Overall Satisfaction with ConnectWise Sell
As a hardware centric Value Added Reseller involved in the Hardware, Software and Services game. We needed an intelligent, Integrated quoting tool that was both sales friendly and rich in features. Quosal allows our sales team to create beautiful quotes and proposals that have the flair and style our marketing team wants, with the back end data that our management and procurement teams needs while still being easy to use.
- Custom made templates for Quotes, Proposals and profit sheets make document delivery easy.
- Live data feeds from our vendors simplify the shopping experience for our sales staff and historical pricing alerts make the pricing experience for our customers smooth and intelligent.
- The ability to mass import data directly from vendor spreadsheets helps to make complex quotes simple and quick.
- We have found that removing the eye candy helps performance on older, less capable workstations.
- We are currently looking to move our Quosal database to Micorsoft Azure cloud database to make our infrastructure more secure.
- Adoption to any tool is tough, it's important to stay on the sales team to insure they understand the real business value of a unified quoting tool.
- Quosal allows for a single presentation of our standard Terms and Conditions in a way that gives our accounting department confidence that the information is being delivered correctly and in a timely fashion. Having a unified document makes editing and distribution of Ts and Cs changes easy and efficient.
- Our marketing department feels like they have a vested interest in the proposal look and feel now. Those proposals have become an extension of our marketing materials and collateral.
- Our sales team can more efficiently and more effectively create proposals that win with less time spent creating multiple versions of the same document to satisfy our proposal, marketing and procurement needs.
Quosal is backed by the insight and financial investment of ConnectWise, (an industry leader in PSA software) with heavy hooks into the ConnectWise API set. These API hooks make the task of creating proposals simple and easy with just a few clicks to populate things like customer, name, address, sub-sites, etc. Because of ConnectWise's market reach, Quosal now has access to a much broader set of data for shaping and developing their product.
Using ConnectWise Sell
ConnectWise Sell Implementation
ConnectWise Sell Support
Pros | Cons |
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Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
Yes - Complex product with lots of hooks into our PSA tool.