ConnectWise CPQ (formerly ConnectWise Sell, and Quosal) is the quote and proposal
solution of the ConnectWise Suite. With
ConnectWise Sell, users can create professional technology quotes and proposals
that include rich product information, cover letters, and statements of work in
minutes and automatically update their sales pipelines accordingly.
The vendor says key benefits include:
Save time creating IT quotes
and proposals through automation
…
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SAP Sales Cloud
Score 8.3 out of 10
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SAP Sales Cloud (formerly SAP Cloud for Sales) is a cloud sales application with sales automation, enterprise resource planning (ERP) integration, and collaboration capabilities.
Most likely we are moving to QuoteWerks, they answer the phone when you call them for support. I tested their support last week and within 5 minutes I had a live tech on the phone.
We were using D-Tools and that application is much better. Its actually 10x better. The only reason we move to Sell is because Sell have the leasing capability.
When it comes to the quoting layout Sell gives you so many more customization options. The item inventory is also easier to maintain. Sell is by far the best selling module that I have used thus far and it has helped keep us more organized.
I have not used any other quoting platforms like ConnectWise Sell except for the integrated estimates and invoicing in Freshbooks. These softwares are wildly different, however, since I use Freshbooks as a financial platform for another business I have. I would say in terms of …
We have previously used Excel and templates for quoting. We also have used Salesforce to generate quotes. Neither method was as clean as ConnectWise Sell and they were not geared specifically to how we work. We still use Salesforce for our main CRM and ConnectWise Sell …
Salesforce is the main competitor but this is easier to keep up with and I highly recommend any businesses to use this just for the convenience factor. Other programs and suites are also more expensive so you know that you are saving money using this service. Highly …
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.
We've also had some experience with quotewerks in the past. Quotewerks has some pretty solid functionality for the basic quoting features that we need, but didn't have the tight integration that we wanted.
We prefer having access to it inside our connectwise versus it being a separate program. Quosal took a long time to load or it would glitch. Sell is much quicker to use.
Matchs our CRM (Manage) AX was too expensive and Quotewerks had no API to manage. We did a Proof of concept, are members of Microsoft's partner program, and were worried about the scalability of this product versus others in the market. Connectwise has made good on their …
Infusionsoft - It is made more for an internet store, and it never answered our needs for effective quoting.
Microsoft Excel - It was nice to create algorithms for speedy quotes but moving around products, or sharing quotes with co-workers was hard. Google Sheets did not come …
Quotewerx was previously the product of choice for our company. When CW purchased Quosal, CW ceased providing Integration to Quotewerx which forced our company to migrate to Quosal.
At that particular time, it would have just been better if CW had admitted to us right from …
I haven't used a competitor in a while, but I am also not interested in looking. Other systems we used export to ugly and confusing Excel sheets. The Quosal system creates professional, customizable quotes and the customers love how easy it is to interact with them.
We looked at Salesforce.com as an option but it just wasn't the right fit. It didn't integrate well into our system, and to close the gap was costly. We needed a comprehensive sales tool to handle every aspect of our business. Data needed to systematically flow into all company …
We used to use Quotewerks. It also had integration with our PSA tool and the integration was pretty good. The fact that quotewerks was not cloud based meant we had to provide it via terminal services to handle all our locations and remote access. It's installer was difficult …
We selected Sell due to its integration with ConnectWise and the notable improvements over Create. The GUI on the quote creation page has streamlined the quoting process with the ability to make changes and moves between tabs and line items like I would with a Word document. …
SAP Sales Cloud is Tightly integrated with SAP S/4 Hana while the integration and transfer of data with user interface was challenging inearlier Salesforce sales cloud being non SAP product at hight cost
It’s very similar, but Salesforce has an edge on query capabilities and less reliance on custom code for enhancements with strong transport management.
We choose SAP Sales Cloud over HubSpot CRM because we have a large number of customers to handle, and their needs need to be personalized. Which are offered accurately by SAP Sales Cloud. In our experience, HubSpot has some issues when the number of customers increases. Our …
SAP Sales Cloud is way better than the other products and tools which we had used earlier because it provides efficient solutions for sales management and security wise it is pretty much reliable compared to others. It also provides the top notch next generation AI driven …
One of the most outstanding features of SAP Sales Cloud is its easy integration with our existing SAP ecosystem. This was essential because we used SAS/4HANA in our operations. Its ability to have a single platform that easily integrates sales data with other company operations …
SAP Sales Cloud always work in early stage before the demand comes in to market and thus SAP Sales Cloud got benefited to engage its client in profitable way.
SAP Sales Cloud vs. HubSpot = HubSpot is better out of the box, cheaper for smaller teams, and easier to maneuver without having to upgrade much in terms of cost to win more deals. SAP Sales Cloud is generally more expensive than other providers like HubSpot or Pipedrive, but …
Better user experience. Intuitive platform with great tools. Easy to find past cases and people from different companies. great customer management tool it helps to keep the know how inside the company when a colleague decides to take a new challenge out of the company. It’s …
SAP Sales Cloud excels over Oracle Sales due to its smoother integration
with our business processes and superior scalability. The comprehensive
features of SAP Sales Cloud, coupled with its seamless compatibility
Sap sales cloud has boosted the supply chain network . Sap Sales cloud has seamlessly unified the backend business processes into more transparent effective ones.The customer satisfaction have also increased with better customer collaboration and relationship.The vendor …
We went with SAP Sales Cloud over Oracle Sales Cloud because it just clicks better with our way of doing things. SAP is like the superhero of sales software – it plays super well with all our other systems, grows with us as we get bigger, and gives us really smart insights into …
SAP Sales Cloud is known for its seamless integration capabilities, especially with other SAP solutions like ERP systems. This allows for a unified and comprehensive view of business operations, contributing to better decision-making. It is often recognized for its scalability, …
It depends on what your business needs are. The benefits of Zoho CRM are related to its integration with Zoho's other products. SAP Sales Cloud is built with larger businesses in mind and is a comprehensive solution for multiple departments. Learning curve aside, many large …
Against most of the software like it, SAP Sales Cloud has a strong resilience of features and functionality. It is more dynamic and an all-in-one sale cloud solution. its lead management and opportunity tracking are the top-notch features of SAP Sales Cloud. Their customer …
We evaluated SAP Sales Cloud as a suitable alternative to Hubspot, but we are not convinced that it stacks up against it. It does provide a better forecasting system, although it's not as customizable as Hubspot's, the direct impact of this situation is that we need to rely …
The main product I have used in comparison is Salesforce Commerce Cloud. Ultimately, we selected SAP Sales Cloud because it fits within our existing tech stack, and we thought it would be easier to implement and ultimately scale across the organization during our rapid growth …
We liked SAP Sales Cloud the best because of the tracking capabilities between many different teams, allowing us to collaborate in a way we weren't capable of beforehand. The strong customer community was also a factor; that way, we have a way to see how other users have been …
The platform is often used to enable mobile sales teams. Sales representatives can access customer data, product information, and order processing on-the-go, improving their productivity.
Easy adoption using other products like SAP Customer Data Solutions and SAP Service Cloud. For your developers integration is transparent but if your business logic or on-premise software is made by your organisation, integration is not easy and required more time (and …
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.
1. Better understanding of customer choice and sales insights. 2. High chance that we can convert the lead into sales as SAP analyzes the customer's need and behavior. 3. As it analyzes the data behind the scenes, a better price deal closing is possible, as it gives that level of insight.
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.
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.
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
I know what SAP CRM can do in the future. We are very happy with the product and think it is a great choice for both SAP ERP users and even those who do not use other SAP products. We have both Salesforce and SAP CRM, and we feel that Salesforce is a good product for a few years, but SAP CRM is a more fully-featured product and is a better choice for complex organizations capable of running installed software of this complexity. It is often just a question of budget.
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.
In short, SAP CRM is a complete service that will help improve marketing strategy and productivity. It covers various topics, from big data analytics to resource management and housing sales data. SAP CRM has a long list of features and can do them all.
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.
SAP's customer service is quick and efficient, with a response time of fewer than some minutes. In either case, you'll get instant help from the vendor or online forums. In addition, the vendor provides excellent global support for this tool. Like Salesforce, SugarCRM, etc., it's probably fine as a standalone CRM option.
Training was mostly completed over a couple conference calls, and reading the API documentation. Our developers were able to implement quickly after reading the documentation.
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.
I would rate the implementation a 7. While the process overall was successful, there were challenges related to data migration, integration with other systems, and initial user adoption. However, the support from SAP during the implementation phase was helpful, and we were able to resolve the major issues as the process progressed.
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.
One of the most outstanding features of SAP Sales Cloud is its easy integration with our existing SAP ecosystem. This was essential because we used SAS/4HANA in our operations. Its ability to have a single platform that easily integrates sales data with other company operations was a huge advantage for us. In contrast, some of the other systems we explored required significant changes or integration work, which would have raised our overall costs and level of complexity.
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.
I choose this rating because the sales and supply chain network has been strengthened by the use of this product. Sap Sales cloud has seamlessly unified the backend business processes into more transparent effective ones.The customer satisfaction have also increased with better customer collaboration and relationship.The vendor management process has also been significantly impacted and all for good
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.