to other members of your team. The Pro edition has a single login, which must be shared if you have multiple staff who want to use Qualaroo.
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
Qualaroo has proven to be extremely useful when it comes to improving conversions.
We deployed Qualaroo on our website to survey visitors and uncover their pain points about our landing page.
Using the feedback, we made several critical changes to our page, including the visibility of the CTA button, information on the page, and the quality of pictures. Since the implementation, there has been a significant increase in conversions, and our visitors have been getting a lot more value from the landing page.
