ConnectWise Sell: Use-Cases, Insights and Reviews | 2024 Cuspera

Name: ConnectWise Sell
Brand: ConnectWise Sell
Rating: 4.11 (4074 reviews)

4.11 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(4074)

Quoting and Proposal Software | ConnectWise Sell

App Partner

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

See all use cases See less use cases

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

See all business priorities See less business priorities

ConnectWise Sell Use-Cases and Business Priorities: Customer Satisfaction Data

ConnectWise Sell's features include Templates, Ticketing, Personalization, etc.

Reviews

"...Various order types and processes, used for MSA, COLO, Cloud and project based engagements...." Peer review by Trent Kenelly, DTM, Enterprise Applications Manager, Immedion

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

What Are the key features of ConnectWise Sell for Sales Document Management?

Connectwise Sell facilitates the creation and management of sales documents, including proposals, quotes, and recurring service agreements. It integrates with ConnectWise Manage for seamless fulfillment and provides a streamlined quoting process with customizable templates and online quote approval. The platform may require some time to learn and set up, and its e-signature functionality is limited.

"...ConnectWise allows the addition of PDFs to the proposals to make a complete package for prospective clients...." Peer review by Dawn Swagger, Admininstrative Coordinator, The Technology Group, LLC

Read Reviews

What Are the key features of ConnectWise Sell for Workflow Management?

Why is ConnectWise Sell the best choice for Helpdesk Management?

Why is ConnectWise Sell the best choice for Engagement Management?

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
Globalnet IT Innovations Information Technology and Services	Information Technology and Services	Case Study Globalnet IT Innovations How One MSP Easily Manages 525 Endpoints with ConnectWise Read More
BlueChip InfoTech Information Technology and Services	Information Technology and Services	Case Study BlueChip InfoTech BlueChip Infotech Revenues Rise through Business Process Modernisation Read More
Mangano IT Information Technology and Services	Information Technology and Services	Case Study Mangano IT ConnectWise Offers Solutions and Support to Mangano IT Read More

Video

Automated quote & proposal software

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.