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ConnectWise Sell helps guide your sales team to success by identifying a sequence of key sales events, along with optimal delivery timeframes. We call this roadmap to the win your success list, and it means no critical step is left to someone’s memory or a manual to-do list. Delivery of each event in the sales process is automated and visible to the team. Even sales quote invoicing and back-end record keeping within your CRM are automated for a complete picture of how the sale was won.
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.
An extra set of eyes on a quote never hurt anyone. In fact, it will help keep you in control of your margins and client relationships. Multi-level approvals allow you to create rules to require approval from stakeholders to ensure the right quote goes out the door.
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.
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.
Track and display events and activities on sales homepages so your team can stay ahead of the game.
Get automated notification and see events, transactions, and won or lost activities in one central location.
Guide Your Sales Team to Big Wins by Minimizing Ball-Dropping
Prepare and deliver professional quotes using customizable templates, populate product and price information from top distributors, and publish online via an interactive portal for client feedback.
ConnectWise Sell puts product pricing and availability at your fingertips with distributor catalog feeds, including images, tunable descriptions, and detailed parametric data.
Gain deeper insight into your quoting data, using ConnectWise Sell Business Intelligence to transform the way you analyze and use the company stats collected.