What users are saying about
Top Rated
78 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener noreferrer'>Customer Verified: Read more.</a>
Top Rated
2609 Ratings
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

Salesforce

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener noreferrer'>Customer Verified: Read more.</a>
Top Rated
2609 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.3 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

Salesforce

I'd be likely to recommend Salesforce to anyone who has time or resources to develop the system to meet their needs - or to hire that out to another firm. Salesforce is a HUGE tool that comes as a blank slate. and not appropriate for any firm that cannot have a near full time support person or developer.
Jeff Fralick | TrustRadius Reviewer

Feature Rating Comparison

CPQ

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

Sales Force Automation

ConnectWise Sell
Salesforce
8.3
Customer data management / contact management
ConnectWise Sell
Salesforce
9.1
Workflow management
ConnectWise Sell
Salesforce
8.1
Territory management
ConnectWise Sell
Salesforce
8.1
Opportunity management
ConnectWise Sell
Salesforce
8.8
Integration with email client (e.g., Outlook or Gmail)
ConnectWise Sell
Salesforce
8.3
Contract management
ConnectWise Sell
Salesforce
8.4
Quote & order management
ConnectWise Sell
Salesforce
7.7
Interaction tracking
ConnectWise Sell
Salesforce
8.6
Channel / partner relationship management
ConnectWise Sell
Salesforce
8.0

Customer Service & Support

ConnectWise Sell
Salesforce
8.5
Case management
ConnectWise Sell
Salesforce
9.0
Call center management
ConnectWise Sell
Salesforce
8.4
Help desk management
ConnectWise Sell
Salesforce
8.3

Marketing Automation

ConnectWise Sell
Salesforce
8.2
Lead management
ConnectWise Sell
Salesforce
8.3
Email marketing
ConnectWise Sell
Salesforce
8.1

CRM Project Management

ConnectWise Sell
Salesforce
8.0
Task management
ConnectWise Sell
Salesforce
8.4
Billing and invoicing management
ConnectWise Sell
Salesforce
6.7
Reporting
ConnectWise Sell
Salesforce
8.8

CRM Reporting & Analytics

ConnectWise Sell
Salesforce
8.8
Forecasting
ConnectWise Sell
Salesforce
8.5
Pipeline visualization
ConnectWise Sell
Salesforce
8.9
Customizable reports
ConnectWise Sell
Salesforce
9.1

Customization

ConnectWise Sell
Salesforce
8.7
Custom fields
ConnectWise Sell
Salesforce
8.7
Custom objects
ConnectWise Sell
Salesforce
8.8
Scripting environment
ConnectWise Sell
Salesforce
8.3
API for custom integration
ConnectWise Sell
Salesforce
8.8

Security

ConnectWise Sell
Salesforce
8.9
Single sign-on capability
ConnectWise Sell
Salesforce
8.9
Role-based user permissions
ConnectWise Sell
Salesforce
8.9

Social CRM

ConnectWise Sell
Salesforce
8.2
Social data
ConnectWise Sell
Salesforce
8.3
Social engagement
ConnectWise Sell
Salesforce
8.1

Integrations with 3rd-party Software

ConnectWise Sell
Salesforce
8.3
Marketing automation
ConnectWise Sell
Salesforce
8.5
Compensation management
ConnectWise Sell
Salesforce
8.2

Platform

ConnectWise Sell
Salesforce
8.0
Mobile access
ConnectWise Sell
Salesforce
8.0

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

Salesforce

  • Salesforce nails the reporting suite. It's so robust and refined, that it makes my job 10 times more efficient.
  • Task and recurring meetings. I love logging in everyday and knowing exactly what I have lined up for the day, or at least an idea of it. This helps me organize my calendar.
  • Notes, emails, plugins. I love being able to take notes directly into the Account/Opportunity, and then in turn send emails directly to the client from there as well. Also, if i'm in my work email, and I email a client directly, I can then easily attach said email into my Salesforce account via one easy click.
John Hilburn | 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

Salesforce

  • Quick access to report "button(s)" on dashboard. Right now you have to go to the Reports Tab, find the report template and run it. In Sales, we look at the same reports daily, and for individual sales personnel, being able to click 1 button to get to their accounts with the through date always being updated to "today" (so it doesn't have to be selected every single day before running the report) - would be of great help.
Leslie Bradford | 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

Salesforce

Salesforce 10.0
Based on 48 answers
While it's not perfect and can be overly complicated at times, there is not another solution out there that can do what it does. To get the same functionality you would need numerous disparate tools to match the amount of functionality Salesforce has. Having it all aggregated on one platform makes the complicated parts far more bearable
John Cupoli | 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

Salesforce

Salesforce 7.5
Based on 36 answers
Salesforce is like a bucket of legos. Everyone gets the same bucket, but can build anything you want out of it. I've worked on Salesforce instances for: construction, non-profits, job training, music industries, medical insurance, medical billing, paid parking, and international medical diagnostic companies.
Kyle Dugger | TrustRadius Reviewer

Reliability and Availability

ConnectWise Sell

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 9.8
Based on 27 answers
All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years. Accordingly, I only recall our instance of Salesforce having one unscheduled, brief down time over 6 years. I can't remember for sure, but it may have been due to our Internet Service Provider (ISP) versus Salesforce itself. Also, Salesforce does it's best to keep customers in the loop:

Trust.salesforce.com is the salesforce.com community's home for real-time information on system performance and security. On this site you'll find:

Live and historical data on system performance
Up-to-the minute information on planned maintenance
Phishing, malicious software and social engineering threats
Best security practices for your organization
Information on how we safeguard your data
Rob Gottschalk | 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

Salesforce

Salesforce 9.0
Based on 18 answers
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day."
Points per Salesforce -
1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs.
2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers.
3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years.
4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed.
5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale.
6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com.
7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements.
8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training.
9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure
Rob Gottschalk | 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

Salesforce

Salesforce 6.0
Based on 32 answers
Since we do not pay for Premier Support, the agreed upon response times are still pretty good. It is a little ridiculous that you should need to pay tens of thousands of dollars for their best support options and training.
Brent Booth | TrustRadius Reviewer

In-Person Training

ConnectWise Sell

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 7.9
Based on 11 answers
All instructors are Salesforce certified. If you have done any type of customization, then it probably makes more sense to use the consulting partner who implemented your instance of Salesforce for training
Rob Gottschalk | TrustRadius Reviewer

Online Training

ConnectWise Sell

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 9.1
Based on 15 answers
The quality of Salesforce's standard online training is high, but limited by nature as to what it covers.
Here are some common online courses -
Getting Started: Navigating Salesforce
Getting Started: Using the Sales Cloud
Getting Started: Administering Salesforce
Getting Started with Reports and Dashboards
Social Media Goes to Work: Chatter
Securing your Salesforce Organization
Getting Started with Data.com
Getting Started with Force.com Pages (Visualforce)
Writing Secure Applications on Force.com
Rob Gottschalk | 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

Salesforce

Salesforce 9.4
Based on 16 answers
Executive involvement is critical. Make sure you have a good handle on the metrics you would like to ultimately manage. Work as a team to document your business requirements. Whiteboard often. Understand Salesforce's best practice capabilities.

Have a central person identified to handle all report and analysis requests (ie - don't allow multiple people to create reports; have one person create reports and distribute them to decision makers via the Salesforce dashboard or whatever form). Make sure you understand critical dates and develop the project plan accordingly
Rob Gottschalk | 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

Salesforce

Salesforce is head and shoulders above any other CRM available on the market. It integrates with Gmail and almost any other third-party tool that your company plans to use, making it the most robust and integrated tool available.
Zach Ettelman | 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

Salesforce

Salesforce 10.0
Based on 2 answers
Salesforce has the unique ability to scale to new products and offerings quickly growing with your enterprise.
Todd Duclos | TrustRadius Reviewer

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

Salesforce

  • Salesforce.com has contributed to a more efficient overall organization in particular lowering cycle times required by technology in the field and in finance.
  • Salesforce.com has played a large part in a formidable increase in our sales close rate.
  • Salesforce.com has dramatically increased our insight into our business.
Irene Chivily Von Toussaint | 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

Salesforce

General

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

Rating Summary

Likelihood to Recommend

ConnectWise Sell
6.1
Salesforce
8.5

Likelihood to Renew

ConnectWise Sell
1.0
Salesforce
10.0

Usability

ConnectWise Sell
1.0
Salesforce
7.5

Reliability and Availability

ConnectWise Sell
Salesforce
9.8

Performance

ConnectWise Sell
6.3
Salesforce
9.0

Support Rating

ConnectWise Sell
1.5
Salesforce
6.0

In-Person Training

ConnectWise Sell
Salesforce
7.9

Online Training

ConnectWise Sell
Salesforce
9.1

Implementation Rating

ConnectWise Sell
8.8
Salesforce
9.4

Scalability

ConnectWise Sell
8.2
Salesforce
10.0

Add comparison