Overview: ConnectWise Sell and Epicor CPQ (formerly KBMax) as CPQ Category solutions.
ConnectWise Sell and Epicor CPQ both serve the CPQ software market but cater to different business needs. ConnectWise Sell excels in managing large enterprises within the IT sector, emphasizing comprehensive sales and document management features. Epicor CPQ, on the other hand, offers strong training and onboarding support, making it a favorable choice for smaller enterprises seeking streamlined proposal and quoting processes. Both products offer integration and custom reporting features, making them versatile choices under specific operational contexts.
ConnectWise Sell: ConnectWise-Sell offers IT proposal templates and automation software. Users can create IT quotes, automate workflows, and integrate price catalogs to save time and reduce errors.
Epicor CPQ (formerly KBMax): KBMax is a Visual CPQ and Product Configuration software used in various industries for complex product configurations. It supports cloud deployment with robust security features, enabling scalability and control.
ConnectWise Sell and Epicor CPQ (formerly KBMax): Best Use cases based on the customer satisfaction data
Key Capabilities Supported
ConnectWise Sell supports sales document management and proposal & quote management, making it ideal for enterprises needing robust sales operations. Its digital signature and engagement management appeal to IT service businesses seeking efficient workflow management. read more →
Epicor CPQ facilitates sales document management and proposal & quote management, suiting businesses that prioritize streamlined processes. Integration with pricing and engagement management helps smaller firms generate leads effectively. read more →
Business Goals
ConnectWise Sell focuses on acquiring customers and increasing sales and revenue by offering solutions for scaling best practices. Large enterprises benefit from improved ROI and enhanced customer relationships. read more →
Epicor CPQ aids in acquiring customers and enhancing customer relationships, reflecting its focus on personalized service. Its goals align with enterprises looking to improve ROI and increase sales efficiently. read more →
Core Features
ConnectWise Sell offers integration, custom reports, and ease of migration as standout features. These support large IT enterprises in maintaining data integrity and facilitating complex migrations. read more →
Epicor CPQ shines with its training & onboarding feature, supporting smooth user transitions. Custom reports and integration features assist diverse industry needs, from engineering to construction. read more →
Vendor Support
ConnectWise Sell provides 24/7 support and multiple communication channels, which are crucial for resolving complex issues quickly. This support structure benefits large enterprises facing dynamic challenges. read more →
Epicor CPQ offers 24/7 support and emphasizes training & onboarding, perfect for businesses with extensive onboarding needs. Phone and email support accommodate smaller enterprises with personalized approaches. read more →
Segments and Industries
ConnectWise Sell is predominantly used by large enterprises within the IT and computer security sectors. This reflects the product's capability to handle extensive operations with rigorous requirements. read more →
Epicor CPQ caters to enterprises across mechanical, industrial engineering, and construction. Its appeal spans enterprises of all sizes seeking specific operational efficiencies. read more →
Operational Alignment
ConnectWise Sell aligns with large-scale operations requiring meticulous sales and document management. It equips large IT enterprises for complex workflows. read more →
Epicor CPQ fits well in operational workflows needing streamlined processes and strong onboarding. Its design favors enterprises that integrate multiple teams and processes effortlessly. read more →
Applying your context and needs changes the comparison
Failure Risk Guidance?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
Data
Support
Others
ConnectWise Sell in Action: Unique Use Cases
What Are the key features of ConnectWise Sell for Sales Document Management?
How does ConnectWise Sell facilitate Workflow Management?
How can ConnectWise Sell optimize your Helpdesk Management Workflow?
How efficiently Does ConnectWise Sell manage your Products & Pricelist Management?
Epicor CPQ (formerly KBMax) in Action: Unique Use Cases
How can Epicor CPQ (formerly KBMax) enhance your Training & Onboarding process?
What makes Epicor CPQ (formerly KBMax) ideal for Engagement Management?
Alternatives
News
Latest ConnectWise Sell News
ConnectWise Expands MSP Leadership Presence in EMEA
ConnectWise has expanded its leadership presence in EMEA by appointing Johannes Kamleitner to the GTDC's EMEA Vendor Advisory Council. This move aligns with ConnectWise's Predictive IT strategy, which integrates PSA, RMM, cybersecurity, and AI into a unified platform, enhancing MSP operations with automation and intelligence. The ConnectWise Platform is set for general availability in July.
Latest Epicor CPQ (formerly KBMax) News
Epicor Launches Prism AI Across Europe to Transform Manufacturing ERP ...
Epicor has launched its AI-powered Prism platform across the UK and select European markets, enhancing ERP systems with embedded intelligence for manufacturers. Integrated within Epicor Kinetic, Prism enables real-time decision-making through natural-language interactions, supporting operational activities with AI agents. This rollout marks a significant step in Epicor's Cognitive ERP vision, aiming to transform ERP systems into active business partners.
