More Sales, Less Time
Save Time & Hassle with Cloud-Based Quoting
ConnectWise Sell is built in the cloud, freeing your quote & proposal process from on-premise limitations. Import Bill of Material docs, collect credit card information, receive customer approvals via e-signature, and update your CRM automatically. ConnectWise Sell is built to increase your quoting volume -and wins.
Say Goodbye to Time-Wasting Manual Quotes
Automate Quoting, Streamline Procurement & Service Delivery
When you implement a cloud-based configure, price, quote (CPQ) solution like ConnectWise Sell, you’ll find everything you need, right where you need it, thanks to automated workflows that keep data visible and easy to report on. Natively integrated with top CRMs like NetSuite®, SalesForce®, and Microsoft® Dynamics™, ConnectWise Sell is the key to taking your data to the next level.
Exceed Customer Expectations
Produce Professional Quotes with Simple Clicks
ConnectWise Sell’s professional templates deliver intuitive quotes and proposals to create positive customer experiences. Deliver an interactive presentation via a personalized URL, including videos and meaningful options for customer selection. Then make it easy to say “yes” with a built in e-signature.
What We Can Do for You With Sell
Select a quote or proposal template based on your business needs. Easily, quickly create and manage templates.
Populate quotes with product and price information from top distributors. Pull in up-to-date lists to keep quotes accurate.
Deliver quotes online, and attach personal videos and supporting documents directly to quotes to deliver that personal touch.
Allow clients to upsell themselves based on fully detailed, easily accessible upsell options provided in the quote.
Be notified when a client views the quote, so you can follow up with a timely phone call and keep the sales cycle moving.
Rely on comprehensive workflow support and detailed exception reporting to drastically reduce the opportunity for lost sales.
Save valuable time with side-by-side product comparisons, including pricing and availability, all in one quote.
Expand Your Catalog
Cross reference part numbers from major distributors, including Ingram, Tech Data, D&H, and Synnex, for real-time pricing thanks to the integration with Etilize.
Upsell with Ease
Expand your sales opportunities with automatic cross-reference to upsells, cross-sells and accessories on hundreds of thousands of products.
Experience the efficiency of real-time purchase order placement through data feeds, plus shipment tracking, and more.
Update Pricing on the Fly
Easily & quickly update pricing on existing quotes with refreshed distributor data at the click of a button.
Control what’s being accessed and viewed during the quoting process by dynamically grouping product data sources.
Improve sales productivity and accountability by identifying key tasks and activities, including what’s expected and when. Benefit from automated notifications, tracking, and full visibility for each team member throughout the process.
Get quicker response by allowing clients to review, give feedback, and approve a quote or proposal from any browser-enabled devise, regardless of their location. ConnectWise Sell offers scriptable approval rules for customization and supports optional peer reviews or required approval workflow.
E-Signature & Payment
Make it simple for clients to say yes with an e-signature on documents that can easily be routed to appropriate systems and folders. Speed up sales quote invoicing and order fulfillment with automatic payment collection and recurring payment setup.
Quote to Order
Minimize the manual steps between quote generation, the order process, and revenue collection with ConnectWise Sell automation. Sell re-routes tasks for greater efficiency and eliminates data re-entry. Even a one-day reduction in the sales cycle can add a considerable boost to your bottom line.
ConnectWise Sell leverages extensive experience in business intelligence to optimize data and provide pre-populated views. A Microsoft BI workbook points out key metrics in several areas, and the pre-built dashboard organizes relevant data.
Fast, Centralized Access
With one click, ConnectWise Sell administrators can use intuitive tools to explore partner quoting data in a centralized area. Data can be linked and imported from other sources, and custom workbooks can be easily created. Built in the cloud, ConnectWise Sell BI can be accessed from anywhere, anytime.
Built-in security features let administrators create specific workbooks and manage workbook access. To keep data safe, administrators can carefully control who sees what data.
Dynamic Sales Analytics
Compare monthly or yearly data to spot business trends, and identify the best recurring customers with dynamically changing data based on selected views.
Built on Microsoft BI, dashboards and reporting are easily customizable. ConnectWise Sell will continue to develop new BI functionality, including streaming analytics in real time during the creation and delivery of quotes. Because it’s all in the cloud, updates will be available automatically and immediately.
You’ll have full support in getting the ConnectWise Sell BI platform up and running, and ConnectWise Sell consulting is available for help in creating custom BI reports and views. Plus, you’ll have access to Power BI support material from Microsoft.