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What if you could save time creating quotes, while streamlining the process for procurement and service delivery? How would you like to ensure the information you gathered during the sales process is captured in a central location for your entire team to reference throughout the project lifecycle? With shrinking margins and heightened competition, working efficiently and delivering excellent customer service is more important than ever to remain successful as a value-added reseller. By switching to a business platform that helps you automate and streamline your operations, you can realize powerful improvements to your bottom line.
Gain true visibility into a sales pipeline backed by precise information from the quotes that you create. Generate accurate forecasts and make informed business decisions by leveraging one central source of information, and always stay up-to-speed on progress toward goals and vendor rebates.
Easily cross reference part numbers from major distributors for real-time pricing and availability, plus leverage our Etilize integration for rich content information. Dynamically import complex spreadsheets (like Cisco CCW BOMs), and present this information to your customer in an impactful way with just a few clicks.
The ConnectWise platform was designed to handle your always-changing needs, whether you need an in-depth proposal, simple product quote, or a comprehensive view of a complex project. Easily create and present everything to your customers through a single solution, and have full visibility into your team’s performance and key project milestones.
ConnectWise Sell is built in the cloud, enabling anytime, anywhere access for your sales team. 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.
Easily check and compare product pricing and availability from top distributors, then add selections to your order. Once you’ve won the deal, automatically create any relevant agreements, service tickets, or projects, and push an electronic order directly to Ingram-Micro®, Tech Data®, Synnex®, and D&H®, or automate emailing the order to any distributor.
Built using Microsoft® Power BI™, our Sell Intel 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. ConnectWise Manage reporting dashboards provide a glimpse into business profitability, employee utilization, pipeline by sales rep, and more.