ConnectWise Sell

ConnectWise Sell

Quote. Propose. Close.

4.2/5 (47 avis)

ConnectWise Sell - Présentation

ConnectWise Sell offers IT solution providers of all sizes a cloud-based quoting solution that enables the quote-to-cash process to run smoothly. Key features help technology businesses quickly generate quotes, follow up on them, and turn them into revenue with ease. Tight integrations with leading CRMs like NetSuite, Salesforce, and ConnectWise Manage provide end-to-end visibility into the sales pipeline from quote and proposal creation to ordering, fulfillment, and billing.

ConnectWise was named a Niche Player in the 2018 Gartner Magic Quadrant for Configure, Price, Quote Application Suites. Ninety percent of reference customers for ConnectWise said they would recommend its product without qualification. ConnectWise achieved the highest rating for technical support of any of the vendors in this report. The full report can be accessed here. (https://info.connectwise.com/corporate/announcements/gartner-magic-quadrant)

Prix

À partir de
N/A
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Australie, Canada, Europe, Royaume-Uni, États-Unis

Langues

anglais

ConnectWise Sell - Avis

Note globale
4.2/5
81% d'avis positifs
23
Excellent
15
Très bien
4
Moyen
4
Médiocre
1
Horrible
Traduire avec Google Translate

It has made providing quotes easier.

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 22/06/2017
Provenance de l'avis : Capterra

Speed of quotes on a very complex product of WIFI networks for hotels based on construction types and brand standards for acceptable WIFI.

Avantages

I like how customers can sign and pay online. However, the signing process is confusing for customers on the steps of what to fill next so the transaction is successful. I sometimes have to guide the customer, because there are no clear Step 1, Step 2, etc., guides.

Inconvénients

I hate the process to make and use template messaging for my quotes. I want a real library of click-easy template messaging I can select after I publish the quote. Also, I find it soooooo frustrating to have an error in Quosal, but will not tell the cause!!! For example, our ConnectWise Admin selected some products to make inactive. The unit sold was the same but the parts to build it where changing. It would have been nice to have Quosal tell us why the mysterious error. This wasted a lot of valuable time.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

8.0/10
Traduire avec Google Translate

It's ebbed and flowed.. the things that work are great, the things that don't, well, aren't.

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 02/07/2018
Provenance de l'avis : Capterra

The Dell import tool is probably my favorite (when it works - it's spotty). That's definitely been a time saver.

Avantages

Presentation. We get comments all the time about how great our quotes look. Definitely an improvement from our last quoting tool.

Inconvénients

It's not very user friendly, not very intuitive, it's hard to import pricing catalogs (mostly because it's hard to get that information from vendors who don't have the integration), the user restrictions aren't what I think they should be, there are a lot of things we should be able to customize on our own that we can't (so we incur extra costs), etc.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

6.0/10
Traduire avec Google Translate

Sell

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 22/08/2018
Provenance de l'avis : Capterra

I have been using Sell for almost 3 years

Avantages

It is web-based so you can use it wherever you are at. The design is intuitive and easy to learn, yet complex enough to do very customizable things. It integrates with leasing providers (e.g. Great America) so you can include leasing options. You can create a quote template for common items quote out, this saves A LOT of time! I love this feature.

Inconvénients

I could never get a Dell quote to import. It might be a training issue, but it would save a lot more time if this feature worked better.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Traduire avec Google Translate

Overall, this works well for us. We've had this in place for about 3-4 years now.

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 14/06/2018
Provenance de l'avis : Capterra

Ability to get quick approvals through online approvals.

Avantages

I like the etilize feature to pull in product and descriptions from distributors, as well as the quote format and the ability to approve online.

Inconvénients

It seems like I get a lot of random glitches, where the page needs to reload or I get errors, etc. Also, there seems to be a lot of steps/boxes to make sure that are set properly. This can be confusing and frustrating to a user that is new to the software. Sometimes I also have issues with customer comments showing up, etc.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

8.0/10
Traduire avec Google Translate

Great Features and (with effort) a streamlined sales experience

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 22/06/2017
Provenance de l'avis : Capterra

Streamlined Sales Process, better knowledge of client interest. 24 hour sales approval process. Automation.

Avantages

The Web-based solution enables us to quote from anywhere, and collaborate more easily than a filesystem based solution.

Inconvénients

Marketing for ConnectWiseSell... I wish we could simply have a masked URL so that we could send out sell.ourdomainname.com for quotes. I don't need or want competitors and clients to see which quoting package I use. Customizing reports / forms / layouts requires a PhD and or an hourly engagement with Quosal / Sell...

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

7.0/10

ConnectWise Sell - Prix

À partir de
N/A
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

ConnectWise Sell pricing is based on your company’s needs. Contact us at sales@connectwise.com or call 800-671-6898 for more information.

ConnectWise Sell - Fonctionnalités

  • Données en temps réel
  • Intégration CRM
  • Intégration de tiers

  • API
  • Analyse des ventes
  • Base de données de contacts
  • Fonctionnalité de recherche
  • Gestion des leads
  • Importation et exportation de données
  • Intégration des e-mails
  • Modèles personnalisables
  • Monitoring
  • Notifications automatiques
  • Outils de collaboration
  • Rapports et statistiques
  • Rapports sur les ventes
  • Saisie de leads
  • Suivi des activités
  • Suivi des ventes
  • Tableau de bord d'activités

Plus d'informations sur ConnectWise Sell

ConnectWise Sell - Principales fonctionnalités

  • Built-in e-signature- not a costly add-on!
  • Built-in gamification
  • Cloud-based solution so you can quote from anywhere
  • Guided selling allows your reps to walk through a process
  • Integration to Etilize, distributors, Dell, and more
  • Integration to your CRM system
  • Manage all won quotes and opportunities
  • Option for customers to upsell themselves
  • Real-time business intelligence to allow for full visibility
  • Real-time pricing and availability to top tech distributors
  • Video library

Avantages

• Save time creating IT quotes and proposals through automation
• Create visually appealing and presentable quotes that promote your brand
• Build and unify a consistent sales structure
• Easily import bill of material and deal registration documents
• Access real-time pricing and availability from major distributors
• Keep your sales information in sync with integrations to CRM platforms such as Salesforce, Microsoft Dynamics, Autotask, and of course, ConnectWise Manage!

Additionally, with ConnectWise Sell's online, interactive quote delivery system, clients can customize their order and accept their quote with built-in e-signature capabilities.

Analyse de GetApp

A market-leading innovator in quote and proposal automation, Quosal was designed to meet the needs of fast-paced technology firms. The web-based application streamlines the way sales teams quote prices to their clients, with mobile tools that can be used to collect signatures and payments on any device in real-time. It also offers full transparency through the entire sales quoting process and reduces the average length of sales cycles.

Sales professionals who use Quosal are able to generate accurate, attractive quotes and proposals using up-to-the-minute pricing information and product specifications. Its top features include online quote presentation, sales workflow automation, professional proposal generation, B2B reorders and configurations, catalog services, and quote to order workflows.

Order Porter™ Quote

Description du logiciel ConnectWise Sell

Quosal is a web-based quote and proposal automation platform created for businesses in the technology industry. In addition to enabling salespeople to quickly generate accurate quotes and proposals for clients on their desktop computers and mobile devices, Quosal allows its users to modify quotes in real time and execute documents with legally-binding digital signatures.

Companies can benefit from decreased quoting backlogs and shorter sales cycles and sales managers maintain complete visibility into the quoting process with the ability to identify key events in the workflow sequence. Automated notifications indicate when quote demands have been detected from demand sources (such as integrated CRM or opportunity management systems). Meanwhile, SuccessList™ events are made visible to users, and all quote-related events are streamed to sales reps and grouped, sorted, or filtered based on relevance. Advanced features such as e-signatures and payments are built-in to Quosal with no costly add-ons.

As the quoting solution of the ConnectWise Business Suite, Quosal helps technology solution providers sell more and sell faster. When utilizing ConnectWise as a business management platform, and Quosal for quotes and proposals, you are able to generate quotes in minutes, while gaining full visibility into the sales pipeline, and avoiding double data entry. All of these time savings can get sales reps back to what they do best, selling.

ConnectWise Sell - Principales fonctionnalités

Sending Quotes

Using Quosal’s patented Order Porter™, sales teams are able to quickly and accurately generate quotes and proposals to send to clients. Rather than emailing their clients template PDF documents, salespeople who use Quosal can send interactive online experiences. Customers who receive quotes can view personalized video content, and approve their orders right away.

Each time you create a new quote in Quosal, the web-based system generates a unique URL that you can send to your client. When the client clicks on the URL, he or she will immediately see an interactive quote with a personalized video. To accept this proposal, the client just needs to e-sign the document from within Quosal.

Order Porter™ Quotes

Workflow Automation

Rather than focusing too heavily on opportunity management, Quosal’s workflow automation module identifies “key events” and the optimal time frames for content delivery. Essentially, the platform builds a project roadmap using integrated data. This roadmap is called a SuccessList™.

Quosal automates as much as possible to relieve pressure on your sales team members. The platform even automates back-end record keeping. Each sale that your team wins or loses is added to the system and leveraged by SuccessList™. Your SuccessList™ status is communicated through the sales management dashboard.

Workflow Automation

Real-Time Distributor Pricing

When product pricing is changing by the minute, sales teams often have difficulty transmitting accurate quotes and proposals to their clients. Quosal offers a solution, with real-time distributor pricing using data feeds, along with downloadable price files and spreadsheets.

Upload your company pricing information, and Quosal will integrate the data sources into your sales process. (Its Product Buffet system allows you to integrate using standard data formats.) Rather than hunting for the most recent pricing on your website before generating each quote, you can rely on the app to automate the process and keep pricing data fresh. It is capable of mapping any number of price files, lists, and schedules.

Real-Time Distributor Pricing

E-Signatures

One of the ways that Quosal has been able to improve the customer purchasing experience—and also show a positive impact on users’ sales—is by offering built-in e-signature capabilities. Clients who receive interactive quotes and proposals are able to execute those documents using binding digital signatures. Collecting those signatures requires zero effort on the salesperson’s part.

Using the Quosal mobile platform interface, your sales team is able to collect not just e-signatures, but also payments from clients when they’re outside the office. When you fill out the configuration information, just set up the “Use E-Signature” setting to enable digital signatures.

E-Signatures

ConnectWise Sell - Intégrations

Quosal integrates with a number of third-party business applications, including Autotask, ConnectWise, Microsoft Dynamics, NetSuite, Quickbooks, and Salesforce.com.

ConnectWise Sell - Prix

Small and mid-size technology vendors that are interested in using Quosal should contact the company directly for custom pricing information.

ConnectWise Sell - Résumé

  • Accurately generate quotes online
  • Automate most sales workflow processes
  • Execute quotes using digital signatures
  • Simplify product catalog management
  • Eliminate data re-entry with CRM integration

ConnectWise Sell - FAQ

Voici quelques-unes des questions fréquentes sur ConnectWise Sell.

Q. Quels sont les types de licence disponibles pour ConnectWise Sell ?

Types de licences disponibles pour ConnectWise Sell :

Type de licence: Abonnement

version d'essai gratuite: Disponible

ConnectWise Sell pricing is based on your company’s needs. Contact us at sales@connectwise.com or call 800-671-6898 for more information.

Q. Quelles sont les principales fonctionnalités du logiciel ConnectWise Sell ?

Fonctionnalités du logiciel ConnectWise Sell :

  • Built-in e-signature- not a costly add-on!
  • Built-in gamification
  • Cloud-based solution so you can quote from anywhere
  • Guided selling allows your reps to walk through a process
  • Integration to Etilize, distributors, Dell, and more
  • Integration to your CRM system
  • Manage all won quotes and opportunities
  • Option for customers to upsell themselves
  • Real-time business intelligence to allow for full visibility
  • Real-time pricing and availability to top tech distributors
  • Video library

Q. Qui utilise ConnectWise Sell ?

Utilisateurs habituels du logiciel ConnectWise Sell :

Entreprises de taille moyenne, PME

Q. Dans quelles langues ConnectWise Sell est-il disponible ?

Langues dans lesquelles ConnectWise Sell est disponible :

anglais

Q. Quels sont les types de licence disponibles pour ConnectWise Sell ?

Types de licences disponibles pour ConnectWise Sell:

Abonnement

Q. ConnectWise Sell prend-il en charge les appareils mobiles ?

Nous n'avons pas d'informations sur les appareils pris en charge par ConnectWise Sell.

Q. Avec quelles applications ConnectWise Sell peut-il s'intégrer ?

Applications s'intégrant à ConnectWise Sell :

Autotask, ConnectWise Manage, ConnectWise UK, Teamwork Projects

Q. Quelles sont les ressources d'aide disponibles pour ConnectWise Sell ?

Ressources d'aide disponibles pour ConnectWise Sell :

FAQ, Forum, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo