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Winning a sale demands so much focus and energy that it’s often easy to underestimate all it takes to keep a project moving full steam ahead after the deal is closed. From product creation and sales order generation to client onboarding, customers expect progress that meets their needs and timelines. Efficiency is key to avoiding wasted time and resources that can cut into your profit. With process expertise and quality integrations, ConnectWise® Sell™ streamlines your sales workflow from start to finish.
Automated notifications ensure critical steps in the process never fall through the cracks.
Integration with your CRM, vendors, and distributors means information only needs to be entered once.
Route e-signed quote documents and contracts to the appropriate opportunities.
Avoid finance bottlenecks with automated payment collection and recurring payment setup via Order Porter™.
Minimize the amount of process work required of your sales team by routing appropriate tasks to admin.