Top Rated
78 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 6.7 out of 100
188 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 7.2 out of 100

Likelihood to Recommend

ConnectWise Sell

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.
Garry Adams | TrustRadius Reviewer

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)

It is a really good solution when it comes to insights on companies where you want to place your products because it tells you all the information where you can attach the use of your solution, the only thing is that it needs more information on mid-market.
ABRAHAM PABLO | TrustRadius Reviewer

Feature Rating Comparison

CPQ

ConnectWise Sell
6.4
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
Quote sharing/sending
ConnectWise Sell
7.1
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
Product configuration
ConnectWise Sell
6.4
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
Configuration options
ConnectWise Sell
5.8
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
Pricing rules
ConnectWise Sell
6.4
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
Price adjustment
ConnectWise Sell
6.7
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
Purchase history and open contracts
ConnectWise Sell
7.0
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
Guided selling/Sales portal
ConnectWise Sell
6.1
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
CPQ reporting & analytics
ConnectWise Sell
5.4
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
CPQ-CRM integration
ConnectWise Sell
5.9
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
Attachments to quotes
ConnectWise Sell
7.0
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)

Sales Force Automation

ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.0
Customer data management / contact management
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.4
Workflow management
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.0
Territory management
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.0
Opportunity management
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.4
Integration with email client (e.g., Outlook or Gmail)
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.2
Contract management
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
7.7
Quote & order management
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.1
Interaction tracking
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.1
Channel / partner relationship management
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
6.7

Customer Service & Support

ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
10.0
Case management
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
10.0
Call center management
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
10.0
Help desk management
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
10.0

Marketing Automation

ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.5
Lead management
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
9.0
Email marketing
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.0

CRM Project Management

ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.6
Task management
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.9
Reporting
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.3

CRM Reporting & Analytics

ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.5
Forecasting
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.3
Pipeline visualization
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
7.8
Customizable reports
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
9.4

Customization

ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.3
Custom fields
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.8
Custom objects
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.8
Scripting environment
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
7.7
API for custom integration
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.0

Security

ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.7
Single sign-on capability
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
9.0
Role-based user permissions
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.4

Social CRM

ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.0
Social data
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.0
Social engagement
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.0

Integrations with 3rd-party Software

ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
9.2
Marketing automation
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.3
Compensation management
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
10.0

Platform

ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
6.5
Mobile access
ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
6.5

Pros

ConnectWise Sell

  • 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.
Abraham Ford | TrustRadius Reviewer

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)

  • Each time we've had a hurdle, we were given internal assistance to ensure we were not left alone.
  • It is easily customizable to add and subtract anything you see fit (we've added additional filters down to the zip code, state, rep's name, etc. to filter through data most effectively.
  • There is no lag in the system. If you see it there, it is tracked in real time.
Simon Vargas | TrustRadius Reviewer

Cons

ConnectWise Sell

  • 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.
David Landry | TrustRadius Reviewer

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)

  • Although not necessarily designed for it, our sales team finds it difficult to use the product for tracking demo units.
  • The mobile version of the application falls very short. Our IT department fields a lot of complaints regarding its functionality.
  • Following application upgrades - which are frequent - we often have to rebuild some of the custom screens we created.
Anonymous | TrustRadius Reviewer

Likelihood to Renew

ConnectWise Sell

ConnectWise Sell 1.0
Based on 10 answers
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
Bill McCord | TrustRadius Reviewer

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud) 7.0
Based on 26 answers
So far it is all good with BigMachines, looking for new features since Oracle acquisition has created a lot of expectations. We have outlined our limitations (out of box functionality) in our periodic customer successor advice meetings for a while, hope we get a resolution soon. Also, the BigMachines user license fee has increased a lot in the last three years.
Eugine G Amalraj | TrustRadius Reviewer

Usability

ConnectWise Sell

ConnectWise Sell 1.0
Based on 4 answers
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.
Jared Connell | TrustRadius Reviewer

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud) 4.0
Based on 6 answers
The software UI can be as complex or as simple as you need it to be (depending on the business). It does require training others on quote configuration and the order in which to build out order positions prior to configuring a quote. Once users are trained;however, it is fairly straight-forward. The UI is still more static than other new wizard/drag-and-drop models, but it get's the job done
Stephen Crane | TrustRadius Reviewer

Reliability and Availability

ConnectWise Sell

No score
No answers yet
No answers on this topic

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud) 10.0
Based on 6 answers
Other than one day two years ago and an hour or two a few times since then due to data center outages, it has been very reliable
Anonymous | TrustRadius Reviewer

Performance

ConnectWise Sell

ConnectWise Sell 6.3
Based on 5 answers
I dont think we use this tool to potential
Tabby Stoeppel | TrustRadius Reviewer

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud) 8.0
Based on 4 answers
It depends upon the day however there are so many failure points with online services, including our internet service, that this is probably closer to 9 with the latest version
Anonymous | TrustRadius Reviewer

Support Rating

ConnectWise Sell

ConnectWise Sell 1.5
Based on 6 answers
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
Matt Lehotsky | TrustRadius Reviewer

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud) 2.2
Based on 6 answers
Some specific support personal was good and fixed some problems fast using proper solutions. But when one of them went to sleep when we had critical issues and they do unreported commits to our production environment which caused issues and they were hiding it?? you can not give more than a two (maybe even that is too much). They also failed to add a feature for us which also bring the grade down.
Anonymous | TrustRadius Reviewer

In-Person Training

ConnectWise Sell

No score
No answers yet
No answers on this topic

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud) 8.0
Based on 2 answers
They have pretty good training. Our business analysts have been able to go to entry and advanced level training. They have a train the trainer model. Our business analyst attended training, then trained the rest of our staff.
Anonymous | TrustRadius Reviewer

Implementation Rating

ConnectWise Sell

ConnectWise Sell 8.8
Based on 4 answers
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.
Chris Drynan | TrustRadius Reviewer

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud) 2.0
Based on 12 answers
It was a much more technical implementation than we thought. It involved much more code.

Future releases have made and will make administering the tool easier.

EDL consulting had one good developer, but when he was moved off, they were horrible to work with.

The BMI sales team does a “BOA” or a “Business Operation Assessment” which is extremely valuable, not only for them to scope an implementation and get more reach within the organization, but it is also a documentation of business process that most organizations don’t have. It highlights inefficiencies and allows for correction during implementation.

Having a dedicated team (in-house) for implementation is key
Anonymous | TrustRadius Reviewer

Alternatives Considered

ConnectWise Sell

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.
John Trevino | TrustRadius Reviewer

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)

We debated a few different options, including a home-grown custom program, uCommerce, and just using only Oracle Commerce Cloud. Since we had already decided to use Oracle Commerce Cloud over uCommerce, the integrations available between OCC, Oracle's ERP system, and Oracle CPQ definitely seemed like the easiest option with the greatest benefits. However, the cost/benefit of Oracle CPQ was more apparent when we were ready to launch more complex configurations across all of our product groups.
Michael Weissberg | TrustRadius Reviewer

Scalability

ConnectWise Sell

ConnectWise Sell 8.2
Based on 5 answers
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.
Dawn Swagger | TrustRadius Reviewer

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)

No score
No answers yet
No answers on this topic

Return on Investment

ConnectWise Sell

  • 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.
Nadia Varallo | TrustRadius Reviewer

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)

  • As an account manager who does a lot of their own prospecting, DataFox has literally saved myself and my co-workers hours per week in prospecting. Manually finding companies and assembling lists can take a long time, but with DataFox what took hours before can now be accomplished in 15 minutes.
  • DataFox has allowed our team to reach more companies faster. Expanding our reach means more exposure, which means more demos and more closed deals.
Shane Finnegan | TrustRadius Reviewer

Screenshots

Pricing Details

ConnectWise Sell

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

ConnectWise Sell
6.1
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
7.3

Likelihood to Renew

ConnectWise Sell
1.0
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
7.0

Usability

ConnectWise Sell
1.0
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
4.0

Reliability and Availability

ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
10.0

Performance

ConnectWise Sell
6.3
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.0

Support Rating

ConnectWise Sell
1.5
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
2.2

In-Person Training

ConnectWise Sell
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.0

Implementation Rating

ConnectWise Sell
8.8
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
2.0

Scalability

ConnectWise Sell
8.2
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)

Add comparison