ConnectWise Sell Overview

ConnectWise-Sell offers IT proposal templates and automation software. Users can create IT quotes, automate workflows, and integrate price catalogs to save time and reduce errors.

Use Cases

Customers recommend Sales Document Management, Workflow Management, Helpdesk Management, as the business use cases that they have been most satisfied with while using ConnectWise Sell.

Other use cases:

  • Engagement Management
  • Products & Pricelist Management
  • Social Media Analytics
  • Collaboration
  • Opportunity Management
  • Competitive Intelligence
  • Conversion Management
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Business Priorities

Acquire Customers and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using ConnectWise Sell.

Other priorities:

  • Scale Best Practices
  • Enhance Customer Relationships
  • Improve ROI
  • Improve Visibility
  • Improve Internal Communications
  • Establish Thought Leadership
  • Improve Brand Engagement
  • Build Brand Awareness
  • Improve Efficiency
  • Improve Stakeholder Relations
  • Shorten Ramp Up Time
  • Launch New Products
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ConnectWise Sell Use-Cases and Business Priorities: Customer Satisfaction Data

ConnectWise Sell's features include Templates, Ticketing, Personalization, etc. and ConnectWise Sell support capabilities include 24/7 Support, Phone Support, Email Support, etc. also ConnectWise Sell analytics capabilities include Analytics, and Custom Reports.

Reviews

"...The ability to mass import data directly from vendor spreadsheets helps to make complex quotes simple and quick...." Peer review by Bill McCord, Manager of Information Systems, InfoSystems, Inc

ConnectWise Sell, Oracle CPQ Cloud, QuoteWerks, Dealhub, Powertrak CPQ, etc., all belong to a category of solutions that help CPQ. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for ConnectWise Sell

Top Industries

  • Information Technology and Services
  • Computer & Network Security
  • Transportation/Trucking/Railroad

Popular in

  • Small Business
  • Mid Market
  • Enterprise

ConnectWise Sell is popular in Information Technology And Services, Computer & Network Security, and Transportation/Trucking/Railroad and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on ConnectWise Sell Use Cases

How can ConnectWise Sell optimize your Sales Document Management Workflow?

Why is ConnectWise Sell the best choice for Workflow Management?

Why is ConnectWise Sell the best choice for Helpdesk Management?

How can ConnectWise Sell optimize your Engagement Management Workflow?

How does ConnectWise Sell address your Products & Pricelist Management Challenges?

40+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well ConnectWise Sell solved their CPQ needs. Cuspera uses 4074 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CPQ needs.

Case Studies

COMPANY INDUSTRY CASE STUDIES
ConnectWise Sell case study
Information Technology and Services
Information Technology and Services
Case Study Syrex

How ConnectWise Solutions Brought Order to One MSP’s Chaotic Management System

Read More
ConnectWise Sell case study
Consumer Services
Consumer Services
Case Study Kinetics Group

How ConnectWise Products Helped a Kiwi MSP Continue Its Legacy of Innovation

Read More
ConnectWise Sell case study
Transportation/Trucking/Railroad
Transportation/Trucking/Railroad
Case Study Keller Logistics Group

IT Team Supports 11 Locations & 150 Users Remotely with ConnectWise Automate®

Read More

Video

Automated quote & proposal software

Video Thumbnail

Frequently Asked Questions(FAQ)

for ConnectWise Sell

What is ConnectWise Sell?

ConnectWise Sell is a cloud-based quote and proposal automation software for IT solution providers. The platform streamlines the quote-to-cash processes to enable sales teams to quickly create accurate quotes and proposals on any device (desktop or mobile). It provides solutions for IT solution providers, including managed service providers, AV professionals, value-added resellers, and more.

The primary features include quote and proposal, product sourcing, workflow automation and sales reporting. It allows users to create proposal presentations from pre-built templates, in which they can enter product information, pricing, agreements and more details.

With ConnectWise, Sell users can attach supporting documents, store credit card information, capture e-signatures, update their customer relationship management (CRM) system and create interactive video proposals. ConnectWise Sell also provides a portal that users can use to contact their clients. The business intelligence feature provides sales analytics with supplier, product line, revenue and other reports. Users can customize their reporting dashboard.

What is ConnectWise Sell used for?

ConnectWise Sell is a CPQ Software mainly used by its customers to Acquire Customers and Increase Sales & Revenue by Sales Document Management, Workflow Management and Helpdesk Management .

What are the top features of ConnectWise Sell?

Templates, Ticketing and Personalization are some of the top features of ConnectWise Sell.

Who uses ConnectWise Sell?

ConnectWise Sell is used by Information Technology And Services, Computer & Network Security and Transportation/Trucking/Railroad among other industries.

What are ConnectWise Sell alternatives?

Oracle CPQ Cloud, QuoteWerks, Dealhub and Powertrak CPQ are popular alternatives for ConnectWise Sell.

Where is ConnectWise Sell located?

ConnectWise Sell is headquartered at 4110 George Rd., Suite 200, Tampa, FL 33634, USA.
lightning

Peers used ConnectWise Sell for sales document management and workflow management

ConnectWise Sell Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.27/5 ★

Read Reviews (56)
Custom Reports

3.67/5 ★

Read Reviews (460)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.27/5 ★

Read Reviews (56)
Custom Reports

3.67/5 ★

Read Reviews (460)

Software Failure Risk Guidance

?

for ConnectWise Sell

Overall Risk Meter

Low Medium High

Top Failure Risks for ConnectWise Sell

ConnectWise, LLC. News

ConnectWise Empowers MSPs to Strengthen Cybersecurity and Data Protection with Groundbreaking Innovations - GlobeNewswire

ConnectWise introduces new cybersecurity and data protection innovations to help managed service providers (MSPs) enhance their services.

05/11/2024 - source

ConnectWise Introduces PSA in Asio, Revolutionizing the Partner Experience with a Modern, Intuitive PSA Experience - GlobeNewswire

ConnectWise launches a new PSA in Asio, offering partners a modern and user-friendly experience.

05/11/2024 - source

ConnectWises Asio Platform Recognized as CRN 2024 Product of the Year Finalist - GlobeNewswire

ConnectWise's Asio Platform is a finalist for CRN's 2024 Product of the Year award.

29/10/2024 - source

ConnectWise, LLC. Feeds

ConnectWise Appoints David Raissipour as the Chief Product and Technology Officer

ConnectWise appoints David Raissipour as Chief Product and Technology Officer, enhancing their executive team.

24/11/2024 - source

ConnectWise Appoints David Raissipour as the Chief Product and Technology Officer - GlobeNewswire

ConnectWise has appointed David Raissipour as the new Chief Product and Technology Officer.

24/11/2024 - source

ConnectWise Announces CEO Transition: Manny Rivelo Appointed as CEO, Jason Magee to Step Down - GlobeNewswire

ConnectWise announced a change in leadership as Manny Rivelo is appointed CEO, replacing Jason Magee, who is stepping down.

22/09/2024 - source

ConnectWise, LLC. Profile

Company Name

ConnectWise, LLC.

Year Founded

1982

HQ Location

4110 George Rd., Suite 200, Tampa, FL 33634, USA

Employees

501-1000

Social

Financials

M&A