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Workflow Automation

Automate with ConnectWise® Sell™ and Watch Sales Results Soar

ConnectWise Sell, formerly Quosal, 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.

Workflow Tools for Sales Success

Success List

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.

Approval Workflows

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. ConnectWise Sell offers scriptable approval rules for customization and supports optional peer reviews or required approval workflow.

E-Signature & Payment

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.

Quote to Order

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.

Learn How to Increase Revenue & Shorten the Sales Cycle >>

Take a Look Inside ConnectWise Sell

visibility
Pipeline Visibility

Track and display events and activities on sales homepages so your team can stay ahead of the game.

sales workflow
Stay Ahead of Sales

Get automated notification and see events, transactions, and won or lost activities in one central location.

ConnectWise Sell

See How ConnectWise Sell Can Be a Game Changer

Guide Your Sales Team to Big Wins by Minimizing Ball-Dropping

Explore the Other ConnectWise Sell Features

Quote and Proposal Automation

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.

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Product Sourcing

ConnectWise Sell puts product pricing and availability at your fingertips with distributor catalog feeds, including images, tunable descriptions, and detailed parametric data.

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Sales Reporting

Gain deeper insight into your quoting data, using ConnectWise Sell Business Intelligence to transform the way you analyze and use the company stats collected.

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“The integration of Sell into our CRM has really paved the way for us to automate a lot of our workflows and processes. That has cleaned up a lot of the information in our system and keeps us on track with every step of the pipeline.”

Jessica Hoover, Procurement Manager, My Sherpa
Partner Support >>