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.
Pros
It creates beautiful quotes that look so professional.
Cons
I don't need support very often but when I do it is not great.
Rating breakdown
Likelihood to recommend: 8/10
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.
Pros
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.
Cons
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?
Rating breakdown
Likelihood to recommend: 7/10
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.
Pros
Finished product looks nice. Ability to integrate credit cards into a quote.
Cons
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.
Rating breakdown
Likelihood to recommend: 0/10
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.
Pros
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.
Cons
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.
Rating breakdown
Likelihood to recommend: 6/10
Speed of quotes on a very complex product of WIFI networks for hotels based on construction types and brand standards for acceptable WIFI.
Pros
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.
Cons
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.
Rating breakdown
Likelihood to recommend: 8/10
ConnectWise Sell pricing is based on your company’s needs. Contact us at sales@connectwise.com or call 800-671-6898 for more information.
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.
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.
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.
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.
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.
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.
Quosal integrates with a number of third-party business applications, including Autotask, ConnectWise, Microsoft Dynamics, NetSuite, Quickbooks, and Salesforce.com.
Small and mid-size technology vendors that are interested in using Quosal should contact the company directly for custom pricing information.
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