ConnectWise CPQ vs. PROS Smart CPQ

ConnectWise Sell is great for Managed Service Providers and smaller IT shops who primarily do computer repairs and maintenance. The tool is generally good at everything it does, but I would not recommend using it for a company that sells IT equipment as its primary business. Quotes take a relatively large amount of time to build in order to get them looking good for the end user.

Incentivized

Is my IT team ready to handle the challenges with data integration ? Are all the features offered by my current quoting tool being offered by Cameleon? Do I need a SaaS based quoting tool? Would it be easy and intuitive for my sales team (who,quite frankly, worship MS Excel) to use Cameleon ? Do I need a real-time/near-real-time quoting tool or would delays in data refreshes be acceptable

• It provides our company with a standardized quoting process. Everyone works the same way, uses the same templates, and generates a professional quote. Nothing gets left out or missed.
• Portal provides your sales staff and management with a complete view of their efforts. They see in real time what opportunities are in the pipeline, and how successful their efforts are when these opportunities are won.
• Provides a collaborative platform for our sales team to work on customer quotes. We can now have 2 or 3 members working in the same quote whereas before we had to wait for someone to free up the document before others could access it.
• It allows us to provide much more information in our quotes by attaching documents to the quote. Things like manufacturer specifications or brochures can now be easily attached into the quotes making it a presentation instead of a bunch of line items with numbers.
• ConnectWise Sell is customizable to meet the needs of my company. This is so important to us because similar products only allow you to do what they design it for. Our business changes regularly and we need our software systems to be agile and adaptive to it.

Incentivized

• Salesforce.com integration via a plugin that lets end users access Cameleon CPQ systems.
• Quoting made easier with complex business rules.
• Good support from the Cameleon team with fixes and enhancements.

• The first year we were using Quosal, they were consistently posting new 'How to' videos and live training sessions to help users become familiar with the software features and best practices. While those videos are still available, they are becoming less relevant with each software version patch. The help manual documentation should be updated with the software versions as well.

• Integration with other onsite systems such as Oracle databases require the expertise of knowledgeable developers. Manual upload of flat files are always an option , but not necessarily the cleanest.
• Better Cameleon CPQ Designer UI would go a long way. Currently UI is a stark contrast to the intuitive UI of SalesForce.com or similar SaaS based tools. Not too much to ask for , considering the fact that we work in the era of Facebook and Twitter.
• Real time data availability is a long way to go for Cameleon CPQ. Updates to data pushed over as batches to Cameleon are reflected at Salesforce.com only after a 'versioning' process is launched. Current recommended frequency for this process is once a day (an upgrade to make it twice a day is in the works).

We are in our 4th year with Quosal and fully expect to renew again and again. With their development of additional features such as the Order Porter, Visual Quoting and others, we see the adoption rates continuing to rise while making our time to quoted shorter and shorter. Quosal and ConnecWise's vision of automated quoting is an exciting frontier that we are very happy to be a part of

There are a few features that we expected from the tool but Cameleon's CPQ has fallen short on these. Possible enhancements and product fixes should be made as soon as possible to change the perspective. Unexpected bugs in the tool have come up during the roll-out that has caught the implementation team off-guard

Quosal is a very solid product with a LOT of functionality. Quosal has two main products that they offer, 'Quosal Sell' and 'Quosal Create.' If you are looking for an "out-of-the-box" or "ready to use" quoting software, I would recommend Quosal Sell. If you are interested exploring advanced functionality and integration or have a resource on staff willing to assume an "admin" role, I would highly recommend Quosal Create.

I dont think we use this tool to potential

Incentivized

I have been in business for 30 years, we have about 30 vendors we have worked with or more. Connectwise is on the bottom, if you ask any MSP how you loose clients the fastest, it's all about response and support. Connectwise has not found that out yet.

Great implementation, the Quosal team has a smart and well planned process to guide your team through the process. More importantly, they understand the challenges with change and user adoption.

Incentivized

Both tools have a very common feature set. Sell is different primarily in the fact that it is online software-as-a-service based deployment, rather than a local server based deployment. That gives it a major leg up. I can use Sell from anywhere in the world easily.

Incentivized

SaaS based tool. Better quoting rules.

Connectwise Sell is listening and building their software to fit the needs of their customers. Sell is consistently looking to us for feedback and making sure their product is working for us as partners/customers. We feel we are generally behind on getting to know their updates and software upgrades. They are a great vendor and wonderful corporation.

Incentivized

• Customer satisfaction improvement. It's an impressive and professional way to present information that our customers appreciate. They not only have a clear way of knowing exactly what is being proposed, but now have another method they can use to easily track and organize approved/ not-approved quotes.
• Improved brand consistency. We have a reputable, trusted image that projects across our client portfolio (not to mention within our community) and this system helps to promote and maintain our transparency and professional image.
• Following up and referencing past quotes is made easy and quickly, which has benefited us from a time-cost savings perspective.

Incentivized

• A salesforce.com -esque approach to CRM has a whole gamut of advantages. Cameleon CPQ complements this approach.
• Expect down times , feature problems or general disagreement about Cameleon's capabilities initially. This is true for adopting any new tool or technology. Hold on and it will tide over.
• As a person who has used Cameleon purely as a developer standpoint , I do not have anything more to add-on.