ConnectWise Sell, the real Sell
June 29, 2017
ConnectWise Sell, the real Sell
Score 6 out of 10
Vetted Review
Verified User
Overall Satisfaction with ConnectWise Sell
We are an MSP and use ConnectWise to track tickets across the clients that we directly support. We have integrated the ConnectWise API to a number of event-driven products, like our backup and recovery reports and network sensors. We also use ConnectWise on the sales and marketing side to track opportunities, close deals, and complete leads. On the finance side, we use ConnectWise to post purchase orders and invoicing. This was primarily talking about ConnectWise manage, for Connectwise Sell we use it to do 99 percent of our quotes with the program. We use connectwise sell to create opportunities and pull it back into connectwise manage. We solve the problem of getting out quotes quickly and accurately.
- The strengths of ConnectWise has to be with its integration to the ConnectWise manage CRM, this allows us to create a quote and win it in minutes.
- We like the fact that we can have one of our distributors create a quote, and as a reseller we can pull that quote into ConnectWise Sell with just the quote number.
- The ability for ConnectWise sell to be sent directly to clients if the OrderPorter feature is activated saves our account reps time and is a custom letter and landing page our customers can access.
- The ConnectWise Platform has its idiosyncrasies, the process of winning quotes is a struggle since most times we have to win the quote from the ConnectWise Manage and it goes unwon in ConnectWise Sell.
- The PowerBI integration is really helpful when you only have a few different vendors, but the tool gets overwhelmed when you have 10 or more different companies you buy from. We have also seen that you have to keep your Data clean or what you will be looking see in PowerBI is completely wrong.
- The reporting in ConnectWise is powerful but complex. We at Lockstep use a ton of different reporting tools, but do not enjoy the reporting that ConnectWise does. It is bulky and hard to navagate.
- We use a tiered sales commission and finance has brought to our attention that this is something that ConnectWise can not handle.
- Previously we were using spreadsheets to create the quotes, and turn around time could be up to two days for a quote. We have completely killed that in our organization, now time to quote is one hour to three hours.
- We currently have 7 licenses and we feel like the licensing model should be different for those who quote vs. the sales reps who are just receiving the quotes from inside sales. Be careful on how many licenses you get.
- We see a huge impact in our database of products, we are tracking more than we ever have before and it makes it easy for us to make sure we have the correct data in ConnectWise on what we are selling the most of and from whom.