ConnectWise Sell

ConnectWise Sell

Quote. Propose. Close.

4.1/5 (49 Bewertungen)

ConnectWise Sell Übersicht

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)

Preis

Beginnt ab
N/A
Preisoptionen
Kostenlose Testversion
Abonnement
Preis-Leistungs-Verhältnis

Geräte

Unternehmensgröße

K
M
G

Märkte

Australien, Kanada, Europa, Vereinigtes Königreich, Vereinigte Staaten von Amerika

Unterstützte Sprachen

Englisch

ConnectWise Sell Bewertungen

Gesamtbewertung
4.1/5
78% Positive Bewertungen
23
Ausgezeichnet
15
Sehr gut
6
Durchschnitt
4
Gering
1
Schlecht
Kevin R.
Mit Google übersetzen

It has made providing quotes easier.

Täglich für Mehr als 1 Jahr genutzt
Bewertet am 22.6.2017
Quelle der Bewertung: Capterra

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

Vorteile

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.

Nachteile

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.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

8.0/10
Kristen S.
Mit Google übersetzen

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

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 2.7.2018
Quelle der Bewertung: Capterra

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

Vorteile

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

Nachteile

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.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

6.0/10
Morgan F.
Mit Google übersetzen

Sell

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 22.8.2018
Quelle der Bewertung: Capterra

I have been using Sell for almost 3 years

Vorteile

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.

Nachteile

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.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

10.0/10
Heather F.
Mit Google übersetzen

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

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 14.6.2018
Quelle der Bewertung: Capterra

Ability to get quick approvals through online approvals.

Vorteile

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.

Nachteile

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.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

8.0/10
Scott S.
Mit Google übersetzen

Great Features and (with effort) a streamlined sales experience

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 22.6.2017
Quelle der Bewertung: Capterra

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

Vorteile

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

Nachteile

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...

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

7.0/10

ConnectWise Sell Preis

Beginnt ab
N/A
Preisoptionen
Kostenlose Testversion
Abonnement
Preis-Leistungs-Verhältnis

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 Funktionen

  • CRM-Integration
  • Echtzeit-Daten
  • Integration von Dritten

  • API
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Anpassbare Vorlagen
  • Automatische Benachrichtigungen
  • Berichterstattung und Statistik
  • Daten-Import / -Export
  • E-Mail-Integration
  • Kontakt-Datenbank
  • Kontaktmanagement
  • Lead-Erfassung
  • Leadmanagement
  • Suchfunktion
  • Verkaufsanalyse
  • Verkaufsberichterstattung
  • Verkäufe nachverfolgen
  • Werkzeuge zur Zusammenarbeit

Zusätzliche Informationen für ConnectWise Sell

Schlüssel-Features von 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

Vorteile

• 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.

GetApp Analyse

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

Was ist 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 Hauptfunktionen

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 Integrationen

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

ConnectWise Sell Preis

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

ConnectWise Sell Fazit

  • 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 Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über ConnectWise Sell.

F. Welche Preispläne bietet ConnectWise Sell an?

ConnectWise Sell bietet folgende Kostenpläne an:

Preismodell: Abonnement

Kostenlose Testversion: Verfügbar

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

F. Was sind die Hauptfunktionen von ConnectWise Sell?

ConnectWise Sell bietet die folgenden Funktionen:

  • 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

F. Wer sind die typischen Nutzer von ConnectWise Sell?

ConnectWise Sell hat die folgenden typischen Kunden:

Mittlere Unternehmen, Kleine Unternehmen

F: Welche Sprachen werden von ConnectWise Sell unterstützt?

ConnectWise Sell unterstützt die folgenden Sprachen:

Englisch

F. Welche Preispläne bietet ConnectWise Sell an?

ConnectWise Sell hat folgende Preismodelle:

Abonnement

F. Unterstützt ConnectWise Sell mobile Geräte?

Wir haben keine Informationen darüber, welche Geräte ConnectWise Sell unterstützt

F. Mit welchen anderen Applikationen integriert ConnectWise Sell?

ConnectWise Sell kann in folgende Anwendungen integriert werden:

Autotask, ConnectWise Manage, ConnectWise UK, FAT FINGER, Teamwork Projects

F. Welche Varianten der Kundenbetreuung bietet ConnectWise Sell an?

ConnectWise Sell bietet folgende Optionen für Kundensupport:

Häufig gestellte Fragen, Forum, Wissensdatenbank, Online-Support, Telefon-Support, Video-Anleitungen