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 efficiently Does ConnectWise Sell manage your Workflow Management?
Why is ConnectWise Sell the best choice for Helpdesk Management?
What Are the key features of ConnectWise Sell for Products & Pricelist Management?
Epicor CPQ (formerly KBMax) in Action: Unique Use Cases
What benefits does Epicor CPQ (formerly KBMax) offer for Training & Onboarding?
What Are the key features of Epicor CPQ (formerly KBMax) for Engagement Management?
Alternatives
Integrations
Few ConnectWise Sell Integrations
News
Latest ConnectWise Sell News
ConnectWise Further Strengthens Leadership Team with Two New Appointments
ConnectWise has strengthened its leadership team by appointing two new executives.
Latest Epicor CPQ (formerly KBMax) News
Epicor expands AI offerings, launches new green initiative
Epicor has expanded its artificial intelligence (AI) offerings and introduced a new green initiative aimed at promoting sustainability. The companys latest AI enhancements are designed to improve business operations and efficiency for enterprise customers. The green initiative supports environmentally responsible practices, aligning with industry trends in digital transformation and sustainability.
