Take the complexity out of pricing and catalog management

| By: Craig Fulton

You’ve probably been down this road before as an IT product and services company: You’re about to price out a proposal for a large prospective client and in the back of your head you’re thinking, “I hope formatting this spreadsheet doesn’t take me long”, “I have to get it out before the other guys.”, or “I hope my math is right!” Before you know it, you’re drowning in admin work as you bounce back and forth between different systems to source, build, price, and present your offering as accurately and quickly as possible. Sound familiar?

There must be a better way

When you’re dealing with complex product spreadsheets from multiple vendors and distributors, and navigating between different websites trying to find availability, the job can be tedious and frustrating. Even after finding the materials you need, in most systems you’re probably just looking at a general catalog that doesn’t have your company’s pricing. So, you’re left calling your distributor rep (wasting more time) and your competition could have already delivered their quote to the prospect.

Now, a couple hours have passed and you’re left manually building your quote in a spreadsheet, which could lead to errors in your calculations. Trying to format your quote in a way the prospect can easily engage with and understand can be difficult if your applications don’t offer you an easy way to do so.

At this point in the process you’re probably thinking, “There’s got to be a better way!” Well, when you add automation to the mix, there is!

Take complexity out of the equation

In today’s fiercely competitive technology market, the ability to present a professional looking, accurate, and timely quote to a client, and faster than the competition I might add, could mean the difference between winning and losing the deal. Whether you manage your own product catalog or prefer online, real-time product sourcing, it’s essential the data is fresh, accurate, and always available. Luckily, there’s a much faster way to source products rather than the manual process we just talked about.

ConnectWise Sell®, a configure-price-quote (CPQ) solution under the ConnectWise umbrella, vastly simplifies and automates your entire quote-to-cash process. This cloud-based solution will streamline your workflows and speed up your sales cycle by:

  • Simplifying product catalog management, so you view your data and manage your price lists from one central location
  • Providing quick access to specialized online catalogs, like Etilize™, for up-to-the-minute content on the go
  • Making it easy to present your offering in a meaningful way, without manual formatting headaches and costly errors
  • Delivering professional, accurate, and intuitive quote experiences online from any browser compatible device

When you implement a solution like ConnectWise Sell, it’s a great way to add recurring revenue streams without adding headcount! You’ll see time and money saved on monotonous, manual tasks so you can focus on what makes your business run—custom technology solutions backed by superior customer service.