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ConnectWise Sell leverages extensive experience in business intelligence to optimize data and provide pre-populated views. A Microsoft® Power BI® workbook points out key metrics in several areas, and the pre-built dashboard organizes relevant data.
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.
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 Power 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.
Get instant access to the sales information you need to make smarter decisions with ConnectWise Sell.
Close more business deals faster with ConnectWise Sell’s sales automation and workflow-support capabilities. Improve processes with CRM and operations integration, single login, and multiple deployment options.
ConnectWise Sell puts product pricing and availability at your fingertips with distributor catalog feeds that include images, descriptions, and detailed parametric data.
Increase efficiency and profitability with workflows that provide off-the-shelf approval rules, guided selling for more closed deals, and automated payment collection and recurring payment setup.