Black and white
Updated September 05, 2017

Black and white

Tabby Stoeppel | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with ConnectWise Sell

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.
  • Easy Flow
  • Templates
  • Status updates in the Opportunity from ConnectWise Sell
  • Integration with Ingram
  • Form builder.. it's great but I dont have time to sit and go through all of that, so we usually have to pay for an updated form.
  • Carrying the pictures of hardware, not having to re-add every time.
  • Bundles with electronic orders would really help us out.
  • Positive = Improved turnaround time on quotes
  • Positive = Professional, well designed quote that is easy for clients to read and sign off on
  • Negative = The biggest complaint I get from the sales team is the time it takes to build (even when using templates)
This is the first quoting tool we have used that I am aware of.
I think it is great when the process is followed - (opportunity management) when products are added correctly to the opp, the info carries - it works great. Trying to back track is a pain.

ConnectWise Sell Feature Ratings

Quote sharing/sending
7
Product configuration
7
Configuration options
7
Pricing rules
7
Price adjustment
8
Purchase history and open contracts
7
Guided selling/Sales portal
7
CPQ reporting & analytics
7
CPQ-CRM integration
8
Attachments to quotes
8

ConnectWise Sell Reliability

I dont think we use this tool to potential