ConnectWise Sell accelerates our sales cycle
September 25, 2018
ConnectWise Sell accelerates our sales cycle
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with ConnectWise Sell (formerly Quosal)
We use ConnectWise Sell to send proposals to prospects and clients. The primary reason that we selected ConnectWise Sell is that it allows us to quickly send out complex, standard proposals to clients. Our sales team uses it to close deals more quickly, beat our competition in getting proposals out, and have a verifiable paper trail of approvals.
- The quote/proposal templates make it incredibly easy to always include the important information a client is looking for.
- The approval process, and the ability to accept payment right from the approval page, makes it easy to ensure that a client is ready to move forward.
- The ability to include videos and other media in the proposal helps set us apart from a standard proposal or quote.
- Customizing the templates can be cumbersome, especially for the more complex templates.
- Providing multiple term options can be a little confusing for the client and for ourselves when we are attempting to make sure those work.
- ConnectWise Sell is a bit inconsistent when pulling pricing and availability information from distributors.
- We have found our average quote to approval time go from 4 business days with a new prospect to 1 business day since we've implemented ConnectWise Sell.
- Quoting is much less stressful, even for complex proposals. Short quotes are done in about 3-4 minutes, and a complex quote is, at most, 30 minutes.
- We have closed a record number of projects and other new business in the 6+ months that we've been using ConnectWise Sell.
We did not evaluate any other solutions, except to compare it against our current QuickBooks estimate and Word document proposal method.