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Operate at Top-Notch Efficiency with CPQ Technology Built in the Cloud

What would it mean to you if you could save a few hours on quoting, and at the same time streamline the process for procurement and service delivery? You may be overlooking one of the greatest improvements that you could make to your sales operations. With shrinking margins on technology hardware, it is more important than ever to practice efficiency as a value-added reseller. Put simply, having ConnectWise Sell as your configure-price-quote (CPQ) solution can help you keep track of the people, processes, quote history, and content that you rely on for amped efficiency and simpler sales.

Features to Automate Your Quoting Process and Streamline Your Quote-to-Order Workflows

Improve Your Forecasting

Integrate optimized quoting in ConnectWise Sell with sales execution in your existing CRM to exploit your best strategic asset – your own data. Gain true visibility into your pipeline, and accurately forecast with an automated and auditable flow of important data to key internal systems.

Source Products with Ease

Easily cross reference part numbers from major distributors for real-time pricing, availability, and content with an integration to Etilize™. Dynamically import complex spreadsheets (like Cisco CCW BOMs), and present this information to your customer in a meaningful way with just a few clicks.

Easily Adapt to Evolving Needs

ConnectWise Sell was built to handle your always evolving business quoting needs, whether they be an in-depth proposal, statement of work, or a simple product quote. Easily present everything from a bucket of service hours to a complex phased project with product through a single solution.

Quote Anytime, Anywhere

ConnectWise Sell is built in the cloud, freeing your quote & proposal process from on-premise limitations. Deliver richly branded quotes, attach supporting documents, make changes on the fly, and receive customer approvals via built-in e-signature, no matter where you are.

Simplify Procurement with Electronic Orders

Easily check and compare product pricing and availability from top distributors, then add selections to your order. Push an electronic order directly to Ingram-Micro®, Tech Data®, Synnex®, and D&H®, or automate emailing the order to any distributor.

Drive Smarter Business Decisions

Built using Microsoft® Power BI™, our BI content pack is full of pre-built intelligence to identify important data points like: sales by product category, recurring revenue by customer, quote win percentages by month and year, and the aggregate discounting impact on the bottom line.

“The time it takes from receiving a bill of materials to actually creating the quote has dropped by 50%. We can get a quote out twice as fast now. We’ve seen a million-dollar increase in revenue over the last year, and ConnectWise Sell is a huge contributing factor to that growth.”

Scott Fleming, Client & Vendor Relationship Manager, Trusted Network Solutions

Built to Connect with Your Business Tools

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