ConnectWise Sell helps us sell more!
January 16, 2019

ConnectWise Sell helps us sell more!

Mike Markham | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with ConnectWise Sell (formerly Quosal)

ConnectWise Sell is being used by my sales team to manage all quotes and proposals that go to existing and prospective customers. Much of our business is a "buy-sell" transaction model so to have access to the latest pricing and availability from our distributors is very important. ConnectWise Sell queries all of our distributors to find the information our sales team needs to associate items to a quote at a price that works for Commenco and our customers. Additionally, all quotes that go out are accurate and have our desired branding.

Pros

  • Access to pricing and availability via ConnectWise Sell's integration with Etilize (product content network).
  • Consistency of company branding with every proposal.
  • Ability to deliver the quote/proposals electronically and know when it has been viewed, how many times, and the ability for the customer to approve it electronically. We are much more engaged than that makes us sound, however, when all that's left is the approval of the latest revision it's a very handy option.

Cons

  • Sometimes the system is slow. However, this may be due to our network access.
  • I really don't have any other issues with the system, it performs as expected/desired.
  • The consistency of quoting has reduced pricing errors to almost 0. This equates to more wins at the right price.
  • Our time to generate a quote is roughly half of what we did previously on spreadsheets.
  • The ability to know when a customer has opened your quote and then to be able to act when the information is hot/fresh has resulted in more wins.
We have previously used Excel and templates for quoting. We also have used Salesforce to generate quotes. Neither method was as clean as ConnectWise Sell and they were not geared specifically to how we work. We still use Salesforce for our main CRM and ConnectWise Sell integrates well to update opportunities and customer information. ConnectWise Sell also pulls from Salesforce when building a quote to get customer/contact information.
ConnectWise Sell is particularly suited for companies that are resellers. Access to the latest product information is critical for resellers in a buy-sell environment. Salespeople need access to the latest information and the ability to compare pricing across multiple distributors. ConnectWise Sell also looks at resources like Amazon so you can see what your buyer is comparing your pricing against.

ConnectWise CPQ Feature Ratings

8.8
Quote sharing/sending
9
Product configuration
9
Configuration options
9
Pricing rules
9
Price adjustment
9
Purchase history and open contracts
9
Guided selling/Sales portal
8
CPQ reporting & analytics
8
CPQ-CRM integration
9
Attachments to quotes
9

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