Overall Satisfaction with ConnectWise Sell (formerly Quosal)
We use ConnectWise Sell to build, track, and deliver quotes to our clients. It also helps with confirming real-time product pricing and availability from our distributors. We can know when a customer has viewed quote, and get notified upon acceptance. It is used by both our inside and outside sales teams.
- Online quoting.
- Real-time product availability and pricing.
- Visibility into customer activity.
- Although it is integrated with managed, oftentimes the integration fails with API errors.
- Error logging is not always helpful. Oftentimes the errors are two generic to make troubleshooting worthwhile.
- The ability to see Real Time pricing allows us to be very accurate with our costing.
- Knowing when our clients have viewed their quotes allows us to be very proactive in following up with clients.
- Having your quote history at your fingertips allows easy access to previous quotes and information.
Both tools have a very common feature set. Sell is different primarily in the fact that it is online software-as-a-service based deployment, rather than a local server based deployment. That gives it a major leg up. I can use Sell from anywhere in the world easily.