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ConnectWise CPQ
Was ist ConnectWise CPQ?
ConnectWise Sell bietet IT-Lösungsanbietern aller Größen eine cloudbasierte Angebotslösung, mit der der Prozess vom Angebot zum abgeschlossenen Deal reibungslos abläuft. Wichtige Funktionen unterstützen Technologieunternehmen, schnell Angebote zu erstellen, sie nachzuverfolgen und sie einfach in Einnahmen umzuwandeln. Enge Integrationen mit führenden CRMs wie NetSuite, Salesforce und ConnectWise Manage bieten End-to-End-Einblicke in die Vertriebspipeline von der Angebots- und Angebotserstellung bis hin zur Bestellung, Erfüllung und Abrechnung.
Wer verwendet ConnectWise CPQ?
ConnectWise Sell ist eine cloudbasierte Angebotslösung für IT-Lösungsanbieter, einschließlich Managed-Services-Anbieter, AV-Fachkräfte, Value Added Reseller und mehr.
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ConnectWise CPQ
Bewertungen über ConnectWise CPQ

Setup and Training is Key
Kommentare: I've been using and consulting on CPQ for over 5 years and I have found that the setup and training is key
Vorteile:
Big program and very customizable. A ton of options to make a quote look great and make it easy for your sales reps to create the quotes
Nachteile:
Can have a learning curve due to the amount of features but easily learned
In Betracht gezogene Alternativen:
The best CPQ I've ever used
Kommentare: I was lucky enough to attend a ConnectWise Sell boot camp many years ago and I learned so much at that event. You can really automate so much of your quoting process.
Vorteile:
I love how customizable and flexible it is. It has a ton of functionality and it's very powerful if you know how to use it.
Nachteile:
It can be complex and overwhelming to configure. There are a ton of fields hidden by default. You definitely need a consultant to help implement.
Good Quote/Proposal Tool for Small -Medium Business
Kommentare: Overall, I feel ConnectWise CPQ is a good tool for small-medium sized companies. The document storage helps with organization, the templates are minimal, the professionalism in the proposal design is really nice but this is not a tool for highly technical quotes/proposals.
Vorteile:
The document management was really helpful. I could always find what I was looking for quickly. I also liked the professionalism in the design of the proposals.
Nachteile:
The quoting/proposal creation really did not work well for our company. We had a hard time using the templates and needed customization all the time.

Easy to use and it creates beautiful quotes
Kommentare: Sell saved me so much time in my Quoting and purchasing processes. The productivity gain paid for the cost difference between Sell and our old solution.
Vorteile:
It creates beautiful quotes that look so professional.
Nachteile:
I don't need support very often but when I do it is not great.
Awesome tool!
Kommentare: I enjoy this platform and was able to get a lot out of it.
Vorteile:
This platform helped streamline all our needs into one.
Nachteile:
This platform was a little higher in cost.

Sell
Kommentare: 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.

Building Quotes made not so simple
Kommentare: It works fairly well for what it is supposed to accomplish.
Vorteile:
With CWSell formerly Quosal , you have templates to choose from when formatting your quotes, this make building simple quotes easy.
Nachteile:
Complex quotes with complex pricing structures needing complex visual display is nearly impossible and extremely time consuming. I had to call another company who was a code specialist who had an integration with our instance to help me fix a issue. Customer server for CW Sell is tier 1 only - If you want to make any basic changes to the function you have to pay extra. For reference , the issue took 5 min for the person whom didnt work for CW to fix. CW wanted to charge us to fix it.

Leader in the industry. Connectwise Sell has all the features you need for MSP Sales.
Kommentare:
Connectwise Sell allows us to build and manage quotes online without having to be in the office.
It has all the same realtime features as the other major player in the market (Quotewerks) and with tight integration into the Connectwise ecosystem it's a no-brainer for existing Connectwise customers.
Vorteile:
Tight integration with Connectwise and Real-time lookups for pricing and product availability make Connectwise Sell very powerful. The entire platform is web-based so you can access it from anywhere making the quoting process seamless and easy no matter where you're working from. It's just as effective from Starbucks as it is from your office.
Nachteile:
The UI is a bit outdated. Some of the features are a little hidden in the UI and unless you know where they are at it can take some getting used to. Currently there is a problem with back-end connectivity resetting causing you to lose your work. Be sure to save often because it happens several times throughout the day and can get very frustrating.

Well rounded
Vorteile:
We use sell for all our quotes and proposals.
Nachteile:
I feel that some of their enhancements have made the product more complicated than it needs to be.

Clunky at best - hidden hard to get out of contract
Kommentare: When it matters most ConnectWise will put their profits above the customer. We used ConnectWise Sell for over 2 years, and after deciding to switch to another product, we found they had an auto renew clause hidden in a link on the agreement without our knowledge. When asking finance to help, they basically said kick rocks, so we are now stuck with this until contract expires.
Vorteile:
Feature rich, does a lot of things good, but does nothing great.
Nachteile:
Very clunky and slow, when you want to bust out a simple quote it takes a long time. Hard to train sales people
A lot to learn
Kommentare: ConnectWise Sell is a great tool as we live, eat, and Breath ConnectWise. If it's not in ConnectWise is hasn't happened is still very alive at TriTech, so we need ConnectWise Sell so the data is all in one place, it make us look smarter than we sometimes are.
Vorteile:
ConnectWise Sell is a powerful tool and with that power comes the need to know how to operate it. I would like to see more training and even training the trainer so my entire staff can not only learn the power ConnectWise Sell bring to the table, but to have the continuous training they need and a easy tool for training new staff as they come into the admin or sales team.
Nachteile:
Same as the Pros: Overall ConnectWise Sell is a powerful tool, so there is a lot to learn and stay on top of, we don't do this very well because everyone is busy so some method of training, both initial and ongoing would be helpful, and not that you don't, but could it be easier?
Connectwise Sell
Kommentare: Overall I like the product but it has a few quirks and I feel that some basic functionality is lacking.
Vorteile:
Its easy to create a quote and requote a product to a client. Basic quotes can be generated in minutes and you can customise it quite well.
Nachteile:
Sell gets photos of products from Etilise and not all products are available. When you add a custom product the photo is not automatically added to the product and when asking for basic features it always seems to be add a note to the forum as a new request and we will try to add it later. There are times when it just refuses to work and I have to open an incognito browser in Chrome or another browser to access the software
ConnectWise Sell (formerly Quosal)
Vorteile:
My favorite thing about Sell is its robust integration with Manage. There are also many easy-to-use features that make calculating margins very clear.
Nachteile:
The rich text editor is incredibly problematic. But you can edit text in an HTML editor that's much less wonky. However, it requires knowledge of HTML and/or searching for HTML training every time you make a quote.
Sell has plenty of potential and could be great
Kommentare: Overall Sell has been a good tool, the integration to Manage works well, with some limitations. Support is generally helpful and effective in solving issues. The biggest return on the investment has been in improving consistency and efficiency in quoting.
Vorteile:
The integration with Connectwise Manage as well as the user friendly web portal for clients are the some of the best features of Sell. The fact that we can pull from our product catalog, feed opportunities etc and give the clients ability to do completely paperless approvals has improved our efficiency.
Nachteile:
There are still some nuances with the Connectwise Manage integration that make some things more difficult, such as how it handles the various description fields for the products. Another feature that would be helpful is a middle-tier review/approval feature for engineering staff without requiring a fully licensed seat to access the application.
Better Options - Avoid
Kommentare: Just like another reviewer i had to purchase $1200 worth of training along with a $200 monthly payment. Essentially i paid $400 a month for the first year. The trainers were friendly but the training was confusing. After the training your on your own, i had and still do have many problems but i have pretty much given up on this product. There are much better options out there. I would recommend avoiding this product unless you have a dedicated development team that can help you customize it and repair it when it breaks.
Vorteile:
Finished product looks nice. Ability to integrate credit cards into a quote.
Nachteile:
Tech support after the training is horrible, seconds to get a auto response and days to get a human being to talk to you. Every time i did get someone to talk to me they acted like they were doing me a favor, then after a few calls i was told i needed to purchase more training to help me with me product needs which were VERY basic. Im still using Quosal and doubt ill be able to get any money back but the whole operation in my opinion is sloppy, my credit card processing has not worked in months and there is NO PHONE NUMBER to call these people for support. You must open a ticket up and talk them into calling you which is a huge pain. If im paying 200+ a month for something i should be able to pick up the phone and get some support. I feel ripped off and would highly recommend avoiding this company due to bad service after the sale.
Great system with a lot of features
Vorteile:
We use ConnectWise to integrate with our NetSuite business system. The system allows us to add important information to our quotations and give them an extremely professional look than we would get with our business system.
Nachteile:
The only thing I did not like was that there are updates made to the product and we aren't always notified of the changes.
In Betracht gezogene Alternativen:
ConnectWise Sell
Kommentare: Hard to get resolutions to multiple issues resolved with support team. End result is we'd be quoted for support and have to do regular work arounds because of issues.
Vorteile:
Quotes were easy to get approved by our clients.
Nachteile:
Our system never worked correctly, I assume that's because the integration was never setup properly. When asked to review with support we were told we'd be charged to redo it.
ConnectWise Sell (Formerly Quosal)
Vorteile:
Tool makes really good looking quotes quickly. Customer sign off feature is really handy and importing directly into our PSA tool speeds things up.
Nachteile:
It's hard to customize templates and support isn't super helpful. They are definitely interested in selling you time to customize it though.
Once I got over the high learning curve, I found a product in SELL that has transformed our business
Vorteile:
I really enjoy how it integrates well with ConnectWise Manage on a mostly one-to-one basis. Opportunities in Manage can be converted directly to quotes, retaining all the most relevant customer data and information!
Nachteile:
You wouldn't think so just by glancing at it but the learning curve is steep and it really puts off a lot of our employees at first when they initially gain access to the program.
It has made providing quotes easier.
Kommentare: 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.
Quality tool for quoting
Vorteile:
I've been using CW Sell for 4+ years and have had a good experience overall. Using this with CW Manage and integrations has made it easier than ever to create quotes and send to clients.
Nachteile:
Some occasional slowness when working in quotes/adding products.
I think the system is not integrated well with Connectwise.
Vorteile:
Online signature signature is a great feature. We also use templates often. The ability to create a package on the fly is also beneficial
Nachteile:
The integration to connectwise. too many steps and the training is not set up very well. The product screens are vague they do not mirror the connectwise product screens. Which can make it difficult to work with. In addition there is no clear answer on how parts are created within CW or Sell and how those work between the system. The admin functionalities are very weak. It is an all or non scenario. If you don't have admin rights you cannot perform many of the day to day tasks. In addition the reporting is awful. What sale program can show you a report for how many sales were won in a month, week, day...its very frustrating. and as for the sales competition piece. It needs more work.
Sell, sell, sell
Vorteile:
We used to host in country and have since moved to their hosted version on Azure. We have multiple templates that we've customized, dependent on service and partner we use. Tracking is very easy and we can get accurate reporting, if used correctly by the end users. With the clients not having to print any documents, the sales cycle is also closed a lot quicker. The integration is great with ConnecWise Manage
Nachteile:
Initial setup is quite difficult, especially with customization. End user input is critical for accurate reporting. Not good as a stand alone option, so quite pricey when taking the complete ConnectWise package.

Sell saves so much time!
Vorteile:
TIme saved, ease of use, and professional looking quote that are consistant.
Nachteile:
Take a while to come up to speed, also take time to get your inventory items to where they need to be for quotes. Once this is done, you of off to the races.
It's ebbed and flowed.. the things that work are great, the things that don't, well, aren't.
Kommentare: 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.