CPQ Software - Reviews

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Reviews (76-100 of 235)

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March 16, 2018

CPQ

Score 9 out of 10
Vetted Review
Verified User
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CPQ is being used throughout the North America sales organization. It was implemented about a year or so ago. We love it.

Paul Mills profile photo
Score 8 out of 10
Vetted Review
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We use NetSuite for our whole database, keeping track of customers, contacts, products sold, orders placed, finances for customers. If the data in NetSuite is incorrect, it causes issues in the whole order process. It is a great central tool to house all our customer data when NetSuite goes down,...

Ian Mothersill profile photo
Score 10 out of 10
Vetted Review
Verified User
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QuoteWerks is our quoting tool, it feeds opportunity information into our CRM/ERP which is ConnectWise. It is used by anyone who creates or manages quotes. It solves the business problems of creating accurate quotes quickly, and managing the history of the quotes. QuoteWerks uses templates that c...

Jared Connell profile photo
Score 10 out of 10
Vetted Review
Verified User
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If you are producing sales quotes, this software is for you. It will help you create professional quotes with ease, automates your process, and reduces the errors associated with manually data entry.

Abraham Ford profile photo
Score 7 out of 10
Vetted Review
Verified User
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ConnectWise Sell is great for Managed Service Providers and smaller IT shops who primarily do computer repairs and maintenance. The tool is generally good at everything it does, but I would not recommend using it for a company that sells IT equipment as its primary business. Quotes take a relativ...

Eric Wakkuri profile photo
Score 10 out of 10
Vetted Review
Verified User
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Our sales department utilizes QuoteWerks every day to create professional quotes for our customers. QuoteWerks has allowed us to decrease the time it takes to create quotes along with creating easy to understand quotes for the customer.

Jennifer Shannon profile photo
December 20, 2017

Quoting with QuoteWerks

Score 9 out of 10
Vetted Review
Verified User
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We are currently using QuoteWerks for sales. QuoteWerks allows us to quote our customers, get real-time availability and pricing, and collaborate with each other during the quoting process. QuoteWerks also allows us to connect with our contact management database to quickly access our client info...

Simon Whight profile photo
Score 8 out of 10
Vetted Review
Verified User
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Salesforce CPQ is providing a missing piece in the Sales process, allowing the sale of complicated multi-product offerings and allowing the capability of cross sell between business functions.

Steven Thom profile photo
Score 10 out of 10
Vetted Review
Verified User
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Anyone selling IT resources should be using this. If you are quoting from Autotask, QuickBooks or Excel/Word, stop it and get QuoteWerks!

Peter Heinicke profile photo
Score 8 out of 10
Vetted Review
Verified User
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We use QuoteWerks to generate quotes of systems, service, projects, and recurring service for our business. It is very useful to quickly generate a quote and send an email which is "click to accept" and therefore a legal contract. We also use it to collect payments and to figure out which distrib...

Kevin Simms profile photo
Score 6 out of 10
Vetted Review
Verified User
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We use NetSuite mainly for managing and reporting on leads, prospects and customers through the lifecycle. Integrated with marketing automation it is the record of truth for our inbound/outbound marketing activities. Also use it for purchase orders and sales transactions as well as pipeline track...

Jack Pennuto profile photo
Score 8 out of 10
Vetted Review
Verified User
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We implemented SteelBrick in order to more productively and consistently quote our standard machinery and the common configurations that are available for those machines. Using SteelBrick enabled us to streamline the number of inside sales personnel tasked with creating proposals for customers.

Alejandro A. Cabral profile photo
December 05, 2017

Quite good

Score 8 out of 10
Vetted Review
Verified User
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Apttus's CPQ is a simple yet powerful quoting solution tool for sales. Most of the times, finding a solution that is easy to use for sales reps and sales managers means spending a lot of time reviewing processes, training and such. Apptus's CPQ is quite straightforward and once it's set up it pro...

Bill McCord profile photo
Score 10 out of 10
Vetted Review
Verified User
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Quosal is backed by...financial investment of ConnectWise, (an industry leader in PSA software) with heavy hooks into the ConnectWise API set. These API hooks make the task of creating proposals simple and easy with just a few clicks to populate things like customer, name, address, sub-sites, etc.

Jason Parpart profile photo
Score 9 out of 10
Vetted Review
Verified User
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I believe Oracle CPQ Cloud would be a useful tool for any company that quotes and sells a product or service. The flexibility and power of the system are such that it can handle any magnitude of users, quote size, or business rule complexity. Unless the business is very straightforward and quote ...

David Landry profile photo
Score 9 out of 10
Vetted Review
Verified User
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ConnectWise Sell provides us the metrics and reporting we didn't have using a manual quoting process. Our close rate has increased 80%, and our sales team sees the results in real time. The integration into ConnectWise Manage has made it easy for our sales opportunities to be generated into order...

Ronald Deeds profile photo
Score 10 out of 10
Vetted Review
Verified User
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We were former users of Quosal. ConnectWise purchased Quosal and has since rebranded it ConnectWise Sell. Our company used ConnectWise Sell to create sales quotes and then integrate them into ConnectWise Manage for tracking and processing. … ConnectWise Sell is primarily used in relation t...

Gary Sheppard profile photo
Score 9 out of 10
Vetted Review
Verified User
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Productivity has been improved with Oracle CPQ because it's faster for sales to create a good, accurate, and visually appealing quote and also quicker to modify a quote once everyone was familiar with the tool. There were some growing pains but now, sales would never revert to using spreadsheets ...

Kevin Rountree profile photo
Score 9 out of 10
Vetted Review
Verified User
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Of all the quoting systems I have used, ConnectWise Sell is my favorite. It is a powerful tool for saving time and organization, but you have to put in the time to learn the basic admin features, and then invest your time in well made templates that you will later thank yourself for making.

Tabby Stoeppel profile photo
September 05, 2017

Black and white

Score 8 out of 10
Vetted Review
Verified User
Review Source

We use ConnectWise Sell for all quoting purchasing and now, electronic orders. ConnectWise Sell is a very intricate part of our opportunity management process. We are soon to be implementing Success List to encourage AND hold our sales team accountable.

Chris Drynan profile photo
August 31, 2017

5 Stars

Score 10 out of 10
Vetted Review
Verified User
Review Source

We use Quosal as our primary quoting and request for proposal (RFP) tool. We have a deep integration with Salesforce so our uses have a single view into quoting, metrics, and pipeline. This also allows for our engineers and project managers a simple way to view project details, BOM's and overal...

Kelly Ferriter profile photo
August 16, 2017

I love EOS

Score 6 out of 10
Vetted Review
Verified User
Review Source

We are logging in patient data for all of our patients and it is framing how are appointments are drawn own. We do diet recalls, medical history, height, weight, hgb, intake of breast milk or formula for infants and then the screens are a bit different for older children and we look at how many s...

Dawn Swagger profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source

ConnectWise Sell is currently being utilized to provide proposals for network upgrade projects, equipment purchases, managed services and more. On the whole, we were using an unpolished quoting system prior to purchasing ConnectWise Sell. That system did not provide tracking or statistics for quo...

Philip Chowaniec profile photo
Score 8 out of 10
Vetted Review
Verified User
Review Source

We had the basic quoting functionality within Salesforce but were quickly outgrowing that as our deals grew in size, structure and complexity. The primary competitor we evaluated against Valooto was SteelBrick and we chose Valooto due to the promised faster implementation, lower cost and it being...