Back at IT Nation 2016, it was hard to picture all that lay in store for each of the core products in our family of solutions. In this post, we’ll reveal our updates and explain how partners, and any other technology solution providers (TSPs) looking for ways to ramp up their revenue in 2017, can do just that with ConnectWise Sell® (formerly Quosal).
In addition to our new name, Sell has all new features that increase interaction and communication with the other products in the suite, as well as key distributors. It’s easier than ever for partners to access powerful Business Intelligence functionality and data-driven decision-making.
Business Intelligence Integration within Sell
Partners can now access their Business Intelligence data using a BI button from any page within Sell. Once it’s set up, access to BI will not require separate login credentials. Customer dashboards can also be assigned to specific users for controlled access.
This instant accessibility of Partner BI information within Sell will increase use of this powerful functionality and make it easier for TSPs to gain insights into their business.
New Unified User Interface
Sell now shares a common look and feel that complements the rest of the ConnectWise product suite. The new UI leverages partner navigation knowledge and unifies the customer experience. Users no longer need learn multiples ways to navigate through and across the ConnectWise family of solutions.
Quote Buttons within ConnectWise Manage®
Quote buttons for Sell will now be available on multiple screens within Manage including service tickets, configurations, activities, and contacts. We’ve automated the process of creating software and service renewal quotes, eliminating the need to match an existing customer to a new opportunity and then attach the opportunity to Sell.
No longer must purchasers re-enter information when creating a purchase order after the deal is won. POs can now be automatically created within Sell with the click of a button! For the major distributors, (Ingram-Micro, Tech Data, Synnex and D&H), users have the option to directly push an electronic order from Sell into the distributor’s fulfillment system.
This is just a taste of the transformation we’re undergoing here at ConnectWise. Dive into the details and discover how these changes can help you transform your business!