ConnectWise Sell Review

ConnectWise Sell offers IT solution providers of all sizes a cloud-based CPQ program that enables the process from quote to payment to run smoothly. It provides a highly effective set of features including: quote and proposal, workflow automation, sales reporting, pricing rules, product search customization, item management, real-time preview, form design and product outsourcing. Integrations with leading CRMs such as NetSuite, Salesforce and ConnectWise Manage provide end-to-end visibility into the sales pipeline. In addition, integrated signature capabilities enhance the customer buying experience and generate a positive impact on overall sales.

CONNECTWISE SELL – TUTORIAL

Here is a video where he explains the main tools of this CPQ software:

CONNECTWISE SELL – FEATURES

• Online quote delivery: you can quickly present a polished, interactive Web quote to your customers before they expect it. Customers can simply sign-off on your proposal or share it with team members for collective decision review
• Post-delivery insight: with post-submission tracking, the program notifies your reps when your customers interact with your proposal. You can view delivery time, and every interaction that the recipient takes after delivery. Equip yourself with insight to make an appropriate next call
• Flexible quote options: customization allows you to present quotes in summary or detail format to your clients, while enabling them to choose and price various configurations to best meet their technical requirements and budgetary constraints
• eSignatures: no more printing, signing, uploading, or faxing proposals to your clients. ConnectWise Sell Online Quote Delivery empowers buyers to accept your proposal instantly with built-in and legally binding eSignature functionality—no matter where they sign from
• Secure online payments: collect full or partial payments from customers via secure credit card processing using PayPal, Authorize.net, and ConnectBooster. ConnectWise Sell Online Quote Delivery makes payment processing easy for your customers to pay, and easy for you to collect.