ConnectWise Sell Features

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.

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?

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.

Some occasional slowness when working in quotes/adding products.

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

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.

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

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.

ConnectWise Sell is easy to use and we can quickly get a professional quote out the door with Sell. Sell has streamlined the process from customer approval to ordering.

ConnectWise Sell is run as a Software As A Service and sometimes the performance is effected by the Cloud Provider or by Internet performance.

I love that it seamlessly integrates with our CRM. Easy to track quotes and keep track of sales stats.

Sometimes getting help changing features can be tedious.

We could not do business without ConnectWise Sell. We love the workflow aspect and integration with ConnectWise sales orders and procurement.

The Achieve area is useless for us. I would much prefer to be able to customize the notifications are with the notifications that are important to us.

flexible and customizable, integration with sales process beginning to take off, support is excellent

Sales integration is horrible. This tool could be the best thing since sliced bread if you get that working. I would be happy to be contacted to help with more input on that.

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!

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.

I am able to navigate easily through the system and connect my tasks to my time entries and updates.

The software can be slow in response at times. Could updates be done after hours? Friday is our slowest day of the week so after 3:00 pm would be the best time for us.

The Etilize feature that shows me pricing from multiple vendors and pulls photos and descriptions of products, the order porter online approval and notifications when clients look at a quote

a bit expensive compared to Quoteworks. Wish I could still have an on-prem version because hosted stuff always costs more.

Online signature signature is a great feature. We also use templates often. The ability to create a package on the fly is also beneficial

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.

Remote access to quoting

Not flexible . Forced to buy Quosal because Connectwise does not support quoting natively.

Hi Scott, thanks for the feedback. We are sorry to read that you are not completely satisfied with your ConnectWise Sell experience. Can you email us and SocialMedia@ConnectWise.com so we can discuss your concerns further?

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