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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Rally Software
Score7.8 out of 10
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Rally Software headquartered in Boulder, Colorado developed the Rally agile software development / ALM platform which was acquired by CA Technologies and rebranded as CA Agile Central. After CA's acquisition by Broadcom the software was once again rebranded as Rally.
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
Rally Software is well suited for large Agile or scrum teams who do sprints and it helps managing sprints and backlogs. It is well suited for organizations who want visibility into work being done and progress. Suitable for tracking is user stories, defects and release planning. Works well with CI CD too. It would not be suitable for small teams or startups. For teams that don't use agile. Teams who want lightweight tools like Jira. Companies with a limited budget.
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
There are dashboards that provide friendly and useful metrics at the team, program and portfolio levels which help get an easy and quick visual representation of what's going on.
Story management made easier, It offers a quick way of quickly entering a number of user stories without losing the overview, by just typing the title and selecting a few attributes directly in the overview screen.
Sprint management is seamless in CA Agile Central . It allows you to drag stories from the backlog to the sprints and back again. When a story is dragged into an sprint, it automatically checks the velocity for that sprint and indicates how many more story points can be chipped in. No more manual checking needed by scrum master with respect to allocation and team velocity.
Though CA Agile Central has many inbuilt apps, but it also has an App-SDK that allows you to build free app extensions using JavaScript and HTML. So, as per their needs, teams can customize & build various apps & dashboards.
Dashboard is an awesome feature which allows you to select and drag panels with all kinds of graphical information about the current sprints and releases.
It offers tremendous support for scaled Agile & almost all scaling frameworks are supported specifically tuned to SAFe .
CA Agile Central includes several applications but it also integrates well with Jira, Confluence, Jenkins, Eclipse, Subversion, IBM, HP, Salesforce.com and many other products to allow users to organize projects to their specifications. So you can still use Jira at a team level & CA Agile Central at the program & portfolio level for efficient tracking & management.
The custom tags are very helpful in segregating the user stories based on the project needs. Even though it's a very small feature, it is very effective ( you will realize why specifically if you are using Jira).
CA Central Agile enables agile delivery with ease and provides comprehensive features to track time-boxes, Work In Progress items of the forecast increments.
Backlog management is hassle free since you can either drag and drop your user stories to the desired position on the backlog, or change a setting and manually enter priorities as a number.
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
User management is pretty basic and could be better. For example more filters and reports and more ability to do mass updates.
The report generator is very, very basic and is not WYSIWYG. It has limited filters to generate reports. Often a Scrum master will need to export data to Excel or a tool like Crystal Reports to get enhanced reporting capability.
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
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.
Great UI, recent refresh was terrific. Great graphs and metrics, inline editing for updates, and a multitude of views on sprint progress make for a great team collaboration experience. There is also an active community and forums so that if you do need help, it is readily 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
The screens render relatively quickly but many actions that you would expect to require a single click require multiple clicks and pop-up windows. The extra windows and clicks make the product feel ponderous.
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've had to use support only one time and my issue was eventually resolved but not because of my ticket--because others complained about the functionality taken away so they brought it back. My ticket was never answered or addressed. So I can't really say much for the support factor for Rally.
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 more or less confirmed that we are using it the way they had in mind. We were hoping for a epiphany in terms of how we could use it better.
They also want to be a go to source for agile processes and have an online resource center. It’s not that great but had a couple of nuggets. It hasn’t really helped us too much and we are not too far off from the classical interpretation of agile.
I would recommend training, in particular for organizations that multiple on-going projects. The product seems optimized for larger, more complex teams and getting proper training on how to configure, administer and use the system would be beneficial
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
Implementation of RALLY services and program satisfaction among various group,... 1) Dev Outcomes: How were our resiliencies, development, learning & practitioners “make them do the work,” but that they ask you to do it “in a way like before. 2) The Ops group: Just wish to make sure any change won't break current production envirements All the stake holders has to be on the same page
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
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
Rally and Asana have comparable features and are both valuable project management tools, but Asana's user interface is well-organized and highly intuitive. It's easy to add tasks and collaborators, edit due dates, indicate progress on tasks, close out projects, etc. However, Rally's interface is somewhat cluttered and difficult to navigate. My team ended up choosing Asana over Rally due to these concerns.
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
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
it helped organizing many of the processes management use to communicate tasks with engineers, and provided detailed charts on the speed/blockage during any iteration
with time Rally became the main tool we used to track and report tasks/defects in our projects, but frequent service outages made it very hard to continue consider as a reliable solution
too much features is good, but for engineers a few features (User Stories section, iterations, defects, and Kanban boards) are necessary and the rest is just noise
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
