ConnectWise Sell Reviews

"The software is very flexible and can be customized according to our needs, it integrated well with the sales task. I am happy with the product and it makes things easier.

The user interface would be better, novice user would feel difficult initially to understand the product.

check if your requirements are met. if so you can surely purchase and use the product.

web-based interface to streamline my sales process,

Very easy to use once it is set up correctly. Once set up, it integrates directly into our professional services automation tool and allows us to manage the quote from initial contact through ordering, and delivery. It also connects directly to the distributors we use to allow us to order directly after the quote is approved. That cuts out a middle step of having to log in to each distributor and place orders.

Set up can be difficult and customizing quotes and the only quote delivery site does require some knowledge of HTML to design and implement any changes other than what comes as the default.

Make sure to fully review the product and test out templates, quoting, orderporter. Complete all the training and implementation, do not attempt to self implement.

CW Sell has given us an easy to use platform to send out electronic quotes to our clients. It reduces that amount of work our sales engineers need to do the get quotes built, approved internally, and sent out to our clients. It helps us to make sure that our quotes always have accurate pricing associated with them. It has also streamlined our quoting process and let us deliver on approved quotes faster resulting it faster turnaround for payment.

I liked the quoting tools built into connectwise sell. Makes it super easy to find products and will even scrape amazon.

I didn’t like all the ways it integrates with connectwise manage

It’s a great product, it’s not cheap but worth it I think

Creating quotes and managing pipeline

You can find solution to your problems within one finger tips. It provides the best result within one finger tip. I am glad to be able to find a service with affordable rate and yet, great automation result.

Sometimes, the wait can be too long to have someone actually estimate and find another agent to resolve. I wish everything can be done with one agent

Use their trial feature to ya ensure if ConnectWise is right fit for you.

It has helped to solve cliches that I had with my websites in past. I love this program now

Professional Statements of Work/Quotes can be generated within minutes.

Its tricky to format from a WORD doc into a the CW templete.

Quotes/SOWs are generated in a timely manner, generating revenue in a great rate

All you do is load a list of telephone numbers, sir back and wait for a live connection, then start your sales pitch

Delay between connection and when you can actually speak to the person who connected via phone

More connects with hard to reach prospects

The cloud based access is wonderful. Access from wherever is a breeze. The electronic underwriting process has condensed our business cycle by weeks. The Etilize joining is mind boggling! We can make constant explanations and have a good sentiment of continuous stock. When we made our designs, the are so normal to use. This makes dependable refering to basic and clear. In end the compromise with ConnectWise Manage is essential for smooth and straightforward hand-offs to procurement and organization movement.

The Product they release was carriage and incredibly disillusioning once in a while especially on mobile phone like iPads. The arrangement was blemished in that they genuinely where not versatile first

Try to perceive how etilize limits and the electronic endorsing process. They are awesome!Take your opportunity to audit what accurately you are chasing down. In the event that you are an affiliation that has remote workers this is an astounding thing to have.Once it's setup, handle that time it'll take to make changes to any of broad scale's/back end coordinating and composes which are setup amidst starting present

We are using it to design plans for clients. The program will in like manner screen any chronicles you have for a client. We can use this further reinforcing our favorable luck and exchange anything we need to screen a client's business needs, paying little mind to close to nothing. I like having the ability to use the booking system to screen our sales reps plans. They moreover rely upon this component to succeed.

The cloud based access is incredible. Access from anyplace is a breeze. The electronic endorsement process has abbreviated our business cycle by weeks. The Etilize reconciliation is fabulous! We can create constant statements and have a decent feeling of ongoing stock. When we made our formats, the are so natural to utilize. This makes reliable citing simple and basic. In conclusion the incorporation with ConnectWise Manage is basic for smooth and simple hand-offs to acquirement and administration delivery.It takes care of business and I like the "guided" well ordered statement building. Likewise yoou can make something beyond a standard statement in move. Quosal was more straightforward and simpler to utilize. It would be decent on the off chance that you could simply choose the highlights applicable to your activity and make your own "Move profile".

he layouts for the electronic mark process are lumbering to alter.

Make certain to perceive how etilize functions and the electronic endorsement process. They are awesome!Take your opportunity to audit what precisely you are searching for. On the off chance that you are an organization that has remote workers this is an incredible item to have.Once it's setup, comprehend that time it'll take to make changes to any of large scale's/back end arranging and formats which are setup amid starting introduce

Versatile and reliable Sales has been accomplished with ConnectWise Sell. Presently our back office can rapidly do little parts deals while our field deals constrain can create amazing statements for progressing administrations and activities rapidly and effectively.