September 22, 2016

ConnectWise Announces New Business Intelligence Capabilities for Its Quote and Proposal Automation Solution

Quosal BI helps technology solution providers make better business decisions

TAMPA, Fla., Sept. 22, 2016 — ConnectWise, a company that transforms how technology solution providers successfully build, manage and grow their businesses, has introduced new business intelligence (BI) capabilities for Quosal, its comprehensive cloud-based quote and proposal automation solution. The just-launched Quosal BI feature provides ConnectWise partners using Quosal with a robust, ready-to-go set of customizable, interactive reports and dashboards designed to analyze and share data collected by Microsoft Power BI.

“One of our priorities at ConnectWise is discovering new ways to provide additional value to our partners and to help them grow their businesses,” said Kent McNall, General Manager of Quosal. “The intelligence capabilities that are now integrated into our quote and proposal automation platform do just that by giving sales teams and executive management critical insights and analytics they’ve never had about one of the most important business processes in their organizations.”

The broad range of information made easily accessible with Quosal BI reporting ranges from detailed quoting and sales breakdowns by customer and customer segments, products and manufacturers, sale representatives and sales team, and time-over-time segments.

Chris Drynan, Vice President of Operations for Integrated Media Technologies said the new Quosal BI dashboards and analytics he has been using in beta provide a level of detail he did not have in the past. “One of the biggest pluses for me is the ability to dig into the details of the quoting process and have access to metrics that simply were not available via our CRM tool,” he said. “This new capability fills the missing link in our decision making.”

Quosal is one of the most widely deployed quote and proposal applications in the world. According to McNall, the number of partners taking advantage of the platform has grown an average of 30 percent a year during each of the last five years. Based on current trends, he expects that by the end of 2016, business owners who use the platform will have realized close to $10 billion in approved quotes.

To learn more about Quosal BI analytic capabilities and its templates, reports and dashboards — as well as a number of additional functionality and technological enhancements that make the platform faster and easier to use — check out this blog post.