ConnectWise Sell vs Kira

• 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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• UI/UX - tagging and naming feels much easier than you'd expect machine learning to feel
• Accuracy - Kira's built-in models perform well out of the box
• Assistance - Kira's support team gets back to me same day if I have a question

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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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• Inability to relabel smart fields to suit the review process means it is hard to align it to particular projects (e.g. it would be useful to relabel the "Assignment" smart field as "Is the contract assignable?")
• Not enough non-English smart fields.
• Needs the ability to resell user-trained smart fields in a marketplace.
• Output is not customizable enough.
• Built-in analysis tools are useful but a little basic.

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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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• Positive ROI: Increased comfort level of attorneys and use of tech
• Neutral ROI: It has not significantly change how we handle projects, since there still is a need for manual review
• Negative ROI: It has been cost prohibitive to scale it

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